Dante Grenci is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. He has been with Stratos Wealth Partners since 2021 and previously worked at LPL Financial. In addition to his advisory role, he is involved in tax preparation and accounting services through Grenci Accounting and Finance. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse clientele, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Myles Waltonbaugh Clements is a CFP® and Series 66 registered advisor with nine years of industry experience. He is currently with Mariner and previously worked at Fort Pitt Capital Group and Ameriprise Financial Services. Outside of advising, he co-owns Pittsburgh Coffee Co. with his spouse. Mariner serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines discretionary portfolio management with in-house research and third-party allocations and provides integrated tax, accounting, and family office services alongside traditional wealth management.

Paul Lantz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining Principal Securities in 2016, he worked as an accountant for nearly four decades. His activities include offering fixed insurance, fixed life, annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Alan Cornell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2004 and serves as a board member of the Beaver Cemetery and Mausoleum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform designed for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Barbara Layton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Janney Montgomery Scott for a total of 20 years, including her current tenure that began in 2021. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brian Dart is a financial advisor with GWN Securities Inc. in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is involved with Kades Margolis Corporation, where he educates clients on life and long-term care insurance needs and assists with policy applications and reviews. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a distinctive history of incorporating market-timing and momentum strategies within its legacy programs.

Jerry Starr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Charles Testarella Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2016 across multiple roles. Outside of advisory work, he is a partner in Squirrel Boys LLC, a vacation rental business based in Southern Pines, NC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Andrew Sciuto is an advisor with Stratos Wealth Partners, Ltd. He holds a Series 65 designation and has been in the financial industry since 2026. His background includes prior roles at The Kelley Group and BBBSPGH. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an open-architecture investment model and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.

Jonathan Stevens is a financial advisor with GWN Securities Inc. in Cranberry Township, PA, holding a Series 66 designation and 20 years of industry experience. He has been with GWN Securities since 2008. Stevens is also involved in life insurance and annuities as a financial advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Dawn Porto is a Series 66-licensed financial advisor with 19 years of industry experience. She joined &PARTNERS in 2024 after spending eight years at Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

Micah Kelley is a financial advisor at Stratos Wealth Partners, Ltd with 18 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining Stratos and LPL Financial in 2015. In addition to his advisory role, he is a partner at The Kelley Financial Group Accounting and Consulting, providing tax preparation and accounting services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions. The firm employs an independent contractor model for most advisors and offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions, utilizing a multi-platform, open-architecture approach.

Negar Altieri is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Janney, she worked for Technology Publishing Company for seven years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs delivered through a combination of in-house portfolio management and third-party managers.

Timothy Miller is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as Merrill, Wells Fargo Clearing, and Cetera Advisor Networks. In addition to his advisory work, he teaches retirement planning classes at the Community College of Allegheny County. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.

Mark Manetti is a CFP® professional with 20 years of experience in the financial advisory industry. He currently serves at Farther Finance Advisors and previously worked for nearly two decades at Allegheny Financial Group. Outside of his advisory role, he holds several managing member and board positions in investment-related and manufacturing entities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income, while providing discretionary investment management and retirement plan consulting services.

Thomas Virostek is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 36 years of industry experience and has worked with Commonwealth Financial Network since 2009. He is also involved with United Plan Consulting, LLC, and operates Q3 Capital, LLC, an entity created for securities business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while offering discretionary model portfolios and customized investment program options.

Douglas Stirling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Stirling serves as a board member of the Pittsburgh Zoo. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of investment advisory and brokerage services, including in-house and third-party portfolio management across multiple wrap programs and a unified managed account overlay.

Trent Tipton is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his work history includes positions in the hospitality and retail sectors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Larry Marks is a financial advisor at &PARTNERS with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing a blended approach of fundamental, technical, and quantitative analysis.