David Harrison is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 15 years of industry experience, including multiple roles at Key Investment Services and KeyBank since 2016. 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 supported by recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Linda Dengler is a financial advisor at PNC Wealth Management in Wexford, PA, with 17 years of industry experience. She holds a Series 66 designation and previously worked for Hefren-Tillotson, Inc. for 15 years before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party portfolio management.

Timothy Albert is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including 22 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and implements investment strategies via mutual funds and ETFs.

Joshua Mitchell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—an invitation-only, discretionary model account available to employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Donald Monti is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with TLG Advisors since 2002 and previously worked at Monti Thompson & Getty from 2005 to 2017. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios. Their investment approach combines fundamental analysis, Modern Portfolio Theory, and risk-based portfolio construction through a mix of independent advisors, sub-advisors, and platform affiliates.

Jonathan Stevens is a financial advisor with GWN Securities Inc. in Cranberry Township, PA, holding a Series 66 designation and 20 years of industry experience. He has been with GWN Securities since 2008. Stevens is also involved in life insurance and annuities as a financial advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Christopher Cashell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Stratos Wealth Partners since 2018 and concurrently at LPL Financial since 2011. Prior to that, he spent 14 years at Nextier Bank. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives using both proprietary and third-party strategies.

Adam Frederick is a financial advisor at PNC Wealth Management with 20 years of industry experience. He has held his current role since 2010. He holds Series 63 and Series 65 licenses. 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 implements investment strategies managed by PNC or third-party strategists using mutual funds and ETFs, relying on algorithm-driven risk assessments and annual rebalancing.

Dawn Porto is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Jesse Taylor is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Northwestern Mutual and Miller McCurry before joining Commonwealth in 2019. He is also the owner of JLT Financial, LLC, a private entity facilitating 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 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Micah Kelley is a financial advisor with Stratos Wealth Partners, Ltd in Sewickley, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at Ameriprise from 2009 to 2015. He is also a partner at The Kelley Financial Group Accounting and Consulting, providing tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm combines individualized asset allocation with access to both proprietary and third-party strategies, supported by a large network of investment adviser representatives and a range of institutional and niche services.

Laura Hyser Stigner is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Valic Financial Advisors since 2017. Prior to that, she was employed at CR Gibson and Ivy Tech Community College. Outside of her advisory work, she serves on the board of the Indiana American Saddlebred Horse Association, a horse show organization focused on promoting the American Saddlebred breed in Indiana. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers portfolio management, financial planning, and consulting services via a large network of advisors.

Bernard Heigl III is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, PNC Investments LLC, and Ameriprise Financial Services, LLC. 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 through an open-architecture platform that incorporates third-party and proprietary investment models.

Jack Kremer is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at PNC for three years. He holds a degree from the University of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

Negar Altieri is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, she worked for Technology Publishing Company for seven years and Modern Woodman of America for one year. 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 diverse client base including individuals, families, trusts, corporations, and municipalities, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Timothy Miller is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as Merrill, Wells Fargo Clearing, and Cetera Advisor Networks. In addition to his advisory work, he teaches retirement planning classes at the Community College of Allegheny County. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Amy Porado is a financial advisor with Eagle Strategies (NY Life) based in Gibsonia, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019 and has a background in rehabilitation services. Outside of advisory roles, she is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis and maintains relationships with a wide range of institutional plan sponsors.

Bryan Gleghorn is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2022. He has been with The Huntington Investment Company since 2022 and has also worked with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through an open-architecture model that includes multiple wrap-fee programs and proprietary Private Bank models.

Michael Culhane II is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with The Huntington Investment Company. He has held roles at The Huntington Investment Company and Huntington National Bank since 2015 and has recently worked at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. 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 diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.