Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Ameritas and its affiliated entities since 2014, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory role, he works with individuals and small businesses in the insurance field and assists with insurance and annuity sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Hayden Adams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Wealth Management Partners, Equitable, Salas O’Brien, and the Pennsylvania Department of the Auditor General. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, combining internally managed and outsourced portfolio solutions.

Stephanie Boyer is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and nine years of industry experience. She has been with Stratos Wealth Partners since 2019 and has also worked with LPL Financial, LLC since 2016. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through a network of about 366 advisors. The firm offers a range of financial planning services and investment strategies, utilizing an open-architecture approach that integrates multiple platforms and third-party managers.

Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 34 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2011. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm provides a range of advisor-managed and model portfolio solutions, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives operating an open-architecture platform.

Bradley Hilbert is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of his advisory roles, he is involved as an appointed advisor and producer for fixed insurance through multiple general agencies. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Patrick Breidsprecher is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Voith Paper and involvement with NCFC Youth. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and a wide range of affiliated capabilities within the Goldman Sachs ecosystem.

Terrence Judy is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with J.W. Cole Advisors since 2019. Outside of his advisory role, he serves on the boards of two Christian educational organizations and presents college-level non-credit courses. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis along with digital advice platforms to implement client solutions.

Kevin Boland is a financial advisor at Commonwealth Financial Network with 17 years of industry experience and holds a Series 63 designation. Prior to joining Commonwealth in 2026, he worked at Cetera Wealth Services and Cetera. He serves on the governing board of Seton-La Salle Catholic High School and is involved with several fiduciary appointments and nonprofit boards focused on behavioral health and developmental delays. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base with various investment options and portfolio implementation strategies.

Lukas Goehring is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at KeyBank and Saint Vincent College prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. 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. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with Citizens Bank and its affiliates before joining Ameritas in 2021. Outside of financial advising, Carroll teaches dance to children through Michele's Dance Center, a role she has held since 2003. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement-plan advice, and custom portfolio strategies delivered through affiliated representatives and a firm investment committee.

Paul Lorenz is a financial advisor with Key Investment Services LLC in Bridgeville, PA, holding Series 63 and Series 65 designations and eight years of industry experience. His prior work includes roles at PNC Private Bank, Infinex Investments, Mid Penn Bank, and Citizens Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and conducts ongoing due diligence and supervisory oversight.

John Sipling is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, joining the firm in 2025. His background includes roles at Uber, DoorDash, and Textron Systems, as well as multiple positions at Penn State University. He has one year of industry experience. Goldman Sachs Wealth Services advises a broad client base that includes individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to various platforms and proprietary analytics.

Lester Botkin is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey platforms, and proprietary model portfolios supported by major strategists and multiple analytical approaches.

Daniel Odonnell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented via approved third-party strategists.

Mengqi Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to joining Goldman Sachs, Chen worked at Ektello and has held positions related to sustainable energy and academic institutions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced research tools, offering tailored solutions through various platforms and fee arrangements.

Skylar Riddle is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed by Kovitz Investment Group Partners, Fort Pitt Capital Group, and PNC Investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

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.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.

William Burnette is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Mariner since 2021 and previously spent seven years with Commonwealth Advisory Group, Ltd. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to offer customized discretionary portfolios and provides integrated tax, accounting, and family office services uncommon among large advisory enterprises.