Robert Pozzuto is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience and holds a Series 65 designation. His prior roles include positions at Matune Basile Advisors, Integrity Alliance, LLC, and Lion Street Advisors, LLC, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at WCG Wealth Advisors, LLC and MML Investors Services. Outside of his advisory work, he is involved with Treloar & Heisel, LLC, which offers fixed insurance and property and casualty insurance products. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm integrates financial planning and tax services with customized portfolio strategies and serves both advisory and product-sponsor roles, managing significant assets across a variety of investment vehicles.

Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Melissa Nuzzo is a financial advisor with TLG Advisors, Inc. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, Prossen Agency, and The Huntington Investment Company. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring approach based on fundamental analysis and Modern Portfolio Theory, offering both customized portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Michael Zatchey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, First Commonwealth Bank, and Thrivent Financial. Outside of advising, he has served as a soccer referee in western Pennsylvania since 1997. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture model that integrates multiple third-party platforms, offering customized portfolio management, financial planning, and outsourced CIO solutions.

Marcus Hernandez is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is the owner and financial advisor of Cabot Family Office and serves as president of the board for the nonprofit Foundation Fuente De Amor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, employee education, and advisor-managed accounts.

David Moliterno is a Series 65 credentialed advisor affiliated with United Planners Financial Services of America, where he has worked since 2026. He has over a decade of experience in financial services, including running Moliterno Insurance & Financial Services LLC since 2016 and operating independently since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a network of independent Investment Adviser Representatives and offers both advisory and brokerage services using a mix of custodians and third-party money managers.

Harry Butson is a CFP® professional with 37 years of experience in financial advisory. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2010, and previously worked at Osaic FA, Inc. from 2008 to 2010. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

William Coghlan is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation and four years of industry experience. He has previously worked at LPL Financial, LLC and held several positions at Robert Morris University. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture model integrating multiple third-party platforms and managers, with most advisors operating as independent contractors providing discretionary and non-discretionary portfolio management.

Ryan Harteis is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. At FIRST Commonwealth Bank, he also serves as a client service representative involved in opening accounts and loan services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party relationships and a range of investment platforms.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and previously spent seven years at Wrp Investments, Inc. Outside of his advisory role, he is involved in business activities related to his own firms, including Perod Financial and Perod, Masters and Associates LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing both proprietary and third-party investment strategies and technology platforms to manage client assets.

Amanda Bolinger is a Series 65-credentialed financial advisor at NewEdge Advisors with one year of industry experience. She has been with NewEdge Advisors since 2016 and previously worked at Ameriprise Financial. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and financial planning services and employs technology tools and centralized due diligence to support advisor and client needs.

Grant Butson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2010, following a brief tenure at Osaic FA, Inc. in 2009–2010. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Its open-architecture investment model integrates multiple third-party platforms and managers, with a structure that supports both discretionary and non-discretionary portfolio management.

Daniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including WCG Wealth Advisors and Equitable Advisors. He is also a Financial Service Associate at Treloar & Heisel, LLC, where he is involved in fixed and accident and health insurance sales. MAI Capital Management 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, and institutional clients. The firm offers tailored portfolio management strategies across multiple asset classes and integrates financial planning and tax services into many client relationships.

Jeffrey Wherry is a CFP® and ChFC® professional with 29 years of industry experience. He currently works at MAI Capital Management, LLC and has held positions at Treloar & Heisel, LLC, WCG Wealth Advisors, LLC, and MML Investors Services. Wherry holds a Mass Mutual Career Agent Emeritus status related to fixed insurance sales but is no longer involved in new production. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 management strategies and serves both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

Michael Krarup is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he is involved in professional management through ownership of Professional Management Group and is a member and investor in RKM Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware strategies.

Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Woodbury Financial Services, Inc. from 2007 to 2009. In addition to his advisory role, he is involved in a fixed insurance business, Tommelleo & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Joseph Thomas Jr. is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Securities America Inc., Sterne Agee Investment Advisor Services, and Diversified Advisors, Inc. Outside of his advisory work, he serves as board president of a local social services organization and is a past president of a civic group that awards scholarships. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a variety of brokerage and advisory programs supported by a model-based investment process and a multi-advisor platform.

Emily Ciavarella is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, she serves as an independent Medicare insurance agent through Neishloss and Fleming LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Damion Barrett Jr. is a financial advisor with Ameriprise in Ellwood City, PA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kent State University, Marshall's, and Butler County Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.