Christopher Villwock is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with CoreCap Advisors since 2017. Villwock is also the owner of TLC Insurance Group, which provides Medicare supplement, Medicare Advantage, and Part D plans, as well as property and casualty insurance. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and utilizes mutual funds, ETFs, individual equities, and bonds.

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.

Randall Beard is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior experience at StoneX Securities and operating Beard Insurance Agency, Inc. since 1995. Outside of his advisory roles, he manages a sole proprietorship handling his business income and expenses. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating third-party money managers and proprietary models for portfolio implementation.

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.

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.

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.

Michelle Laverty is a financial advisor with Stratos Wealth Partners, Ltd, holding 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. 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, offering a range of advisory services delivered through affiliated and independent representatives with an open-architecture investment approach.

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.

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.

Sandra Stack Potjunas is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 34 years of industry experience. She has been with Fifth Third Securities since 2007 and previously worked at Chase Investment Services Corp. Fifth Third Securities serves a diverse range of clients, including individual, high-net-worth, and institutional investors, through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Joel McBurney is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC investments since 2009, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and outsourced portfolio implementation via mutual funds and ETFs.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding the Series 63 and Series 65 designations and having 24 years of industry experience. She has worked with Stratos Wealth Partners since 2015 and previously with The Huntington Investment Company from 2010 to 2016. Outside of her advisory role, she is co-owner of Jervis Insurance Agency and Jervis Insurance Group, LLC, which engage in insurance and tax preparation services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor 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 through an IAR-driven model that offers discretionary and non-discretionary portfolio management using a broad open-architecture platform integrating multiple third-party managers and overlay strategies.

Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Mason Glinn is a financial advisor at Commonwealth Financial Network with a CFA® designation and Series 63 license. He has worked in the financial services industry since 2021, previously with W3 Wealth Management and Tolmiros Financial Designs. His professional background also includes roles outside finance, such as positions at Best Buy and Howland Pizza Works. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kirk Messett is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. He has prior experience at Raymond James & Associates, Inc. and PNC Wealth Management, spanning a total of 16 years. 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 more than 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Douglas Emery is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and three years at ON Investment Management. Outside of his advisory work, Emery is involved in firearms training and safety as a registered pistol instructor and range safety officer, and he leads a nonprofit that provides firearms training to local law enforcement. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.