Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Malcolm Polley is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC. His prior experience includes two decades at Stewart Capital Advisors and over 20 years at S&T Bank. Outside of his advisory role, he is an adjunct faculty member teaching finance and economics at Indiana University of Pennsylvania and co-owns a craft shop called A Lit Bit of Country, LLC. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios.

Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Infinex Investments, Inc. and First Commonwealth Bank. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Larry Catlos is a financial advisor with Eagle Strategies (New York Life) based in Indiana, PA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including over two decades at Eagle Strategies. He is also the sole proprietor of Strategic Planning Partners, a coaching and personal self-development business. Additionally, Catlos serves as Chairperson of the Mission's Committee and is a board member of Grace Church of Indiana. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Leasure is a financial advisor at Brookstone Capital Management LLC with 39 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 63 license. Leasure has been with Brookstone since 2013 and also has a longstanding affiliation with Premier Financial Associates dating back to 2001. Outside of his advisory work, he serves as a business manager for Calvary Baptist Church & Ministries and co-owns College Funding Solutions, which assists families with non-security services related to college admission and financial planning. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models combined with a variety of investment vehicles, and it also serves as a sub-advisor to other advisory programs.

Alex Pettina is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and UPMC Presbyterian Hospital. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and advisory services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary management.

Melissa Herman is a financial advisor with Ameritas Advisory Services, LLC in Indiana, Pennsylvania. She holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to her advisory roles, she manages Temp2Tech LLC, a staffing and recruitment firm. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm combines various investment vehicles and third-party solutions across multiple platforms to build customized portfolios.

John Kinney is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Osaic Institutions since 2013, previously associated with Apollo Trust Company and Waddell & Reed. Kinney also serves as an agent for life insurance and annuity products with the National Slovak Society Life and the Greek Catholic Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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/broker-dealer model with both discretionary and non-discretionary assets under management.

Bradley Peterson is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 66 licenses. He has 32 years of industry experience with prior roles at Infinex Investments, Inc., Grove Point Investments, LLC, Essex National Securities, LLC, LPL Financial, and Uvest Financial Services Group, Inc. Peterson is also an appointed licensed agent for the Greek Catholic Union and National Slovak Society, two fraternal insurance organizations offering life insurance and annuities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm provides customized advisory, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

Shannon Kimmel is a financial advisor with Eagle Strategies (New York Life) in Indiana, PA, holding a Series 66 designation and seven years of industry experience. Prior to joining Eagle Strategies, Kimmel worked at Bank of America and Merrill. She serves as a general board member for the United Way of Indiana County and volunteers with the Salvation Army and the Indiana University of Pennsylvania Eberly College of Business Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individuals and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 41 years of industry experience, having worked at Ameritas Investment Corp., Ameritas Life Insurance Corp., Upstreet Financial Advisors, and Western PA Financial Center. Outside of advising, he is involved in retail business ownership with his spouse and has roles in managing a hardware business and commercial real estate ventures. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and other investment vehicles across various program platforms.

Kurtis Kuyat is a financial advisor at Stratos Wealth Partners, Ltd with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Principal Financial Services, and Veravest Investment Advisors. Kuyat is also involved with Mosaic Wealth Consulting, where he offers fixed insurance products including life insurance and annuities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party providers.

Steven Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 39 years of industry experience. He has worked with various Ameritas entities since 1986, including Ameritas Life Insurance Corp and Ameritas Investment Corp. Tunink serves as owner and managing partner of the WPA Financial Center, where he manages insurance and financial product sales and supervises staff. He is also a member of the board of directors for the National Association of Insurance and Financial Advisors of Indiana County, PA. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm provides asset management, financial planning, retirement plan advisory, and variable product subaccount management through multiple program platforms and a range of investment products.

Philip Vitalbo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Swift Kennedy and Western PA Financial Center. Outside of his advisory work, he operates a part-time personal training business serving athletes and working professionals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various program platforms and offers additional investment options through affiliated entities.

Melinda Disque is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc., First Commonwealth Advisors, Essex National Securities, LLC, and Uvest Financial Services Group, Inc. Outside of her advisory role, she is a member of Quota International of Indiana PA, a nonprofit focused on fundraising for local charities benefiting underprivileged women and children, and she teaches yoga at the Sunflower Yoga and Fitness Center. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with access to alternative investments and lending solutions.

Kristine Brice is a financial advisor at &Partners with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing for over 16 years. Outside of her advisory role, she is the managing member of Sparky LLC, a business involved in purchasing buildings for professional use. &Partners serves a diverse clientele including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Nathanael Arthurs is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 31 years of industry experience, with prior roles at Prudential Life and Swift Kennedy. Outside of his advisory work, he served as an ATV riding instructor for 18 years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

John Pettina is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His past work includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of SPARKY LLC, where he oversees property maintenance. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services using a combination of fundamental, technical, and quantitative analysis through both in-house and third-party managers.

Luke Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Mackey Weber Group in Indiana, Pennsylvania, joining Merrill in 2012 and The Mackey Weber Group in 2014. He focuses on working closely with individuals, institutions, and families to simplify and improve their financial circumstances, helping clients articulate and achieve their financial goals through comprehensive planning. His expertise includes areas such as college education planning, investment consulting for defined contribution plans, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Luke grew up in South Fayette near Pittsburgh, Pennsylvania, and earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania in 2009. He holds Series 7 and Series 66 FINRA registrations, insurance licenses, and professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Indiana, Pennsylvania with his wife Meghan and their four sons. Outside of work, Luke enjoys playing ice hockey, tennis, and golf.

Owen Kegel is a financial advisor with Ameriprise in Indiana, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Ameriprise, he worked at S&T Bank for three years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Vincent Hanig is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. In addition to his advisory role, he serves as a private banker at S&T Bank and is involved in youth care, assisting with behavioral management and administrative tasks at a group home. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Devon Murphy is a Series 66-licensed financial advisor at Equitable Advisors with five years of industry experience. He has been with Equitable Advisors since 2021. Outside of his advisory role, he works as a delivery driver for Uber and DoorDash and serves as executor of his parent in-laws' estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Kristain Krecota is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Ameriprise since 2018, including prior roles at Investment Professionals, Inc. and Lincoln Financial Advisors. Outside of his advisory work, Krecota owns a nonprofit organization called Stockings for Seniors of Indiana County, which delivers Christmas stockings to individuals in nursing homes. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Marshall Dietz is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America, Inc., Securities Service Network, and Blue Chip Financial Group. Dietz also serves as an agent for Highland Capital Brokerage, where he sells term life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing various investment tools and third-party platforms to construct and manage portfolios.

Scott Weber is the Associate Resident Director of the Indiana, Pennsylvania office and team leader of the Mackey Weber Group within Merrill. He brings over 26 years of experience in the financial services industry, including nearly eight years in banking prior to his current role. Scott and his team focus on client needs such as services for endowments, foundations, and non-profits, employee financial health, and personal retirement planning. Scott earned both his Bachelor's and Master's degrees from Indiana University of Pennsylvania. He holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Accredited Asset Management Specialist (AAMS) designations. He also maintains multiple FINRA registrations as well as licenses for Life/Health and variable insurance products. Active in his local community, Scott participates in organizations such as the Indiana County Community Action Program, Indiana County Endowment, and St. Thomas More University Parish. He lives in the Indiana area with his wife and two children, where they are engaged in church and volunteer activities. Outside of work, Scott has interests in football, music, and singing.

Geri Defilippi is a financial advisor with Edward Jones in Indiana, PA, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

David Frick is a financial advisor with Equitable Advisors in Indiana, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Equitable Advisors since 2005, following previous roles at AXA Advisors and Mony Securities Corporation. Outside of advising, Frick serves on the board of elders at CMA Church of Indiana and is a board member of the Indiana Regional Medical Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm employs a range of investment programs and fiduciary services, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Arthur Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Securities America Advisors, Inc., SSN Advisory Inc., and Blue Chip Financial Group, where he has been active since 1995. Dietz serves as President of the Board for the Foundation for the Arc of Indiana County, a nonprofit supporting individuals with intellectual challenges. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party services to manage portfolios across various asset classes with discretionary and non-discretionary options.

David Frick is a financial advisor with Equitable Advisors in Indiana, PA, holding a Series 66 license and 10 years of industry experience. He previously worked at Grossman, Yanak and Ford and AXA Advisors, LLC. Outside of his advisory work, he serves as an adjunct professor at La Roche College and holds several board positions, including roles with I & A Residential Services and Indiana Alliance Church. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management services, utilizing a range of firm-offered and third-party advisory programs tailored to client risk profiles.

Shawn Steffee II is a financial advisor with Ameriprise in Indiana, PA, holding a Series 66 designation and two years of industry experience. His prior positions include roles at LPL Financial, OSAIC, Lincoln Financial Advisors, Mosaic Wealth Consulting, and S&T Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Donna Yvanek is a financial advisor with Merrill in Indiana, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Merrill since 2006 and Bank of America since 2011. Yvanek serves as a committee member of Quota International of Indiana, PA, a nonprofit organization supporting women, children, and individuals who are deaf or hard of hearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Shannon Sottile is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. Prior to joining LPL, she worked at Lincoln Financial Advisors for nine years and at Investment Professionals, Inc. for another nine years. She is also the owner of Turnt Training and Barrel Horses and serves as a for-profit board member of Browning Brothers Palms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, incorporating model portfolios, third-party subadvisors, and customized strategies.

Douglas Steve is a financial advisor with LPL Financial in Indiana, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Nationwide Securities, LLC and Nationwide Financial from 2007 to 2019. Outside the financial sector, he is involved in local sports broadcasting and serves as a basketball referee, and he holds a nonprofit board position with the Indiana First Down Boosters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Wayne Maynard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 after serving as an executive officer for two publicly held companies in the Dallas area and working in the audit practice of a Big 4 accounting firm. Wayne specializes in managing individual wealth through complex market cycles and focuses on building long-term relationships with clients and expanding his client base. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) designation. Wayne earned a Bachelor's degree in Physics from Florida State University and a Master's degree in Physics from The University of North Texas. Outside of his professional work, he serves as a volunteer pilot and board member for Angel Flight South Central, an organization that provides free transportation to people in need of critical medical treatment. Wayne is an instrument- and multi-engine rated commercial pilot with interests in flying, photography, and travel.

Marissa Beatty is a CFP® professional with seven years of experience in the financial services industry. She is currently with LPL Financial and previously worked with OSAIC, Securities America Advisors, and Investacorp Advisory Services. Outside of her advisory role, she is the owner of a commercial real estate company, Sheffer Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Nicholas Westrick is a CFA® charterholder and financial advisor with 12 years of industry experience. He has worked at Ameriprise since 2023 and previously spent 13 years at Stewart Capital Advisors, LLC. He is a dual employee of S&T Bancorp and Ameriprise Financial as part of a collaborative program between the two institutions. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Jared Lowry is a financial advisor at Edward Jones in Indiana, PA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2012 and previously worked at Ameriprise. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of needs. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.