John Hellgren Jr. is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2010 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alex Pawlawski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009. Outside of advising, he is proprietor of a hunting camp in Pennsylvania. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services delivered via third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Wendy Obrien is a financial advisor at PNC Wealth Management with 37 years of industry experience. She has been with PNC Investments since 2015 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Obrien serves on multiple healthcare boards, including the West Penn Hospital Foundation and Forbes Hospital, and is involved with the West Penn Allegheny Health System Board of Directors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third parties.

Trent Tipton is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his work history includes positions in the hospitality and retail sectors. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Larry Marks is a financial advisor at &PARTNERS with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking, utilizing a combination of proprietary models and third-party manager solutions across discretionary and non-discretionary portfolios.

Gregory Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm’s approach involves discretionary model accounts using mutual funds and ETFs with annual rebalancing, primarily serving employee clients through a pilot program.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Kraig Cawley is a CFP® professional with 17 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Cawley Financial Advisors, LLC. His prior experience includes roles at Cetera and Cambridge Investment Research. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, compliance, and practice-management support.

Wesley Perman is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2008. Perman works out of Wexford, PA. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implementation via approved model strategies.

Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, following eight years at Ameriprise Financial Services. Hammond is also a partner at The Kelley Financial Group Accounting and Consulting, focusing on tax preparation and accounting. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Jeffrey Kelley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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 at OSAIC Institutions, INC. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Infinex Investments, Inc. since 2015. Barclay also works part-time with the First Commonwealth Bank Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and offers access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Jonathan Caromano is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 28 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 discretionary account that uses approved model strategies managed by PNC or third-party strategists and executed with mutual funds and ETFs.

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 with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Voya Financial Advisors since 2014 and operates Gregory J. Jacobs & Assoc. LLC, which sells and services insurance and investment products. Jacobs also serves as a board member of the Pittsburgh Field Club. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage and insurance product distribution, delivering advice through a combination of model portfolios, affiliated strategies, and third-party managers.

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.

Jason Fowkes is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with PNC Investments since 2017 and previously worked at Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.