Constance Amstutz is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at JFS Wealth Advisors, LLC since 2017 and previously at FEIC Financial, Inc. from 2015 to 2017. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, financial planning, and investment advisory services to 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 employing Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investment options.

Brent Nelson is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 27 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is also an agent involved in fixed indexed investments on a limited basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a variety of advisor-managed and model-based strategies, supported by multiple platforms and third-party money managers.

Bruce Averback is a financial advisor with Thurston Springer Advisors in Youngstown, Ohio, holding a Series 63 designation and 45 years of industry experience. He has worked at Thurston Springer Financial since 2019 and previously spent ten years at STIFEL. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combining fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

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., holding a Series 66 designation and bringing 34 years of industry experience. He has been with StoneX Advisors since 2015 and also works with StoneX Securities since 2014. In addition to his advisory role, he is licensed as an insurance agent, a position he holds on a minor, commission-based basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a variety of investment platforms and combines independent advisors with an in-house Private Client Group to deliver customizable portfolio solutions.

Vincent Pilolli is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds the Series 63 designation and has been with StoneX Advisors since 2015, also working with affiliated StoneX entities since 2014. Outside of his advisory role, he serves as an agent for a general insurance agency. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a range of model-based and advisor-managed strategies and supports multiple account structures through proprietary and third-party platforms.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with IAMS Wealth Management since 2017 and also operates a tax preparation business, TD Tax and Finance, where he is the sole proprietor. Additionally, he works as a machine operator for Sharon Tube and is involved in Medicare insurance sales through United Healthcare. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party models and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

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. 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.

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.

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 IFP Securities, LLC since 2019 and was previously associated with LPL Financial from 2012 to 2019. Manes is also involved in marketing and selling fixed annuity products through the Pinnacle Group on a limited basis. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base, with a notable focus on retirement-plan advisory and pension consulting services.

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.

Lucas Rider is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.