Cameron Hiltz is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, WesBanco Bank and Securities, Edward Jones, and Huntington National Bank. Outside of his advisory role, he operates Hiltz Auto Detailing LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate portfolio management options.

James Remo is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and is co-owner of Remo Financial, LLC, a private entity established to facilitate 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 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody/clearing services.

Grace Zupsic is a financial advisor at &PARTNERS with one year of industry experience. She previously worked at Jumet Financial and LPL Financial LLC. Grace also has a four-year tenure at the University of South Florida and has experience in educational and healthcare settings. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and consulting services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Gary Augustine is a financial advisor with Cetera Planning Partners holding Series 63 and Series 65 designations and 37 years of industry experience. His career includes roles at multiple firms such as Stratos Wealth Advisors, Avantax Planning Partners, and his own investment management and advisory practices under the Gierl Augustine name. He also worked as an independent insurance agent for over three decades. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers. Their investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning intake and periodic updates.

Jared Marfisi is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera, and MassMutual. Outside of his advisory work, he has held roles in various sectors such as environmental transformation and hospitality. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and access to proprietary and third-party investment strategies through a large network of investment adviser representatives.

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.

Carol Mayer is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at First Commonwealth Bank, Infinex Investments, and Key Investment Services, among others. Mayer is also involved with the First Commonwealth Bank Trust Division. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model and a network of investment adviser representatives.

Douglas Gibson is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at KeyBank and PNC Bank prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection alongside ongoing monitoring and due diligence of third-party advisory products, leveraging its affiliations within the KeyCorp group.

Matthew Stanley is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 14 years of industry experience, including roles at Grove Point Advisors, Grove Point Investments, and MR Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on a decentralized advisory model and formal retirement-plan advisory 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 at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Partners since 2021 and LPL Financial since 2026. Outside of his advisory role, he is involved in tax preparation and accounting through Grenci Accounting and Finance and The Kelley Financial Group Accounting and Consulting. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing financial planning, portfolio management, and specialized consulting. The firm combines individualized asset allocation with access to proprietary and third-party investment strategies, supporting a broad range of advisory programs and custodial platforms.

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.

Robert Kovalan Jr. is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within Citizens Bank and its affiliates since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

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.

Cassidy Schmidt is a CFP® with seven years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at Stratos Wealth Advisors, LLC, Avantax Planning Partners, Inc., and Gierl Augustine Investment Management, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, combined with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.