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.

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.

Darren Meyers is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 29 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 portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Elizabeth Connolly is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds the Series 66 designation and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Connolly is also the proprietor of Connolly, Steele & Company, P.C., a CPA firm providing accounting and tax services, and owns CSC Financial Strategies, LLC, an insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

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.