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.

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.

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.

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.

Frank Kinter Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., Western PA Financial Center, and Upstreet Financial Advisors. Outside of his advisory work, he is involved in retail business operations through Lucy Rae Inc. and Upstreet Ace Hardware LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kurtis Kuyat is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include 15 years at Lincoln Financial Advisors and more recent positions at OSAIC and LPL Financial LLC. He is also involved in offering fixed insurance and annuity products through Mosaic Wealth Consulting. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based investment strategies, financial planning services, and retirement plan consulting, utilizing an open-architecture platform that integrates multiple external providers and SEI-affiliated resources.

Steven Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has a long tenure with Ameritas-affiliated firms dating back to 1986 and serves as owner and managing partner of the WPA Financial Center dba Ameritas Financial Services of WPA. Tunink also serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) of Indiana County, PA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized portfolio strategies delivered through affiliated investment adviser representatives.

Philip Vitalbo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Swift Kennedy and Western PA Financial Center since 2020. Outside of advisory work, he operates a part-time personal training business serving athletes and working professionals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement-plan advisory services through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Melinda Disque is a Series 66-licensed advisor with 17 years of industry experience, currently affiliated with OSAIC Institutions, INC. She has worked with Infinex Investments, Inc. since 2015 and First Commonwealth Advisors since 2010. Outside of her advisory role, she is a member of Quota International of Indiana, PA, where she assists with fundraising efforts for local charities benefiting underprivileged women and children, and she is also an instructor at Sunflower Yoga and Fitness Center. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s network of investment adviser representatives employs various analytical approaches and operates with a predominance of non-discretionary assets.

Kristine Brice is a financial advisor at &PARTNERS with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2008. Outside of advising, she is the managing member of Sparky LLC, which focuses on purchasing a building for her practice. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, using a combination of proprietary and third-party portfolio management strategies.

Nathanael Arthurs is a financial advisor at Ameritas Advisory Services, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked with Prudential Life, Swift Kennedy, and Ameritas Investment Corp. Outside of his advisory roles, Arthurs has experience as an ATV riding instructor. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes a range of investment strategies supported by affiliated advisers and third-party sub-advisers.

John Pettina is a financial advisor at &Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and 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 individual and institutional investors, offering investment advisory and brokerage services alongside financial planning and retirement plan consulting. The firm utilizes a combination of proprietary and third-party models and provides access to a range of investment strategies through platforms like Envestnet.

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 financial advisor with Equitable Advisors based in Indiana, PA. He holds a Series 66 designation and has five years of industry experience. Outside of his advisory role, he serves as the executor of an estate and has worked concurrently as a delivery driver for Uber and Doordash. Equitable Advisors serves a diverse range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, using a delivery model that includes LPL-sponsored programs and third-party managers to offer advisory and brokerage solutions.

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 been with Equitable Advisors since 2005 and previously worked at AXA Advisors. Outside of his advisory role, he serves on the board of elders for CMA Church and is a board member of the Indiana Regional Medical Center Foundation. Equitable Advisors provides financial planning, brokerage, insurance, and access to third-party asset management programs for a diverse client base, including individuals, high-net-worth clients, and institutions. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

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 at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Grossman, Yanak and Ford and Axa Advisors, LLC. Outside of his advisory role, Frick serves as an adjunct professor at La Roche College and holds board positions with I & A Residential Services, Indiana Alliance Church, and the Church Crisis Committee in Indiana County. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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®-certified financial advisor with 22 years of industry experience, currently practicing at LPL Financial since 2025. Previously, Sottile spent nine years at Lincoln Financial Advisors and also worked at OSAIC. Outside of financial advising, Sottile is a business owner of Turnt Training and Barrel Horses and serves as a board member for Browning Brothers Palms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Douglas Steve is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Nationwide Securities, LLC and Nationwide Financial from 2007 to 2019. Outside of advising, he is involved in local sports broadcasting and serves as a nonprofit board member for the Indiana First Down Boosters. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering discretionary and non-discretionary management along with access to model portfolios and research.

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.

Nicholas Westrick is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFA® designation and securities licenses Series 65 and Series 63. He previously worked at Stewart Capital Advisors, LLC for 13 years. Westrick also maintains a dual employment arrangement with S&T Bancorp as part of a collaboration with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Jared Lowry is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.