Sean Menzies is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Good Life Advisors since 2014, also maintaining an association with LPL Financial since 2013. Outside of his advisory role, he is involved with the NSS Life Fraternal Order as an agent for non-variable insurance. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team-based approach using multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and planning subscription services.

Jamie Drennen is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 designation and two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Drennen held roles at Strassburger McKenna Gutnick & Gefsky, ADEX/Crown Castle, and Schneider Downs, among others. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis using equities, fixed income, alternatives, and derivatives, often delegating to third-party managers and affiliated model strategies.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Anthony Pratt is a financial advisor with Stratos Wealth Advisors LLC in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Stratos in 2018, he worked at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. He is also a part owner of Revelations Counseling & Wellness, a mental health and wellness business founded by his two daughters. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios and maintaining relationships with multiple subadvisers and custodians.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at BCG Securities since 2017 and previously held roles at Voya Financial Advisors and Renshaw, Hart, Grae & McConahy Inc. Martz is also president of Hart, McConahy & Martz, Inc., an insurance sales and service firm, and serves as vice president of the Safe Harbor Condominium Association. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering services including portfolio management, financial planning, and pension consulting. The firm focuses on customized investment policy statements, predominantly manages assets on a non-discretionary basis, and utilizes independent third-party managers alongside various analytical approaches.

Jena Reinheimer is a financial advisor at Avantax Planning Partners, Inc. with one year of industry experience. She holds the Series 65 designation and has worked previously at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and GA Investment Management. Outside of finance, she has experience working in the food service industry at Mac's Cafe and spent eight years affiliated with Butler High School and Slippery Rock University. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, and insurance entities.

Kelli Mc Ginnis is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. She previously worked at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory role, she operates an Etsy shop where she designs and sells jewelry as a hobby. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, and placement-agent services for private funds, utilizing both discretionary and non-discretionary investment approaches across multiple platforms.

Jonathan Grebosky is a CFP® and CFA® at Gibson Capital, LLC with one year of industry experience. He has worked at Gibson Capital since 2023 and previously held positions at PNC, Viatris, Duquesne Fund Services, and Auto-Owners Insurance. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm uses a strategic asset allocation approach focused on broad diversification via mutual funds and ETFs, involves clients in decision-making, and maintains policies to limit conflicts of interest.

Kaitlyn Kocuba is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 66 designation with eight years of industry experience. She previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. / Premier Wealth Partners. Kaitlyn has been with Heritage Wealth Advisors since 2021. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans through portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models incorporating multiple investment strategies and offers discretionary and non-discretionary management, coordinating with outside professionals as needed.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Mitchell Woods is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, AXA Advisors, and Tom Lange Company. Outside of his advisory role, he is also licensed as an insurance agent, offering insurance products to clients. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and a range of retirement-plan services through a network of approximately 97 advisers using a structured risk framework and diversified investment strategies.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.

Justin Bensema is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has worked at Fifth Third Wealth Advisors since 2023 and has prior experience at BNY Mellon. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

William Baker is a CFA® charterholder with over 23 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Citizens Securities, Inc. and Citizens Financial Group. Baker is also involved with Riverview Wealth Partners, LLC, a DBA for Stratos advisory business. Stratos Wealth Advisors serves a range of clients including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to SEI’s investment management and custody services.

Jason Klein is a CFA® charterholder with six years of industry experience. He currently serves as Director of Fixed Income at HBKS Wealth Advisors and is also a Portfolio Manager at Park Shore Partners. His prior experience includes roles at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis, employing a broad set of strategies and maintains affiliations with related businesses, including Park Shore Partners.

Todd Luniewski is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Sequent Planning since 2019 and previously spent 27 years with Mutual of Omaha and its affiliated entities. In addition to his advisory role, he works as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, third-party model manager access, and retirement plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications uncommon for firms of its size.

Zachary Sell is a financial advisor with Avantax Planning Partners, Inc. holding Series 66 and Series 63 designations and has 10 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Stratos Wealth Advisors, LLC. Outside of his advisory role, Sell serves as an assistant coach for pre-academy level soccer players aged 6 to 8 with Beadling SCS Soccer. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, businesses, and pension plans. The firm primarily operates through CPA firms and registered Advisor Representatives and employs tax-intelligent strategies and firm-designed style allocation models to manage approximately $7.57 billion in assets.

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

David King is a financial advisor at Avantax Planning Partners, Inc. with 40 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Avantax, he spent 13 years at Gierl Augustine & Associates, LLC, where he continues to be involved in the sale of insurance and annuity products. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, utilizing firm-designed style allocation models and tax-intelligent investment strategies.