Sean Battin is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has held roles at Lincoln Investment, Sankey Insurance and Financial Services, and Horace Mann Investors. Outside of his advisory work, Sean serves as a board member for Cochranton Community Church, contributing to strategic planning and decision-making. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and combines discretionary investment management with third-party manager access.

Ashley Cline is a CFP® professional with two years of industry experience. She is currently with JFS Wealth Advisors, LLC and previously worked at HDA Wealth Management. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process supported by an internal Investment Committee and uses Modern Portfolio Theory to guide portfolio allocations.

Gregory Sankey is a CFP® with 18 years of experience in the financial services industry. He is currently with Capital Analysts and Lincoln Investment, having joined both firms in 2020, and previously spent 13 years at The Horace Mann Companies. Sankey is also the president and owner of Sankey Insurance and Financial Services, which provides insurance and fixed annuity sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its investment products and retirement-plan services.

Casie Merchant is a CFP® professional with two years of industry experience, currently with JFS Wealth Advisors, LLC in Hermitage, PA. Her prior work includes roles at FNB Corporation, The Buhl Club, and academic positions at Youngstown State University and Kent State University. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee applying Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investments while offering fiduciary retirement plan services and tax-related accounting support.

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 Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Stratos in 2017, Burkley worked at firms including LPL Financial, Hefren Tillotson, and Federated Global Investment Management. Stratos Wealth Partners 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 institutional clients, employing an open-architecture investment approach with discretionary and non-discretionary portfolio management tailored to client goals.

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.

Joseph Pezzano is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 38 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs and financial services, including proprietary and third-party managed solutions, supported by an internal trading desk and custody services.

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. His career includes roles at LPL Financial, Wrp Investments, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. He is based in New Castle, Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, and offers proprietary and third-party managed account solutions.

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.

Cathleen Beatrice is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and currently serves as Assistant Vice President of Branch Banking at Mercer County State Bank, where she has worked since 2017. Her prior experience includes roles at Infinex Investments, Ristvey Investment Group, Raymond James Financial Services, and The Huntington Investment Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that includes both discretionary and non-discretionary account management.

Lloyd Laughlin is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He joined \u0026PARTNERS in 2025 after nine years at Wells Fargo Clearing. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party strategies.

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 at PNC Wealth Management with one year of industry experience. He has previously worked at PNC Bank and H&K Group and served in the U.S. Army. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic tools to recommend investment risk levels and implements portfolios via approved models using mutual funds and ETFs.

Diane Patterson is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for nine years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party strategies.

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.

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 for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services, utilizing various analytical approaches and portfolio management options through both in-house advisors and third-party managers.