Trevin Seskey is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and one year of industry experience. He has worked concurrently at Benchmark Financial Advisors and ORG Partners, and has prior employment history that includes roles outside finance such as a technician and sales clerk. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing a portfolio approach that includes public and private securities along with discretionary management strategies.

Laura Vassamillet is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. She holds Series 66 and Series 65 licenses and previously worked for BNY Mellon Wealth Management from 2006 to 2024. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing a mix of in-house and third-party managers within an integrated bank-affiliated platform.

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing 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 using affiliated model strategies.

Neil Mager is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. He is also associated with Secure Money Advisors and has been involved in an insurance agent role related to sales of various insurance products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Scott Shoup is a CFP® with 37 years of industry experience, currently serving as an advisor at Vicus Capital, Inc. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2003 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Shoup is an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, utilizing both fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

Benjamin Lewis is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Secure Money Advisors and Matic Insurance Advisors. Lewis also advises on life insurance contracts and annuities as part of his activities outside Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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.

Karen Fadzen is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and has previously worked at XPYRIA Investment Advisors, Inc. for 11 years. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, and supports advisors with multiple platform options and both in-house and third-party managed solutions.

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 designations. Prior to joining MissionSquare Investment Services in 2022, Erik worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as The Huntington Investment Company and Huntington National Bank. Outside of finance, he has experience working at 1810 Tavern and Rivertown Realty. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Anne Volk is an investment advisor representative at Vicus Capital, Inc. with three years of industry experience. Prior to joining Vicus Capital, she held roles at Cetera Wealth Services and Marmaras & Smith LLC. Outside of financial services, she works as an independent consultant for Arbonne, a skincare, makeup, and nutrition products company. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of investment strategies, including core-satellite and ESG allocations, and places particular emphasis on retirement plan consulting and fiduciary services.

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.

Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.

Stephanie Hunter is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Benchmark Financial Advisors, and ORG Partners. Hunter is also licensed to sell insurance. Concurrent Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach, utilizing ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Michael Diulus is an advisor with Foundations Investment Advisors LLC, holding a Series 65 license and four years of industry experience. He has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. In addition to his advisory role, he is active as an insurance agent involved in the sales of insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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., holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with multiple life insurance companies and health insurers, including American Amicable Life Insurance, Protective Life Insurance Company, and United Healthcare. Unger also serves as an independent insurance agent through AVR Financial LLC and participates in her local church’s finance and capital campaign committees. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer that offers asset management, financial planning, and portfolio appraisal services to individuals, corporate retirement plans, and charitable organizations. The firm uses a range of investment strategies and third-party management programs, with a business model combining advisory and broker-dealer activities alongside licensed insurance services.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.