Neil Mager is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and has been involved with Secure Money Advisors since 2017. Outside of his advisory work, he is also an insurance agent, selling various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Benjamin Lewis is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has prior experience with Secure Money Advisors and Matic Insurance Advisors. Outside of his advisory roles, he advises clients on life insurance contracts and annuities. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis to manage investments.

Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.

George Balocik is a financial advisor at Capital Analysts with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous positions at Lincoln Investment, Cetera, BPG Planning, Guardian Life, and Erie Insurance. Outside of his advisory role, he is involved in the sale and service of fixed annuities and insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and customized investment solutions through both discretionary and non-discretionary strategies, supported by an in-house Investment Management & Research team and a nationwide network of independent advisors.

Michael Williams is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and 15 years of industry experience. He has worked at Fusion Capital Management since 2019 and has prior experience with Panthrex Asset Management LLC and Virtue Capital Management, LLC. Additionally, he has been involved with The Williams Group since 1991, where he also works as an insurance agent. Fusion Investment Advisors, operating under Coppell Advisory Solutions, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs an open-architecture platform utilizing both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset classes.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at International Assets Advisory since 2017 and previously at LPL Financial. 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 advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Robert Dummer is a financial advisor with WesBanco Securities, Inc. in Beaver, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining WesBanco in 2021, he worked at Citizens Bank and Citizens Securities from 2015 to 2021. Outside of finance, he is involved in a shoe sales business, Gordon Shoes, which he has operated since 2014. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, utilizing various investment strategies and analytical methods.

Michael Diulus is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. Outside of advisory work, he is involved in insurance product sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

David Anton is a financial advisor at Tucker Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP. Outside of investment advisory, he operates a life insurance and fixed annuities business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning using a top-down, macroeconomic asset-allocation approach that incorporates growth, fixed income, alternative investments, and model portfolios.

Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.

Patricia Piatt is a financial advisor at Prosperity Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, W&S Brokerage Services, Western Southern Life, and The Huntington Investment Company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment process with continuous portfolio supervision and due diligence on recommended managers.

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.

Brian Quaranta is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Secure Money Advisors since 2010 and has been with Foundations Investment Advisors since 2019. Outside of advisory work, he is involved with Secure Money Advisors LLC, where he conducts insurance sales and client reviews. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.

Brian Pitell is a financial advisor with Capital Analysts, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company of America, and Equitable Advisors. Outside of advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president for Safari Club International, a nonprofit dedicated to hunting and conservation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Maggie Wenzelburger is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. She has been with Foundations Investment Advisors since 2020 and is also affiliated with Secure Money Advisors, where she has worked since 2008. In addition to her advisory work, she has an insurance agent role involving sales of various insurance products. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and works with third-party sub-advisers and custodians.

Michael Deluca is a financial advisor with Prosperity Wealth Management, Inc. in Beaver Falls, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services, Inc. since 2010, where he also serves as a compliance officer. Additionally, he is an officer of Gabauer Enterprises, Inc., managing accounting for life and fixed annuity commissions. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

David Mcginley is a financial advisor with WesBanco Securities, Inc. in Zelienople, Pennsylvania, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. His prior roles include positions at Citizens Securities, Essex National Securities, and Uvest Financial Services Group. He spends a portion of his time soliciting life insurance and fixed annuity products. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm employs a tailored investment approach combining fundamental and technical analysis, with implementation supported by third-party program sponsors, operating as a subsidiary of a bank holding company with affiliated trust and insurance services.

Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Federated Hermes Inc and Peoples Natural Gas. He also worked at the Fox Chapel Golf Club and has a background that includes time at Pennsylvania State University and North Allegheny School District. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.