Danielle Baran is a financial advisor at VALIC Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2009. Baran also serves as an agent with Agia, offering non-securities insurance products. 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 UMA models for portfolio construction.

Richard Bopp is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. since 2003. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.

Douglas Stirling 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. Outside of his advisory role, Stirling serves as a board member of the Pittsburgh Zoo. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of investment advisory and brokerage services, including in-house and third-party portfolio management across multiple wrap programs and a unified managed account overlay.

Yuri Demetris is a CFP®-designated financial advisor with 17 years of industry experience. He has been with The Huntington Investment Company since 2015 and joined Ameriprise in 2026. Outside of his advisory work, he serves as a board member for the Mars Girls Youth Basketball Association. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities. Its investment approach features an open-architecture model combining third-party sub-managers, affiliate offerings, and Envestnet overlay services.

John Hellgren Jr. is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2010 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. 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.

Alex Pawlawski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 65 licenses and bringing 35 years of industry experience. He has served at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2009. Outside of advisory work, he co-owns a hunting camp in Pennsylvania. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored investment programs and financial planning through a network of advisors, operating with both discretionary and non-discretionary account options.

Wendy Obrien is a financial advisor at PNC Wealth Management with 37 years of industry experience. She has been with PNC Investments since 2015 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Obrien serves on multiple healthcare boards, including the West Penn Hospital Foundation and Forbes Hospital, and is involved with the West Penn Allegheny Health System Board of Directors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third parties.

Trent Tipton is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his work history includes positions in the hospitality and retail sectors. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Larry Marks is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm uses a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Kraig Cawley is a CFP® professional with 17 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Cawley Financial Advisors, LLC. His prior experience includes roles at Cetera and Cambridge Investment Research. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, compliance, and practice-management support.

Wesley Perman is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2008. Perman works out of Wexford, PA. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implementation via approved model strategies.

Alan Flick is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Beaver Falls, PA. He has 12 years of industry experience, including 10 years with Commonwealth. Outside of advisory work, he is involved in co-owning private entities related to securities 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 provides advisory support through managed-account programs, access to third-party asset managers, and custody/clearing services while managing over $212 billion in client assets.

Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation, with 22 years of industry experience. His prior work includes roles at LPL Financial, Ameriprise Financial Services, Janney Montgomery Scott, and Parker/Hunter Incorporated. Stratos Wealth Partners serves individual and institutional clients by providing financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, offering services on both discretionary and non-discretionary bases across multiple custodians.

Jeffrey Kelley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2015 and was previously with Ameriprise from 2010 to 2015. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and operates on platforms from providers including LPL, Fidelity, Schwab, and Envestnet.

Robert Gleyze is a CFP® professional with 31 years of industry experience and has worked at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses and is based in Sewickley (Wexford), PA. Janney Montgomery Scott LLC is a large 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Jena Reinheimer is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. She has two years of industry experience, including roles at GA Investment Management and Avantax Planning Partners. Prior to her financial services career, she worked at Mac's Cafe and has a background in education from Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate-planning through third-party providers, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

Jonathan Caromano is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 28 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 account that uses approved model strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.