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.

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 credentials and 26 years of industry experience. He has worked at NewEdge Advisors since 2021 and has been with Mid Atlantic Capital Corporation since 2008. Jenkins also serves as a compliance officer in addition to his advisory role. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Daniel King is a Series 65-licensed financial advisor with five years of industry experience, currently associated with OSAIC Institutions, Inc. He has held roles at Infinex Investments, Inc., First Commonwealth Bank, Noble Newborn, Citizens Securities Inc., and Citizens Bank. Outside of his advisory work, he is involved in real estate as an owner and principal. OSAIC Institutions, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory and brokerage services through customized engagements and employs a network of investment adviser representatives who utilize multiple analytical approaches and access to alternative investments.

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.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. 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, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Nemecek is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Citizens Securities since 2003. Outside of his advisory role, he coaches youth baseball and serves as a fundraising and team sponsor director for Central Valley Youth Baseball. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

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.

Joshua Bell is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities, Citizens Bank, and CCO Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

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.

Kenneth Jarvis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Raymond James Financial Services and PNC Bank. Outside of his advisory role, he is the founder and owner of Cards Collectibles and Gadgets CCG LLC, a small drop shipping company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Moschetta is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Ascensus Broker Dealer Services, CUNA Brokerage Services, CUNA Mutual Group, and Neuberger Berman. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs supported by an online planning tool and telephone access to advisors.

Jonathan Hansotte is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at The Kelley Financial Group and LPL Financial. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets. The firm serves over 24,000 clients through a network of approximately 366 advisors, offering a range of portfolio management and financial planning services that utilize an open-architecture investment approach integrating both advisor-managed and model-based strategies.

Daniel O'Connor is a CFA® charterholder and holds the Series 66 license, with five years of industry experience. He currently works at Kestra Advisory and Kestra Investment Services, LLC, joining in 2021. Prior to that, he was employed at Federated Hermes Inc. from 2018 to 2021 and has additional work experience at Public Partnerships LLC and Saint Vincent College. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of management platforms and third-party solutions.