Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Bridget Hommey is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at LPL Financial, Mutual Service Corporation, Ameriprise Advisor Services, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives offering comprehensive portfolio management and a broad range of strategies, combining firm-designed models with access to multiple sponsored programs and third-party managers.

Brian Daniels is a financial advisor with Prosperity Wealth Management, Inc. in New Brighton, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services since 2006. Outside of advisory work, Daniels is president and owner of Daniels Trading Company, LLC, a business focused on importing goods from Paraguay, and he also provides tax preparation services through Forte Financial Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with quarterly reviews, employing a diverse set of analytical methods and oversight of third-party managers.

Ryan Tunison is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Moors & Cabot since 2021, with prior experience at FEIC Financial, Inc., AVI FoodSystems, and Walmart. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolio strategies tailored to clients’ objectives and risk tolerances.

Thomas Wigton is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles at PNC since 2015, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend model strategies executed with mutual funds and ETFs, with portfolio management delegated to third parties.

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.

Keleigh Sopher is a CFP® professional with 12 years of industry experience, currently with Janney Montgomery Scott. Her career includes prior roles at Federated Global Investment Management Corp and related entities. Outside of her advisory work, she serves as a Daisy Troop Leader for the Western PA council of Girl Scouts of America and as an assistant instructor for a children’s martial arts program. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering investment advice through both in-house and third-party portfolio management across multiple programs.

Jason Young is a financial advisor with Commonwealth Financial Network and co-owner of Modern Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, PNC Investments, and Huntington National Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, investment management, and compliance support, allowing affiliated advisors discretion to construct client portfolios from a variety of securities and insurance products.

John Yee is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2002, following prior work at Wealth Management Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients, managing approximately $213 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

William Mangano is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 43 years of industry experience. He has been associated with NY Life Insurance Co. since 1982 and Nylife Securities Inc. since 1983. Outside of his advisory work, he serves as treasurer and officer of the James Place Condominium Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and provides advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Anthony Mangano is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. He has 16 years of industry experience, including roles at Eagle Strategies since 2013 and affiliated firms since 2007. Outside of his advisory work, he is involved in brokering non-New York Life fixed products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Sidney Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in financial services since beginning his career with Merrill in 1982. His early roles included work at the Chicago Board of Trade and the foreign exchange trading desk in New York, which provided him with insights into market drivers. Over the years, he has managed pension, trust, and individual assets and currently offers discretionary portfolio management incorporating a range of individualized and third-party strategies. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed the Executive Education Program at the University of Chicago Booth School of Business. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized repeatedly by Barron's as one of the Top 1,200 Financial Advisors and by Forbes as a Best-In-State Wealth Advisor and as part of the Jones Wealth Management Group Best-in-State Wealth Management Team. Sidney is a founding member of the Boardman Schools Fund for Educational Excellence endowment and supports several community initiatives such as Making Kids Count and Beatitude House. He sponsors significant local events including one of Ohio's largest high school cross-country track meets. Sid resides in Boardman with his family and enjoys fishing, football, golfing, and reading.

Sherri Clay is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model, also operating as a registered broker-dealer with capabilities in investment banking and alternative investments.

Dominic Corso is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of advising, he owns Onward Enterprises LLC, an e-commerce business focused on building brands. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and registered broker-dealer with access to alternative investments and integrated trust and insurance capabilities.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

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.

Quinn Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, working as part of the Jones Wealth Management Team serving clients in Canfield and Columbus, Ohio. He brings a focus on goals-based wealth management, helping clients navigate the complexities of their financial lives to build desired lifestyles and legacies. Quinn began his career in Chicago in 2014 at a boutique wealth management firm and completed the CERTIFIED FINANCIAL PLANNER® certification courses at DePaul University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree in Finance from Miami University, where he also studied abroad in Luxembourg and participated in an international business program in Asia. Outside of his professional work, Quinn is involved with the Bexley Schools Finance Advisory Council and City Year Columbus. He lives in Bexley, Ohio with his wife Molly and their goldendoodle Harlow. His personal interests include traveling, tennis, running, and activities on the water.

Ryan Mckay is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill for 12 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it is notable for operating as a registered broker-dealer with capabilities in placement and investment banking services.