Zachary Sell is a financial advisor with Cetera Planning Partners and holds Series 66 and Series 63 licenses. He has 10 years of industry experience and previously worked at Morgan Stanley Smith Barney, Stratos Wealth Advisors, and Avantax affiliated firms. Outside of his advisory role, he coaches pre-academy level soccer for boys and girls ages 6 to 8. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations tailored to client objectives and integrates a range of affiliated services, including tax planning and estate strategies.

Nicholas Kerner is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation. He has been with Stratos since 2026 and previously worked at LPL Financial and taught at Penn State University. Outside of finance, he was involved with Grape City Beer from 2023 to 2025. Stratos Wealth Partners serves a diverse client base 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 large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Michael Labos is a CERTIFIED FINANCIAL PLANNER® with over 21 years of industry experience. He is currently with Kestra Advisory and has held roles at Cetera Advisor Networks LLC, Vicus Capital, Inc., and Pennsylvania Financial Group. Labos serves as a board member for Vincentian Collaborative Systems, contributing to governance and operational oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jon Hoover is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023. Prior to that, he was affiliated with Globe Life and has experience with an organization called Wrestlers in Business. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house and third-party portfolio management across multiple advisory programs.

Timothy Schroyer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also currently affiliated with Agia. Outside of his advisory role, Schroyer is involved in charitable activities, serving as treasurer for Team Maloney Strong, a nonprofit raising funds for cancer research, and for the Range End Mens Association, a golf league. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party UMA models.

Christine Laffey is a financial advisor with PNC Wealth Management in Seven Fields, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She 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 digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm focuses on mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to third parties.

David King is a financial advisor with Cetera Planning Partners who holds Series 65 and Series 63 licenses and has 40 years of industry experience. He previously worked at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Gierl Augustine Investment Management. Outside of his advisory role, he has been involved with Gierl Augustine & Associates, LLC, where he acts as an agent for the sale of insurance and annuity products. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a comprehensive approach that includes tax planning, bookkeeping, and estate-planning services, utilizing diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Brian Fuchs is a financial advisor with Wells Fargo Clearing in Sewickley, PA, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Patrick Tobin is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with RBC since 2013. Tobin serves as president of the Father Regis M. Farmer Scholarship Fund, a nonprofit organization, and is a board member of the Kearns Spirituality Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management and financial planning services. The firm offers multiple advisory programs and combines in-house and third-party investment managers to implement client strategies.

Ian Fremer is a financial advisor with Merrill in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill and its parent company Bank of America since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Christ is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. Matthew is based in Sewickley, PA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nicole Kordenbrock is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she held positions at Raintree Systems, Automatic Data Processing, and DoorDash. Outside of finance, she has experience in the hospitality industry, having been involved with Over the Bar Bicycle Cafe from 2017 to 2021. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence, in delivering advisory services.

Brett White is a financial advisor with Robert Baird & Co. holding a Series 66 designation and four years of industry experience. He has worked at Robert Baird since 2022 and concurrently serves as a real estate agent with Coldwell Banker Realty Services. Robert Baird & Co. is a firm within the Private Wealth Management department that serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with internal research tools including artificial intelligence.

James Meyers is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association. Meyers serves as a board member of UPMC East Hospital in Monroeville, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning and tailored investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Rebecca Dehainaut is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at John Hancock Distributors LLC for eight years. She is based in Sewickley, PA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tevin Gibson is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and has two years of industry experience. His work history includes roles at various financial and non-financial firms such as McFaddens, PFS Investments Inc., and New York Life Insurance Company. Outside of advising, Gibson creates content as a YouTuber and is involved in brand marketing staffing, senior health insurance, and operates an Amazon storefront. Primerica Advisors is a large-scale asset management firm serving individual, corporate, and charitable clients primarily through a wrap-fee program that employs model-delivery strategies managed by unaffiliated asset managers. The firm’s offerings include strategic, tactical, tax-managed, and income distribution investment models with custodial and trade execution support from Pershing and BNY Mellon Advisors.

Jason Reber is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and was employed with the Murrysville Golf Club for several years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Matthew Gunther is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Citizens Securities, Ivy Funds Distributor, and Waddell & Reed. Outside of his advisory work, he is the owner of White Sand Investments, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Donald Anthony is a financial advisor with Primerica Advisors in Renfrew, PA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure, providing a curated investment approach rather than institutional plan management.

Joshua Vanderhoof is a Series 66 licensed advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked for Aldi Inc for nine years before entering the financial services field. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.