Gary Augustine is a financial advisor with Cetera Planning Partners holding Series 63 and Series 65 designations and 37 years of industry experience. His career includes roles at multiple firms such as Stratos Wealth Advisors, Avantax Planning Partners, and his own investment management and advisory practices under the Gierl Augustine name. He also worked as an independent insurance agent for over three decades. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers. Their investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning intake and periodic updates.

Jared Marfisi is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial, Cetera, MassMutual, and First National Bank of Pennsylvania. Outside of his financial career, he has experience working with DoorDash and in hospitality at Marriott/Toftrees Golf Resort. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals including high-net-worth clients, retirement plans, corporations, nonprofits, and other institutional clients. The firm uses an IAR-driven model with an open-architecture approach integrating multiple third-party platforms and managers to deliver discretionary and non-discretionary portfolio management and customized financial planning services.

William Bates is a ChFC® credentialed financial advisor with over 51 years of industry experience. He has been affiliated with Principal Financial Services and its related entities since 2003 and leads Bates Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Chapel of the Good Shepherd at Chautauqua Institution and is a board member of the Wrestlers in Business Network. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Larry Letterio is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altair Management Partners for 31 years and Kistler-Tiffany Advisors for one year. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

David Eppley is a CFP® professional with 36 years of industry experience, currently serving at Commonwealth Financial Network since 1999. He holds the Series 63 designation and is based in Wexford, PA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures, including discretionary model portfolios managed by its Investment Management and Research team.

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.

Joshua Guisler is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Wealth Management, he worked at Key Investment Services, LLC and KeyBank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Tyler Ruby is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Eagle Strategies and Ruby Financial Group since 2020 and with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Ruby operates Ruby Financial Group for the purpose of selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring solutions to client objectives and provides a variety of program types, with most assets managed on a non-discretionary basis.

Albert Hopkins is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio management to approved strategists, focusing on investments via mutual funds and ETFs with annual rebalancing.

Douglas Gibson is a financial advisor with Key Investment Services LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses and 12 years of industry experience. His career includes roles at KeyBank and PNC Bank prior to joining Key Investment Services. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a broad network of financial professionals. The firm utilizes a multi-provider model featuring discretionary implementation by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers, offering multiple wrap fee programs with accompanying custodial and trade execution services.

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 credential and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside his advisory role, Boyce serves as a committee chair for the Boy Scouts of America and is a board member of the Society of Financial Service Professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary portfolio management options.

Matthew Stanley is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and MR Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its retirement-plan advisory and pension consulting capabilities.

Austin Ridgley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. His work history includes positions at Commonwealth Financial Network, Nexus Financial Network, Park Avenue Securities, and Guardian Life Insurance Company. Ridgley also engages in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and custodial services, working with clients to implement portfolios through both internally managed and outsourced models.

Samuel Schneider is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLIFE Securities LLC and New York Life since 2023, and at Zenith-American Solutions from 2016 to 2023. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, emphasizing tailored recommendations aligned with client objectives.

Daniel Lynch is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA. He holds the CFP® and Series 66 designations and has 15 years of industry experience. Lynch has been with Janney Montgomery Scott since 2010. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Debora Rall is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 63 designation and 35 years of industry experience. She 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 individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Dante Grenci is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. He has been with Stratos Wealth Partners since 2021 and previously worked at LPL Financial. In addition to his advisory role, he is involved in tax preparation and accounting services through Grenci Accounting and Finance. 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 clientele, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Helene Lino is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 14 years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brian Merkt is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with PNC Investments since 2014, including prior roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that employs algorithm-driven risk assessment and primarily uses mutual funds and ETFs.

Jared Etkins is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Park Avenue Securities and Guardian Life since 2016. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary programs and third-party solutions.