Travis Wellner is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 30 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and J.P. Morgan Securities LLC. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary solutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside third-party managers and provides integrated reporting across managed and held-away accounts.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Ameritas and its affiliated entities since 2014, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory role, he works with individuals and small businesses in the insurance field and assists with insurance and annuity sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

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.

Jonathan Liebegott is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at PNC Investments and PNC Bank dating back to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic questionnaires to recommend investment models managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Stephanie Boyer is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and nine years of industry experience. She has been with Stratos Wealth Partners since 2019 and has also worked with LPL Financial, LLC since 2016. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through a network of about 366 advisors. The firm offers a range of financial planning services and investment strategies, utilizing an open-architecture approach that integrates multiple platforms and third-party managers.

Christopher Burton is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 certifications. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Infinex Investments, Inc., and First Commonwealth Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and relying on third-party platforms and manager arrangements.

Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 34 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2011. 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 provides a range of advisor-managed and model portfolio solutions, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives operating an open-architecture platform.

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.

Bradley Hilbert is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of his advisory roles, he is involved as an appointed advisor and producer for fixed insurance through multiple general agencies. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Patrick Breidsprecher is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Voith Paper and involvement with NCFC Youth. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and a wide range of affiliated capabilities within the Goldman Sachs ecosystem.

Bryson Edmonds is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively within The Huntington network in various roles since 2016. Edmonds is based in Pittsburgh, PA. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and proprietary investment strategies.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of The Manor Home Owners Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Kevin Boland is a financial advisor at Commonwealth Financial Network with 17 years of industry experience and holds a Series 63 designation. Prior to joining Commonwealth in 2026, he worked at Cetera Wealth Services and Cetera. He serves on the governing board of Seton-La Salle Catholic High School and is involved with several fiduciary appointments and nonprofit boards focused on behavioral health and developmental delays. 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 broad platform that includes managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base with various investment options and portfolio implementation strategies.

Lukas Goehring is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has four years of industry experience, including roles at KeyBank and Saint Vincent College prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group and collaborating with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Matthew Buggey is a CFP®-designated financial advisor with 11 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Buggey serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

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.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Monica Leister is a financial advisor at Oppenheimer with 23 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Quasar Distributors, LLC and Muhlenkamp & Co., Inc. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.