John Hellgren Jr. is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2010 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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.

Wendy Obrien is a financial advisor at PNC Wealth Management with 37 years of industry experience. She has been with PNC Investments since 2015 and holds Series 63 and Series 65 credentials. Outside of her advisory role, Obrien serves on multiple healthcare boards, including the West Penn Hospital Foundation and Forbes Hospital, and is involved with the West Penn Allegheny Health System Board of Directors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and portfolio strategies managed by PNC or third parties.

James Bish is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Key Investment Services LLC and LPL Financial. In addition to his advisory role, he serves as a Sales Manager at First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 a hybrid adviser and broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Kraig Cawley is a CFP® professional with 17 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Cawley Financial Advisors, LLC. His prior experience includes roles at Cetera and Cambridge Investment Research. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, compliance, and practice-management support.

Joseph Arndt is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments, Bank of America, Merrill, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Corina Wack is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA, holding Series 65 and Series 63 credentials and seven years of industry experience. She has worked with several firms including Olewine Financial Group and Dream Big Wealth Strategies. Outside of her advisory work, she serves as Vice President of the Ladies Auxiliary to the Butler Township Volunteer Fire District and is Vice Chair of the Board for the Mainline division of the Rotary Leadership Institute, where she helps train future leaders. She is also a board member of the Golden Tornado Scholastic Foundation. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jena Hampe is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Avantax Planning Partners Inc and GA Investment Management. Prior to entering financial services, she was employed at Mac's Cafe and spent time at Butler High School and Slippery Rock University. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a larger Cetera network providing affiliated custodial and pension-related services.

Jonathan Caromano is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held his current position since 2004. Caromano holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with existing PNC Bank online credentials. The program uses algorithm-driven model strategies executed through mutual funds and ETFs with annual rebalancing.

Kevin Mcdonough is a Series 66-registered financial advisor with Principal Financial Services, where he has worked since 2014. He has 11 years of industry experience and is based in Mars, Pennsylvania. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Christopher Cutshall is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes 18 years at Tooling Dynamics LLC before joining Valic Financial Advisors in 2017. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm uses a technology-driven, model-based approach and manages approximately $29.2 billion across nearly 300,000 clients.

Joshua Wencil is a CFP® professional with 18 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having joined in 2025, and has prior experience at Fidelity Investments, PNC, ParenteBeard Wealth Management, BMC Financial Advisors, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, relying on Charles Schwab & Co.’s standard asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Michael Trpcic III is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is also an owner of non-investment related investment properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s investment approach uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Dennis Jacques is a financial advisor at VALIC Financial Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Milestone Asset Management, Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. Outside of his advisory role, he is involved in insurance sales through West Financial Group Inc. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and emphasizes technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.

Jeffrey Decort is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an employee-only pilot that uses algorithmic risk assessment to guide investment in approved mutual funds and ETFs with annual rebalancing.

Christopher Battistone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessment to guide investment selections managed by PNC and third-party strategists, with a focus on mutual funds and ETFs.

James Hankins is a financial advisor with Valic Financial Advisors in Seven Fields, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Edward Jones, Modern Woodmen of America, and Pruco Securities LLC. He is also an agent authorized to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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 and operating at a large scale with over 1,200 advisors.

Zachary Sell is a financial advisor with Cetera Planning Partners, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Stratos Wealth Advisors, and Avantax, among others. Outside of finance, he serves as an assistant coach for Beadling SCS Soccer, working with pre-academy level boys and girls aged 6 to 8. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment approach centers on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supplemented by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Michael Labos is a CERTIFIED FINANCIAL PLANNER® with over 21 years of industry experience. He is currently with Kestra Advisory and has held roles at Cetera Advisor Networks LLC, Vicus Capital, Inc., and Pennsylvania Financial Group. Labos serves as a board member for Vincentian Collaborative Systems, contributing to governance and operational oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Timothy Schroyer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Valic Financial Advisors since 1999 and is also currently affiliated with Agia. Outside of his advisory role, Schroyer is involved in charitable activities, serving as treasurer for Team Maloney Strong, a nonprofit raising funds for cancer research, and for the Range End Mens Association, a golf league. 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 unified managed accounts through a large network of advisors, leveraging centralized technology and third-party UMA models.

Christine Laffey is a financial advisor with PNC Wealth Management in Seven Fields, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She 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 digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists. The firm focuses on mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to third parties.