Brian James Bayer

Michael Masilunas is a financial advisor at Solid Oak Advisory in Pittsburgh, PA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment Planning, Inc. for eight years. Outside of his advisory role, he owns Coordinated Tax Management, LLC, a tax advisory business, and serves as a general partner to a private equity fund. Solid Oak Advisory provides investment management and comprehensive financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm emphasizes income-focused cash flow matching and a long-term, asset-class approach to equities, utilizing passive implementation, tax-loss harvesting, and model portfolios, while also offering retirement-plan and employee benefit consulting services.

Ian Wild is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal at All-Pro Advisors LLC, an independent firm based in Gibsonia, PA. His work history includes roles at Greenrose Wealth Management, Origin Financial, and HBKS Wealth Advisors, as well as time with the Toronto Argonauts and Winnipeg Blue Bombers football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning, including tax preparation services, to individuals and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies with discretionary asset allocation, tailoring plans to each client’s objectives without a firmwide account minimum.

Djuliarto Ng is a financial advisor with Smart Financial Group, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Smart Financial Group since 2011 and also operates as a sole proprietor through Smart Insurance Group, where he sells fixed insurance products. Smart Financial Group provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, primarily referring clients to third-party money managers for portfolio management while assisting with account reviews and communications. The firm delivers fixed-fee planning covering cash flow, retirement, risk management, tax, and estate matters but does not hold custody of client assets or provide discretionary portfolio management directly.

Michael Dieschbourg is a financial advisor at iCapital Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Alpha Capital Family Office and Federated Investors. iCapital Advisors provides non-discretionary investment advisory and consulting services to institutional clients, family offices, trusts, nonprofits, and retirement plans. The firm offers customized portfolios across multiple asset classes, combining top-down fundamental analysis with technical analysis to guide asset allocation and security selection.

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.