Mark Balsamo is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with Premier Financial Network since 2010 and Fortune Financial Services since 2005. Outside of advisory work, he is a general partner and 50% owner of a tax preparation and insurance business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Robyn Lewis is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 designation and previously worked at KeyBank and Huntington National Bank. Outside of her advisory role, she serves as Booster President for her daughter's high school basketball team, organizing fundraisers and coordinating team activities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates to support its range of advisory solutions.

Peter Fasciano is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Synergy Group and Pruco Securities, LLC. He is also the owner of YGQ Financial LLC, a business focused on record keeping and tax filing. 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, access to third-party managers, and various managed account solutions.

Justin Stoupis is a Series 65-licensed financial advisor with J.W. Cole Advisors, Inc., where he has worked since 2025. He has four years of experience at J.W. Cole Financial, Inc., and previously operated a business called MyFitnessKitchen. Outside of advising, he is involved with Synergy Group, Inc. in a client service and advisor support role. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions with discretionary and non-discretionary investment options.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC in Jeannette, PA. He has previously worked with LPL Financial and Hoffman Wealth Management, and his background also includes roles outside the financial industry. In addition to his advisory duties, he provides tax advice and preparation services and holds an insurance license, offering related products separately from his investment advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, using a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Theodore Feitt Jr. is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Huntington Investment Company, OSAIC Institutions, Essex National Securities, LPL Financial, and Walnut Street Securities. He serves as a board member of the Disciples Church Ext Fund, an organization that funds charitable and nonprofit projects within the Disciples of Christ member churches network. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers various wrap-fee programs with custodial and trade execution services.

Nathan Poorbaugh is a financial advisor with Key Investment Services LLC in North Huntingdon, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked in multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm emphasizes a multi-provider platform with a combination of discretionary and non-discretionary management, and it integrates services with KeyCorp affiliates across investment banking and municipal advisory sectors.

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.

Shannon Spisak is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Infinex Investments Inc. since 2015 and at First Commonwealth since 2011. Outside of advisory work, she is involved as a private lender to a local bar and restaurant in Greensburg, PA. OSAIC Institutions, INC. serves individuals, 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, operating with a hybrid adviser/broker-dealer model and emphasizing a decentralized approach to account management.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Katie Molander is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. She also operates under the Hoffman Wealth Management name, where she has been providing investment advice for twelve years. Outside of advisory services, Ms. Molander holds a license to sell insurance and may recommend insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model, combining technology platforms and various investment strategies with access to third-party managers and proprietary programs.

Cynthia Fickley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and over 27 years of industry experience. She has worked extensively with Avantax Advisory Services and related entities for more than two decades and currently operates her own financial planning firm. In addition to her advisory work, she owns a private company providing tax preparation, accounting, and payroll services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a range of managed account programs, third-party asset manager access, and back-office services, supporting advisors in customizing portfolios through both internal and external investment models.

Brett Fowler is a Series 66-credentialed advisor with 17 years of industry experience. He has been with PNC Investments since 2013 and is currently based in Bethel Park, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio management and proxy voting to third parties.

Kyle Beckhusen is a CFP® with 11 years of industry experience, currently serving at Mariner since 2026. He previously worked at Kathleen S Wright Associates Inc for five years and spent nearly a decade with Northwestern Mutual in various roles including wealth management and investment management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting services along with employer financial-wellness tools.

John Spang is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with IRM Distributors, Inc./PlanMember Securities Corporation since 1988. In addition to his advisory role, he operates as an independent insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through asset allocation portfolios. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by education and personalized services for plan sponsors and participants.

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 designations and has worked previously at Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in teaching college-level non-credit courses and serves on the boards of two Christian organizations. J. W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis, model- and manager-based strategies, and offers access to various custodial platforms and digital advice providers.

Lukas Goehring is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked primarily with Key Investment Services and KeyBank since 2020. Prior to his financial services career, he held positions at Saint Vincent College and Blackhawk School District. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation with manager-designed portfolios and maintains integration with KeyCorp affiliates for additional financial services.

Joseph Price is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Natcity Investments, Inc. He serves as power of attorney for his father, managing certain investment-related financial decisions without compensation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and relies on a multi-provider model for portfolio implementation and manager oversight.

Daniel Odonnell is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with PNC Investments LLC since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessments and discretionary model accounts implemented via approved third-party strategists.

Adam Wright is a CFP®, CFA®, and Series 65 credentialed advisor at Mariner with 13 years of industry experience. He previously founded and led Wright Associates Inc for 14 years before joining Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and integrates comprehensive tax and accounting services alongside traditional portfolio management.