Noah Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon, Beratung Advisors, and La Roche University. Outside of his advisory role, he is involved in financial planning and wealth management support through a separate business activity in Sewickley, PA. Stratos Wealth Partners serves a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Nicholas Kerr is a CFP® professional at Corient with one year of industry experience. Prior to joining Corient, he worked at Hapanowicz Financial, PNC, and Mortgage Connect. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Gibson Mc Cracken is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Flick Financial, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services to individual and institutional clients.

Daniel Flick is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with Commonwealth since 2016. Flick is a part owner of Flick Financial, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

William Danforth 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. Janney Montgomery Scott LLC is a 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, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs.

Andrea Robertson is a Series 66-registered financial advisor at Janney Montgomery Scott with 19 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Jesse Zahn is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience and has been involved with Zahn Financial Services LLC since 2023. His background includes roles at Principal Life Insurance Company and Principal Securities Inc. He is also the owner of Zahn Financial Services, LLC, a team-based advisory entity formed in partnership with Roger Zahn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amanda Burdick is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2019, following prior roles at The Huntington Investment Company and Huntington National Bank. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Michael Spadafore is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at New York Life Insurance and is currently involved in providing baseball lessons and serves as a volunteer assistant baseball coach at Pine Richland High School. Spadafore also holds a mentorship role coordinating new members in his local BNI chapter and offers tax preparation services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nicholas Kerner is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at LPL Financial and was involved with Grape City Beer. He is also affiliated with Penn State University. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a variety of portfolios and financial planning services through an open-architecture platform that integrates multiple external tools and investment strategies.

Michael Labos is a CERTIFIED FINANCIAL PLANNER® with over 21 years of industry experience. He is currently with Kestra Advisory and has held roles at Cetera Advisor Networks LLC, Vicus Capital, Inc., and Pennsylvania Financial Group. Labos serves as a board member for Vincentian Collaborative Systems, contributing to governance and operational oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jon Hoover is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023. Prior to that, he was affiliated with Globe Life and has experience with an organization called Wrestlers in Business. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory programs.

Brian Fuchs is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Patrick Tobin is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with RBC Capital Markets since 2013. Outside of his advisory role, Tobin serves as president of the Father Regis M. Farmer Scholarship Fund, a nonprofit organization, and is a member of the board of directors for the Kearns Spirituality Center. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles and employs both in-house and third-party managers to implement investment strategies.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Meyers is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Meyers serves as a board member of UPMC East Hospital in Monroeville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning and tailored investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Jason Reber is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and was employed with the Murrysville Golf Club for several years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Donald Anthony is a financial advisor with Primerica Advisors in Renfrew, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure, providing a curated investment approach rather than institutional plan management.

Joshua Vanderhoof is a financial advisor with LPL Enterprise in Cranberry Township, PA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Aldi Inc. for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance products.

Stephen Kimmel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been with Merrill since 2007. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.