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.

Stephanie Hunter is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, PNC Wealth Management, and Wells Fargo Clearing. Hunter is also active as an insurance agent with Benchmark Financial Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

Michael Diulus is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. Outside of advisory work, he is involved in insurance product sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Justin Porco is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at several firms including LPL Financial LLC, The O.N. Equity Sales Company, Global Retirement Partners LLC, Bank of America, Merrill, and Huntington National Bank. Outside of financial advisory, he is involved with J&N Construction LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an advisor-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management and a range of financial planning and investment solutions.

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.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Principal and Northwestern Mutual. Outside of finance, he is a dance instructor at Synergy Performing Arts Academy, teaching ballroom and Latin dance to youth. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms while maintaining broker-dealer and insurance agency functions.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He held previous roles at Grove Point Investments, LLC and H. Beck, Inc. Ries is a limited partner in Pennsylvania Pure Distilleries, a vodka production and distribution company, and serves as a board member for the Manor Home Owners Association. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm emphasizes a decentralized advisory model and has a notable focus on retirement-plan advisory and pension consulting services.

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 ChFC®-designated financial advisor with MAI Capital Management, LLC, bringing two years of industry experience. He previously worked at WCG Wealth Advisors, LLC for six years and is involved with Treloar & Heisel, Inc., where he engages in fixed insurance and property and casualty insurance sales. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing a broad array of investment vehicles.

Grace Zupsic is a financial advisor at &PARTNERS with one year of industry experience. She previously worked at Jumet Financial and LPL Financial LLC. Grace also has a four-year tenure at the University of South Florida and has experience in educational and healthcare settings. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and consulting services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Gary Augustine is a financial advisor with Cetera Planning Partners holding Series 63 and Series 65 designations and 37 years of industry experience. His career includes roles at multiple firms such as Stratos Wealth Advisors, Avantax Planning Partners, and his own investment management and advisory practices under the Gierl Augustine name. He also worked as an independent insurance agent for over three decades. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers. Their investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning intake and periodic updates.

Jared Marfisi is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial, Cetera, MassMutual, and First National Bank of Pennsylvania. Outside of his financial career, he has experience working with DoorDash and in hospitality at Marriott/Toftrees Golf Resort. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals including high-net-worth clients, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an IAR-driven model with an open-architecture approach integrating multiple third-party platforms and managers to deliver discretionary and non-discretionary portfolio management and customized financial planning services.

Larry Letterio is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altair Management Partners for 31 years and Kistler-Tiffany Advisors for one year. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

David Eppley is a CFP® professional with 36 years of industry experience, currently serving at Commonwealth Financial Network since 1999. He holds the Series 63 designation and is based in Wexford, PA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

Carol Mayer is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2019, and previously held positions at Key Investment Services, LLC, Keybank, and LPL Financial. Mayer is also involved with First Commonwealth Bank’s Trust Division, dedicating time to investment-related activities there. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Matthew Stanley is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and MR Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its retirement-plan advisory and pension consulting capabilities.