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.

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 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.

Joseph Pezzano is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 38 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 charitable and educational organizations, offering a range of advisory programs and investment management consulting with a mix of firm-developed and third-party model strategies.

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.

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.

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.

Cathaleen Finn is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including 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 network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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.