Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at Independent Financial Partners since 2012 and at IFP Securities, LLC since 2019, following a seven-year tenure with LPL Financial. Outside of his advisory role, Manes is involved in marketing and selling fixed annuity products on a limited basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with multiple investment management options and has notable capabilities in retirement-plan advisory and pension consulting.

Edwin Torres Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments and delegates portfolio management to approved strategists and third parties.

Jesse Tatterson is a financial advisor with PNC Wealth Management in Sharon, PA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with PNC investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s approach uses algorithm-driven risk assessment and implements investments via approved models managed by PNC or third parties, primarily through mutual funds and ETFs.

Michelle Laverty is a financial advisor with Stratos Wealth Partners, Ltd, holding 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners is an SEC-registered enterprise adviser 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 advisory services delivered through affiliated and independent representatives with an open-architecture investment approach.

Anthony Kopesky is a financial advisor at PNC Wealth Management with one year of industry experience. He has previously worked at PNC Bank and H&K Group and served in the U.S. Army. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic tools to recommend investment risk levels and implements portfolios via approved models using mutual funds and ETFs.

Diane Patterson is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for nine years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party strategies.

Grant Abrams is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services, utilizing various analytical approaches and portfolio management options through both in-house advisors and third-party managers.

Sandra Stack Potjunas is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 34 years of industry experience. She has been with Fifth Third Securities since 2007 and previously worked at Chase Investment Services Corp. Fifth Third Securities serves a diverse range of clients, including individual, high-net-worth, and institutional investors, through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Joel McBurney is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC investments since 2009, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and outsourced portfolio implementation via mutual funds and ETFs.

Cade Kreps is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network since 2023 and has prior experience with W3 Wealth Management and Tolmiros Financial Designs. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad range of advisory support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding the Series 63 and Series 65 designations and having 24 years of industry experience. She has worked with Stratos Wealth Partners since 2015 and previously with The Huntington Investment Company from 2010 to 2016. Outside of her advisory role, she is co-owner of Jervis Insurance Agency and Jervis Insurance Group, LLC, which engage in insurance and tax preparation services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor 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 through an IAR-driven model that offers discretionary and non-discretionary portfolio management using a broad open-architecture platform integrating multiple third-party managers and overlay strategies.

Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

Mason Glinn is a financial advisor at Commonwealth Financial Network with a CFA® designation and Series 63 license. He has worked in the financial services industry since 2021, previously with W3 Wealth Management and Tolmiros Financial Designs. His professional background also includes roles outside finance, such as positions at Best Buy and Howland Pizza Works. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Bates is a financial advisor at Commonwealth Financial Network based in Youngstown, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Tolmiros Financial Designs and W3 Wealth Management, LLC. 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 and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Kirk Messett is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. He has prior experience at Raymond James & Associates, Inc. and PNC Wealth Management, spanning a total of 16 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Thomas Strouse is a financial advisor with Principal Financial Services in Girard, OH, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Principal Life Insurance, Principal Advised Services, Principal Securities Inc., and Northwestern Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Emery is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and three years at ON Investment Management. Outside of his advisory work, Emery is involved in firearms training and safety as a registered pistol instructor and range safety officer, and he leads a nonprofit that provides firearms training to local law enforcement. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Robyn Yahner is a financial advisor with LPL Financial in Greenville, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her career includes roles at Cetera, Ameriprise, and Greenville Financial Consultants, and she is also employed at Thiel College. In addition to her advisory work, she is involved with Thiel College in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to various investment strategies, supported by advanced research tools and a broad platform that includes insurance and banking partnerships.

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.