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.

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

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.

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.

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.

Robyn Yahner is a financial advisor with LPL Financial in Greenville, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her career includes roles at Cetera, Ameriprise, and Greenville Financial Consultants, and she is also employed at Thiel College. In addition to her advisory work, she is involved with Thiel College in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to various investment strategies, supported by advanced research tools and a broad platform that includes insurance and banking partnerships.

Dow Lindholm is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera Investment Advisors LLC and affiliated entities since 2014. Outside of his advisory role, he serves as chairman of the elder board at Grace Chapel Community Church, coaches youth baseball and softball, and is a commissioner and secretary for the Greenville Municipal Airport. Cetera Investment Advisors LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Frank Mindicino is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 1981, totaling 45 years of industry experience. He has served in multiple roles within Ameriprise and is involved in providing consulting services to financial advisors through his business, P.G.P. Advisors, LLC. Mindicino also holds board positions with UPMC Hospital and eCenter@LindenPointe, and participates in leadership education for financial service firms through NGCSA, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and third-party data within a defined investment framework.

William Fry IV is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Slippery Rock University and Shenango. Outside of his advisory role, he is involved with Diamond Strategic Solutions LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Eshelman is a Series 66 licensed financial advisor with Edward Jones in Greenville, PA. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he is a co-owner of a rental property inherited from his family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Max Messett is a Series 66-registered financial advisor with LPL Financial, based in Greenville, PA, and has two years of industry experience. Prior to joining LPL Financial, he held positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and State Farm. Messett is also involved in selling life, disability insurance, and fixed annuities as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary research and third-party strategies across various asset classes.

Stephen Lewis is a financial advisor with Cambridge Investment Research Advisors in Greenville, PA. He holds a Series 63 designation and has 41 years of industry experience. Prior to joining Cambridge in 2018, he worked at Stifel for nine years. Lewis serves as a school board member and has a background in coaching, as well as experience as vice president of a local bar and restaurant. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering both discretionary and non-discretionary services through multiple platforms and proprietary model strategies.

Kaitlyn Emery is a financial advisor at OSAIC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Verizon Wireless. Outside of financial services, she owns a photography business specializing in family, couple, and wedding sessions. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools.