Stephanie Hunter is a financial advisor at Ascentis Independent Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including CETERA Advisor Networks LLC and ORG Partners. Hunter also maintains an insurance agent license through Benchmark Financial Advisors. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses by providing tailored investment advisory services, portfolio management, and financial planning. The firm utilizes a combination of asset allocation strategies, third-party managers, and a Private Direct Investments program to manage client portfolios.

Michael Diulus is an advisor with Foundations Investment Advisors LLC, holding a Series 65 license and four years of industry experience. He has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. In addition to his advisory role, he is active as an insurance agent involved in the sales of insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2022. He is also the owner of Novera Wealth Management, LLC and Novera Financial Group, LLC, where he provides financial planning and income planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor strategies and provides ongoing portfolio services on a non-discretionary basis.

Jeremy Vento is a financial advisor at Ausdal Financial Partners, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as president of an insurance agency and acts as a trustee managing estate affairs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes.

Diane Pearson is a CFP® professional with 27 years of experience in financial advising. She has worked at CGN Advisors, LLC since 2019 and previously spent ten years at Emergingwealth Investment Management, Inc. and 25 years at Legend Financial Advisors Inc. Outside of her advisory role, she is involved with the 100 Women Who Care Pittsburgh charitable giving circle, serves on the Board of Advisors for the Robert Morris University Department of Finance, and is a member of the Garrett Planning Network Alliance. CGN Advisors provides financial planning, investment consultation, and portfolio supervision to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers while maintaining periodic portfolio reviews.

Mary Kate Burkes is a CFP® with five years of industry experience, currently serving at Allegheny Financial Group. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and UBS Financial Services. She volunteers as a financial planning advisor for the YWCA National Capital Area Foundation, providing budgeting, saving, and investing guidance to low-income individuals. Allegheny Financial Group advises a diverse clientele, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a research-driven approach to portfolio construction using mutual funds, ETFs, and other pooled products, and it also serves as an adviser and general partner to private funds, overseeing both discretionary and non-discretionary management.

John Walczak is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Allegheny Investments, Ltd since 2008. Outside of his advisory role, he serves as a financial accountability board member for Hill City Church. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, and it acts as adviser to private pooled vehicles and private funds.

Gary Augustine is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 designations and has 37 years of industry experience. His prior roles include positions at Cetera Wealth Services, Stratos Wealth Advisors, and independent insurance agency work spanning over three decades. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across its advisor network.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.

Eric Longstreth is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.

George Emanuele Jr. is a CFA® charterholder with two years of experience in the financial industry. He has worked at Fifth Third Wealth Advisors LLC since 2024 and previously spent 17 years at BNY Mellon. He has also taught Finance 301 as an adjunct professor during the summer at Pennsylvania State University Behrend. 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 institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

Cassidy Schmidt is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Avantax Planning Partners, Inc. and has previously worked at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine Investment Management. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm manages discretionary portfolios using model-based style allocation strategies and offers tax-intelligent overlays and retirement plan management through its RPS platform.

James Lamperski is a CFP® professional with two years of experience at Fifth Third Wealth Advisors LLC and 15 years previously at BNY Mellon Wealth Management. He is president and co-owner of Lamperski Enterprises, Inc., which operates a franchised Super Wash car wash. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors, utilizing customized strategic asset allocation frameworks and a mix of in-house and third-party management resources.

Courtney Collins is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Allegheny Financial Group since 2019 and has prior experience at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary approaches and utilizing in-house research to guide portfolio construction.

Jordan Fowler is a CFP® with 10 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, UBS Financial Services, and Dollar Bank. Outside of his advisory work, he is the owner of Fowler Family Holdings, a holding company for a personal investment in a roofing company where he contributes to financial reviews and marketing. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers discretionary portfolio management with tax-intelligent overlays.

Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.

Matthew Jaspert is a CFP® with nine years of industry experience and has been with Allegheny Financial Group Ltd since 2014. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, with risk control through diversification and ongoing monitoring, and acts as adviser to private pooled vehicles and private funds.

Patricia Piatt is a financial advisor at Prosperity Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, W&S Brokerage Services, Western Southern Life, and The Huntington Investment Company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment process with continuous portfolio supervision and due diligence on recommended managers.

Kelton Burgess is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2020 through KMB Financial DBA Cranberry Wealth. Burgess also owns and operates a law practice, the Law Offices of Kelton M. Burgess, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Brian Quaranta is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Brian is also involved in Secure Money Advisors, where he conducts insurance sales and client reviews related to insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.