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.

Jared Kean is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Equitable Advisors LLC and KeyBank. Before entering the financial services industry, he worked in healthcare and education. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection and provides access to third-party discretionary managers, alongside ongoing portfolio monitoring and supervisory oversight.

Jason Rhodes is a financial advisor with Principal Financial Services in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining Principal Securities Inc. and Principal Life Insurance Company in 2019. In addition to advisory services, he is active as an agent for fixed insurance products, including annuities and various types of life and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Noah Ferguson is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 65 designation. He has two years of industry experience, including prior roles at BNY Mellon and Beratung Advisors. Outside of his advisory work, he is involved with Kelley Financial Group, where he provides financial planning and investment advisory services. Stratos Wealth Partners serves a diverse clientele of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management through a large network of advisers.

Dennis Jacques is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Valic, he worked at Milestone Asset Management, Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. He is also involved in insurance sales through West Financial Group Inc. Valic Financial Advisors, Inc. 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, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Patricia Menke is a financial advisor at PNC Wealth Management with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments and PNC Bank since 2010. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that implements approved investment strategies with annual rebalancing and no individual security trading.

Sheila Guzzy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Hewitt Financial Services, and Aon Hewitt Financial Advisors. Outside of finance, she participates as a movie extra through the Nancy Moser Casting Agency. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.

Nicholas Kerr is a CFP® professional at Corient with one year of industry experience. Prior to joining Corient, he worked at Hapanowicz Financial, PNC, and Mortgage Connect. Corient provides investment advisory and financial planning services to individual and 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 continuous portfolio monitoring.

Jeffrey Decort is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic risk assessment to guide investment in approved mutual funds and ETFs with annual rebalancing.

Christopher Battistone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 32 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 model account pilot for employees. The firm uses algorithm-driven risk assessment to guide investment selections managed by PNC and third-party strategists, with a focus on mutual funds and ETFs.

William Danforth is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a 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, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs.

Douglas Hervey is a financial advisor at GWN Securities Inc. with 55 years of industry experience. He holds Series 65 and Series 66 licenses and has been with GWN Securities since 2009. Prior to that, he worked at Connecticut Mutual Life Insurance Company beginning in 1991. In addition to his advisory role, he is involved as a broker with ISN Network, an insurance brokerage firm specializing in life, long-term care, and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Andrea Robertson is a Series 66-registered financial advisor at Janney Montgomery Scott with 19 years of industry experience. She has been with Janney Montgomery Scott since 2006. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Erin Smith is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds a Series 66 designation and co-owns Remo Financial, LLC, a private entity involved in securities, advisory, and insurance business. Erin has been with Commonwealth since 2018 and has been with Remo Financial since 2002. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ronald Jones is a financial advisor with Eagle Strategies (NY Life) in Saxonburg, PA, holding a Series 63 designation and bringing 42 years of industry experience. He has worked with Eagle Strategies since 2000 and operates under the name Ronald D. Jones Financial Services to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and advisory services, delivering tailored solutions through various program types and maintaining a largely non-discretionary asset base.

Jesse Zahn is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has five years of industry experience and has been involved with Zahn Financial Services LLC since 2023. His background includes roles at Principal Life Insurance Company and Principal Securities Inc. He is also the owner of Zahn Financial Services, LLC, a team-based advisory entity formed in partnership with Roger Zahn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amanda Burdick is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2019, following prior roles at The Huntington Investment Company and Huntington National Bank. Janney Montgomery Scott LLC is a dually registered 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 and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Lesley Baker is a financial advisor at The Huntington Investment Company with two years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm utilizes an open-architecture model combining third-party and affiliate investment strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

James Hankins is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Edward Jones, Modern Woodmen of America, and Pruco Securities LLC. He is also an agent authorized to sell non-securities insurance products for Agia. 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 and operating at a large scale with over 1,200 advisors.

Michael Spadafore is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at New York Life Insurance and is currently involved in providing baseball lessons and serves as a volunteer assistant baseball coach at Pine Richland High School. Spadafore also holds a mentorship role coordinating new members in his local BNI chapter and offers tax preparation services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.