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.

Galen Bargerstock Jr. is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. Outside of his advisory role, he serves as president of an insurance agency. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

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.

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.

Malcolm Polley is a financial advisor with Stratos Wealth Advisors LLC and holds the CFA® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including long tenures at Stewart Capital Advisors and S&T Bank. Outside of his advisory work, he co-owns a craft shop called A Lit Bit of Country, LLC, and serves on the board and endowment committee of the YMCA of Indiana County. He also teaches finance and economics as an adjunct faculty member at Indiana University of Pennsylvania. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives who use a combination of bespoke and model portfolios and engage both affiliated and third-party subadvisers.

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.

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

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 Adams is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Infinex Investments, Inc. and First Commonwealth Bank. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs through a combination of in-house model portfolios and third-party managers, serving a broad client base including high-net-worth individuals and employer-sponsored retirement plans.

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.

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.

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 for six years and UPMC Presbyterian Hospital for two years. He is based in Indiana, Pennsylvania. &Partners serves a diverse client base including individual and institutional investors, offering both investment advisory and brokerage services. The firm employs a combination of proprietary models and third-party manager solutions to provide discretionary and non-discretionary portfolio management across a range of investment strategies.

Melissa Herman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Simplicity Brokerage, MLJ Advisory Services LLC, Ash Brokerage, and Upstreet Financial Advisors. Outside of financial advising, she is the managing member of Temp2Tech LLC, a staffing and recruitment firm. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of advisory services, including fee-based asset management, retirement-plan consulting, and fiduciary advice, delivered through a combination of model portfolios, third-party sub-advisers, and customized strategies.

John Kinney is a financial advisor with OSAIC Institutions, Inc. in Indiana, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at OSAIC Institutions since 2013, including its prior entity Infinex Investments, and previously at Apollo Trust Company and InFirst Financial Advisors. Kinney also acts as an agent for insurance products with the National Slovak Society Life and the Greek Catholic Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory engagements and a broad range of financial services. The firm’s approach includes both advisory and brokerage solutions delivered mainly through a network of investment adviser representatives, with a notable emphasis on non-discretionary assets and integrated lending and alternative investment platforms.

Bradley Peterson is a financial advisor at OSAIC Institutions, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2014. Outside of his advisory work, he serves as a licensed agent for fraternal insurance organizations offering life insurance and annuities. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a diverse range of investment and lending solutions.

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.