Kenneth Bonus is a Series 66 licensed financial advisor with eight years of industry experience, currently with Capital Analysts. His prior experience includes roles at Lincoln Investment and HD Vest Investment Services. Outside of advising, he is a Certified Public Accountant and owner of Bonus Accounting LLC, and serves on multiple nonprofit boards including the Butler County Chamber of Commerce and United Way of Southwestern Pennsylvania. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement plan advice through a national network of advisors and proprietary investment strategies.

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Lincoln Investment and Cetera, and earlier served with AmeriCorps and in other roles. Lantzman is a board member for Miracle on Main Zelienople, a nonprofit organizing an annual charity event providing coats, food, and fundraising for community needs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice, delivered through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.

Shawn Sauerwein is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in New Castle, PA. He has been with Janney Montgomery Scott since 2012. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Benjamin Burkhead is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Centauri Advisory Group, Inc. and C&L Financial Services LLC. He also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Thomas Masters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His career includes roles at LPL Financial, Wrp Investments, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. He is based in New Castle, Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, and offers proprietary and third-party managed account solutions.

Tyler Funk is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at GA Investment Management and Lions Gate Wealth Management. Outside of advisory work, he is involved in life insurance sales through a related business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Michael Dreveniak is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC (formerly INFINEX Investments) since 2015, with prior experience at FIRST Commonwealth Bank and UBS Financial Services. He is also involved in investment-related trust services through FIRST Commonwealth’s Trust Department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes firm supervision and allows clients to retain control over transactions if desired.

Brock Cheurco is a financial advisor at Janney Montgomery Scott with Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual and MML Investors Services, as well as work experience during his studies at Youngstown State University and the East Palestine Street Department. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities, offering a variety of advisory and brokerage services supported by in-house and third-party portfolio management.

Corey Altman is a CFP®, PFS™, and Series 65 credentialed advisor with 13 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, Buckingham Asset Management, Arnett Carbis Toothman LLP, A&F Financial Advisors LLC, and OPIS Asset Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Jordan Kelly is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Key Investment Services LLC since 2024 and previously held roles at PNC Investments, Commonwealth Financial Network, and Federated Investment Counseling. Outside of financial services, he operated Interior Solutions, a home and business organizing service, for 12 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform and offers various wrap programs with integrated custodial and trade execution services.

David Gettings is a financial advisor with GWN Securities Inc. in New Castle, PA, holding Series 63 and 65 licenses and having 33 years of industry experience. Prior to joining GWN Securities in 2015, he worked at Lawrence County and has operated The Gettings Financial Group LLC and his own CPA practice since the early 1990s. Outside of his advisory work, he is involved in nonprofit activities including serving as an advisor for the Albert P. Gettings Memorial Foundation, a board member at a community mental health center, and founding the Gettings Leadership Centers, which provides educational programs on honor and values. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional asset allocation and momentum-based trading strategies in certain legacy programs.

Matthew Pruitt is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His previous roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services within client relationships, managing $72.3 billion in assets as of May 31, 2026.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Principal and Northwestern Mutual. Outside of finance, he is a dance instructor at Synergy Performing Arts Academy, teaching ballroom and Latin dance to youth. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms while maintaining broker-dealer and insurance agency functions.

Carol Mayer is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2019, and previously held positions at Key Investment Services, LLC, Keybank, and LPL Financial. Mayer is also involved with First Commonwealth Bank’s Trust Division, dedicating time to investment-related activities there. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently affiliated with Osaic Institutions, Inc. He has worked with several firms including First Commonwealth Bank, Infinex Investments, LPL Financial, Cetera Wealth Services, and Walnut Street Securities. Outside of his advisory roles, he serves on the endowment committee of his local church. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a national network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes both discretionary and non-discretionary account management.

Brittany Shaker is a CFP® professional with 18 years of experience in the financial services industry. She has worked at NewEdge Advisors, LLC and affiliated entities since 2016 and previously spent eight years at Ameriprise Financial Services. She is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Alexandra Potts is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2022, following prior roles with KeyBank and its affiliated investment services. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with a combination of discretionary and non-discretionary asset management.

Christopher Cashell is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at LPL Financial and Nextier Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management, financial planning, and outsourced CIO solutions.

Keith Wells is a financial advisor with TLG Advisors, Inc. based in New Castle, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Simplicity Investments, National Life Group, Equity Services Inc, Sentinel Financial Group, PRUCO Securities, Prudential Insurance Company of America, Equitable Advisors, and Axa Advisors. He is also registered as an insurance agent. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring through fundamental analysis and Modern Portfolio Theory and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Virostek is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 36 years of industry experience and has worked with Commonwealth Financial Network since 2009. He is also involved with United Plan Consulting, LLC, and operates Q3 Capital, LLC, an entity created for securities business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while offering discretionary model portfolios and customized investment program options.