Eric Cownie is a financial advisor at Kestra Advisory with 21 years of industry experience. He has held roles at Kestra Advisory Services LLC and Kestra Investment Services LLC since 2022, and previously worked at Wells Fargo Advisors for six years. He holds a Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

James Luckey is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra in 2025. Outside of his advisory role, he is a member of Luckey Agency, Inc., which is involved in payroll personal and commercial insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

David Gettings is a financial advisor with GWN Securities Inc. in New Castle, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at GWN Securities since 2015 and has prior experience with Lawrence County, The Gettings Financial Group LLC, and as a CPA since 1992. Outside of advising, he is involved in multiple nonprofit and community activities, including serving as an advisor for the Albert P. Gettings Memorial Foundation, a board member for the Human Services Center, and founding the Gettings Leadership Centers, which focus on teaching honor, respect, and values. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including legacy market-timing and momentum approaches.

Matthew Pruitt is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His previous roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services within client relationships, managing $72.3 billion in assets as of May 31, 2026.

Cameron Hiltz is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, WesBanco Bank and Securities, Edward Jones, and Huntington National Bank. Outside of his advisory role, he operates Hiltz Auto Detailing LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and affiliate portfolio management options.

Robert Donnelly is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently advising at OSAIC Institutions, INC. He has worked at First Commonwealth Bank since 2019 and was previously with LPL Financial, LLC from 2016 to 2019. Outside of his advisory role, he serves on the endowment committee of his church. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm provides customized advisory services and operates a hybrid adviser/broker-dealer model that supports discretionary and non-discretionary accounts alongside access to alternative investments and lending solutions.

Bernard Heigl III is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, PNC Investments LLC, and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture platform that incorporates third-party and proprietary investment models.

Kristine Johnson is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 15 years of industry experience, including roles at LPL Financial and FirstMerit Bank. Johnson has been with The Huntington Investment Company since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary private bank offerings, providing wrap-fee programs through the Envestnet MAS platform.

Bryan Gleghorn is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2022. He has been with The Huntington Investment Company since 2022 and has also worked with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through an open-architecture model that includes multiple wrap-fee programs and proprietary Private Bank models.

Robert Deemer is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Ameriprise. Outside of advisory work, he serves as a part-owner of an apartment complex and participates in quarterly board meetings. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.

Keith Wells is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at National Life Group, Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and Axa Advisors, LLC. He is also active as an insurance agent. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party managers, offering a mix of long-term strategies and options for shorter-term trading.

Thomas Virostek is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 36 years of industry experience and has worked with Commonwealth Financial Network since 2009. He is also involved with United Plan Consulting, LLC, and operates Q3 Capital, LLC, an entity created for securities business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management, while offering discretionary model portfolios and customized investment program options.

Alan Flick is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Beaver Falls, PA. He has 12 years of industry experience, including 10 years with Commonwealth. Outside of advisory work, he is involved in co-owning private entities related to securities 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 advisory support through managed-account programs, access to third-party asset managers, and custody/clearing services while managing over $212 billion in client assets.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at WCG Wealth Advisors, LLC, MML Investors Services, and ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and related products. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

Melissa Nuzzo is a financial advisor with TLG Advisors, Inc. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, Prossen Agency, and The Huntington Investment Company. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring approach based on fundamental analysis and Modern Portfolio Theory, offering both customized portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Joshua Wencil is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Fidelity Investments and PNC, where he worked for several years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Ryan Harteis is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. Outside of his advisory role, he also serves as a client service representative at FIRST Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options.

Kevin Flick is a CFP® and ChFC® with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016. Outside of his advisory role, he teaches a personal finance course at Geneva College and serves as treasurer for a local political campaign. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.