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.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling with six years of industry experience. She holds a Series 65 designation and has worked at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm focuses on diversified no-load mutual funds and ETFs with multi-year track records and offers tailored portfolios managed with discretionary authority.

Rebekah Kiger is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her background includes roles at PNC Investments, LPL Financial, and First Niagara Bank. Outside of her advisory work, she is a Certified High Performance Coach and serves as a brand ambassador for a health products company. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning primarily for individual clients, serving both non-high-net-worth and high-net-worth households. The firm employs a combination of fundamental and technical analysis and offers ongoing portfolio monitoring and rebalancing.

Allan Macdougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with 19 years of industry experience. He has been with Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management to individuals, trusts, charities, and occasional pension plans. The firm manages over $400 million on a discretionary basis, focusing on diversified no-load mutual funds and ETFs, with portfolios tailored to client objectives and semi-annual performance reviews.

Kenneth Sullivan is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at firms such as LPL Financial LLC and First Niagara, and he is involved with The Retirement Guys Formula, an investment advisory business he has operated since 2017. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning advice to individual clients across a range of net worth levels. The firm employs both fundamental and technical analysis and offers ongoing portfolio monitoring, rebalancing, and retirement plan rollover guidance.

Matthew Viverette is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 11 years of industry experience. He holds a Series 65 designation and has been with Vista since 2014. Vista provides discretionary investment management to individuals, trusts and estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm also offers limited pension consulting services and uses derivative instruments and exchange-traded strategies primarily for tactical allocation and tax management.

Lawrence Eakin is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, businesses, and retirement plan participants, along with limited pension consulting. The firm emphasizes fundamental, value-oriented security selection and broad diversification, using internal research and tactical allocation tools such as derivatives and exchange-traded strategies.

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, UBS Financial Services, and The Vanguard Group. Outside of his advisory role, he also works part-time as a driver for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, focusing on fundamental, value-oriented security selection and broad diversification with ongoing rebalancing. The firm also offers limited pension consulting services and employs derivatives and exchange-traded strategies for tactical allocation and tax management.

John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.

Kurtis Savage is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and with 12 years of industry experience. He has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm employs a diversified investment approach using no-load mutual funds and ETFs, tailoring portfolios to client objectives and managing over $400 million on a discretionary basis with a small advisory team.

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Retire Pittsburgh Management and its related entities since 2017 and previously held roles at Blackridge Asset Management, PEAK Brokerage Services, and Hazard & Siegel Advisory Services. Outside of his advisory work, he is the owner of East Coast Sports Association, LLC. Retire Pittsburgh Management LLC provides discretionary portfolio management and retirement planning primarily to individual clients, serving both non-high-net-worth and high-net-worth households. The firm employs a mix of fundamental and technical analysis to manage accounts on a discretionary basis and offers ongoing portfolio monitoring and guidance on retirement plan rollovers.

Scott Coy is the president and sole advisor at Coy Capital Management in Monroeville, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Invicta Advisors, LLC and Trustmont Financial Group, Inc. Outside of investment advisory, he leads a real estate consulting firm and a fixed insurance business, both based in the Pittsburgh area. Coy Capital Management provides financial planning and portfolio management services to individuals, small businesses, and small pension and profit-sharing plans, including high-net-worth clients. The firm also advises qualified investors on private real estate pooled investment vehicles and generally manages client accounts on a non-discretionary basis using model portfolios and a range of equity and event-driven strategies.

Ethan Misour is a CFP® professional with four years of industry experience, currently serving at Marion Wealth Management since 2021. His prior roles include positions at WealthPoint Financial LLC and Insureon. He is also licensed as an independent insurance agent specializing in non-variable insurance products. Marion Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a range of analytical strategies and integrates third-party implementation systems to manage investment solutions across varying risk profiles.

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. Mc Mullen is also the owner of McMullen Industries, Limited, an insurance agency based in Pittsburgh. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in portfolio construction and offers strategies including options and margin trading.

Kirtland Sippola is a financial advisor with Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and began his career in the financial industry in 2026 following nine years as a full-time student. Prior to joining Riverside, he worked at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in its investment approach and generally manages accounts on a discretionary basis.

Michael Marion is a CFP® with 35 years of experience in the financial industry. He is the managing partner of Marion Wealth Management and WealthPointe Financial LLC, and has held roles at Wells Fargo Advisors and United Planners' Financial Services of America. He is also a licensed independent insurance agent specializing in non-variable insurance products. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses a range of analytical strategies and integrates third-party implementation platforms to manage tailored investment solutions across various risk profiles.

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside since 2026. Prior to joining Riverside, he was affiliated with McMullen Industries, Limited and was a full-time student for nine years. Riverside Financial Advisors LLC is a registered investment adviser providing discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in portfolio construction and generally manages accounts on a discretionary basis.

Jeffrey Lott is a financial advisor with Marion Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. He is also a partner and owner of WealthPointe Financial LLC, a non-investment related business, and works as an independent insurance agent for non-variable insurance products. Marion Wealth Management serves individual clients, pension plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and pension consulting. The firm uses a range of analytical approaches and integrates third-party implementation through an Order Management System to manage held-away accounts and model portfolios across various risk profiles.

Jon Belajac is a financial advisor at Apforia with a Series 65 designation and over five years of experience, including prior service with the U.S. Army Recruiting Command. He has been with Apforia since 2025. Apforia is a team firm with ten advisors that provides investment management and financial planning services to individual and high-net-worth clients, as well as employee benefit plan services. The firm employs a client-profile-driven investment process incorporating Modern Portfolio Theory and uses a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income.