Katie Molander is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. She also operates under the Hoffman Wealth Management name, where she has been providing investment advice for twelve years. Outside of advisory services, Ms. Molander holds a license to sell insurance and may recommend insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model, combining technology platforms and various investment strategies with access to third-party managers and proprietary programs.

Ioana Wagle is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank, Key Investment Services LLC, and First Commonwealth Bank prior to joining OSAIC Institutions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Alexander Letizia is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2011, following prior roles at TD Ameritrade Investment Management and TD Ameritrade, Inc. 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, and institutional clients, offering a range of services such as brokerage, financial planning, consulting, and advisory programs.

John Spang is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with IRM Distributors, Inc./PlanMember Securities Corporation since 1988. In addition to his advisory role, he operates as an independent insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through asset allocation portfolios. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by education and personalized services for plan sponsors and participants.

James Fiore III is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm integrates offerings with KeyCorp affiliates and emphasizes a multi-provider model with non-discretionary management and various wrap programs.

James Dornan is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott in multiple periods since 2011. Outside of his advisory role, he serves as a board member for The Source, a Christian outreach organization focused on affordable housing and support for the poor and homeless. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Joseph Price is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Natcity Investments, Inc. He serves as power of attorney for his father, managing certain investment-related financial decisions without compensation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and relies on a multi-provider model for portfolio implementation and manager oversight.

Nicholas Wyzkiewicz is a financial advisor at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert D Allshouse for five years. Outside of his advisory role, he occasionally preaches at Grace Life Church. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers, model-based allocations, and incorporates momentum-based trading strategies in some legacy programs.

Samuel Silverberg is a CFA® charterholder and holds a Series 66 license, with two years of experience in the financial industry. He has worked at Janney Montgomery Scott since 2024 and previously held positions at PNC Bank and KPMG. Outside of his advisory role, Silverberg consults for the First Street Foundation, providing feedback on climate risk modeling and new product development. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, and advisory programs.

Armand Sperduto is a financial advisor with Centaurus Financial, Inc., holding a Series 63 registration and over 31 years of industry experience. He has been with Centaurus Financial since 2016 and has operated the Armand C Sperduto Agency since 1984. In addition to his advisory work, he is an insurance agent involved in the sales of fixed annuities, term life, and whole life insurance, as well as property and casualty coverage with Erie Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and both discretionary and non-discretionary account management.

Stephen Rifenburgh is an advisor at Guardian Life and holds Series 63 and Series 66 credentials. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships utilizing both proprietary and third-party model portfolios.

Crystel Leidy is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a network of financial professionals, utilizing a multi-provider platform and integration with KeyCorp affiliates.

Richard Williams Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at both Merrill and Bank of America since the late 1990s and 2009, respectively. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutions. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, supported by a range of program strategies and a CIO-governed platform for manager selection and oversight.

Darren Smith is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. He previously worked at Ameriprise Financial Services and Commercial Bank and Trust of PA. Outside of his advisory role, he is involved with Pakos Wealth Management as a junior financial professional. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

Donna Bailey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial since 2019 and previously worked at The BonTon Stores, Inc. from 2016 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning that addresses a wide range of topics without portfolio management or institutional advisory services.

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

Jack Ellenberger is a CFP® professional with 20 years of industry experience. He currently works at Robert Baird & Co. and previously spent 13 years at Hefren Tillotson, Inc. He volunteers on the finance and investment committees of the Greater Pittsburgh Community Food Bank and Grow Pittsburgh. The DDK Group at Robert W. Baird & Co., where he is based, serves high net worth individuals, corporate and business clients, pensions, and charitable organizations. The team offers a range of financial planning and portfolio management services, utilizing a mix of strategies and proprietary research, with over $390 billion in assets under management as of December 2025.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Daniel Hostetler is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2021. He previously worked for FSC Securities Corporation for 12 years and has been involved with Professional Money Management, LLC since 1987. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Leeder is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019, with prior experience at FSC Securities Corporation and Dollar Bank. Outside of advising, he is employed as a bartender and host at Stone Villa Wine Cellars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.