Michael Trpcic III is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is also an owner of non-investment related investment properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s investment approach uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Kevin Flick is a CFP® and ChFC® with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016. Outside of his advisory role, he teaches a personal finance course at Geneva College and serves as treasurer for a local political campaign. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jason Rhodes is a financial advisor with Principal Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining Principal Securities Inc. and Principal Life Insurance Company in 2019. In addition to advisory services, he is active as an agent for fixed insurance products, including annuities and various types of life and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Noah Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon, Beratung Advisors, and La Roche University. Outside of his advisory role, he is involved in financial planning and wealth management support through a separate business activity in Sewickley, PA. Stratos Wealth Partners serves a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Dennis Jacques is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Valic, he worked at Milestone Asset Management, Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. He is also involved in insurance sales through West Financial Group Inc. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Sheila Guzzy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Hewitt Financial Services, and Aon Hewitt Financial Advisors. Outside of finance, she participates as a movie extra through the Nancy Moser Casting Agency. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.

Nicholas Kerr is a CFP® professional at Corient with one year of industry experience. Prior to joining Corient, he worked at Hapanowicz Financial, PNC, and Mortgage Connect. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Gibson Mc Cracken is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Flick Financial, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, third-party asset manager access, and custody services to individual and institutional clients.

Daniel Flick is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 43 years of industry experience. He has been with Commonwealth since 2016. Flick is a part owner of Flick Financial, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Jeffrey Decort is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic risk assessment to guide investment in approved mutual funds and ETFs with annual rebalancing.

Christopher Battistone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with PNC Investments since 2004. 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 uses algorithm-driven risk assessment to guide investment selections managed by PNC and third-party strategists, with a focus on mutual funds and ETFs.

William Danforth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a 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 sponsors, offering brokerage, financial planning, consulting, and advisory programs.

Douglas Hervey is a financial advisor at GWN Securities Inc. with 55 years of industry experience. He holds Series 65 and Series 66 licenses and has been with GWN Securities since 2009. Prior to that, he worked at Connecticut Mutual Life Insurance Company beginning in 1991. In addition to his advisory role, he is involved as a broker with ISN Network, an insurance brokerage firm specializing in life, long-term care, and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Andrea Robertson is a Series 66-registered financial advisor at Janney Montgomery Scott with 19 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Jesse Zahn is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience and has been involved with Zahn Financial Services LLC since 2023. His background includes roles at Principal Life Insurance Company and Principal Securities Inc. He is also the owner of Zahn Financial Services, LLC, a team-based advisory entity formed in partnership with Roger Zahn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amanda Burdick is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2019, following prior roles at The Huntington Investment Company and Huntington National Bank. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

James Hankins is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Edward Jones, Modern Woodmen of America, and Pruco Securities LLC. He is also an agent authorized to sell non-securities insurance products for Agia. 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 operating at a large scale with over 1,200 advisors.

Michael Spadafore is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at New York Life Insurance and is currently involved in providing baseball lessons and serves as a volunteer assistant baseball coach at Pine Richland High School. Spadafore also holds a mentorship role coordinating new members in his local BNI chapter and offers tax preparation services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Nicholas Kerner is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at LPL Financial and was involved with Grape City Beer. He is also affiliated with Penn State University. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a variety of portfolios and financial planning services through an open-architecture platform that integrates multiple external tools and investment strategies.

Michael Labos is a CERTIFIED FINANCIAL PLANNER® with over 21 years of industry experience. He is currently with Kestra Advisory and has held roles at Cetera Advisor Networks LLC, Vicus Capital, Inc., and Pennsylvania Financial Group. Labos serves as a board member for Vincentian Collaborative Systems, contributing to governance and operational oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.