Robert Montag Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth since 2006. Outside of his advisory work, he serves as Secretary/Treasurer for New Deal Hunting and Fishing Camp, a members-only recreational cabin facility in Pennsylvania. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure that includes discretionary and non-discretionary management options.

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 41 years of industry experience, having worked at Ameritas Investment Corp., Ameritas Life Insurance Corp., Upstreet Financial Advisors, and Western PA Financial Center. Outside of advising, he is involved in retail business ownership with his spouse and has roles in managing a hardware business and commercial real estate ventures. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles across various program platforms.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Kurtis Kuyat is a financial advisor at Stratos Wealth Partners, Ltd with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Principal Financial Services, and Veravest Investment Advisors. Kuyat is also involved with Mosaic Wealth Consulting, where he offers fixed insurance products including life insurance and annuities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party providers.

Jennifer Ritz is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to her advisory role, she serves as a registered sales assistant at Keystone Benefits Group, Inc., and is a board member of the YWCA, supporting its mission to eliminate racism, empower women, and promote peace and justice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Timothy Caldwell is an investment advisor representative at Kestra Advisory with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and previously held roles at Kestra Investment Services and VOYA Financial Advisors. Outside of his advisory work, he is a partner in a real estate business, KBG Realty, LLC. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, employee education, and recommends investments supported by due diligence, serving a broad mix of clients including large institutional investors.

Steven Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 39 years of industry experience. He has worked with various Ameritas entities since 1986, including Ameritas Life Insurance Corp and Ameritas Investment Corp. Tunink serves as owner and managing partner of the WPA Financial Center, where he manages insurance and financial product sales and supervises staff. He is also a member of the board of directors for the National Association of Insurance and Financial Advisors of Indiana County, PA. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple program platforms and a range of investment products.

Richard Lubecki is a financial advisor at SPC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC in 2018, he worked at Investment Professionals, Inc. for 12 years and has been involved with Evergreen Insurance, LLC since 2005. He serves on the Board of Directors for the Richard A. Schaeffer Memorial Fund, which supports students and post-doctoral fellows in mass spectrometry and youth scouting activities. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and offers both discretionary and nondiscretionary investment management options.

Philip Vitalbo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Swift Kennedy and Western PA Financial Center. Outside of his advisory work, he operates a part-time personal training business serving athletes and working professionals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various program platforms and offers additional investment options through affiliated entities.

Melinda Disque is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc., First Commonwealth Advisors, Essex National Securities, LLC, and Uvest Financial Services Group, Inc. Outside of her advisory role, she is a member of Quota International of Indiana PA, a nonprofit focused on fundraising for local charities benefiting underprivileged women and children, and she teaches yoga at the Sunflower Yoga and Fitness Center. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with access to alternative investments and lending solutions.

Kristine Brice is a financial advisor at &Partners with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing for over 16 years. Outside of her advisory role, she is the managing member of Sparky LLC, a business involved in purchasing buildings for professional use. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Nathanael Arthurs is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 31 years of industry experience, with prior roles at Prudential Life and Swift Kennedy. Outside of his advisory work, he served as an ATV riding instructor for 18 years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

John Pettina is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS. Outside of advisory work, he is a member of SPARKY LLC, where he oversees property maintenance. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a variety of analysis techniques and third-party strategies, using both discretionary and non-discretionary management through established platforms.

Darren Smith is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services and Commercial Bank and Trust of PA. Outside of his advisory role, he is involved as a junior financial professional at Pakos Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various discretionary and non-discretionary program options.

Daniel Hostetler is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2021. He previously worked for FSC Securities Corporation for 12 years and has been involved with Professional Money Management, LLC since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Leeder is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019, with prior experience at FSC Securities Corporation and Dollar Bank. Outside of advising, he is employed as a bartender and host at Stone Villa Wine Cellars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Jacob Hostetler is a financial advisor with LPL Financial based in Greensburg, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL, he worked at UPMC and has experience in broadcasting and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anthony Slezak is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Sagepoint Financial and SecondHalf Coach Wealth Management. He is also a co-founder and board member of the nonprofit GO2GOAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with technology and diverse investment platforms.

Luke Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Mackey Weber Group in Indiana, Pennsylvania, joining Merrill in 2012 and The Mackey Weber Group in 2014. He focuses on working closely with individuals, institutions, and families to simplify and improve their financial circumstances, helping clients articulate and achieve their financial goals through comprehensive planning. His expertise includes areas such as college education planning, investment consulting for defined contribution plans, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Luke grew up in South Fayette near Pittsburgh, Pennsylvania, and earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania in 2009. He holds Series 7 and Series 66 FINRA registrations, insurance licenses, and professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Indiana, Pennsylvania with his wife Meghan and their four sons. Outside of work, Luke enjoys playing ice hockey, tennis, and golf.

Andrew Reese is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Penn State University and McDain Golf Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.