Megan Alpert is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Megan also works as a success and fulfillment coach outside of her financial advisory practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, third-party asset manager access, and back-office services including trading and reporting.

Tyler Mulligan is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been in the industry since 2022, previously working at Bank of America and Merrill. Prior to his financial services career, he spent several years at Joyce Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as selected retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and annual rebalancing.

Salvatore Schiavone is a Series 66-licensed financial advisor with PNC Wealth Management, based in Peckville, PA. He has 22 years of industry experience, including roles at Merrill from 2004 to 2006 before joining PNC Investments in 2006. Schiavone has spent the majority of his career with PNC. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and implements portfolios via approved strategies with mutual funds and ETFs.

Patrick Hannon is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Michael Gibson is a CFP® professional with 22 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and previously worked at Merrill and Morgan Stanley Dw Inc. Gibson is also the owner of Media Publishing Group, where he self-publishes books, and Gibson Financial Services, which provides tax preparation, mortgage referrals, and property-casualty insurance services. Money Concepts Capital Corp is an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Cory Sohns is a financial advisor with Empower Advisory Group in Scranton, PA, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Empower Financial Services, Audacy Inc., OnePoint Business Solutions, and Knight Strategic Wealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

David Trapper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Prudential, Voya Financial, OneAmerica Securities, and Armanino. He also serves as a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Jerome Lama is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and previously held roles at PNC Investments and CCO Investment Services. Lama is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and program platforms, supported by third-party technology and sub-advisers, and operates within a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Justen Yatko is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at GWFS Equities, Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through platforms closely tied to Empower’s recordkeeping and administrative systems.

Christopher Scalese is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to his current tenure at AE Wealth Management, he worked at Global Financial Private Capital, LLC, and has been involved with Fortune Financial Group since 2000, where he serves as president overseeing insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and platform services, managing approximately $49.8 billion for over 127,000 clients.

Alyssa North Mozda is a Series 66-licensed financial advisor with four years of industry experience. She is currently with PNC Wealth Management and has previously worked at LPL Financial and Private Advisor Group, among other firms. Her background also includes roles outside of finance, such as involvement with Marywood University Friends of the Poor. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs. The firm’s approach involves delegated portfolio implementation and limited direct client contact with strategists.

Kyle Macrina is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, McLaughlin Asset Management, Lincoln Financial Advisors Corporation, and JP Morgan Chase & Co. Macrina also provides administrative support to Private Advisor Group through a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite and access to third-party strategists such as Fidelity, BlackRock, and Invesco.

Eric Miller is a financial advisor with PNC Wealth Management who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with PNC Investments LLC since 2015. Miller is also the owner of Backyard Ale House, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithmic risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Louis Ingargiola is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He is co-owner of I & M Wealth Advisors, a private entity involved in securities, advisory, and insurance services. In addition to his advisory work, Ingargiola has served as an expert witness in court cases unrelated to investment matters. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Patrick Watson is a financial advisor with Empower Advisory Group in Dickson City, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Fidelity Investments, Prudential Investment Management Services, CUNA Mutual Group, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.

Veronica Dende is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Ameritas Investment Corp and operates her own private entity, Dende & Associates Financial Services. Outside of her advisory work, she teaches a college information seminar and serves as an expert witness and consultant to an attorney. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Robert Kudrich Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and 11 years of industry experience. He has worked at AE Wealth Management since 2017 and previously was with Global Financial Private Capital, LLC for two years. Kudrich also has longstanding involvement with Fortune Financial Group, where he provides insurance sales and advisor/case planning. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment strategies.