Michael Reese is a financial advisor with Janney Montgomery Scott in Ligonier, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, Reese is involved with The Community Foundation of Westmoreland County as Vice Chair and a member of the Visionary Development Committee, and he coaches youth soccer with the Hempfield Area Soccer Club. 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 broad client base, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.

Nelson Person is a Series 66 credentialed financial advisor with 21 years of industry experience. He has served at Apollo Trust Company since 2009 and holds roles as president, CEO, and director at Apollo Trust Company/Apollo Bancorp, Inc., a commercial bank and bank holding company. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive non-discretionary book and lending marketplace.

Jennifer Ritz is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and has been with Kestra Advisory since 2016. In addition to her advisory role, she serves as a registered sales assistant at Keystone Benefits Group, Inc., and is a board member of the YWCA, supporting its mission to eliminate racism, empower women, and promote peace and justice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Timothy Caldwell is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2012. Outside of his advisory role, he is a partner in KBG Realty, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services that include fiduciary consulting, plan design, compliance testing, and due diligence-supported investment recommendations.

Thomas Mc Aneny is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USAA Financial Planning, TD Ameritrade, and The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available to select employees. The firm uses algorithmic tools to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Nathan Poorbaugh is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank throughout his career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, maintaining relationships with affiliated banking and capital markets entities.

Shannon Spisak is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. She holds the Series 66 designation and has worked at Infinex Investments Inc. since 2015 and First Commonwealth since 2011. Outside of her advisory roles, she is a private lender to a local bar and restaurant business in Greensburg, PA. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial planning, ERISA plan services, access to alternative investments, and lending options through a network of investment adviser representatives who utilize a mix of fundamental and technical analysis.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

Richard Lubecki is a financial advisor at SPC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC in 2018, he worked at Investment Professionals, Inc. for 12 years and has been involved with Evergreen Insurance, LLC since 2005. He serves on the Board of Directors for the Richard A. Schaeffer Memorial Fund, which supports students and post-doctoral fellows in mass spectrometry and youth scouting activities. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and offers both discretionary and nondiscretionary investment management options.

Katie Molander is a financial advisor at Private Advisor Group, LLC with a Series 65 designation and three years of industry experience. She also provides investment advice under the Hoffman Wealth Management name, which is related to her advisory practice. Molander holds an insurance license and may recommend insurance products on a commission basis, though this activity is separate from her investment advisory services. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing multiple strategies and third-party asset management programs.

Ioana Wagle is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at KeyBank and First Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions delivered by a large network of investment adviser representatives, with a notable focus on non-discretionary assets and access to alternative investments and lending platforms.

Alexander Letizia is a Series 66-credentialed financial advisor with Janney Montgomery Scott, where he has been working since 2011. He has 17 years of experience in the financial industry. 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 brokerage services, financial planning, consulting, and various advisory programs.

Alexa Ventrice is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. She has worked at AIG Retirement Services since 2018 and previously was employed at Oakmont Bakery. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through a large team of advisors.

James Fiore III is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client direction in model selection alongside ongoing monitoring and due diligence. The firm is affiliated with KeyCorp and works closely with KeyBank and KeyBanc Capital Markets.

James Dornan is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott in multiple periods since 2011. Outside of his advisory role, he serves as a board member for The Source, a Christian outreach organization focused on affordable housing and support for the poor and homeless. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Nicholas Wyzkiewicz is a financial advisor at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert D Allshouse for five years. Outside of his advisory role, he occasionally preaches at Grace Life Church. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers, model-based allocations, and incorporates momentum-based trading strategies in some legacy programs.

Grant Krinock is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with clients who seek guidance in designing financial strategies due to limited time, knowledge, or interest in managing these on their own. Grant focuses on serving professionals and families in areas including college education planning, executive compensation, retirement income, and family wealth management strategies. Grant began his career in financial services in 2011 and has over a decade of experience in advisory, leadership, and wealth management roles. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from California University of Pennsylvania. His expertise involves simplifying complex financial decisions and fostering trust through collaborative strategy development. He lives in Penn Township, Pennsylvania, and is active in several community organizations, including St. George's Antiochian Orthodox Cathedral, St. Mary's Antiochian Orthodox Church, and St. Michael's Antiochian Orthodox Church. Outside of his professional responsibilities, Grant enjoys spending time with his family and engaging in sports such as skiing, golfing, and ice hockey.

Samuel Silverberg is a CFA® charterholder and holds a Series 66 license, with two years of experience in the financial industry. He has worked at Janney Montgomery Scott since 2024 and previously held positions at PNC Bank and KPMG. Outside of his advisory role, Silverberg consults for the First Street Foundation, providing feedback on climate risk modeling and new product development. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, and advisory programs.

Raymond Dunegan is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of advisory work, he sells life insurance, long-term care insurance, and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Crystel Leidy is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. Her work history includes multiple roles at Key Investment Services LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment decisions supported by recommendations, ongoing monitoring, and access to third-party discretionary managers.