George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Michael Flynn is a financial advisor with Citizens Securities, Inc. in Allison Park, PA, holding Series 65 and Series 63 licenses and having seven years of industry experience. His career includes prior roles at Merrill and Foundations Investment Advisors LLC, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program that employs ETF-based portfolios with proprietary algorithms and optional tax-loss harvesting.

Dominique Johnson is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, Merrill Lynch, and several other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Jordan Kelly is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including PNC Investments and Commonwealth Financial Network. Prior to his advisory career, he operated a home and business organizing service called Interior Solutions for 12 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and supervisory oversight.

Zoe Wiest is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, she is also a notary public. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and unaffiliated sub-advisors.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Gleyze is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Before joining Janney Montgomery Scott, he worked at Ernst & Young for three years. 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 including individuals, families, trusts, estates, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Ikechukwu Pius Nwagwu is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017. Nwagwu also has experience with Heartland Payment Systems and serves as an agent for non-securities insurance products through AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and utilizes discretionary unified managed accounts and overlay services through advanced technology platforms.

Britton Beachy is a financial advisor with PNC Wealth Management in Mars, PA, holding Series 63 and Series 65 designations and two years of industry experience. His professional background includes roles at PNC Investments LLC and Northwestern Mutual, as well as several positions at Lancaster Bible College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm uses algorithmic risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementation handled by investment delegates.

William Barth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap and advisory programs.

Scott Slattery is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at The Huntington National Bank, Citizens Securities, and Citizens Bank. Outside of financial services, he operates Scott Slattery Photography, a business active for ten years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.

Justin Porco is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience at firms including LPL Financial, The O.N. Equity Sales Company, and Bank of America. Outside of his advisory work, he is involved with J&N Construction LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a variety of investment management and financial planning services through an open-architecture platform that includes active monitoring, model portfolios, and third-party manager programs.

Jonathon Pennline is a CFP® with one year of experience, currently advising at Mariner Wealth Advisors. He previously spent 12 years at Bank of New York Mellon Corporation. Mariner serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolio strategies supported by both internal and third-party managers.

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, 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 stress testing to align investment exposures with client objectives.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, Ries is a limited partner in Pennsylvania Pure Distilleries and serves as a board member of the Manor Home Owners Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Richard Sabo is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 credential and bringing 34 years of industry experience. He has been with J.W. Cole Advisors and its affiliate J.W. Cole Financial since 2014. Outside of his advisory role, Sabo operates a financial planning firm and provides expert witness testimony on insurance and investment fraud, among other business activities. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary strategies supported by fundamental and technical analysis, model portfolios, and digital advice platforms.

Aaron Paolini is a financial advisor at MAI Capital Management, LLC with a ChFC® designation and over 10 years of industry experience. He has worked with Treloar & Heisel, Inc. since 2016 and was previously with WCG Wealth Advisors, LLC for six years. Outside of advisory work, he is involved in the sale of fixed and non-variable insurance products through Treloar & Heisel, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm offers a range of strategies across equity, fixed income, ETFs, and private investments, integrating financial planning and tax services, and manages significant assets including registered mutual funds and private investment vehicles.

Cameron Hiltz is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, WesBanco Bank and Securities, Edward Jones, and Huntington National Bank. Outside of his advisory role, he operates Hiltz Auto Detailing LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate portfolio management options.

Grace Zupsic is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Jumet Financial and LPL Financial LLC. Her background also includes roles in education and healthcare organizations. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing both proprietary models and third-party manager solutions through the Envestnet platform.

Jared Marfisi is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 credential and has two years of industry experience. Prior to joining Stratos Wealth Partners, he held roles at LPL Financial, Cetera, and MassMutual, among others. Outside of finance, he has worked with DoorDash for several years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services using an open-architecture approach that integrates multiple platforms and investment solutions.