Jared Henigin is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Wealth Management Partners, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has also worked outside the financial sector at CVS Health. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management resources while enabling discretionary portfolio construction across various securities and insurance products.

Seth Dresbold is a financial advisor with Kestra Advisory Services, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked with Signature Select Wealth, Kestra Advisory, Kestra Investment Services, and Signature Financial Planning. Outside of his advisory role, Seth owns a comedy production company, Not Your Turn Productions, which produces and promotes comedy shows. 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 fiduciary consulting, plan design, employee education, and manages complex investment solutions, serving clients that include large institutional investors and sovereign wealth funds.

Melissa Maxwell is a CFP®-certified financial advisor with 20 years of industry experience. She has been associated with Wealth Management Partners and Commonwealth Financial Network since 2009. Melissa also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Clinton Kelly is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President of the Knights of Mecca - Syria Shrine, supporting the Shriner's Children's Hospital in Erie, PA. 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 advisers. The firm provides tailored solutions including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Rebecca Bryan is a financial advisor with NewEdge Advisors, holding a Series 66 license and 13 years of industry experience. Her work history includes roles at Mid Atlantic Capital Corporation, Cetera Advisor Networks, and managing her own advisory services firms. Outside of advising, she has experience in the oil and gas industry through Discovery Oil & Gas. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Daniel Andrews is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2016. His prior roles include positions at Sheaff Brock Investment Advisors, LLC and Cco Investment Services Corp. Outside of his advisory work, he is involved with Seven Springs Resort, a ski resort in Champion, PA. Creative Planning offers 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 focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management techniques and integrated retirement plan services.

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple wrap/advisory programs with a combination of in-house and third-party portfolio management.

Thomas Siegfried is a financial advisor at Valic Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diehl Toyota of Butler. Outside of his advisory role, he is affiliated with AGIA, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using third-party models and technology, managing approximately $29.2 billion across more than 1,200 advisors.

Anthony Ranalli is a financial advisor at Citizens Securities, Inc. in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary and non-discretionary investment options, including a digital advisory program and a managed account program.

August Consiglio Jr. is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Connecticut General Life Insurance Co. Consiglio is also president of Consiglio Financial Group, LLC, where he manages and oversees investment advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

William Jenkins is a financial advisor with NewEdge Advisors in Pittsburg, PA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Mid Atlantic Capital Corporation since 2008 and joined NewEdge Advisors in 2021. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Daniel King is a Series 65–registered advisor with Osaic Institutions, Inc. He has six years of industry experience, including roles with Infinex Investments, Inc., First Commonwealth Bank, Noble Newborn, Citizens Securities Inc., and Citizens Bank. Outside of his advisory work, he holds a principal position in a real estate business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Daniel Thompson is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Union Bridge Capital, Cantilever Wealth Management, and Monti, Thompson & Getty. In addition to his advisory roles, Thompson is also an attorney providing legal services related to family advocacy. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of independent advisors, sub-advisors, and platform affiliates, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jeffrey Hofmann is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with VALIC Financial Advisors, Inc. since 2010 and also holds an agent position at Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

William Coates is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and emphasizes active monitoring and asset allocation across multiple custodians.

Nicole Szakos is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing six years of industry experience. Her prior roles include positions at Carson Wealth, Advice & Planning Services, and Thrivent Financial. Outside of advisory work, she is involved in real estate management and home remodeling through ownership and administrative roles in related businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs model portfolios governed by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Aaron Adrian is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic questionnaires to recommend risk bands and employs third-party firms for portfolio execution.

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 associated with Wealth Management Partners and Commonwealth Financial Network since 2002. Outside of his advisory work, he is involved in fixed insurance sales through Wealth Management Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of roughly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.

Bret Stutzman is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Stephen Creps is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Citizens Securities, Inc., and Citizens Bank. He volunteers as a Creative Gifts Coordinator and serves as an Equip Class Facilitator. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.