Jason Philip Harnois

Michael Masilunas is a financial advisor with Solid Oak Advisory in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Lincoln Investment Planning and Goldman Sachs Wealth Services. He is also the owner of Coordinated Tax Management, LLC, a tax advisory business. Solid Oak Advisory provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, businesses, trusts, and employer plan sponsors. The firm uses a liability-focused cash-matching approach and an asset-class framework with a preference for passive strategies, and it offers access to private equity investments and affiliated tax and insurance services.

Ian Wild is a CERTIFIED FINANCIAL PLANNER™ professional with ten years of industry experience. He is the principal advisor at All-Pro Advisors LLC, where he has worked since 2020. His prior roles include positions at Greenrose Wealth Management, LLC, Origin Financial, and Merrill. Outside of his advisory work, he spent several years involved with professional football organizations, including the Winnipeg Blue Bombers and Toronto Argonauts. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals and businesses, including high-net-worth clients. The firm emphasizes fundamental analysis and passive investment strategies, combining advisory and in-house tax preparation services without imposing 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 63 and Series 65 designations and has previously worked at Federated Investors and Alpha Capital Family Office. iCapital Advisors provides non-discretionary investment advisory and consulting services to institutional clients, family offices, trusts, nonprofits, and retirement plans, using a combination of fundamental and technical analysis to guide asset allocation and security selection. The firm operates with client approval required for trades and does not act as custodian of client assets.

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.

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.