Travis Wellner is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 30 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs.

Eunji Kwon is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, and J.P. Morgan Securities LLC. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and retirement plan fiduciary solutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside third-party managers and provides integrated reporting across managed and held-away accounts.

Katherine Loheyde is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Morgan Stanley, Wells Fargo Clearing Services, and PNC Investments. Outside of her advisory role, she serves as Swim Team Chairperson for the Murrysville Swim Club, organizing and coordinating summer swim meets and practices. Janney Montgomery Scott 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, and institutional clients, and provides services through a combination of in-house and third-party portfolio management across multiple advisory programs.

Chad Nason is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Ameritas and its affiliated entities since 2014, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. Outside of his advisory role, he works with individuals and small businesses in the insurance field and assists with insurance and annuity sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Andrea Oliverio is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been affiliated with Bankers Life Securities, Inc. since 2016 and has worked with Bankers Life and Casualty since 2009. Outside of advisory work, Ms. Oliverio owns and manages a rental duplex property that she plans to operate as an Airbnb. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios across a range of securities, with periodic rebalancing and performance reviews.

James Conrad is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been associated with Pinnacle Financial Strategies and Commonwealth Financial Network since 2005. Outside of his advisory work, Conrad serves as an instructor for continuing education courses for CPAs and attorneys and provides expert witness testimony in family and divorce court proceedings. He is also involved in local sports as a high school soccer game announcer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management resources to affiliated advisors.

Jessica Lipniskas is a financial advisor with Citizens Securities, Inc. in Monroeville, PA. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Citizens Bank and Key Bank (First Niagara Bank). 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 as well as brokerage and insurance services, with advisory offerings that include a digital program managed in partnership with SigFig and a Managed Account program.

Nathan Presutti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Fisher Investments for 10 years and Fidelity Brokerage Services for 4 years. Outside of advising, he manages rental properties. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Hayden Adams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Wealth Management Partners, Equitable, Salas O’Brien, and the Pennsylvania Department of the Auditor General. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and custody services, combining internally managed and outsourced portfolio solutions.

Jonathan Liebegott is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at PNC Investments and PNC Bank dating back to 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic questionnaires to recommend investment models managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Charles De Angellis II is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty, Inc. since 2012, where he also serves as a unit field trainer and insurance agent specializing in Medicare, long-term care, annuities, and final expense insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Stephanie Boyer is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and nine years of industry experience. She has been with Stratos Wealth Partners since 2019 and has also worked with LPL Financial, LLC since 2016. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients through a network of about 366 advisors. The firm offers a range of financial planning services and investment strategies, utilizing an open-architecture approach that integrates multiple platforms and third-party managers.

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 at Truist Advisory Services with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 certifications. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Infinex Investments, Inc., and First Commonwealth Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and relying on third-party platforms and manager arrangements.

Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 34 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2011. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm provides a range of advisor-managed and model portfolio solutions, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives operating an open-architecture platform.

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.

Bryson Edmonds is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 66 designations and has worked exclusively within The Huntington network in various roles since 2016. Edmonds is based in Pittsburgh, PA. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm offers advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and proprietary investment strategies.

Joseph Salpietro is a financial advisor at Cerity Partners LLC with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2024, he worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of The Manor Home Owners Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

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 credentials and has worked with J.W. Cole Advisors since 2019. Outside of his advisory role, he serves on the boards of two Christian educational organizations and presents college-level non-credit courses. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis along with digital advice platforms to implement client solutions.