Jason Longnecker is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with Principal Life Insurance Company since 2006 and currently serves as president of JWL Wealth Management. In addition to his advisory work, he is an adjunct professor teaching finance and business courses at Westmoreland County Community College and serves as an elder overseeing the benevolent account at Bible Alliance Church. He is also president of a local chapter of a national business networking organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money managers through various adviser and promoter arrangements.

Brian Patton is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Key Investment Services since 2016. Outside of his advisory role, he serves as president of the Prexie Wrestling Boosters, a fundraising organization supporting wrestling programs in Washington, PA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence for third-party products, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Jeffrey Fine is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and also serves as an owner and officer of Accountmaster, Inc., a tax preparation and accounting business. Additionally, he established Fine Financials Professional Corporation for general tax and business purposes. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes a combination of model portfolios and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets and offer various managed programs.

Kristen Painter is a financial advisor at PNC Wealth Management with one year of industry experience. She holds a Series 66 designation and has been with PNC Bank since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

Anthony Ratkiewicz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including MassMutual, Penn Mutual Life Insurance, Guardian Life, and Wells Fargo Clearing. He is also involved with Beau Street Financial, where he provides guidance on investments, retirement, and insurance. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs, fee-based management of variable products, and supports both discretionary and non-discretionary advisory relationships.

John Cucarese is a financial advisor with Eagle Strategies (NY Life) in Steubenville, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at New York Life and its affiliated subsidiaries since 2005 and operates his own firm, John Cucarese Financial Services, which brokers non-registered insurance products and sells New York Life products. He volunteers with the Highmark Caring Place Gala, assisting with an annual fundraiser for a child bereavement organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice, offers multiple program types including fee-based and co-advisory solutions, and manages a significant portion of assets on a non-discretionary basis.

David Vega is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has held his current position since 2014 and has been involved with Vega Brothers LLC since 2010. Outside of his advisory work, he is a partner in Starr Lee Properties LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account for employees. Their investment approach uses algorithm-driven risk assessment and implements strategies with mutual funds and ETFs, with portfolio management delegated to third parties.

Mark Martin is a CFP® professional with 37 years of industry experience. He is currently affiliated with Integrity Alliance, LLC and has previously worked at Brokers International Financial Services, Bfc Planning, and Securities Management & Research, Inc. Martin serves as secretary and past president of a local Shriners chapter and is an ordained minister who officiates wedding ceremonies. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers various portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Adam Pokorski is a financial advisor with Money Concepts Capital Corp in Washington, PA, holding a Series 66 designation and one year of industry experience. He has worked at Money Concepts Capital Corp and AccountMaster, Inc, where he serves as a CPA and tax accountant. Outside of his advisory role, he is the board chairperson and treasurer for the Washington County Gay Straight Alliance, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages a variety of programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Scott Crowley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2019 and previously at Fsc Securities Corp from 2016 to 2019. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies including proprietary models under the Founders Gate Capital brand.

Scott Linville is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2009. He operates under the DBA The Advisors, LLC, and writes fixed insurance products as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Cole Tegano is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Arias Agencies and DoorDash. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

Trevor Fawley is a financial advisor with Ameriprise in Hickory, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carrie Bowman is a financial advisor at LPL Financial in Wheeling, WV, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cetera Advisor Networks LLC for seven years. Outside of advising, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Birch is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. He has worked at Hefren-Tillotson, Inc. since 2011 and joined Baird in 2022. Birch serves as treasurer for Knaps Independent Battery E, a non-investment related community organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and other advisory services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools.

Robert Riffle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morningstar Inc. and Marton Technologies, along with military service in the Army Reserves. He is also the owner of Aardvark Affluence, LLC, an investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party managers and custodians.

John Kiblin is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine these services with managed accounts under a consolidated billing arrangement called “WealthPlan,” while keeping planning and portfolio management separate.

James Morrow is a financial advisor at Ameriprise with 43 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 23 years at Lincoln Financial Advisors Corporation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Kara Elledge is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Pruco Securities, The Prudential Insurance Company of America, The Huntington Investment Company, Wells Fargo Advisors, and McKinley Carter Wealth Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Nikolas Kamarados is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Pruco Securities, LLC for 26 years before joining LPL Enterprise in 2024. Outside of advising, he serves as a general health agent for non-variable insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm provides advisory and brokerage services supported by an integrated platform that includes financial planning, model portfolios, third-party asset management, and insurance products.