Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Philip Vitalbo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Swift Kennedy and Western PA Financial Center since 2020. Outside of advisory work, he operates a part-time personal training business serving athletes and working professionals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement-plan advisory services through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Alexa Ventrice is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. She has worked at AIG Retirement Services since 2018 and previously was employed at Oakmont Bakery. 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, consulting, and brokerage services through a large team of advisors.

Grant Krinock is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients who seek guidance in designing financial strategies due to limited time, knowledge, or interest in managing these on their own. Grant focuses on serving professionals and families in areas including college education planning, executive compensation, retirement income, and family wealth management strategies. Grant began his career in financial services in 2011 and has over a decade of experience in advisory, leadership, and wealth management roles. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from California University of Pennsylvania. His expertise involves simplifying complex financial decisions and fostering trust through collaborative strategy development. He lives in Penn Township, Pennsylvania, and is active in several community organizations, including St. George's Antiochian Orthodox Cathedral, St. Mary's Antiochian Orthodox Church, and St. Michael's Antiochian Orthodox Church. Outside of his professional responsibilities, Grant enjoys spending time with his family and engaging in sports such as skiing, golfing, and ice hockey.

Nathanael Arthurs is a financial advisor at Ameritas Advisory Services, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked with Prudential Life, Swift Kennedy, and Ameritas Investment Corp. Outside of his advisory roles, Arthurs has experience as an ATV riding instructor. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes a range of investment strategies supported by affiliated advisers and third-party sub-advisers.

Raymond Dunegan is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of advisory work, he sells life insurance, long-term care insurance, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

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.

Mary Puzak is a financial advisor at LPL Financial with 37 years of industry experience. She holds a Series 63 designation and has worked previously at Trustmont Financial Group for 22 years. In addition to her advisory role, she operates a tax preparation and accounting service under Puzak Wegley Financial. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management approaches.

Brittany Carter is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at S&T Bank and PNC Bank. Outside of her advisory role, she owns a clothing business called Made2Inspire and serves as Treasurer on the Board of Directors for the Penn Hills Baseball Association. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Robert Shangraw Jr. is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Mass Mutual Investors Services and MassMutual Life Insurance Co., where he has worked since 2008. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Francis Zoracki is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2011. Zoracki is also an independent insurance agent and co-owner of a farm in Mt Pleasant, PA. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment solutions through a network of independent financial professionals, combining proprietary model strategies and access to third-party managers.

John Sporar is a CFP® professional with 11 years of industry experience. He is currently with LPL Financial and has previously worked at Citizens Securities, Inc. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of representatives, offering a range of advisory programs and financial planning services.

Richard Kulbacki is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with firms including LPL Financial and Axa Advisors, and has been affiliated with Cetera and related entities since 2019. Outside of financial services, he is a part owner of a music business and serves as treasurer for Habitat for Humanity of Allegheny Valley. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party money managers.

Kenneth Krotz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He began his career with Prudential Insurance Company of America in 1982 and joined LPL Enterprise in 2024. Krotz is also involved in insurance and financial services activities outside of his advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment advice, model portfolios, and access to a broad range of financial products.

Grant Kern is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019. Prior to his advisory role, his work history includes positions at Sketchy Sites, Fox's Pizza Den, FedEx Ground, and Scott Electric. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kathy White is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 16 years of industry experience, having worked previously at McKinley Carter Wealth Services, Inc. for 15 years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a range of strategies and custody platforms tailored to client objectives and provides both proprietary and third-party investment solutions.

Andrew Koma is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at YTS Wealth Management, DBR & Co, Phantom Fireworks, Seton Hill University, Pittsburgh Indoor Sports Arena, and Plum Borough School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Thomas Eaglehouse is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked with several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc, and Retirement Wealth Advisors. Outside of his advisory role, he is involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of strategies and custody platforms tailored to client objectives.

Stephanie Bracken is a CFP® professional with two years of experience at LPL Financial. Her prior work history includes roles at Nordstrom and UPMC Magee Womens Research Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.