Sarah Irwin

Stephen English is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First National Bank for 13 years. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm uses proprietary investment models combining fundamental and quantitative analysis and offers a range of services including family-office support, retirement plan fiduciary services, and access to private investment vehicles.

Susan Middleton is a financial advisor at Wealthcare Advisory Partners LLC with CFP®, CFA®, and Series 65 credentials and four years of industry experience. She has worked with Counsel Fiduciary, LLC since 2006 and was previously employed at Thiel College from 2016 to 2020. She maintains a dual registration as an Investment Advisor Representative for Counsel Fiduciary, LLC for transitional purposes. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments through a goals-based, evidence-driven advisory process supported by proprietary technology.

Stephen Uzonyi is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and Pioneer Funds Distributor, Inc. before joining &Partners. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide customized advisory solutions.

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary for the Masonic Hall Association in Oil City, PA. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and more than 235,000 clients. The firm offers a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management, serving individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Alyssa Prettyman Ion is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney 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 institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Michael Wellmon is a financial advisor at PNC Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and AT&T Mobility. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement investments via approved models with mutual funds and ETFs.