Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 22 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Jeffrey Kelley is a financial advisor at Stratos Wealth Partners, Ltd with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2015, following five years at Ameriprise. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customizable portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Gleyze is a CFP® professional with 31 years of industry experience and has worked at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses and is based in Sewickley (Wexford), PA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Susan Barclay is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. from 2015 to the present and Mass Mutual Investors Services from 2013 to 2015. Barclay also has a part-time role with First Commonwealth Bank’s Trust Division. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, delegating investment management to its representatives while maintaining firm supervision.

Jena Hampe is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Avantax Planning Partners Inc and GA Investment Management. Prior to entering financial services, she was employed at Mac's Cafe and spent time at Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a larger Cetera network providing affiliated custodial and pension-related services.

Jonathan Caromano is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held his current position since 2004. Caromano holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with existing PNC Bank online credentials. The program uses algorithm-driven model strategies executed through mutual funds and ETFs with annual rebalancing.

Kelli Kania is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio service currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Gregory Jacobs is a financial advisor at VOYA Financial Advisors, Inc. in Pittsburgh, PA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities since 2003, including founding Gregory J. Jacobs & Assoc. LLC in 2009. He serves on the board of directors for the Pittsburgh Field Club. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements and model allocations, combining in-house and external strategies with technology-enabled tools to manage client portfolios.

Jessica Meek is a Series 66-licensed financial advisor with Janney Montgomery Scott, bringing 12 years of industry experience. She has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Garrett Mac Donald is a financial advisor at Janney Montgomery Scott with two years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2023 and has prior experience in renovation and restoration businesses. Outside of financial services, he is involved in New Era Premier Renovations LLC, a company he has been associated with since 2021. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Travis Wellner is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 30 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Katherine Loheyde is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Morgan Stanley, Wells Fargo Clearing Services, and PNC Investments. Outside of her advisory role, she serves as Swim Team Chairperson for the Murrysville Swim Club, organizing and coordinating summer swim meets and practices. Janney Montgomery Scott 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, and institutional clients, and provides services through a combination of in-house and third-party portfolio management across multiple advisory programs.

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Christopher Cutshall is a financial advisor with Valic Financial Advisors in Seven Fields, PA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Tooling Dynamics LLC and a position with Agia involving non-securities insurance products. 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 offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts and overlay services via Envestnet’s platform.

James Conrad is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been associated with Pinnacle Financial Strategies and Commonwealth Financial Network since 2005. Outside of his advisory work, Conrad serves as an instructor for continuing education courses for CPAs and attorneys and provides expert witness testimony in family and divorce court proceedings. He is also involved in local sports as a high school soccer game announcer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Alexis Gayhart is a CFP® professional with 17 years of experience in the financial industry. She has worked at Corient and Corient Services LLC since 2024 and previously spent 12 years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management and portfolio monitoring tools to align investments with client objectives.

Joshua Wencil is a CFP® with 18 years of experience in the financial services industry. He is currently affiliated with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having previously worked at Fidelity Investments, PNC, ParenteBeard Wealth Management, BMC Financial Advisors, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice relies on internal research and standard asset allocation models, with a focus on client authorization for trade execution and reviews tailored to individual goals and risk tolerance.

Murlat Abdoo is a financial advisor at TLG Advisors, Inc. based in Pittsburgh, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining TLG Advisors, he worked at Schneider Downs Wealth Management for three years and has held various roles at other firms including Union Bridge Capital and The Leaders Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, emphasizing manager selection and diversified portfolio construction through fundamental analysis and Modern Portfolio Theory.

Michael Trpcic III is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is also an owner of non-investment related investment properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s investment approach uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.