Ryan Jones is a financial advisor with Commonwealth Financial Network in Ligonier, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Elek Wealth Management, Robert Morris University, and Ligonier Country Club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad range of securities and insurance products.

Jonathan Hottle is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Northwestern Mutual in various roles from 2011 to 2016 before joining PNC Investments in 2016. Outside of his advisory work, he serves as a director for Heroes Never Alone Inc. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio solution available by invitation to employees with existing PNC Bank online credentials. This program uses algorithm-driven risk assessments and approved third-party model strategies to manage investments through mutual funds and ETFs.

William Hoffman III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, Mr. Hoffman serves on the board of the Neurofibromatosis Clinics Association and hosts the Wealth on the Move Podcast. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through multiple platforms and third-party asset managers.

Lisa Deporzio is a financial advisor at GWN Securities Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2004. Additionally, she has been affiliated with Kades-Margolis Corporation since 1996. Outside of her advisory role, she is involved in life insurance sales and serves as an unpaid officer of a family-owned handyman services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of over 400 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

John Fiore is a CFP® with 32 years of industry experience. He has been with Janney Montgomery Scott since 1999, including a recent role starting in 2025. Outside of his advisory work, he manages a family farm property used primarily for recreation and occasional agricultural leasing, timber sales, and government conservation programs. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base offering brokerage, financial planning, consulting, and wrap/advisory programs, with investment advice delivered through a combination of in-house and third-party portfolio management.

Michael Fetterolf is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bpu Investment Management Inc. for 19 years and LPL Financial, LLC for five years before joining Wealth Enhancement Group and its affiliated entities in 2020. Outside of his advisory role, he is involved with Crosshair Ventures LP, a family limited partnership. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Shawna Sklarsky is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her career includes multiple roles at Citizens Bank and Citizens Securities dating back to 2017, as well as a position with Key Investment Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, with a business model that combines discretionary advisory assets and commission-based brokerage activities.

Chase Alcorn is a CFP® with seven years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021, following prior roles at LPL Financial and Hefren-Tillotson. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Chad McConnell is a financial advisor with Citizens Securities, Inc. in Monroeville, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked extensively within Citizens Bank and Citizens Securities since 2015. Outside of his advisory role, he has experience as a notary and has worked as a server at Coast & Main. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms, including a digital advisory program managed in partnership with SigFig, and is wholly owned by Citizens Bank, N.A.

Bernard Lynch is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of PGH Benefits, LLC, an entity involved in insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment options, and provides operational, compliance, and practice-management support to affiliated advisors.

Melinda Vargulish is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2011. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, high-net-worth clients, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Robert Montag Jr. is a financial advisor with OSAIC Institutions, INC. based in Blairsville, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including roles at Infinex Investments, Inc. and First Commonwealth. Outside of his advisory work, he serves as Secretary/Treasurer of New Deal Hunting and Fishing Camp, a membership-based cabin facility for hunting and fishing activities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered primarily by a network of investment adviser representatives utilizing fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Cole Fiore is a financial advisor at Janney Montgomery Scott in Ligonier, PA, holding a Series 66 credential. He joined Janney Montgomery Scott in 2025 and has prior experience at Civil and Environmental Consultants, Inc. and various other roles outside the financial industry. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Stephanie Morley is a financial advisor at &PARTNERS with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and Citizens Securities, INC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides a range of services including investment advisory, brokerage, financial planning, ERISA 3(21) consulting, retirement plan participant management, and investment banking, utilizing both proprietary models and third-party manager solutions through platforms like Envestnet.

Justin Simmers is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2018, and previously at key Investment Services LLC from 2016 to 2018. He also serves as a banking financial advisor and works with the First Commonwealth Bank Trust Division. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm employs a hybrid adviser/broker-dealer model with a focus on delegated investment management and a notable lending marketplace and platform partnerships.

Melanie Buchan is a financial advisor with PNC Wealth Management in Ligonier, PA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with PNC Investments since 2004. 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 available to PNC Bank employees. The program uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Dennis Schilling is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Fortis Investors, Inc. for over three decades before joining Osaic. Outside of advisory work, Schilling serves as president of Schilling Financial Group, Inc., which focuses on fixed insurance products. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Scott Miller is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, United Planners' Financial Services of America, Varner Financial Group, and H. Beck, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC. He has worked at LPL Financial and Hoffman Wealth Management and previously held roles outside the financial sector, including at Target Corporation and John Carroll University. In addition to his advisory work, Mr. Rosso provides separate tax advice and tax preparation services and holds an insurance license, offering certain insurance products on a commission basis. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management along with financial planning and retirement-plan consulting. The firm offers access to third-party managers and proprietary model portfolios, utilizing a range of analytical approaches and trading strategies to align with client objectives.