Rebecca Haney is a financial advisor at Mariner with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley, Vantage Investment Advisors, and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal management team and offers integrated tax and accounting services alongside traditional portfolio management.

Jill Sutt is a financial advisor at Mariner with 26 years of industry experience and holds a Series 66 designation. She previously worked at Vantage Investment Advisors for 18 years before joining Mariner in 2018. Outside of her advisory role, she serves as Treasurer for the Tyrone Track & Cross Country Boosters in Altoona, PA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by both in-house research and third-party managers, along with integrated tax and accounting services and administrative family office capabilities.

Gregory Blaschak is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services, where he has been active since 2006. He is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm offers discretionary portfolio management and model portfolios using a blend of affiliated and unaffiliated sub-advisers, incorporating both traditional and tactical investment strategies.

Jerrod Smith is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates planning services from ongoing management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Lauren Spigelmyer is a financial advisor at PNC Wealth Management with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked at PNC in various capacities since 2014, including roles in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via approved model portfolios.

Nicholas Accordino Jr. is a CFP® with 40 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2017. He has also worked at Hornor, Townsend & Kent, Inc. and Diversified Asset Planners Inc. for multiple decades. In addition to his advisory role, he is a licensed fixed insurance agent. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Debra Martin is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Commonwealth, Infinex Investments, Santander Securities, and PNC Investments. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios.

Debra Seaward is a financial advisor at Creative Planning with 16 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Creative Planning in 2025, she spent 15 years at Financial Abundance. She is also licensed as an insurance agent, servicing existing insurance contracts. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Eric Tharp is a financial advisor at TIAA-CREF in State College, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at TIAA-CREF since 2017 and at Santander Securities and Santander Bank from 2014 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes one-time financial planning from ongoing portfolio management, employing model portfolios or customized strategies under a fiduciary standard within a vertically integrated structure.

Will Benner is a CFP® with five years of industry experience, currently advising at Focus Partners Wealth, LLC. He previously worked at Modera Wealth Management, Independence Advisors, and CNB Bank. Outside of finance, he has experience in outdoor retail and collegiate environments, including a role at TCO Fly Fishing and positions at Hope College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joseph Gordon is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with J. W. Cole Advisors and its affiliated entities since 2009. Outside of his advisory role, Gordon is a licensed fixed insurance agent and operates a financial services marketing business under the name J. Gordon Financial Services. J. W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent investment adviser representatives. The firm offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, digital advice, and annuity sub-account management using a combination of discretionary and non-discretionary investment strategies.

James Karchner is a CFP® and PFS™ with 32 years of industry experience, currently serving at Mariner Wealth Advisors since 2020. Prior to that, he worked at Domani Wealth, LLC and PBWM Holdings, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax services, family office capabilities, and employer financial-wellness tools.

George Torruella is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at several firms, including AIG Capital Services, Edward Jones, and Chase Investment Services Corp. Torruella is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm operates at scale with extensive technology and model solutions to support its advisors and clients.

Stephanie Bell is a financial advisor at J. W. Cole Advisors, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Grove Point Investments, Shute Battaglia Wealth Advisors, and H. Beck, Inc. Bell is a leadership team member of Destiny's Calling Ministries, a non-denominational ministry. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Benjamin Streator is an advisor at J. W. Cole Advisors, Inc. with a Series 66 designation and one year of industry experience. His work history includes roles at J.W. Cole Advisors, J.W. Cole Financial, Commonwealth University of Pennsylvania, and various positions in education and hospitality. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary account management.

Robert Thomas is a financial advisor at Mariner with 26 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Vantage Investment Advisors for 18 years. Outside of his advisory role, Thomas serves as board president of St. Joseph's Catholic Academy and is a member of advisory boards for Old Dominion Bank and Centre First Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various pooled investment vehicles. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside integrated tax services and administrative family office capabilities.

James Peterson II is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and having 10 years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2015. Outside of his advisory role, he is president and owner of Peterson Consulting Group, LLC, which provides quality and regulatory consulting services unrelated to securities or investment advice. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a wide range of topics and provides options to combine planning with managed accounts under a consolidated billing system, while maintaining separate services.

Stephen Dalton is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 42 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 1998. Outside of his advisory role, he serves as a trustee/co-trustee of a trust in Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support financial decision-making.

Edward Washell is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the finance committee of the nonprofit Bob Perks Fund in State College, Pennsylvania. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process incorporates firm-approved tools and modeling techniques, serving clients through both direct and corporate financial planning agreements.

James Fay is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he coaches an adult baseball team and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio and platform options with both proprietary and third-party strategies.