John Bachman III is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has worked with PNC Investments LLC since 2009. Outside of his advisory role, he is a member of Sterling Real Estate Ventures LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithm-driven risk assessments and uses mutual funds and ETFs in its investment approach.

Zoe Wiest is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, she is also a notary public. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and unaffiliated sub-advisors.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Gleyze is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Before joining Janney Montgomery Scott, he worked at Ernst & Young for three years. 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 including individuals, families, trusts, estates, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kristy Mc Cormick is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with First Command's affiliated firms since 2005. First Command Advisory Services, Inc. is a registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Ikechukwu Pius Nwagwu is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017. Nwagwu also has experience with Heartland Payment Systems and serves as an agent for non-securities insurance products through AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and utilizes discretionary unified managed accounts and overlay services through advanced technology platforms.

Britton Beachy is a financial advisor with PNC Wealth Management in Mars, PA, holding Series 63 and Series 65 designations and two years of industry experience. His professional background includes roles at PNC Investments LLC and Northwestern Mutual, as well as several positions at Lancaster Bible College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm uses algorithmic risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementation handled by investment delegates.

William Barth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap and advisory programs.

Scott Slattery is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes roles at The Huntington National Bank, Citizens Securities, and Citizens Bank. Outside of financial services, he operates Scott Slattery Photography, a business active for ten years. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolios.

Justin Porco is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience at firms including LPL Financial, The O.N. Equity Sales Company, and Bank of America. Outside of his advisory work, he is involved with J&N Construction LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a variety of investment management and financial planning services through an open-architecture platform that includes active monitoring, model portfolios, and third-party manager programs.

Jonathon Pennline is a CFP® with one year of experience, currently advising at Mariner Wealth Advisors. He previously spent 12 years at Bank of New York Mellon Corporation. Mariner serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing customized portfolio strategies supported by both internal and third-party managers.

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, 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 stress testing to align investment exposures with client objectives.

Janet Gubanic is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes multiple roles within PNC Investments since 2006, as well as positions at WesBanco Securities Inc and Key Investment Services, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary portfolio strategy available to select employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio execution to approved third-party strategists.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Principal and Northwestern Mutual in various capacities. Outside of finance, Matthew teaches ballroom and Latin dance to youth at the Synergy Performing Arts Academy. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, and it operates as a broker-dealer wholly owned by Citizens Bank, N.A.

Jeffrey Remo is a CFP® with 37 years of industry experience, currently affiliated with Commonwealth Financial Network. He has operated Remo Financial since 2005 alongside his role at Commonwealth. His credentials also include Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, compliance, and operational support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, Ries is a limited partner in Pennsylvania Pure Distilleries and serves as a board member of the Manor Home Owners Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Richard Sabo is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 credential and bringing 34 years of industry experience. He has been with J.W. Cole Advisors and its affiliate J.W. Cole Financial since 2014. Outside of his advisory role, Sabo operates a financial planning firm and provides expert witness testimony on insurance and investment fraud, among other business activities. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary strategies supported by fundamental and technical analysis, model portfolios, and digital advice platforms.

Jeanine Guzzardi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegated investment implementation.

Aaron Paolini is a financial advisor at MAI Capital Management, LLC with a ChFC® designation and over 10 years of industry experience. He has worked with Treloar & Heisel, Inc. since 2016 and was previously with WCG Wealth Advisors, LLC for six years. Outside of advisory work, he is involved in the sale of fixed and non-variable insurance products through Treloar & Heisel, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm offers a range of strategies across equity, fixed income, ETFs, and private investments, integrating financial planning and tax services, and manages significant assets including registered mutual funds and private investment vehicles.

Cameron Hiltz is a financial advisor with The Huntington Investment Company in New Brighton, PA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, WesBanco Bank, and Edward Jones. Outside of financial services, he operates Hiltz Auto Detailing LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform through an open-architecture model that combines third-party and proprietary investment strategies.