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 Battaglia is a CFP® professional with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior experience includes roles at Grove Point Advisors LLC and AssetMark Financial Holdings, among others. Battaglia also operates a marketing entity under the name Battaglia Associates Wealth Advisors. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives.

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.

John Battaglia is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Grove Point Advisors, H. Beck, Inc., and AssetMark, Inc. He also owns Battaglia Associates Wealth Advisors and John S. Battaglia, Jr., a non-variable insurance business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of independent Investment Advisor Representatives.

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.

Frederic Rousselin is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grove Point Investments, H. Beck, Inc., and PNC Bank. Outside of his role at OSAIC, he is president of Normandy Wealth Management LLC. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a wide range of advisory and brokerage services through a network of over 6,000 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.

Robert Lieb is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Pruco Securities, LLC since 1996 and joined LPL Enterprise in 2024. Lieb also operates a sole proprietorship as a financial planner with a focus on property and casualty insurance. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Robert Buell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at IC Advisory Services, Inc., The Investment Center, Inc., and AFLAC. Buell also operates a sole proprietorship as an independent agent offering fixed and equity-indexed annuities through various insurance companies. 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 investment solutions supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

Robert Hawkins is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Hawkins is a member and owner of Hawk Financial Group LLC, which provides financial services though he is not currently active in advisory business. OSAIC Wealth, Inc. is an 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 and brokerage services through its extensive network of financial advisors.

Jason Miller is a Series 66-licensed financial advisor with Ameriprise, based in Tyrone, PA, and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2000 and currently owns and manages an Ameriprise franchise previously operated by his father. Outside of his advisory role, he serves as a deacon in his local church. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Gene Wardo is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, LPL, and Invest Financial Corporation. Outside of his advisory work, he owns and operates Big Rock Swing and Ping, an automated golf driving range, and B&G Trees, a tree care business, and serves on the board of Moshannon Valley Partnership, which supports regional business development. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs a comprehensive investment process combining risk tolerance assessments with asset allocation and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Craig Moore is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior work at PNC Investments. Moore serves as a board member and supervisory committee member for Timebrland Federal Credit Union. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and investment strategies.