Nathan Presutti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Fisher Investments for 10 years and Fidelity Brokerage Services for 4 years. Outside of advising, he manages rental properties. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Hayden Adams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Wealth Management Partners, Equitable, Salas O’Brien, and the Pennsylvania Department of the Auditor General. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, combining internally managed and outsourced portfolio solutions.

Charles De Angellis II is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty, Inc. since 2012, where he also serves as a unit field trainer and insurance agent specializing in Medicare, long-term care, annuities, and final expense insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Stephanie Boyer is a financial advisor with Stratos Wealth Partners, Ltd. She holds the Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners in 2019, she worked at LPL Financial, LLC starting in 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform and provides services such as portfolio management, financial planning, and outsourced CIO solutions.

Christopher Burton is a financial advisor with Truist Advisory Services in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His career includes positions at firms such as JPMorgan Securities LLC and First Commonwealth Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and third-party platforms to manage client portfolios.

Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd. in Pittsburgh, PA, holding Series 63 and Series 65 designations and 34 years of industry experience. She has worked at Stratos Wealth Partners since 2011 and previously held roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stratos Wealth Partners 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 institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes specialized planning services.

Andrew Madden is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with TIAA-CREF and has previously worked at Private Client Services, Fragasso Financial Advisors, LPL Financial, and PNC Investments. Madden is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

John Rekasie Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked for 18 years at XPYRIA Investment Advisors, Inc. Outside of his advisory role, Salpietro serves as president of The Manor Home Owners Association in Allison Park, Pennsylvania. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates proprietary quantitative screening with both third-party and direct security selection, and provides access to alternative and private market solutions.

Terrence Judy is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in teaching college-level non-credit courses and serves on the boards of two Christian organizations. J. W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis, model- and manager-based strategies, and offers access to various custodial platforms and digital advice providers.

Kevin Boland is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 credential and 18 years of industry experience. His prior experience includes roles at Cetera Wealth Services and Avantax Investment Services, among others. Outside of his advisory work, Boland is involved in fiduciary appointments and serves on the boards of behavioral health and early childhood development organizations, as well as on the governing board of Seton-La Salle Catholic High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, while providing a range of investment options and back-office solutions.

Matthew Buggey is a CFP®-credentialed financial advisor with 12 years of industry experience. He works at Guardian Life and Park Avenue Securities in Pittsburgh, PA. He serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to proprietary and third-party advisory solutions.

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Monica Leister is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2019. Her prior experience includes roles at Quasar Distributors, LLC and Muhlenkamp & Co., Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

John Cummings Jr. is a financial advisor at Cerity Partners LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously spent 18 years at Xpyria Investment Advisors, Inc. Cerity Partners provides wealth management and financial planning services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm employs a client-specific investment approach that combines quantitative screening, manager selection, and direct security selection, while also offering access to alternative and private market solutions for qualified clients.

Adam Rayburg is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017. Prior to that, he was with PNC Investments from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio and customized investment management under a fiduciary standard within a vertically integrated structure.

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Jennifer Sekscinski is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Citizens Securities since 2018, with earlier roles at Citizens Bank, BNY Mellon, and Robert Morris University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options including a digital advisory program and a Managed Account program.

Mark Luschini is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2005, including through its LLC since 2026. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, Pennsylvania. 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, corporate and retirement plans, and charitable organizations, providing brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Ameritas since 2021 and previous experience at Citizens Bank and Citizens Securities. Outside of finance, she has taught dance to children at Michele's Dance Center since 2003. 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 offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and discretionary programs combined with third-party technology and managerial resources.