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.

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.

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.

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.

Sean Battin is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Lincoln Investment since 2020 and previously held roles at Sankey Insurance and Financial Services, Inc. and Horace Mann Investors, Inc. He also serves as a board member of Cochranton Community Church, where he is involved in strategic planning and decision-making. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, utilizing both strategic and tactical investment approaches through in-house and third-party strategies.

Grant Abrams is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary and third-party investment strategies through platforms like Envestnet, and operates as both a broker-dealer and registered investment adviser.

Kirk Messett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Robyn Yahner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has previously worked with Cetera and Lincoln Heritage, and currently holds a position at Thiel College. Outside of advising, she is involved with Greenville Financial Consultants, Inc., which operates as a DBA for her LPL business. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Dow Lindholm is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera Investment Advisors LLC and affiliated entities since 2014. Outside of his advisory role, he serves as chairman of the elder board at Grace Chapel Community Church, coaches youth baseball and softball, and is a commissioner and secretary for the Greenville Municipal Airport. Cetera Investment Advisors LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Frank Mindicino is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 1981, totaling 45 years of industry experience. He has served in multiple roles within Ameriprise and is involved in providing consulting services to financial advisors through his business, P.G.P. Advisors, LLC. Mindicino also holds board positions with UPMC Hospital and eCenter@LindenPointe, and participates in leadership education for financial service firms through NGCSA, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and third-party data within a defined investment framework.

William Fry IV is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Slippery Rock University and Shenango. Outside of his advisory role, he is involved with Diamond Strategic Solutions LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Eshelman is a Series 66 licensed financial advisor with Edward Jones in Greenville, PA. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is a co-owner of a rental property inherited from his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Max Messett is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and State Farm. Outside of his advisory work, Messett is involved in selling life and disability insurance as well as fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various investment strategies.

Stephen Lewis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and 41 years of industry experience. Prior to joining Cambridge in 2018, he worked at Stifel for nine years. He serves as a school board member and has experience coaching in the Greenville Area School District, and he is also vice president of a local bar and restaurant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering various portfolio management options and model-based solutions tailored to client objectives.

Kevin Orsinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent 14 years with Cambridge Investment Research Advisors. He is co-owner of ORSINGER IMPACT, LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Matthew Bower is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked with Cetera and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank PA since 2009. Outside of his advisory work, he is involved in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across various program structures.

Joseph Henegan is a financial advisor with OSAIC based in Greenville, PA, holding the CFP® designation and Series 63 license, with 40 years of industry experience. He has been associated with Royal Alliance since 2007. Outside of his advisory work, Henegan serves as treasurer for the Jamestown Area School District Foundation and has acted as a township auditor since 1990. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers and multiple platforms. The firm integrates brokerage and advisory services, employing asset-allocation tools, managed portfolios, and third-party solutions to support discretionary and non-discretionary accounts.

Sophia Schmidt is a financial advisor at Edward Jones in Hermitage, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she spent time at Slippery Rock University Honors College and Hickory High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.