Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 34 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2011. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm provides a range of advisor-managed and model portfolio solutions, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives operating an open-architecture platform.

Andrew Madden is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with TIAA-CREF and has previously worked at Private Client Services, Fragasso Financial Advisors, LPL Financial, and PNC Investments. Madden is based in Pittsburgh, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Bradley Hilbert is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2021. Prior to this, he was affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation beginning in 2009. Outside of his advisory roles, Hilbert is involved with fixed insurance through several general agency appointments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing multiple program structures and technology tools to support advisors and clients.

Patrick Breidsprecher is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Voith Paper and involvement with NCFC Youth. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, utilizing strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary research and a wide range of affiliated capabilities within the Goldman Sachs ecosystem.

John Rekasie Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Bryson Edmonds is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively within The Huntington network in various roles since 2016. Edmonds is based in Pittsburgh, PA. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and proprietary investment strategies.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of The Manor Home Owners Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Terrence Judy is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with J.W. Cole Advisors since 2019. Outside of his advisory role, he serves on the boards of two Christian educational organizations and presents college-level non-credit courses. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis along with digital advice platforms to implement client solutions.

Kevin Boland is a financial advisor at Commonwealth Financial Network with 17 years of industry experience and holds a Series 63 designation. Prior to joining Commonwealth in 2026, he worked at Cetera Wealth Services and Cetera. He serves on the governing board of Seton-La Salle Catholic High School and is involved with several fiduciary appointments and nonprofit boards focused on behavioral health and developmental delays. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base with various investment options and portfolio implementation strategies.

Lukas Goehring is a financial advisor with Key Investment Services LLC, holding a Series 66 license and four years of industry experience. His background includes roles at KeyBank and experience in education with Blackhawk School District and Saint Vincent College. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Matthew Buggey is a CFP®-designated financial advisor with 11 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Buggey serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

John Balestreire is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked with PNC Investments since 2018 and previously spent seven years at E*Trade Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account piloted for employees that utilizes algorithmic risk assessment and invests via approved mutual funds and ETFs with annual rebalancing.

Susan Bell is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Her career includes roles at Principal Life Insurance Company, Principal Securities, OneDigital Investment Advisors, and Huntington Investment Company. She is also formally designated as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Monica Leister is a financial advisor at Oppenheimer with 23 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Quasar Distributors, LLC and Muhlenkamp & Co., Inc. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

John Cummings Jr. is a financial advisor at Cerity Partners LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Xpyria Investment Advisors, Inc. for 18 years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and specialized private market programs.

Adam Rayburg is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017. Prior to that, he was with PNC Investments from 2012 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both model portfolio and customized investment management under a fiduciary standard within a vertically integrated structure.

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

Jennifer Sekscinski is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Citizens Securities since 2018, with earlier roles at Citizens Bank, BNY Mellon, and Robert Morris University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options including a digital advisory program and a Managed Account program.

Mark Luschini is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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 municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked with Citizens Bank and its affiliates before joining Ameritas in 2021. Outside of financial advising, Carroll teaches dance to children through Michele's Dance Center, a role she has held since 2003. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement-plan advice, and custom portfolio strategies delivered through affiliated representatives and a firm investment committee.