Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.

Timothy Augustine is a CFP® with 32 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His career includes roles at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine & Associates, LLC, which he has owned since 2005. Augustine is involved in tax preparation and insurance sales through his ownership of Gierl Augustine & Associates, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm employs tax-intelligent strategies and discretionary portfolio management with an emphasis on CPA-sourced referrals.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at LPL Financial before joining International Assets Advisory, LLC in 2017. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm generally pursues customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers additional services including retirement plan advisory and financial planning.

Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.

Samuel Gaudio is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Good Life Advisors since 2015 and also serves as an instructor at the Community College of Allegheny County. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions alongside educational seminars and ongoing planning subscriptions.

Gary Augustine is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 designations and has 37 years of industry experience. His prior roles include positions at Cetera Wealth Services, Stratos Wealth Advisors, and independent insurance agency work spanning over three decades. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across its advisor network.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.

Cassidy Schmidt is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Avantax Planning Partners, Inc. and has previously worked at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine Investment Management. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm manages discretionary portfolios using model-based style allocation strategies and offers tax-intelligent overlays and retirement plan management through its RPS platform.

Jordan Fowler is a CFP® with 10 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, UBS Financial Services, and Dollar Bank. Outside of his advisory work, he is the owner of Fowler Family Holdings, a holding company for a personal investment in a roofing company where he contributes to financial reviews and marketing. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers discretionary portfolio management with tax-intelligent overlays.

Kelton Burgess is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2020 through KMB Financial DBA Cranberry Wealth. Burgess also owns and operates a law practice, the Law Offices of Kelton M. Burgess, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Ethan Berkebile is a CFA® charterholder with three years of industry experience. He is currently a senior investment analyst at Park Shore Partners LLC and HBKS Wealth Advisors. His prior experience includes roles at The Coury Firm and Gibson Capital LLC. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary portfolio management of private pooled funds and multi-asset strategies. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and incorporates ETFs, mutual funds, and option strategies in its portfolio construction and risk management.

Sean Menzies is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Good Life Advisors since 2014, also maintaining an association with LPL Financial since 2013. Outside of his advisory role, he is involved with the NSS Life Fraternal Order as an agent for non-variable insurance. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team-based approach using multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and planning subscription services.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Jena Reinheimer is a financial advisor at Avantax Planning Partners, Inc. with one year of industry experience. She holds the Series 65 designation and has worked previously at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and GA Investment Management. Outside of finance, she has experience working in the food service industry at Mac's Cafe and spent eight years affiliated with Butler High School and Slippery Rock University. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, and insurance entities.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.

Jason Klein is a CFA® charterholder with six years of industry experience. He currently serves as Director of Fixed Income at HBKS Wealth Advisors and is also a Portfolio Manager at Park Shore Partners. His prior experience includes roles at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis, employing a broad set of strategies and maintains affiliations with related businesses, including Park Shore Partners.

Zachary Sell is a financial advisor with Avantax Planning Partners, Inc. holding Series 66 and Series 63 designations and has 10 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Stratos Wealth Advisors, LLC. Outside of his advisory role, Sell serves as an assistant coach for pre-academy level soccer players aged 6 to 8 with Beadling SCS Soccer. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, businesses, and pension plans. The firm primarily operates through CPA firms and registered Advisor Representatives and employs tax-intelligent strategies and firm-designed style allocation models to manage approximately $7.57 billion in assets.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

David King is a financial advisor at Avantax Planning Partners, Inc. with 40 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Avantax, he spent 13 years at Gierl Augustine & Associates, LLC, where he continues to be involved in the sale of insurance and annuity products. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, utilizing firm-designed style allocation models and tax-intelligent investment strategies.

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.