Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.

Joshua Bryant is a financial advisor at FreedomTrust LLC in McDonald, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KPMG, Google, Govini, and Highmark Health Solutions. Outside of his advisory role, he maintains substantial employment in a non-investment technology position. FreedomTrust LLC provides non-advisory digital asset management, administration, and financial consulting primarily for institutional clients and registered investment advisers. The firm’s approach centers on digital-asset strategies tailored to clients’ objectives and risk tolerance, using qualified custodians and third-party trading technology, and offers both discretionary and non-discretionary arrangements as well as sub-advisory services.

Thomas Anthony is a financial advisor with Anthony Investment Management, LLC in Wheeling, WV. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 14 years with his current firm and prior work at Main Street Financial Services, Corp. since 2001. Anthony Investment Management serves individuals, charitable organizations, corporations, trusts, estates, and retirement plan sponsors. The firm offers portfolio management, financial planning, investment consulting, and retirement plan consulting, focusing on tailored portfolios built from fundamental analysis and active retirement plan and pension consulting.

Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.

Donald Kendrick is a financial advisor at Steeloaks Investment Advisers, Inc. in Weirton, WV, holding a Series 63 designation with 29 years of industry experience. He has been with Steeloaks since 1997. Steeloaks Investment Advisers provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm employs quantitative, technical, and passive investment strategies, focusing on diversified portfolios primarily constructed with exchange-traded funds and monitored through firm-specific historical research.

Dewey Guida is a financial advisor at SteelOaks Investment Advisers, Inc. with 26 years of industry experience. The firm provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, and municipalities. SteelOaks emphasizes quantitative, technical, and passive investment strategies, primarily using diversified portfolios of exchange-traded funds rebalanced annually. The firm’s approach includes model portfolios based on historical research and serves both discretionary and non-discretionary accounts.

Sara Payne is a Series 66 licensed financial advisor with Steeloaks Investment Advisers, Inc., where she has worked since 1997. She has 27 years of industry experience. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, primarily employing diversified portfolios with exchange-traded funds, and offers several model portfolios including equity allocations and balanced fixed-income strategies.

Jon Erdner is a financial advisor at Its Asset Management, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Its Asset Management since 1976. Outside of his advisory work, Erdner has been involved in harness racing with shared ownership in several standardbred horses since 1984. Its Asset Management provides model-based portfolio management to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm uses a Disciplined Active Portfolio Management framework and primarily implements strategies through mutual funds and ETFs, managing approximately $282.8 million in discretionary assets.

Strawn Markle is a financial advisor at LJI Wealth Management, LLC with 13 years of industry experience. He holds a Series 63 designation and has worked at LJI Wealth Management since 2017. Prior to that, he was employed at Its Asset Management, L.P. from 2001 to 2017. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a variety of investment strategies tailored to clients’ objectives, incorporating fundamental, quantitative, and technical analysis.

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He previously worked at Edward Jones for 11 years and serves in the Ohio Army National Guard. Outside of financial advising, he owns and operates real estate rental properties. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio management group.

Rick Prosser is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes time at Cetera Advisors LLC and North American Financial, where he has been involved since 2015, primarily selling life and annuities. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and retirement plans, offering asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.

Thomas Falter is a financial advisor at Sound Income Strategies, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Pinnacle Investments, Essex Securities, and Cetera Advisors. Outside of his advisory work, he owns North American Sporting, a business licensed to sell firearms and provide concealed carry and home defense classes. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and co‑/sub‑advisory arrangements. The firm focuses on fixed‑income and income‑oriented strategies with active portfolio management and offers specialized services including tailored family-office and special-needs planning.

Pamela Weaver is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at The ON Equity Sales Company and Ohio National Financial Services since 2018, and previously at Brokers International Financial Services. Weaver is also the owner of Smart Retirement Advisors and serves as a fixed annuity representative for the Greek Catholic Union. ON Investment Management Company is a multi-team SEC-registered adviser providing financial planning, portfolio management, and retirement-plan services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular plans, access to third-party investment programs, and combines discretionary and non-discretionary asset management.

Stephen Schwesinger is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2023, following prior roles at Peak American Investment Advisors, Inc. and SGS Wealth Management. Schwesinger is also an independent insurance agent through SGS Wealth Management, transacting insurance products with clients. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Robert Aborn Jr. is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Katmai Government Services, as well as serving as an instructor at Eastern Gateway Community College’s business department. Outside of advising, he also works as an insurance agent for Millennium Brokerage. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios combining fundamental, technical, and cyclical analysis and serves a client base focused on retail and small-business relationships.

Johanna Mears is a financial advisor at SVB Wealth with 15 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for The Huntington Investment Company for 14 years. In addition to advisory duties, she performs compliance management functions for affiliated investment advisory firms. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process for selecting third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company with affiliated financial entities.

Mark Stecker is a CFP® with 21 years of industry experience currently affiliated with Eagle Strategies (NY Life). He has been with Eagle Strategies since 2018 and has worked at NYLife Securities LLC and New York Life Insurance Company since 2004. Outside of his advisory role, Stecker volunteers as a coach for a Shetland baseball team with Washington Youth Baseball. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Colleen Burgess is a financial advisor at The Huntington Investment Company with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at The Huntington Investment Company since 2015 and Ameriprise since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers with proprietary private bank models and offers multiple wrap-fee programs on the Envestnet MAS platform.

Jonathan Faber is a financial advisor with Principal Financial Services in Washington, PA, holding a Series 66 designation and three years of industry experience. He has worked with JWL Wealth Management and Principal Securities Inc., and co-owns a lawn care business he has managed since his early teens. He also provides group education and personalized financial advice for retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs.