Brittany Shaker is a CFP® with 17 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. She has previously worked at Ameriprise Financial Services and holds roles with Mid Atlantic Financial Management, Tempus Advisory Group, and B McFarland Inc. In addition to her advisory work, she is a licensed insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a variety of analytic approaches and regular portfolio reviews.

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.

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.

Michael Zatchey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, First Commonwealth Bank, Osaic Institutions, and Thrivent Financial. Outside of his advisory work, he serves as a soccer referee for PA West Soccer. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Harry Butson is a CFP®-designated financial advisor with LPL Financial, based in Grove City, PA, and has 36 years of industry experience. He has been associated with Stratos Wealth Partners, LTD since 2010, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a wide range of delivery options from financial planning to third-party asset management.

William Coghlan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and four years of industry experience. He has worked at Stratos Wealth Partners since 2022 and has prior experience with LPL Financial and Robert Morris University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment solutions including advisor-managed and model portfolios, third-party manager programs, and comprehensive financial planning services through an open-architecture platform.

Kirk Messett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to serve a diverse client base.

Amanda Bolinger is a Series 65-credentialed financial advisor with NewEdge Advisors, based in New Castle, PA. She has been with NewEdge Advisors since 2016, including her current role starting in 2026, and has prior experience at Ameriprise Financial in 2016. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of services including portfolio management and retirement consulting, utilizing both in-house and third-party strategies with an emphasis on due diligence and technology integration.

Grant Butson is a financial advisor with LPL Financial in Grove City, PA, holding a Series 66 credential and 17 years of industry experience. He has been affiliated with Stratos Wealth Partners, Ltd and LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Krarup is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has been with Ameriprise and its related entities since 1996. Outside of his advisory work, he is involved as an owner of Professional Management Group and is a member and investor in RKM Partners LLC, both non-investment-related business activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Robyn Yahner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has previously worked with Cetera and Lincoln Heritage, and currently holds a position at Thiel College. Outside of advising, she is involved with Greenville Financial Consultants, Inc., which operates as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Dow Lindholm is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera Investment Advisors LLC and affiliated entities since 2014. Outside of his advisory role, he serves as chairman of the elder board at Grace Chapel Community Church, coaches youth baseball and softball, and is a commissioner and secretary for the Greenville Municipal Airport. Cetera Investment Advisors LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Frank Mindicino is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 1981, totaling 45 years of industry experience. He has served in multiple roles within Ameriprise and is involved in providing consulting services to financial advisors through his business, P.G.P. Advisors, LLC. Mindicino also holds board positions with UPMC Hospital and eCenter@LindenPointe, and participates in leadership education for financial service firms through NGCSA, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and third-party data within a defined investment framework.

William Fry IV is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Slippery Rock University and Shenango. Outside of his advisory role, he is involved with Diamond Strategic Solutions LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Max Messett is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and State Farm. Outside of his advisory work, Messett is involved in selling life and disability insurance as well as fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various investment strategies.

Victoria Whelan is a financial advisor at Ameriprise with five years of industry experience. She has been with Ameriprise since 2016 and previously worked at JCPenney from 2015 to 2017. Outside of her advisory role, she is involved in managing an advisory business under 313 North Market Street, LLC. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers ongoing, non-discretionary advice through a centralized consulting team.

Marion Bridegam is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Marion worked at Gordon Food Service for fifteen years. Outside of advisory work, Marion serves as a board member of The Bridegam Family Farm LLC in Columbia City, IN, and participates as a team member at Poland United Methodist Church in Poland, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and strategies, combining a large nationwide advisor network with affiliated investment and lending capabilities.

Daniel Sherman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sherman serves as an elected Township Auditor in Slippery Rock, PA. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and integrates various investment managers, model providers, and overlay managers to implement portfolios.

Stephen Lewis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and 41 years of industry experience. Prior to joining Cambridge in 2018, he worked at Stifel for nine years. He serves as a school board member and has experience coaching in the Greenville Area School District, and he is also vice president of a local bar and restaurant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering various portfolio management options and model-based solutions tailored to client objectives.