Grace Zupsic is a financial advisor at &PARTNERS with one year of industry experience. She holds a Series 66 designation and previously worked at Jumet Financial and LPL Financial LLC. Her background also includes roles in education and healthcare organizations. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing both proprietary models and third-party manager solutions through the Envestnet platform.

Jared Marfisi is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 credential and has two years of industry experience. Prior to joining Stratos Wealth Partners, he held roles at LPL Financial, Cetera, and MassMutual, among others. Outside of finance, he has worked with DoorDash for several years. 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 offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services using an open-architecture approach that integrates multiple platforms and investment solutions.

Larry Letterio is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altair Management Partners for 31 years and Kistler-Tiffany Advisors for one year. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

David Eppley is a CFP® professional with 36 years of industry experience, currently serving at Commonwealth Financial Network since 1999. He holds the Series 63 designation and is based in Wexford, PA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

Douglas Gibson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His career includes roles at KeyBank and PNC Bank prior to his current position at Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions, offering non-binding recommendations and ongoing monitoring while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Matthew Stanley is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grove Point Advisors, LLC and MR Financial Group. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Austin Ridgley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. His work history includes positions at Commonwealth Financial Network, Nexus Financial Network, Park Avenue Securities, and Guardian Life Insurance Company. Ridgley also engages in fixed insurance sales as an additional business activity. 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 over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custodial services, working with clients to implement portfolios through both internally managed and outsourced models.

Dante Grenci is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and five years of industry experience. He has worked at Stratos Wealth Partners since 2021 and previously at LPL Financial. Outside of his advisory role, Grenci is involved in tax preparation and accounting activities through Grenci Accounting and Finance and The Kelley Financial Group. 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 offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture approach.

Helene Lino is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 14 years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Myles Waltonbaugh Clements is a CFP® with nine years of industry experience, currently affiliated with Mariner. He previously worked at Fort Pitt Capital Group and Ameriprise Financial Services, Inc. He is also co-owner of Pittsburgh Coffee Co., a non-investment business venture with his spouse. Mariner serves a diverse client base, offering customized investment management, financial planning, and retirement plan consulting, with a notable integration of tax and accounting services alongside traditional portfolio management.

Paul Lantz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Before joining Principal Securities in 2016, he worked as an accountant for nearly four decades. His activities include offering fixed insurance, fixed life, annuities, disability insurance, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Sean Hannon is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Capital Markets for nine years before joining Commonwealth and Pinnacle Financial Strategies LLC. 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 comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Donald Bell is a financial advisor at PNC Wealth Management with 18 years of industry experience. He has been with PNC Investments, LLC since 2016. He holds Series 63 and Series 66 licenses. 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 utilizes algorithmic risk assessment and implements portfolios using approved model strategies with mutual funds and ETFs.

Alan Cornell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2004 and serves as a board member of the Beaver Cemetery and Mausoleum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform designed for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Donald Belt is a CFA® charterholder with over 31 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023, following previous roles at Robert Baird & Co. and Hefren Tillotson, Inc. He serves on the boards of Gear Up Segou and Real Champions Inc., a children's mentoring organization. Mariner Wealth Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a combination of in-house research and third-party managers, and provides extensive tax integration and financial wellness tools uncommon among large advisory firms.

Barbara Layton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Janney Montgomery Scott for a total of 20 years, including her current tenure that began in 2021. Janney Montgomery Scott 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 advisory programs.

Daniel Johnson is a financial advisor with Eagle Strategies (NY Life) based in Wexford, PA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at New York Life Insurance Co, NYLIFE Securities LLC, and North Hills Financial LLC. Johnson is a board member and Tomorrow's Leaders representative for the Cystic Fibrosis Foundation of Western PA. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Richard Scotti is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Ameriprise, Stewart Capital Advisors, S & T Bank, Hefren Tillotson, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brian Dart is a financial advisor with GWN Securities Inc. in Wexford, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2007. Outside of his advisory role, he is involved with Kades Margolis Corporation, where he educates clients on life and long-term care insurance needs and assists with policy applications and reviews. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a distinctive history of incorporating market-timing and momentum strategies within its legacy programs.