Robert Montag Jr. is a financial advisor with OSAIC Institutions, INC. based in Blairsville, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including roles at Infinex Investments, Inc. and First Commonwealth. Outside of his advisory work, he serves as Secretary/Treasurer of New Deal Hunting and Fishing Camp, a membership-based cabin facility for hunting and fishing activities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered primarily by a network of investment adviser representatives utilizing fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., Western PA Financial Center, and Upstreet Financial Advisors. Outside of his advisory work, he is involved in retail business operations through Lucy Rae Inc. and Upstreet Ace Hardware LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include 15 years at Lincoln Financial Advisors and more recent positions at OSAIC and LPL Financial LLC. He is also involved in offering fixed insurance and annuity products through Mosaic Wealth Consulting. 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 a range of advisor-managed and model-based investment strategies, financial planning services, and retirement plan consulting, utilizing an open-architecture platform that integrates multiple external providers and SEI-affiliated resources.

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 with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory role, he is a partner in KBG Realty, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services that include fiduciary consulting, plan design, compliance testing, and due diligence-supported investment recommendations.

Steven Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has a long tenure with Ameritas-affiliated firms dating back to 1986 and serves as owner and managing partner of the WPA Financial Center dba Ameritas Financial Services of WPA. Tunink also serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) of Indiana County, PA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized portfolio strategies delivered through affiliated investment adviser representatives.

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 credentials and six years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Swift Kennedy and Western PA Financial Center since 2020. Outside of advisory work, he operates a part-time personal training business serving athletes and working professionals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement-plan advisory services through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Melinda Disque is a Series 66-licensed advisor with 17 years of industry experience, currently affiliated with OSAIC Institutions, INC. She has worked with Infinex Investments, Inc. since 2015 and First Commonwealth Advisors since 2010. Outside of her advisory role, she is a member of Quota International of Indiana, PA, where she assists with fundraising efforts for local charities benefiting underprivileged women and children, and she is also an instructor at Sunflower Yoga and Fitness Center. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s network of investment adviser representatives employs various analytical approaches and operates with a predominance of non-discretionary assets.

Kristine Brice is a financial advisor at &PARTNERS with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2008. Outside of advising, she is the managing member of Sparky LLC, which focuses on purchasing a building for her practice. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, using a combination of proprietary and third-party portfolio management strategies.

Nathanael Arthurs is a financial advisor at Ameritas Advisory Services, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked with Prudential Life, Swift Kennedy, and Ameritas Investment Corp. Outside of his advisory roles, Arthurs has experience as an ATV riding instructor. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes a range of investment strategies supported by affiliated advisers and third-party sub-advisers.

John Pettina is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of SPARKY LLC, where he oversees property maintenance. &Partners serves a diverse client base including individual and institutional investors, offering investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm utilizes a combination of proprietary and third-party models and provides access to a range of investment strategies through platforms like Envestnet.

Darren Smith is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Commercial Bank and Trust of PA before joining Cetera and Pakos Wealth Management in 2025. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Daniel Hostetler is a financial advisor with LPL Financial in Greensburg, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 12 years at FSC Securities Corporation and five years at LPL Financial. He has maintained a longstanding involvement with Professional Money Management, LLC since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management approaches.

Brandon Leeder is a financial advisor with LPL Financial in Greensburg, PA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at FSC Securities Corporation, Dollar Bank, and Saint Vincent College. He is also involved with Stone Villa Wine Cellars as a bartender and host. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, along with research-supported model portfolios and both discretionary and non-discretionary management.

Jacob Hostetler is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at UPMC, Renda Broadcasting, and the University of Pittsburgh Johnstown. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Anthony Slezak is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with LPL Financial since 2019 and concurrently operates SecondHalf Coach Wealth Management since 2009. Slezak is also a co-founder and board member of the nonprofit organization GO2GOAL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.