Marina Stephens

Michael Adams is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he is an owner and landlord of a rental property in Canonsburg, Pennsylvania. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution, offering investment management through proprietary and third-party platforms with a focus on long-term allocations and manager-driven model portfolios.

Nicholas Poulos is a financial advisor at OSAIC Institutions, INC. with 35 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Mid Penn Bank, Infinex Investments, Cetera, Riverview Bank, Sorrento Pacific Financial, and CBT Bank. He serves as a board member of the Salvation Army, assisting with fundraising efforts since 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements and a variety of investment and lending solutions. The firm’s approach includes both discretionary and non-discretionary asset management, supported by a network of investment adviser representatives who utilize fundamental and technical analysis and third-party due diligence for alternative investments.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

Derek Walker is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Eagle Strategies since 2019 and has been involved with New York Life and its affiliated entities since 1998. Outside of his advisory role, Walker serves as an elected official in the Pennsylvania General Assembly and is an adjunct instructor of statistics at Penn State DuBois. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, offering a combination of advisory services alongside affiliated insurance and broker-dealer capabilities as part of New York Life.

Frank Sherick is a financial advisor at Osaic Wealth, Inc. with 25 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. Outside of his advisory role, Sherick owns Sherick Financial Group, where he offers tax preparation services and provides trust education and referral. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with asset allocation and portfolio optimization tools, offering a wide range of investment options and programs through a large network of financial advisers.

Melvin Roberts is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license with 27 years of industry experience. His prior career includes nearly two decades at Metlife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is a partner in a property and casualty business and serves as president of a family camp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.