Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Timothy Harrison is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and four years of industry experience. He previously worked at The Alliance and McConkey Financial before joining Fennick Financial, where he is involved in insurance and investment services. Outside of his advisory role, Harrison occasionally speaks at local churches, drawing on his past work abroad as a clergy worker with the Christian and Missionary Alliances. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering fee-based financial planning alongside both discretionary and non-discretionary portfolio management. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Ted Baird is a Series 63 licensed financial advisor with 48 years of industry experience. He has been with StoneX Advisors Inc. since 2017 and also works with StoneX Securities Inc. since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through his separate business, TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers to meet client needs.

Clancy Atkinson is a CFP® with 24 years of industry experience, currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and United Advisors Services, LLC. He is also involved with Innovative Benefits Consulting, providing life insurance referrals for estate planning purposes. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to various alternative investments, combining discretionary and non-discretionary strategies alongside third-party platforms and independent managers.

Gregory Liszka is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Vicus Capital, Inc. and has previously worked with Cetera and Strategic Lifestyle Advisors. Liszka also teaches a retirement planning class and serves on the board of Grove City Country Club. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services alongside broader investment solutions.

Shawn Sauerwein is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in New Castle, PA. He has been with Janney Montgomery Scott since 2012. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Benjamin Burkley is a financial advisor with LPL Financial and Stratos Wealth Partners, LTD, holding a Series 66 designation and 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and was previously with Hefren-Tillotson, Inc. from 2015 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households, offering a variety of investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Melissa Broerman is a financial advisor at PNC Wealth Management with 10 years of industry experience. She holds a Series 66 designation and has worked at PNC Investments, LLC since 2017, following roles at PNC Bank and PNC Investments from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm’s approach uses algorithm-driven portfolio recommendations implemented via approved model strategies, with portfolio management and proxy voting delegated to third parties.

Thomas Masters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Brock Cheurco is a financial advisor at Janney Montgomery Scott with Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual and MML Investors Services, as well as work experience during his studies at Youngstown State University and the East Palestine Street Department. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities, offering a variety of advisory and brokerage services supported by in-house and third-party portfolio management.

Corey Altman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Arnett Carbis Toothman LLP, and A&F Financial Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

John Clark is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Hermitage, PA. He has worked at The Huntington Investment Company and The Huntington National Bank since 2012 and spent one year at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform and utilizes an open-architecture model combining third-party sub-managers with proprietary Private Bank offerings.

Cathleen Beatrice is an investment adviser with OSAIC Institutions, Inc. holding Series 65 and Series 63 designations and 13 years of industry experience. She has worked at Mercer County State Bank since 2017 in a banking role that includes branch management. Her prior experience includes positions at Infinex Investments, Ristvey Investment Group, and Raymond James Financial Services. OSAIC Institutions, Inc. serves a broad client base including individuals, ERISA retirement plans, trusts, estates, and corporations, offering customized advisory services through a network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer structure and provides access to alternative investments, lending solutions, and third-party asset management.

Lloyd Laughlin is a financial advisor at &PARTNERS with 43 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies and operating as both a registered investment adviser and broker-dealer.

David Gettings is a financial advisor with GWN Securities Inc. in New Castle, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GWN Securities since 2015 and has prior experience with Lawrence County, The Gettings Financial Group LLC, and as a CPA since 1992. Outside of advising, he is involved in multiple nonprofit and community activities, including serving as an advisor for the Albert P. Gettings Memorial Foundation, a board member for the Human Services Center, and founding the Gettings Leadership Centers, which focus on teaching honor, respect, and values. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including legacy market-timing and momentum approaches.

Edwin Torres Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments and delegates portfolio management to approved strategists and third parties.

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.

Jesse Tatterson is a financial advisor with PNC Wealth Management in Sharon, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s approach uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third parties, primarily through mutual funds and ETFs.

Anthony Kopesky is a financial advisor with PNC Wealth Management holding a Series 66 designation and currently has one year of industry experience. His prior work includes roles at PNC Bank, H&K Group, the U.S. Army, and C.W Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio service that uses algorithmic risk assessments and invests via mutual funds and ETFs with annual rebalancing.

Diane Patterson is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis across a range of portfolio management solutions.