Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

Colten Mc Cutcheon is an advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes positions at BNY and Saint Vincent College. Outside of his advisory role, he has experience working at Latrobe Country Club and educational institutions in the Latrobe area. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing assets on a discretionary basis with comprehensive financial planning services.

Patrick Wallace is a financial advisor at Covington Investment Advisors, Inc. in Ligonier, PA, with 23 years of industry experience. He has been with Covington Investment Advisors since 2003. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach focuses on long-term fundamental security analysis and strategic asset allocation tailored to client goals and risk tolerance, managing most assets on a discretionary basis.

Cindy Jones is a financial advisor at Covington Investment Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with Covington Investment Advisors since 2012. Covington Investment Advisors is a fee-only, SEC-registered firm that offers personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term fundamental security analysis and strategic asset allocation, managing most assets on a discretionary basis tailored to client goals and risk tolerance.

Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Mutual Advisors in 2019, he worked at BPU Investment Management, Inc. from 2016 to 2019. Outside of investment advisory, he operates as an independent insurance agent and serves as a notary public. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering both discretionary and non-discretionary portfolio management using a mix of active and passive strategies.

Ronald Panichelle is a ChFC® and Series 63 credentialed advisor with 44 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously spent over three decades at Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

Rebecca Haugh is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where she has worked since 2020. Prior to this, she spent a decade at BPU Investment Management, Inc. and one year at ERIKS North America. Outside of her advisory role, she is actively involved in community youth sports, serving as President of the Central Valley Youth Soccer Club and volunteering with Central Valley Hockey. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm combines passive and active investment strategies and offers a broad range of services including asset management, financial consulting, and ERISA plan advisory.

Daniel Dunlap III is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at BPU Investment Management, Inc. for nine years before joining Mutual Advisors and Mutual Securities in 2019. Outside of his advisory role, Dunlap is involved in various non-investment activities, including serving as treasurer and deacon at Harvest Church and holding board positions with several nonprofit organizations. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering a range of services including asset management and financial consulting, and employs a combination of passive and active investment strategies tailored to client objectives.

Christopher Mckissick is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2007, where he also participates in the bank’s trust division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, with offerings that include financial planning, ERISA plan services, alternative investments, and lending solutions.

James Bernard is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at First Commonwealth Bank and held previous positions at Janney Montgomery Scott. There are no additional notable activities reported. Janney Montgomery Scott LLC 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Christopher Shaffer is a CFP® with four years of industry experience, currently affiliated with Janney Montgomery Scott. His prior roles include positions at Global Retirement Partners, LPL Financial, and Berteotti Insurance & Financial Services. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and charitable organizations, providing a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Kris Geary is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2012. Outside of his advisory role, he owns Keystone Benefits Group, Inc., where he works as a benefits consultant. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services and a range of plan support including design, compliance, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

Ryan Jones is a financial advisor with Commonwealth Financial Network in Ligonier, PA. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Elek Wealth Management, Robert Morris University, and Ligonier Country Club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who have discretion to construct client portfolios from a broad range of securities and insurance products.

John Fiore is a CFP® with 32 years of industry experience. He has been with Janney Montgomery Scott since 1999, including a recent role starting in 2025. Outside of his advisory work, he manages a family farm property used primarily for recreation and occasional agricultural leasing, timber sales, and government conservation programs. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base offering brokerage, financial planning, consulting, and wrap/advisory programs, with investment advice delivered through a combination of in-house and third-party portfolio management.

Chase Alcorn is a CFP® with seven years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021, following prior roles at LPL Financial and Hefren-Tillotson. Janney Montgomery Scott LLC 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Bernard Lynch is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. He is also a co-owner of PGH Benefits, LLC, an entity involved in insurance business activities. 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 services, including discretionary model portfolios and personalized investment options, and provides operational, compliance, and practice-management support to affiliated advisors.