Matt Stearns

Mark Petro is the sole advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, holding a Series 66 credential with 23 years of industry experience. He has worked at Lakeland Investor Services since 2002 and also serves as president of Lakeland Insurance Services, LLC, which manages insurance sales and related business operations. Lakeland Investor Services, Inc. provides fee-based wealth advisory and investment management services along with financial planning and one-time consultations. The firm serves individuals, small non-profits, small businesses, and retirement plan sponsors, constructing portfolios tailored to clients’ risk tolerances and time horizons while employing tools such as Monte Carlo simulation and offering fiduciary advice for qualified plans.

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Gregory Curtis is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney since 2020. Prior to joining Janney, he was employed at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform offering portfolio management, financial planning, retirement plan advisory, and brokerage services.

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.