Galen Bargerstock Jr. is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Encompass More Asset Management LLC and Verity Investments, Inc. Outside of his advisory role, he serves as president of an insurance agency. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm employs model allocations and third-party sub-advisers and operates through a large network of affiliated offices and licensed 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 two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Foundations Investment Advisors and Encompass More Asset Management LLC. Outside of his advisory role, he is involved as a life and annuity insurance producer at Forest Ridge Private Wealth LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets across a team of ten advisors.

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.

Steven Leach is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Trustmont since 2020 and previously at Investacorp Advisory Services from 2015 to 2019. Outside of his advisory role, Leach owns Leach Financial Services, where he is involved in securities business and fixed insurance sales. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach supported by public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with Series 63 and Series 65 licenses. He is based in Indiana, Pennsylvania. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm’s offerings include discretionary and non-discretionary programs, model portfolios, and both in-house and third-party management solutions.

Larry Catlos is a financial advisor with Eagle Strategies (NY Life) in Indiana, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Eagle Strategies since 1999 and has a long tenure with New York Life and Nylife Securities dating back to 1979 and 1982, respectively. Outside of his advisory role, he is involved in coaching and personal development through his sole proprietorship, Strategic Planning Partners, and serves as chairperson of the Mission’s Committee and a member of the Church Council at Grace Church of Indiana. 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, managing over $25 billion in regulatory assets.

Richard Leasure is a financial advisor at Brookstone Capital Management LLC with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Brookstone since 2013. His prior experience includes roles at Center Street Securities and Premier Financial Associates. Outside of his advisory work, he serves as a business manager for Calvary Baptist Church & Ministries and is a co-owner of College Funding Solutions, which assists families with college admission and financial aid planning. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

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 and UPMC Presbyterian Hospital. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement education, combining proprietary and third-party strategies with both discretionary and non-discretionary management options.

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 credential and seven years of industry experience. Prior to joining Eagle Strategies, Kimmel worked at Bank of America and Merrill from 2018 to 2024. Kimmel 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 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 the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with over $25 billion in regulatory assets under management.

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.

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, a company involved in purchasing a building for her practice. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan advisory services, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

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 individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategies with both discretionary and non-discretionary management options.

Luke Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Mackey Weber Group in Indiana, Pennsylvania. Since joining Merrill in 2012 and The Mackey Weber Group in 2014, he has worked closely with individuals, families, and institutions to help simplify and improve their financial circumstances. His professional focus includes assisting clients in articulating their financial goals and developing comprehensive plans covering areas such as college education planning, retirement income, legacy planning, tax minimization, and philanthropic planning. Luke earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania in 2009. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is registered with FINRA holding Series 7 and Series 66 licenses and maintains insurance licenses. Originally from South Fayette near Pittsburgh, Pennsylvania, Luke currently resides in Indiana, Pennsylvania with his wife Meghan and their four sons. Outside of his professional work, he enjoys playing ice hockey, golf, tennis, and music.

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, holding a Series 66 designation and four years of industry experience. He has been with Equitable Advisors since 2021 and also works as a delivery driver for Uber and DoorDash. Additionally, he serves as an executor of his parent in-laws' estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Ralph Huff is a CFP® with 30 years of industry experience, currently advising clients at Ameriprise. His prior experience includes roles at Citizens Securities, Inc. and Janney Montgomery Scott. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kristain Krecota is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Professionals, Inc., Lincoln Financial Advisors, and S&T Bank. Outside of his advisory role, he owns Stockings for Seniors of Indiana County, a nonprofit that delivers Christmas stockings to individuals in nursing homes. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Marshall Dietz is a financial advisor at OSAIC with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Blue Chip Financial Group. In addition to his advisory work, Dietz is an agent for Highland Capital Brokerage, where he sells term life insurance. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access.

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 39 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Frick serves on the Board of Elders at CMA Church of Indiana and is a board member of the Indiana Regional Medical Center Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model that utilizes external asset managers and offers both advisory and brokerage channels to meet client needs.

Arthur Dietz Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory Inc. He is also the president of the board for the Foundation for the ARC of Indiana County, which supports local individuals with intellectual disabilities through fundraising and community outreach. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessment, asset allocation, and portfolio optimization, and supports a large network of financial advisors with access to various investment programs and custodial platforms.

Kurtis Kuyat is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining OSAIC in 2025. Kuyat is also involved in offering fixed insurance products, including fixed annuities and life insurance, through his role as an agent with Mosaic Wealth Consulting. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments and portfolio optimization tools, providing access to a wide range of investment options and custodial platforms.

Leslie Wojcik is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. Leslie has worked at LPL Financial in two periods, totaling seven years, and previously at Ashford Investment Advisors and Keyes, Stange & Wooten Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Frick is a financial advisor with Equitable Advisors in Indiana, PA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Grossman, Yanak And Ford and Axa Advisors. Outside of advising, he 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 individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Shawn Steffee II is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at OSAIC, Lincoln Financial Advisors, Mosaic Wealth Consulting, and S&T Bank, where he worked for nine years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a broad network of investment adviser representatives.

Donna Yvanek is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Merrill since 2006 and has also worked at Bank of America, N.A. since 2011. Yvanek serves as a committee member for Quota International of Indiana, PA, a nonprofit organization focused on empowering women, children, and individuals who are deaf, hard of hearing, or speech impaired. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm’s investment management includes multiple program strategies with oversight by its CIO and platform governance, along with tax-focused capabilities and integration with Bank of America affiliates.

Shannon Sottile is a CFP® and ChFC® with 22 years of industry experience. She is currently affiliated with LPL Financial and has held prior roles at Lincoln Financial Advisors, Investment Professionals, Inc., and S&T Wealth Management. Outside of her advisory work, she owns a business related to training and barrel horses and serves on the board of a for-profit company in Marion Center, PA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions supported by an in-house Research team.

Douglas Steve is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at Nationwide Securities, LLC and Nationwide Financial for over a decade before joining LPL Financial in 2019. Outside of his advisory role, he serves as a board member for the Indiana First Down Boosters and has experience broadcasting local sports events. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 with Ameriprise in Indiana, PA, holding the CFA® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including 13 years at Stewart Capital Advisors, LLC prior to joining Ameriprise in 2023. He is also a dual employee of S&T Bancorp as part of a joint program with Ameriprise Financial. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.