Patrick Callahan is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 14 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2011, respectively. Outside of his advisory work, he serves as a board member of the Moon Industrial Development Authority and is a member of the Moon Township School Board. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing proprietary and third-party investment strategies across various account types.

Katherine Kelly is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Oppenheimer and Guardian Life Insurance Company. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Richard Matthews is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities LLC, RBC Capital Markets, and PNC Investments. The Huntington Investment Company 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 affiliate offerings, providing multiple wrap-fee programs through the Envestnet MAS platform.

Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services.

Stephen Hadad is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds a Series 66 designation and has worked at First Commonwealth Bank, Infinex Investments, PNC Investments, PNC Wealth Management, and Edward Jones. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker‑dealer model with a focus on firm supervision and client election of discretionary authority.

Brian Johns is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Thomas Durkin is a financial advisor with Principal Financial Services in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, following prior roles at UBS Financial Services and Sagemark Consulting, Inc. Durkin serves as a bank officer at Principal Bank and Principal Trust Company and is a member of his residential Homeowners Association board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Patrick Leviseur is a financial advisor at PNC Wealth Management with 28 years of industry experience. He has been with PNC Investments since 2015 and holds the Series 63 and Series 65 credentials. Based in Pittsburgh, PA, he supports clients through the firm’s wealth management services. PNC Wealth Management offers retail brokerage and advisory services via several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio management to approved model strategists employing mutual funds and ETFs.

Richard Bopp is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. since 2003. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Huntington Investment Company for three years before joining Key Investment Services in 2019. Feitt serves as a board member for the Disciples Church Extension Fund, which funds charitable and non-profit projects within the Disciples of Christ member churches network. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence on third-party advisory products, and access to discretionary money managers.

Douglas Stirling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Stirling serves as a board member of the Pittsburgh Zoo. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of investment advisory and brokerage services, including in-house and third-party portfolio management across multiple wrap programs and a unified managed account overlay.

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.

Frank Milito is a financial advisor with Primerica Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in insurance products other than Guardian’s offerings, dedicating about 5% of his time to this business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and consulting, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

Trevor Smith is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at various PNC entities since 2016. Outside of his advisory role, he is the owner and therapist of The Steadfast Dad. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs.

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 credentials. She has nine years of industry experience and has worked with these firms since 2017. Outside of her advisory role, she provides private golf instruction. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

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.

Stephen Ross is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at J.W. Cole Advisors since 2019. Ross is also involved with Synergy Group as a marketing director, where he has worked since 2014. 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 investment adviser representatives. The firm provides portfolio management, financial planning, third-party manager access, and multiple managed account solutions.

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.