David Gettings is a financial advisor with GWN Securities Inc. in New Castle, PA, holding Series 63 and 65 licenses and having 33 years of industry experience. Prior to joining GWN Securities in 2015, he worked at Lawrence County and has operated The Gettings Financial Group LLC and his own CPA practice since the early 1990s. Outside of his advisory work, he is involved in nonprofit activities including serving as an advisor for the Albert P. Gettings Memorial Foundation, a board member at a community mental health center, and founding the Gettings Leadership Centers, which provides educational programs on honor and values. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional asset allocation and momentum-based trading strategies in certain legacy programs.

Matthew Pruitt is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His previous roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services within client relationships, managing $72.3 billion in assets as of May 31, 2026.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently affiliated with Osaic Institutions, Inc. He has worked with several firms including First Commonwealth Bank, Infinex Investments, LPL Financial, Cetera Wealth Services, and Walnut Street Securities. Outside of his advisory roles, he serves on the endowment committee of his local church. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a national network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes both discretionary and non-discretionary account management.

Cathaleen Finn is a financial advisor at OSAIC Institutions, INC. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc., Mercer County State Bank, and The Huntington National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and financial planning, utilizing a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Brittany Shaker is a CFP® professional with 18 years of experience in the financial services industry. She has worked at NewEdge Advisors, LLC and affiliated entities since 2016 and previously spent eight years at Ameriprise Financial Services. She is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Keith Wells is a financial advisor with TLG Advisors, Inc. based in New Castle, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Simplicity Investments, National Life Group, Equity Services Inc, Sentinel Financial Group, PRUCO Securities, Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. He is also registered as an insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring through fundamental analysis and Modern Portfolio Theory and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Virostek is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 36 years of industry experience and has worked with Commonwealth Financial Network since 2009. He is also involved with United Plan Consulting, LLC, and operates Q3 Capital, LLC, an entity created for securities business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while offering discretionary model portfolios and customized investment program options.

Robert Pozzuto is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience and holds a Series 65 designation. His prior roles include positions at Matune Basile Advisors, Integrity Alliance, LLC, and Lion Street Advisors, LLC, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at WCG Wealth Advisors, LLC and MML Investors Services. Outside of his advisory work, he is involved with Treloar & Heisel, LLC, which offers fixed insurance and property and casualty insurance products. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm integrates financial planning and tax services with customized portfolio strategies and serves both advisory and product-sponsor roles, managing significant assets across a variety of investment vehicles.

Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 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 diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Melissa Nuzzo is a financial advisor with TLG Advisors, Inc. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, Prossen Agency, and The Huntington Investment Company. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring approach based on fundamental analysis and Modern Portfolio Theory, offering both customized portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Ryan Harteis is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. At FIRST Commonwealth Bank, he also serves as a client service representative involved in opening accounts and loan services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party relationships and a range of investment platforms.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and previously spent seven years at Wrp Investments, Inc. Outside of his advisory role, he is involved in business activities related to his own firms, including Perod Financial and Perod, Masters and Associates LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing both proprietary and third-party investment strategies and technology platforms to manage client assets.

Amanda Bolinger is a Series 65-credentialed financial advisor at NewEdge Advisors with one year of industry experience. She has been with NewEdge Advisors since 2016 and previously worked at Ameriprise Financial. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and financial planning services and employs technology tools and centralized due diligence to support advisor and client needs.

Daniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including WCG Wealth Advisors and Equitable Advisors. He is also a Financial Service Associate at Treloar & Heisel, LLC, where he is involved in fixed and accident and health insurance sales. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers tailored portfolio management strategies across multiple asset classes and integrates financial planning and tax services into many client relationships.

Jeffrey Wherry is a CFP® and ChFC® professional with 29 years of industry experience. He currently works at MAI Capital Management, LLC and has held positions at Treloar & Heisel, LLC, WCG Wealth Advisors, LLC, and MML Investors Services. Wherry holds a Mass Mutual Career Agent Emeritus status related to fixed insurance sales but is no longer involved in new production. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and serves both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

Michael Krarup is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he is involved in professional management through ownership of Professional Management Group and is a member and investor in RKM Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 strategies.

Adam Bosiljevac is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Nationwide Securities, Nationwide Financial, and PNC Wealth Management. Outside of his advisory work, he serves as a deputy coroner for Butler County and owns a retail distribution business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Woodbury Financial Services, Inc. from 2007 to 2009. In addition to his advisory role, he is involved in a fixed insurance business, Tommelleo & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Joseph Thomas Jr. is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Securities America Inc., Sterne Agee Investment Advisor Services, and Diversified Advisors, Inc. Outside of his advisory work, he serves as board president of a local social services organization and is a past president of a civic group that awards scholarships. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a variety of brokerage and advisory programs supported by a model-based investment process and a multi-advisor platform.