Justin Porco is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at several firms including LPL Financial LLC, The O.N. Equity Sales Company, Global Retirement Partners LLC, Bank of America, Merrill, and Huntington National Bank. Outside of financial advisory, he is involved with J&N Construction LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an advisor-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management and a range of financial planning and investment solutions.

Logan Everett is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at First Commonwealth Bank, Infinex Investments, Inc., and Oxford Global Resources. Outside of finance, he has experience working at Romeo's Pizzeria & Mediterranean Kitchen and the Indiana Country Club. 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 alongside financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Theodore Bovard is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active, passive, and alternative investment strategies.

Doran Young is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2015. In addition to his advisory role, he serves as an industry arbitrator for FINRA. Janney Montgomery Scott 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 plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Troy Nunes is a Series 66-credentialed financial advisor at Corient with 22 years of industry experience. He previously worked at Socius Family Office, LLC and Capital Investment Group. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align investment exposures with client objectives.

Donald Sestrich is a financial advisor with Guardian Life, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he has an interest in a rental property in Costa Rica. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary and model-based investment management, access to proprietary and third-party programs, and a range of planning and consulting services tailored to client needs.

David Beltz is a financial advisor with Ameritas Advisory Services, LLC and holds the ChFC® and Series 63 designations. He has 30 years of industry experience and has been with Ameritas and its affiliates since 2019. He is also the owner of Beltz Financial Group, where he markets and discusses risk management needs with businesses and individuals. Ameritas Advisory Services, LLC 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 range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Bradley Durko is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds a Series 66 designation and has been with Janney in various capacities since 2005, including the current firm entity since 2025. Prior to that, he worked briefly at Parker/Hunter Incorporated. 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, estates, corporations, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Lisa Valli Steliotes is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 63 designation and 42 years of industry experience. She has worked with Guardian Life since 1994 and previously with Aetna Life & Casualty beginning in 1980. Outside of her advisory role, she writes fiction and romance stories and is an author. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management services through proprietary and third-party platforms, with tailored client relationships supported by insurance products and alternative investment access.

Bryan Mathie is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Nuveen Fund Advisors. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based investment strategies implemented via mutual funds and ETFs.

Scott Mc Caffrey is a financial advisor at Focus Partners Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF, Proofpoint, Amerivest Investment Management, LLC, TD Ameritrade, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Christian Laffey is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 credentials with one year of industry experience. Before joining PNC Wealth Management, he held various positions in the restaurant and food service industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that implements investments via approved model strategies with annual rebalancing and limited client trading options.

Leonard Silvester is a financial advisor with Oppenheimer in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Oppenheimer since 2014, with prior roles at RBC Capital Markets and Ferris, Baker Watts, LLC. Outside of his advisory role, he serves as treasurer of the Northern Allegheny County Rotary Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of discretionary and non-discretionary investment programs and consulting services, and it maintains custody of client assets as a qualified custodian.

Tanner Johnson is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has prior experience with Guardian Life Insurance Company and Park Avenue Investment Advisory, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that implements approved model strategies via mutual funds and ETFs, with annual rebalancing and algorithm-driven client risk assessment.

Daniel Suhoski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers.

Jeanine Guzzardi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and delegated investment implementation.

Bradford Scheiman is a CFP® professional with eight years of industry experience, currently advising at PNC Wealth Management since 2018. He previously worked at Voya Financial Advisors and held roles at Kent State University and Ohio Baseball Tournaments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs under annual rebalancing.

Paul Pantano is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including long-term service at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory work, he provides seasonal tax preparation services. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Benjamin Demers is a Series 66-licensed financial advisor with PNC Wealth Management in Pittsburgh, PA, and has three years of industry experience. He has worked previously at Merrill and holds a marketing manager role with TechReady Professionals. Additionally, he owns a non-investment-related website, www.bendemers.com. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for PNC Bank employees. The firm utilizes algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Daniel Vaughn is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual. Outside of finance, his background includes diverse roles at Whole Foods Market and various other organizations. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, providing brokerage services, financial planning, consulting, and multiple advisory programs.