Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 years of industry experience. He 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 a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Melissa Nuzzo is a financial advisor with TLG Advisors, Inc. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, Prossen Agency, and The Huntington Investment Company. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring approach based on fundamental analysis and Modern Portfolio Theory, offering both customized portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Michael Zatchey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, First Commonwealth Bank, and Thrivent Financial. Outside of advising, he has served as a soccer referee in western Pennsylvania since 1997. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture model that integrates multiple third-party platforms, offering customized portfolio management, financial planning, and outsourced CIO solutions.

Harry Butson is a CFP® professional with 37 years of experience in financial advisory. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2010, and previously worked at Osaic FA, Inc. from 2008 to 2010. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

William Coghlan is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation and four years of industry experience. He has previously worked at LPL Financial, LLC and held several positions at Robert Morris University. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture model integrating multiple third-party platforms and managers, with most advisors operating as independent contractors providing discretionary and non-discretionary portfolio management.

Ryan Harteis is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. At FIRST Commonwealth Bank, he also serves as a client service representative involved in opening accounts and loan services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party relationships and a range of investment platforms.

Kirk Messett is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. He has prior experience at Raymond James & Associates, Inc. and PNC Wealth Management, spanning a total of 16 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and previously spent seven years at Wrp Investments, Inc. Outside of his advisory role, he is involved in business activities related to his own firms, including Perod Financial and Perod, Masters and Associates LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing both proprietary and third-party investment strategies and technology platforms to manage client assets.

Amanda Bolinger is a Series 65-credentialed financial advisor at NewEdge Advisors with one year of industry experience. She has been with NewEdge Advisors since 2016 and previously worked at Ameriprise Financial. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and financial planning services and employs technology tools and centralized due diligence to support advisor and client needs.

Grant Butson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2010, following a brief tenure at Osaic FA, Inc. in 2009–2010. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Its open-architecture investment model integrates multiple third-party platforms and managers, with a structure that supports both discretionary and non-discretionary portfolio management.

Daniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including WCG Wealth Advisors and Equitable Advisors. He is also a Financial Service Associate at Treloar & Heisel, LLC, where he is involved in fixed and accident and health insurance sales. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers tailored portfolio management strategies across multiple asset classes and integrates financial planning and tax services into many client relationships.

Jeffrey Wherry is a CFP® and ChFC® professional with 29 years of industry experience. He currently works at MAI Capital Management, LLC and has held positions at Treloar & Heisel, LLC, WCG Wealth Advisors, LLC, and MML Investors Services. Wherry holds a Mass Mutual Career Agent Emeritus status related to fixed insurance sales but is no longer involved in new production. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and serves both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

Michael Krarup is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he is involved in professional management through ownership of Professional Management Group and is a member and investor in RKM Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware strategies.

Frank Mindicino is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 1981, totaling 45 years of industry experience. He has served in multiple roles within Ameriprise and is involved in providing consulting services to financial advisors through his business, P.G.P. Advisors, LLC. Mindicino also holds board positions with UPMC Hospital and eCenter@LindenPointe, and participates in leadership education for financial service firms through NGCSA, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and third-party data within a defined investment framework.

Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Woodbury Financial Services, Inc. from 2007 to 2009. In addition to his advisory role, he is involved in a fixed insurance business, Tommelleo & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Joseph Thomas Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and bringing 24 years of industry experience. His career includes roles at Securities America, Sterne Agee, and Diversified Advisors. Outside of advising, he serves as Board President for a social services organization and has been involved in local civic and builder associations. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and various investment platforms. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios across multiple asset classes.

William Fry IV is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Slippery Rock University and Shenango. Outside of his advisory role, he is involved with Diamond Strategic Solutions LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Francis Magno is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and also has a long tenure at First National Bank of PA since 2002. Magno serves as a board member of the Enon Valley Rod and Gun Club, a nonprofit sportsman club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options, supported by a large nationwide network of advisors.

Victoria Whelan is a financial advisor with Ameriprise in New Wilmington, PA, holding a Series 66 designation and with six years of industry experience. She has been with Ameriprise since 2016 and previously worked at JCPenney. Whelan manages her advisory business as a W-2 employee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Marion Bridegam is a financial advisor with Edward Jones in Grove City, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Marion worked at Gordon Food Service for fifteen years. Outside of advisory work, Marion serves as a board member of The Bridegam Family Farm LLC in Columbia City, IN, and participates as a team member at Poland United Methodist Church in Poland, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and strategies, combining a large nationwide advisor network with affiliated investment and lending capabilities.