Kevin Lingenfelser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with Commonwealth since 2010. In addition to his advisory role, he conducts fixed insurance sales as an agent under the name Lingenfelser Financial Services. 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 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, and comprehensive back-office services.

David Joseph is a financial advisor with Citizens Securities, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Citizens Securities 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 with SigFig and a separate Managed Account program, while it also operates as a broker-dealer and insurance agency.

Cory Phillips is a CFP® professional with 10 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brendan Ward is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Wealth Management Partners, LLC since 2011. His other business activities include fixed insurance sales conducted under Wealth Management Partners, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion in constructing client portfolios.

Santo Liberto is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group Inc. and LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds.

George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. 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 services, financial planning, consulting, and multiple wrap/advisory programs.

Nolan Dalson is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and currently based in Canonsburg, PA. He began his advisory career at Janney Montgomery Scott in 2024 and has work experience that includes roles at Sharp Raiser Limited and various educational institutions. 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 individuals, families, trusts, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of internal portfolio management and third-party managers.

Daniel Wolfgang is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked at Janney since 2018. His prior roles include positions at Dominion Post, United Bank, and West Virginia University. 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 with brokerage, financial planning, consulting, and advisory programs, and offers investment advice through a combination of in-house and third-party portfolio management.

Galen Greiner is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. Prior to that, he was employed at Janney Montgomery Scott and Parker/Hunter Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.

David Zabela is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses. His career includes roles at Fort Pitt Capital Group, Key Investment Services, TD Ameritrade, Scottrade, and Fidelity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which utilizes algorithm-driven risk assessment and approved model strategies implemented via mutual funds and ETFs.

Mariano Lopez is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, Citizens Securities Inc., and PNC Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Chad Dalson is a CFP® professional with 38 years of industry experience. He has been with Janney Montgomery Scott since 2011, totaling 15 years at the firm. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage and advisory services through a combination of in-house and third-party portfolio management.

Zoe Wiest is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 20 years of industry experience. Her prior firms include Ameriprise and LPL Financial, where she has also been affiliated since 2015. Outside of advisory work, she is a commissioned notary public. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven, open-architecture model that integrates multiple third-party platforms and offers a range of portfolio management and financial planning services.

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.

Jonathan Lohman is a Series 65 licensed advisor at Mariner with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent a decade with Commonwealth Advisory Group, Ltd. in various roles. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, and is notable for its integration of tax, accounting, and administrative family office capabilities.

Nathan Boxx is a CFP® certificant with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis, private funds, and specialized portfolio tools.

Kyle Eichorn is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, The Huntington Investment Company, Citizens Bank, and Wells Fargo Bank. From 2015 to 2019, he was involved with RAW Kyle LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bradley Jurik is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameritas Advisory Services, LLC. His background includes roles at Waldron Private Wealth, Charles Schwab, Merrill, and PNC Wealth Management. He is also a licensed Independent Insurance Agent involved in insurance, annuity, and retirement plan sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a combination of model portfolios, mutual funds, ETFs, and customized strategies.

Reece Smith is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at Fidelity and Aptus Wealth Planning. Outside of his advisory roles, he managed a lawn care business for six years and has teaching experience with Carlynton School District and Allegheny College. Mariner serves a diverse client base, including individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with an emphasis on tax and accounting integration uncommon among large advisory enterprises.

Stephanie Hunter is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, PNC Wealth Management, and Wells Fargo Clearing. Hunter is also active as an insurance agent with Benchmark Financial Advisors. 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 investments, supported by a network of approximately 286 advisors serving over 13,000 clients.