Sean Culbertson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. since 2014, with a brief tenure at Cambridge Investment Research Advisors, Inc. He is also involved as an independent insurance agent through Financial Essentials, LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in its offerings.

Alex Pawlawski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 65 licenses and bringing 35 years of industry experience. He has served at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2009. Outside of advisory work, he co-owns a hunting camp in Pennsylvania. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers tailored investment programs and financial planning through a network of advisors, operating with both discretionary and non-discretionary account options.

John Wetterau is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Frank Milito is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company of America. Milito dedicates a portion of his time to selling insurance products beyond those offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering tailored financial planning and access to proprietary and third-party solutions.

John Cunningham is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked with Kades Margolis while completing his studies at the University of Tampa. In addition to his advisory role, he is involved in marketing financial products through Kades Margolis Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm utilizes a range of discretionary portfolio management strategies and combines affiliated and unaffiliated sub-advisers with model-based allocations.

Michele Berteotti is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been self-employed since 2004 and has worked at her current firms since 2017. Outside of her advisory role, she provides private golf instruction. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Trent Tipton is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation. Prior to his current role, his work history includes positions in the hospitality and retail sectors. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Jacob Croft is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and has also been associated with Penn Mutual Life Insurance Company since 2016. Outside of advisory work, Croft serves as President of a local Business Networking International chapter and is a partner in an online trading card sales venture. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets under management through a network of advisers and third-party asset managers.

Devin Bluemling is a financial advisor at Cerity Partners LLC based in Pittsburgh, PA, holding Series 63 and Series 65 designations with two years of industry experience. His prior work history includes roles at Rula and Harris Williams, as well as academic experience at the University of Pittsburgh and North Allegheny. Cerity Partners advises a diverse range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, asset allocation, and a combination of proprietary and third-party strategies, with access to alternative and private market solutions for qualified clients.

Richard Crist is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Diane Yee is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with both Guardian Life Insurance Company and Park Avenue Securities since 1996 and 2009, respectively. Additionally, she solicits and services insurance products from other carriers to meet client needs. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client objectives.

Rachael Gloor is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and regular rebalancing.

Larry Marks is a financial advisor at &PARTNERS with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing a blended approach of fundamental, technical, and quantitative analysis.

Joseph Tranchini is a CFP® with seven years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has been with Stratos since 2019 and also maintains a relationship with LPL Financial beginning in 2018. His work history includes a two-year period of unemployment from 2016 to 2018. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and other institutions, offering services such as financial planning, advisor-managed programs, and outsourced CIO solutions through an IAR-driven, open-architecture investment approach.

Eric Sluss is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Sluss manages advisory activities through his DBA, The Sluss Advisory Group, affiliated with LPL Financial. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.

Michael Grembi Jr. is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. He also engages in writing fixed and variable insurance products, including life, disability, annuities, and health-related coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with a focus on discretionary investment management and ongoing client reviews.

Wesley Perman is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2008. Perman works out of Wexford, PA. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implementation via approved model strategies.

Benjamin Veach is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Citizens Securities, Inc., Citizens Bank NA, and J.P. Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to select employees. The program utilizes algorithm-driven model selection and implements strategies through mutual funds and ETFs with annual rebalancing, relying on third-party managers for portfolio execution and proxy voting.

Kiera Davis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. She previously worked at The Ayco Company, L.P./Mercer Allied and has held roles at educational institutions and financial organizations. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering specialized programs such as Executive Wealth and Private Family Office support.

Lauren Winberg is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Farther and previously spent 15 years at Allegheny Financial Group. Based in Pittsburgh, PA, she has been with Farther since 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.