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.

Ian Wild is a CFP® professional with nine years of experience in financial advising. He is the principal of All-Pro Advisors LLC and has previously worked at Greenrose Wealth Management, Origin Financial, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Ian also has experience with the Winnipeg Blue Bombers and Toronto Argonauts football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies through index mutual funds and ETFs, offering tailored plans without a firmwide account minimum.

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.

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.

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.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

Dominic Necciai is a financial advisor at Prosper Wisely, LLC with six years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC for eight years before joining Prosper Wisely in 2021. He is also a licensed insurance agent in Pennsylvania. Prosper Wisely provides investment planning and consulting services to individuals, trusts, estates, corporations, and other business entities, offering a fixed-fee planning model that includes a written investment summary and ongoing support without managing client assets. The firm’s approach incorporates cash flow analysis, tax and legacy planning, asset allocation, and risk management tailored to each client’s objectives.

Devin Faddoul is a CFP® and Series 65-registered advisor with Atmos Advisory, LLC, based in Pittsburgh, PA, with three years of industry experience. His prior roles include positions at PNC Financial Services, Adda Financial, Origin Financial, and EWA, LLC. Outside of his advisory work, he is the owner and author of the newsletter "Paid in Full" and hosts a podcast by the same name that features interviews with entrepreneurs, writers, and creators. Atmos Advisory serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs ETF-based, diversified portfolios guided by modern portfolio theory and offers discretionary portfolio management, financial planning, and consulting services.

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.

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.

Richard Lerach is a CFP® with 23 years of industry experience, currently serving at Atmos Advisory, LLC in Pittsburgh, PA. His prior roles include positions at UBS/The LRM Group, M Holdings Securities, and Gateway Financial Group. He is active in the community as a board member and chair of the investment committees for the Children's Museum of Pittsburgh and the Mt. Lebanon Community Foundation, and volunteers as a ski patroller with Hidden Valley Ski Patrol. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using diversified, ETF-based portfolios guided by modern portfolio theory, tailoring allocations to client risk tolerance and time horizon while offering financial planning and consulting services.

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.