Brian Pitell is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company of America, and Equitable Advisors. Outside of advising, he hosts a podcast focused on hunting and fishing and serves as chapter president of Safari Club International, a nonprofit dedicated to hunting and conservation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment teams.

Ethan Berkebile is a CFA® charterholder with three years of industry experience. He is currently a senior investment analyst at Park Shore Partners LLC and HBKS Wealth Advisors. His prior experience includes roles at The Coury Firm and Gibson Capital LLC. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary portfolio management of private pooled funds and multi-asset strategies. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and incorporates ETFs, mutual funds, and option strategies in its portfolio construction and risk management.

David Mcginley is a financial advisor with WesBanco Securities, Inc. in Zelienople, Pennsylvania, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. His prior roles include positions at Citizens Securities, Essex National Securities, and Uvest Financial Services Group. He spends a portion of his time soliciting life insurance and fixed annuity products. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm employs a tailored investment approach combining fundamental and technical analysis, with implementation supported by third-party program sponsors, operating as a subsidiary of a bank holding company with affiliated trust and insurance services.

Sean Menzies is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Good Life Advisors since 2014, also maintaining an association with LPL Financial since 2013. Outside of his advisory role, he is involved with the NSS Life Fraternal Order as an agent for non-variable insurance. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team-based approach using multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and planning subscription services.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Kenneth Bonus is a Series 66-licensed financial advisor with Capital Analysts, based in Butler, PA, bringing eight years of industry experience. His prior work includes roles at Lincoln Investment and HD Vest Investment Services. Outside of financial advising, he owns a certified public accounting firm and serves on multiple nonprofit and community boards, including the Butler County Chamber of Commerce and the United Way of Southwestern Pennsylvania. Capital Analysts serves retail and institutional clients such as individual investors, trusts, and charitable organizations, offering portfolio management through a nationwide network of advisors and an in-house investment management team that employs a proprietary mutual fund screening process.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.

Jason Klein is a CFA® charterholder with six years of industry experience. He currently serves as Director of Fixed Income at HBKS Wealth Advisors and is also a Portfolio Manager at Park Shore Partners. His prior experience includes roles at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis, employing a broad set of strategies and maintains affiliations with related businesses, including Park Shore Partners.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Capital Analysts, Eden worked at Lincoln Investment and Cetera, among other roles. Outside of advising, Eden serves as a board member for Miracle on Main Zelienople, a nonprofit focused on annual charitable events, and participates on the pastoral council at Saint Luke the Evangelist Parish. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and advisor-led strategies, utilizing proprietary mutual-fund screening and maintaining institutional relationships to support a range of investment and retirement-plan services.

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.

Elizabeth Duchak is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for six years. She serves on the PR committee of the Women's Board of Pittsburgh, a charity focused on supporting women and children in the region. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services and administrative family office capabilities.

Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, Wells Fargo Advisors, and Bank of New York Mellon. Prior to his financial industry career, he was involved in the automotive sector with Distinct Automotive Appearance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Jacob Kuczynski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The firm uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Amanda Liscio is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Valic Financial Advisors since 2012 and holds a role as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Todd Seagrave is a financial advisor with GWN Securities Inc. in Valencia, PA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he provides life insurance, long-term care, and fixed and equity/indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Jonathan Hileman is a financial advisor with OSAIC Institutions, Inc., holding Series 63, 65, and 66 licenses and 11 years of industry experience. His career includes roles at First Commonwealth Bank, KeyBank, and PNC Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with a significant non-discretionary asset base.

Neil Mager is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and has been involved with Secure Money Advisors since 2017. Outside of his advisory work, he is also an insurance agent, selling various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Benjamin Lewis is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has prior experience with Secure Money Advisors and Matic Insurance Advisors. Outside of his advisory roles, he advises clients on life insurance contracts and annuities. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis to manage investments.

David Fahrenthold is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2006. Outside of his advisory role, he is the owner of Sweet Starts, a non-investment related business. 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 assessments and implements investments via approved model strategies managed by PNC or third-party strategists.