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.

Garrett Frank is a financial advisor with Lincoln Investment, holding a Series 63 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services and Legend Advisory LLC before joining Lincoln Investment in 2017. Outside of his advisory role, he is also licensed as an agent to service and sell fixed annuity products with multiple insurance firms. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a comprehensive range of financial planning and investment management services through both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by its Investment Management & Research team.

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 14 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at WCG Wealth Advisors, LLC, MML Investors Services, and ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and related products. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

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 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.

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®-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.

Ryan Harteis is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. Outside of his advisory role, he also serves as a client service representative at FIRST Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options.

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.

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, 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.

Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in fixed insurance products through his business, Tommelleo & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Joseph Thomas Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and bringing 24 years of industry experience. His career includes roles at Securities America, Sterne Agee, and Diversified Advisors. Outside of advising, he serves as Board President for a social services organization and has been involved in local civic and builder associations. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and various investment platforms. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios across multiple asset classes.