Stephanie Boyer is a financial advisor with Stratos Wealth Partners, Ltd. She holds the Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners in 2019, she worked at LPL Financial, LLC starting in 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform and provides services such as portfolio management, financial planning, and outsourced CIO solutions.

Alexis Gayhart is a CFP® professional with 17 years of experience in the financial industry. She has worked at Corient and Corient Services LLC since 2024 and previously spent 12 years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management and portfolio monitoring tools to align investments with client objectives.

Christopher Burton is a financial advisor with Truist Advisory Services who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His career includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and FIFTH THIRD SECURITIES, Inc., among others. He is based in Pittsburgh, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and manager-selection programs through discretionary and non-discretionary approaches.

Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd. in Pittsburgh, PA, holding Series 63 and Series 65 designations and 34 years of industry experience. She has worked at Stratos Wealth Partners since 2011 and previously held roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers and includes specialized planning services.

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.

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.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked for 18 years at XPYRIA Investment Advisors, Inc. Outside of his advisory role, Salpietro serves as president of The Manor Home Owners Association in Allison Park, Pennsylvania. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates proprietary quantitative screening with both third-party and direct security selection, and provides access to alternative and private market solutions.

Terrence Judy is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Global Financial Private Capital, LLC, and has been involved with Synergy since 2006, where he also teaches college-level non-credit courses. Judy serves on the boards of First Evangelical Free Church and Champion Christian Center Christian School. J.W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for a diverse client base, including individuals, high-net-worth clients, and institutions.

Kevin Boland is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 63 credential and 18 years of industry experience. His prior experience includes roles at Cetera Wealth Services and Avantax Investment Services, among others. Outside of his advisory work, Boland is involved in fiduciary appointments and serves on the boards of behavioral health and early childhood development organizations, as well as on the governing board of Seton-La Salle Catholic High School. 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 comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, while providing a range of investment options and back-office solutions.

Matthew Buggey is a CFP®-credentialed financial advisor with 12 years of industry experience. He works at Guardian Life and Park Avenue Securities in Pittsburgh, PA. He serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to proprietary and third-party advisory solutions.

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 Series 63 and Series 65 licenses and has been with Oppenheimer since 2019. Her prior experience includes roles at Quasar Distributors, LLC and Muhlenkamp & Co., Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

John Cummings Jr. is a financial advisor at Cerity Partners LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously spent 18 years at Xpyria Investment Advisors, Inc. Cerity Partners provides wealth management and financial planning services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm employs a client-specific investment approach that combines quantitative screening, manager selection, and direct security selection, while also offering access to alternative and private market solutions for qualified clients.

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 at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2005, including through its LLC since 2026. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, Pennsylvania. 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 plans, and charitable organizations, providing brokerage services, financial planning, and advisory programs with both in-house and third-party portfolio management.

Kimberly Carroll is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Ameritas since 2021 and previous experience at Citizens Bank and Citizens Securities. Outside of finance, she has taught dance to children at Michele's Dance Center since 2003. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and discretionary programs combined with third-party technology and managerial resources.

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.