Darren Meyers is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 29 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Larry Letterio is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Altair Management Partners for 31 years and Kistler-Tiffany Advisors for one year. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Frank Amato II is a financial advisor with Eagle Strategies (NY Life) based in Leechburg, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Eagle Strategies since 2015 and concurrently operates Amato Financial Services, a registered investment advisory firm. Outside of his advisory roles, he owns and operates a retail floor covering store. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jason Harnois is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at KeyBank, Hilton Hotels & Resorts, Hannaford Bros, and The Home Depot. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group, maintaining relationships with KeyBank and KeyBanc Capital Markets.

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs Ayco Personal Financial Management in 2021, she worked at The Ohio State University and the Revere Local School District. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions through an integrated financial group structure.

David Lacinski is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2021. He also has concurrent roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, both since 2009. Outside of his advisory work, Lacinski helps coach the varsity football team at Armstrong High School. 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, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Robert Kovalan Jr. is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 credentials and has been with Citizens Securities and Citizens Bank since 2014. His background is entirely within the Citizens Bank organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and a managed account program.

David Weigand is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, PNC Investments, and First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Aaron Mckissick is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 22 years of industry experience. He has been with PNC Investments since 2015. Outside of his advisory role, he serves as a committee member at St. Paul’s United Methodist Church. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment to guide investment strategy.

Ronald Jones is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. His career includes roles at Eagle Strategies LLC and New York Life Insurance Company since 2006. Jones serves on the boards of Community Care Connections Inc., Butler County Family YMCA, and Knoch Boys Lacrosse. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Jordan Bruce is a financial advisor at TLG Advisors, Inc. with two years of industry experience. He has held roles at The Leaders Group Inc, Union Bridge Capital, and Appliance Dealers Cooperative. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Brian Eckenrode is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and also has a long-standing relationship with Penn Mutual Life Insurance Company since 1989. Outside of his advisory role, Eckenrode owns and operates a life insurance brokerage and is involved in managing a home goods store’s financial matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services primarily through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Brian Parker is a financial advisor at TLG Advisors, Inc. with 10 years of industry experience. He is also a partner at Parker Poe Adams & Bernstein, where he provides legal and business advice to clients in life sciences, retail energy, and manufacturing sectors. In addition, Parker is involved in multiple business ventures including consultancy services, an oil and gas company, and a private cigar and social club. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services along with comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Nelson Person is a Series 66 credentialed financial advisor with 21 years of industry experience. He has served at Apollo Trust Company since 2009 and holds roles as president, CEO, and director at Apollo Trust Company/Apollo Bancorp, Inc., a commercial bank and bank holding company. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive non-discretionary book and lending marketplace.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. 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 back-office support, including investment management, compliance, and technology services.

Gary French is a financial advisor with PNC Wealth Management in New Kensington, PA, holding a Series 66 designation and 14 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Gregory Smith is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with PNC investments since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm’s approach involves discretionary model accounts using mutual funds and ETFs with annual rebalancing, primarily serving employee clients through a pilot program.

Corina Wack is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA, holding Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at Olewine Financial Group and Dream Big Wealth Strategies. She serves as an officer for the Ladies Auxiliary to the Butler Township Volunteer Fire District and holds leadership roles with the Rotary Leadership Institute and the Golden Tornado Scholastic Foundation. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance business. 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 provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.