Brian Eckenrode is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 credentials and 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and has worked with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, he is the proprietor of Eckenrode Financial Group, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

David Harrison is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within KeyBank and its affiliated investment services since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans. The firm delivers portfolio management and model-based advisory products through a multi-provider platform and integrates resources from KeyCorp affiliates for due diligence and specialized financial services.

Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party portfolio management.

Joshua Mitchell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary model account available to employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Donald Monti is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with TLG Advisors since 2002 and previously worked at Monti Thompson & Getty from 2005 to 2017. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. Their investment approach combines fundamental analysis, Modern Portfolio Theory, and risk-based portfolio construction through a mix of independent advisors, sub-advisors, and platform affiliates.

Brian Parker is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He is also a partner at Parker Poe Adams & Bernstein, where he provides legal and business advice to clients in life sciences, retail energy, and manufacturing sectors. In addition, Parker is involved in multiple business ventures including consultancy services, an oil and gas company, and a private cigar and social club. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services along with comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Adam Frederick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He has held his current role since 2010. He holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm implements investment strategies managed by PNC or third-party strategists using mutual funds and ETFs, relying on algorithm-driven risk assessments and annual rebalancing.

Jesse Taylor is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Northwestern Mutual and Miller McCurry before joining Commonwealth in 2019. He is also the owner of JLT Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Laura Hyser Stigner is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017, following prior roles at CR Gibson and Agia. In addition to her advisory work, she serves on the board of directors for the Indiana American Saddlebred Horse Association, a horse show organization focused on promoting the American Saddlebred breed in Indiana. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Jack Kremer is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at PNC for three years. He holds a degree from the University of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

Dale Dominick is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding the Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked previously at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Cetera Wealth Services, LLC. He is also a board member of the nonprofit organization Pittsburgh Cares. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, retirement consulting, and advisory program services through a network of independent representatives and employs multiple program structures incorporating both in-house and third-party solutions.

Amy Porado is a financial advisor with Eagle Strategies (NY Life) based in Gibsonia, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019 and has a background in rehabilitation services. Outside of advisory roles, she is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis and maintains relationships with a wide range of institutional plan sponsors.

Darin Lusch is a financial advisor with Valic Financial Advisors in Allentown, PA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Agia and Health Network Laboratories. Outside of his advisory work, he serves as treasurer for the Troxell family reunion, managing annual financial reporting and transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nelson Person is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 21 years of industry experience. He has worked at Apollo Trust Company since 2009, and previously at Uvest Financial Services Group, Inc. and AVB Advisors. Outside of advisory work, he serves as President, CEO, and Director of Apollo Trust Company and Apollo Bancorp, Inc., a commercial bank and bank holding company. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a large network of advisers, employing a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Edward Jenkins III is a financial advisor at Farther with 17 years of industry experience. He previously worked at Snow Capital Management LP for 17 years and at 79 Financial LLC for three years. He holds Series 63 and Series 65 licenses. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations, employing a Modern Portfolio Theory-based approach with proprietary model portfolios and automatic rebalancing.

Dominic Marfisi is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has seven years of industry experience and has been with Valic Financial Advisors since 2019. In addition to his advisory role, he is an agent for Agia, working with non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, operating at scale with extensive use of centralized technology and model solutions.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Evan Hood is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank and North Park Lounge Cranberry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account that uses algorithm-driven risk assessment and approved model strategies implemented via mutual funds and ETFs.

Kevin Gertz is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as a supervisor of off-ice officials for the New Jersey Devils hockey team. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing unified managed accounts and optional overlay services to implement its investment strategies.

Brian Johns is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.