Kent Newhart is a Series 65-registered financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and previously worked at ATA Financial Group LLC and ATA Management Strategies. He serves as president of the Whitehall Township Industrial & Commercial Development Authority. CX Institutional provides portfolio management, financial planning, and retirement plan consulting to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates technology platforms for consolidated reporting and tax-efficient asset location.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Delaney Heenan is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Heenan previously worked at John F. Millon & Co PC and has roles involving tax preparation and financial services coordination. He is also an enrolled agent providing tax preparation and filing services for individuals and businesses. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a long-term investment approach using multiple research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

William Johnston IV is a financial advisor at Trustmont Advisory Group, Inc. with 44 years of industry experience. He has held his current role at Trustmont Financial Group, Inc. since 2015. Johnston holds Series 63 and Series 65 designations. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term investment outlook and draws on multiple public research sources to manage discretionary accounts, with approximately $1.3 billion managed as of December 2025.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has three years of industry experience, including prior roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, Fontana operates Annuity IQ, LLC, where he focuses on life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model while using multiple analytical approaches to guide portfolio management.

Robert Turner is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont Advisory Group since 2018, following his tenure at Trustmont Financial Group beginning in 2011. Trustmont Advisory Group serves individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Bradley Delozier is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Jason Laux is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2019 and has been involved with Synergy Financial since 2013. Outside of his advisory roles, he is the owner and president of Synergy Group, Inc., where he manages operations and human resources, and he also presents courses and administers the website pghretirementcourses.com. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions using various investment approaches.

Sean Giliberti is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory work, he serves as president of The Sanctuary Museum, a contemporary art and moral compass museum focused on teaching children ethical values, and he is also a photographer who sells his work to benefit the World Salvation Center charity addressing fatherlessness. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jeffrey Myers is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and K&L Gates LLP. 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 brokerage services, financial planning, and advisory programs.

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Patrick King is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at PNC Capital Markets for 11 years. Patrick serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. Janney Montgomery Scott 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 advisory programs.

Dennis Deluca is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, INC., and is co-owner of A.F. McGervey & Co, LLC, a firm specializing in tax preparation, accounting, payroll processing, business valuations, and succession planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational and practice-management support. The firm provides access to discretionary model portfolios and customizable investment solutions through its platform.

Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held roles at E-Trade Financial Corporation and Morgan Stanley. Macdonald serves on the Investment Committee of the McKeesport Hospital Foundation Board in McKeesport, PA. 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 with brokerage, financial planning, consulting, and advisory programs, integrating in-house and third-party portfolio management across multiple wrap programs and managed accounts.

Eugene Joseph III is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at PNC Investments continuously since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.