Brent Nelson is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 28 years of industry experience. He has worked at Stonex Advisors since 2015 and at StoneX Securities Inc. since 2014, following 14 years at Wrp Investments, Inc. Nelson is also involved as an agent and advisor in a fixed indexed business on a limited basis. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers.

Bruce Averback is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds the Series 63 designation and previously worked at Stifel for 10 years before joining Thurston Springer Financial in 2019. Thurston Springer serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to active momentum models.

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.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with StoneX Advisors since 2015 and was previously with Wrp Investments, Inc. for 15 years. Outside of his advisory role, he is also licensed as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed solutions and supports multiple account structures.

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.

Vincent Pilolli is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with several StoneX affiliated firms since 2014 and previously with Wrp Investments, Inc. Outside of advisory work, he serves as an insurance agent for a general agency. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through independent advisors and a private client group. The firm uses a variety of proprietary and third-party investment solutions and platforms to support customized client portfolios.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has ongoing roles outside of advising, including tax preparation services through his sole proprietorship, TD Tax and Finance, and machine operation at a manufacturing company. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management with model-based strategies and a range of investment options.

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.

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.

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.

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.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at Independent Financial Partners since 2012 and at IFP Securities, LLC since 2019, following a seven-year tenure with LPL Financial. Outside of his advisory role, Manes is involved in marketing and selling fixed annuity products on a limited basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with multiple investment management options and has notable capabilities in retirement-plan advisory and pension consulting.

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.