William Coates is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

John Yee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Wealth Management Partners and Commonwealth Financial Network since 2002. Outside of his advisory work, he is involved in fixed insurance sales through Wealth Management Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of roughly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.

Michael Moschetta is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services, CUNA Brokerage Services, CUNA Mutual Group, and Neuberger Berman. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs supported by an online planning tool and telephone access to advisors.

Jonathan Hansotte is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and The Kelley Financial Group. Outside of advising, he provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Pearl Graham is a financial advisor with VALIC Financial Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. She has been with VALIC Financial Advisors since 2001 and is also involved as the Supervisory Committee Chairperson of her local credit union, where she assists with annual audits and compliance testing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Zimmel is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds the Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithm-driven risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Mark Scholl is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott in various roles since 2005. 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 diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jacob Forschein is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has six years of industry experience. He previously worked at Intervest International Equities Corp and Westinghouse Electric Company. Forschein serves as Board President of Steel City Shakespeare, a nonprofit theater organization focused on community education and productions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary services, plan design, and employee education, utilizing multiple management platforms and third-party solutions.

Gregory Simpson is a CFA® charterholder with 13 years of industry experience. He is currently with Corient in Sewickley, PA, where he has worked since 2025. Prior to joining Corient, he spent 12 years at Rootstock Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Eric Cownie is a financial advisor at Kestra Advisory with 21 years of industry experience. He has held roles at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2022, and previously worked at Wells Fargo Advisors for six years. He holds a Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

Michael Dibartolomeo is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior firms include LPL Financial LLC, PNC Wealth Management, and DiBartolomeo Investment Group, LLC. He also has a partnership role in an accounting and consulting firm specializing in tax preparation. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, advisor-managed portfolios, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and provides access to proprietary and third-party strategies through a large network of investment adviser representatives.

Robert Davidson is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

Philip Herbster is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds the Series 65 designation and has previously worked at Touchstone Capital, McKinley-Carter Wealth Services, and First National Bank, among other roles. Outside of his advisory work, he also operates as a solo contractor driver for a food delivery service. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Bradley Boandl is a financial advisor with Valic Financial Advisors in Seven Fields, PA. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to his current role, he worked at Agia and also has experience working weekends as a bartender at Northampton Country Club. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology platforms.

Kevin Lingenfelser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with Commonwealth since 2010. In addition to his advisory role, he conducts fixed insurance sales as an agent under the name Lingenfelser Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Daniel Kruper is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Citizens Securities, Inc., LPL Financial, and Keybank. Kruper is also co-owner of 3Rivers Financial, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Timothy Augustine is a CFP® professional with 32 years of experience in the financial services industry. He currently works at Cetera Planning Partners and has held previous roles at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. He is also involved with Gierl Augustine & Associates, LLC, where he participates in tax preparation and insurance sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, financial planning, and retirement advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

James Luckey is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes nine years at Commonwealth Financial Network and eight years at MSI Financial Services, Inc. He is also involved with the Luckey Agency, Inc., an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design and compliance testing, and investment advice, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.