Gary Boatman is a CFP® with 16 years of industry experience based in Monessen, PA. He has operated his own sole proprietorship since 1979 and founded Boatman Wealth Management, LLC, where he provides financial planning and consulting services. Outside of advisory work, he manages a tax preparation business and is a licensed insurance agent involved in college planning. Boatman Wealth Management serves individual investors and charitable organizations by offering portfolio management through third-party money managers, financial planning, and related services such as insurance products and tax preparation referrals. The firm primarily implements client objectives by selecting model portfolios and monitoring third-party managers, focusing on non-discretionary management and a referral-based approach.

Shobhan Sheth is the principal of Sheth Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GT Securities and Mid-Market Securities. Outside of his advisory work, he is involved in various business activities such as real estate brokerage, legal service sales, and small business brokerage. Sheth Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a modern portfolio theory approach utilizing model portfolios, asset allocation, and disciplined rebalancing, and also recommends third-party advisers when appropriate.

Mark Digiorgio is the principal of Digiorgio Capital Management, Inc. in McKeesport, PA, holding a Series 65 designation with 27 years of industry experience. He also owns and operates Mark DiGiorgio Tax & Accounting Firm, where he oversees accounting functions and income tax preparation. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, focusing on conservative portfolios that primarily include large-cap mutual funds, equities, and fixed income securities. The firm manages approximately $42 million in assets across about 220 client relationships and operates alongside an affiliated accounting practice.

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Michael Dieschbourg is a financial advisor at Alpha Capital Family Office, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Federated Investors, Inc. and MDT Advisers. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, estates, and small businesses with comprehensive family office and investment advisory services, combining strategic asset allocation with both fundamental and technical analysis and offering access to alternative and private fund investments.

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

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.

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.

Nicholas Terezis is a CFA® charterholder with 26 years of industry experience, serving as the sole advisor at Marathon Strategic Advisors, LLC since 1999. He is a board member and Vice President of the Greek Orthodox Church Foundation, a charitable organization supporting the Holy Trinity Greek Orthodox Church in Steubenville, Ohio. Marathon Strategic Advisors is an SEC-registered firm that serves individual clients, pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, cyclical, and qualitative analysis with a focus on long-term holdings and the ability to use advanced strategies aligned with client objectives.

Daniel Power is the sole advisor at Daniel Power, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He founded Daniel Power, LLC in 2022 after an extended period outside the financial industry. The firm provides portfolio management services primarily for individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. Daniel Power, LLC generally recommends mutual funds tailored to clients’ risk tolerance and time horizon and operates under a fiduciary standard without accepting discretionary authority, requiring clients to maintain a custody relationship with Schwab Institutional.

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

Aaron Kahn is a CFP® with 13 years of industry experience, currently serving as an advisor at WMS Wealth Planners. He has held roles at Wealth Management Strategies, Inc. since 2012 and Kestra Financial Services, Inc. from 2016 to 2020. Outside of his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a platform featuring interviews about personal finance, and he serves as a board member and web content chairman for Trail Pittsburgh. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a total-portfolio approach combining active and passive strategies, model portfolios tailored to client risk tolerance, and incorporates ESG and Charitable Endowment options.

Daniel Orsborn is a financial advisor at Oak Tree Investment Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Bonus Accounting and Saint Vincent DePaul. He has been a full-time student since 2015. Oak Tree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm employs a macroeconomic framework combined with fundamental and technical analysis to construct diversified portfolios and make tactical investment adjustments.

Christina Bryner is a financial advisor at Advice & Planning Services LLC with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2017. Outside of advising, she has been involved with East Pittsburgh Courier Services, LLC since 2016 and previously with Greensburg Alliance Church. Advice & Planning Services LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm uses a diversified investment approach focused primarily on ETFs, combining modern portfolio theory with multiple analytical methods to align portfolios with client goals and risk tolerances.

Herman Kahn is a CFP® with 37 years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has worked at Wealth Management Strategies, Inc. since 1994 and was affiliated with Kestra Financial Services, Inc. from 2016 to 2020. He is also the owner of Wealth Management Strategies, Inc., a consulting and insurance business. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total-portfolio approach that combines active and passive strategies, employs proprietary model portfolios tailored to client risk tolerances, and offers specialized strategies including ESG variants and Charitable Endowments.

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.

Ryan Codrick is a financial advisor at Chapel Hill Investment Analysts, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been with Chapel Hill Investment Analysts since 2013. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning and portfolio management, including retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach focused on diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Cameron Roth is a financial advisor with McDowell Associates Investments, LP, holding a Series 65 designation and seven years of industry experience. He is also a part owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THLV ETF. Roth’s prior experience includes roles at Kattan Ferretti Financial and Albatross Capital. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, employing a long-term investment approach supported by various analytical methods. The firm is notable for principals' direct involvement with affiliated investment product providers and may adjust advisory fees for clients invested in those products.