Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and Northwestern Mutual in various capacities from 2021 to 2024. He also spent time affiliated with Yale School of Management between 2019 and 2020. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management alongside financial planning and consulting. The firm manages approximately $167 million in assets, employing customized, risk-adjusted, tax-aware strategies that integrate active and passive investments across multiple asset classes.

Collin Randall is a CFP® and CFA® with 15 years of industry experience. He is currently with Randall & Associates Wealth Management in Butler, PA, and has previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses, managing approximately $167 million in assets. The firm offers customized, risk-adjusted, tax-aware portfolios that combine active and passive strategies with both discretionary and non-discretionary management.

Ethan Lane is a financial advisor at C2 Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ASG Investment Management LLC and Accurate Solutions Group, LLC. Outside of his advisory role, Lane is involved in the sale and marketing of insurance products through Accurate Solutions Group. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to align investment decisions with retirement objectives.

Curt Knotick is a financial advisor at C2 Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at ASG Investment Management LLC and other firms. Outside of his advisory role, he is the owner and managing member of CCK Holdings LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, incorporating tax and estate coordination and requiring clients to attend a retirement education course as part of its integrated service model.

Adam Holl is a Series 65-credentialed advisor at C2 Private Wealth with one year of industry experience. His prior work includes roles at Accurate Solution Group, PNC Bank, Penn DOT, and the University of Pittsburgh. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning. The firm employs a risk- and scenario-based investment process centered on retirement income objectives and integrates financial planning with insurance, tax, and estate coordination through affiliated partners.

Steven Sabo is a financial advisor with Virtue Capital Management, LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at Retirement Wealth Advisors and Executive Financial Group, where he independently sells life insurance and annuities alongside providing investment advisory services. Virtue Capital Management, LLC serves a diverse client base, including high-net-worth individuals, trusts, and institutions, offering portfolio management, financial planning, and sub-advisory services. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches supported by an investment committee.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at International Assets Advisory since 2017 and previously at LPL Financial. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Essex Securities LLC, Global Investment Advisors, LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of finance, he manages and works as a bartender and cook at Stanley’s Bar & Grille in Ford City, PA. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with a range of permitted investment strategies.

Kenneth Bonus is a Series 66 licensed financial advisor with eight years of industry experience, currently with Capital Analysts. His prior experience includes roles at Lincoln Investment and HD Vest Investment Services. Outside of advising, he is a Certified Public Accountant and owner of Bonus Accounting LLC, and serves on multiple nonprofit boards including the Butler County Chamber of Commerce and United Way of Southwestern Pennsylvania. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement plan advice through a national network of advisors and proprietary investment strategies.

Tyler Funk is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at GA Investment Management and Lions Gate Wealth Management. Outside of advisory work, he is involved in life insurance sales through a related business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Michael Dreveniak is a financial advisor at OSAIC Institutions, INC. with 19 years of industry experience. He holds a Series 66 designation and has worked at OSAIC (formerly INFINEX Investments) since 2015, with prior experience at FIRST Commonwealth Bank and UBS Financial Services. He is also involved in investment-related trust services through FIRST Commonwealth’s Trust Department. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes firm supervision and allows clients to retain control over transactions if desired.

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including GW&K Investment Management, Mercer Global Advisors, and Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, employing a fundamental research-driven approach that integrates governance and sustainability assessments. The firm manages active equity and fixed-income strategies across market capitalizations and offers modular wealth advisory services and concentrated portfolio solutions.

Jordan Kelly is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Key Investment Services LLC since 2024 and previously held roles at PNC Investments, Commonwealth Financial Network, and Federated Investment Counseling. Outside of financial services, he operated Interior Solutions, a home and business organizing service, for 12 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm uses a multi-provider platform and offers various wrap programs with integrated custodial and trade execution services.

Matthew Stehle is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Principal and Northwestern Mutual. Outside of finance, he is a dance instructor at Synergy Performing Arts Academy, teaching ballroom and Latin dance to youth. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms while maintaining broker-dealer and insurance agency functions.

Carol Mayer is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2019, and previously held positions at Key Investment Services, LLC, Keybank, and LPL Financial. Mayer is also involved with First Commonwealth Bank’s Trust Division, dedicating time to investment-related activities there. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Star Financial Services Group LLC since 2013. In addition to his advisory role, he provides income tax preparation services seasonally and occasionally performs bookkeeping and payroll tasks. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021, and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. for nearly two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. Their services integrate with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Alexandra Potts is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Commonwealth Bank and Infinex Investments, Inc. since 2022, following prior roles with KeyBank and its affiliated investment services. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves 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 combination of discretionary and non-discretionary asset management.

Christopher Cashell is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at LPL Financial and Nextier Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm operates an IAR-driven model with an open-architecture approach that integrates multiple third-party platforms and managers, offering customized portfolio management, financial planning, and outsourced CIO solutions.