Keith Wells is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at National Life Group, Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. He is also active as an insurance agent. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party managers, offering a mix of long-term strategies and options for shorter-term trading.

Robert Pozzuto is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience and holds a Series 65 designation. His prior roles include positions at Matune Basile Advisors, Integrity Alliance, LLC, and Lion Street Advisors, LLC, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at WCG Wealth Advisors, LLC, MML Investors Services, and ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and related products. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

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 four years of industry experience. His prior work includes roles at LPL Financial, First Commonwealth Bank, Osaic Institutions, and Thrivent Financial. Outside of his advisory work, he serves as a soccer referee for PA West Soccer. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Harry Butson is a CFP®-designated financial advisor with LPL Financial, based in Grove City, PA, and has 36 years of industry experience. He has been associated with Stratos Wealth Partners, LTD since 2010, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a wide range of delivery options from financial planning to third-party asset management.

William Coghlan is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and four years of industry experience. He has worked at Stratos Wealth Partners since 2022 and has prior experience with LPL Financial and Robert Morris University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment solutions including advisor-managed and model portfolios, third-party manager programs, and comprehensive financial planning services through an open-architecture platform.

Ryan Harteis is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. Outside of his advisory role, he also serves as a client service representative at FIRST Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options.

Kirk Messett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to serve a diverse client base.

Amanda Bolinger is a Series 65-credentialed financial advisor with NewEdge Advisors, based in New Castle, PA. She has been with NewEdge Advisors since 2016, including her current role starting in 2026, and has prior experience at Ameriprise Financial in 2016. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of services including portfolio management and retirement consulting, utilizing both in-house and third-party strategies with an emphasis on due diligence and technology integration.

Grant Butson is a financial advisor with LPL Financial in Grove City, PA, holding a Series 66 credential and 17 years of industry experience. He has been affiliated with Stratos Wealth Partners, Ltd and LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has been with Ameriprise and its related entities since 1996. Outside of his advisory work, he is involved as an owner of Professional Management Group and is a member and investor in RKM Partners LLC, both non-investment-related business activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

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 credentials and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in fixed insurance products through his business, Tommelleo & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

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.