Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens since 2024. His prior roles include positions at Ratio Wealth Group LLC, The Leaders Group, Inc., Northwestern Mutual Investment Management, MassMutual Life Insurance Company, and MML Investor Services LLC. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, as well as tax and estate planning, managing $8.76 billion in assets as of December 31, 2025.

George Balocik is a financial advisor at Capital Analysts with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous positions at Lincoln Investment, Cetera, BPG Planning, Guardian Life, and Erie Insurance. Outside of his advisory role, he is involved in the sale and service of fixed annuities and insurance. 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 and customized investment solutions through both discretionary and non-discretionary strategies, supported by an in-house Investment Management & Research team and a nationwide network of independent advisors.

Karen Fadzen is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. She is currently with Kestra Private Wealth Services, LLC and previously spent 11 years at XPYRIA Investment Advisors, Inc. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers a broad range of investment products and platforms, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount management and 529 plan services.

Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.

Erik Gabrich is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he has experience in the hospitality and real estate sectors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment advice and model portfolios developed by Morningstar Investment Management.

Anne Volk is an investment advisor representative at Vicus Capital, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Wealth Services and Marmaras & Smith LLC. Outside of her advisory role, she has been an independent consultant for a skincare and nutrition products company since 2019. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, using a combination of fundamental and technical analysis. The firm offers a range of strategies and emphasizes retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Brandon Sharp is a financial advisor with Fifth Third Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2023, he worked at Bank of New York Mellon, N.A. for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Robert Dummer is a financial advisor with WesBanco Securities, Inc. in Beaver, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining WesBanco in 2021, he worked at Citizens Bank and Citizens Securities from 2015 to 2021. Outside of finance, he is involved in a shoe sales business, Gordon Shoes, which he has operated since 2014. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, utilizing various investment strategies and analytical methods.

Michael Diulus is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. Outside of advisory work, he is involved in insurance product sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

David Anton is a financial advisor at Tucker Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP. Outside of investment advisory, he operates a life insurance and fixed annuities business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning using a top-down, macroeconomic asset-allocation approach that incorporates growth, fixed income, alternative investments, and model portfolios.

Regina Unger is a financial advisor with KCD Financial, Inc. in New Waterford, Ohio, holding Series 65 and Series 63 licenses and eight years of industry experience. Her career includes roles at multiple life insurance companies and health insurers, including Protective Life Insurance, Symetra Life Insurance, Medical Mutual, and United Healthcare. In addition to her advisory work, she serves on the finance and capital campaign committees of Canfield Presbyterian Church. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies and third-party management programs.

Eric Longstreth is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

George Emanuele Jr. is a CFA® charterholder with two years of experience in the financial industry. He has worked at Fifth Third Wealth Advisors LLC since 2024 and previously spent 17 years at BNY Mellon. He has also taught Finance 301 as an adjunct professor during the summer at Pennsylvania State University Behrend. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

James Lamperski is a CFP® professional with two years of experience at Fifth Third Wealth Advisors LLC and 15 years previously at BNY Mellon Wealth Management. He is president and co-owner of Lamperski Enterprises, Inc., which operates a franchised Super Wash car wash. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors, utilizing customized strategic asset allocation frameworks and a mix of in-house and third-party management resources.

Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.

Patricia Piatt is a financial advisor at Prosperity Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, W&S Brokerage Services, Western Southern Life, and The Huntington Investment Company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment process with continuous portfolio supervision and due diligence on recommended managers.

Kelton Burgess is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2020 through KMB Financial DBA Cranberry Wealth. Burgess also owns and operates a law practice, the Law Offices of Kelton M. Burgess, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Brian Quaranta is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Secure Money Advisors since 2010 and has been with Foundations Investment Advisors since 2019. Outside of advisory work, he is involved with Secure Money Advisors LLC, where he conducts insurance sales and client reviews. Foundations Investment Advisors LLC provides financial planning and portfolio management 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 utilizes model portfolios and an asymmetric rebalancing approach in its investment management.

Brian Pitell is a financial advisor with Capital Analysts, holding a Series 66 designation and 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 advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president for 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.