Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, holding a Series 63 designation and bringing 43 years of industry experience. She has operated her independent advisory firm since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. A. Neff Associates LLC provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis with asset-allocation considerations, and offers retirement-plan consulting including participant education and plan-sponsor liaison support.

Jay Patel is a financial advisor with ClearPeak Capital Management in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. Prior to founding ClearPeak Capital Management in 2021, he held various roles at Federated Global Investment Management and related firms. Outside of advisory services, Patel is the managing member and president of JM Metal Merchants, a business involved in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management to individual and high-net-worth clients, using fundamental, cyclical, and macro analysis to guide investment decisions tailored to client objectives and risk tolerance. The firm manages approximately $2.73 million across about 26 accounts.

Terry Lyon is a CFP® professional with 34 years of industry experience, serving as the sole advisor at Breakforth Investment Management, Inc. in Pittsburgh, PA, where he has worked since 1990. He has been involved in investment education and community activities, including a long-standing role with the Pittsburgh Chapter of the National Association of Investors and leadership in multiple family and investment clubs. Lyon also serves as stewardship chairperson of Salem United Methodist Church. Breakforth Investment Management provides personalized financial planning and investment management primarily to individual clients, offering services that include cash flow, retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with core passive funds complemented by individual stocks and actively managed funds, operating mainly on a non-discretionary basis and providing limited tax-return preparation as an ancillary service.

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.

Thomas Franks is a CFA® charterholder with 19 years of industry experience. He has been the sole advisor at Emmanuel Capital Management, LLC since 2004. Emmanuel Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, small businesses, and non-profit organizations. The firm emphasizes a fundamental, value-oriented equity investment approach with diversified portfolios primarily composed of ETFs and mutual funds, managed under written Investment Policy Statements and ongoing client risk assessments.

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.

Chad Brand is a financial advisor at Peridot Capital Management with 19 years of industry experience. He holds a Series 65 designation and has operated his independent advisory firm since 2004. Outside of his advisory work, he provides accounting, bookkeeping, and tax services to small-business clients. Peridot Capital Management serves individual investors, including younger savers and retirees, offering discretionary portfolio management and hourly financial consultations. The firm employs a client-specific asset allocation process combined with fundamental, value-oriented security selection and utilizes covered-call option strategies while generally avoiding short-term trading.

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.

David Mandelblatt is a financial advisor with WealthProtect Advisors LLC in Pittsburgh, PA, holding a Series 65 designation and nine years of industry experience. His career includes roles at WealthProtect Advisors since 2016 and CGN Advisors, LLC since 2018. Outside of WealthProtect Advisors, Mandelblatt dedicates a significant portion of his time to investment advisory activities at CGN Advisors, LLC. WealthProtect Advisors LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management services that integrate ongoing investment management and comprehensive financial planning. The firm employs a passive, Modern Portfolio Theory-based investment approach, using diversified mutual funds and ETFs, and operates on a flat, fee-based billing schedule rather than percentage-of-assets fees.

Rita Ford is the principal advisor at Ford Financial Advisors, Limited in Pittsburgh, PA, with 25 years of industry experience. She holds a Series 66 designation and has been operating her independent advisory firm since 2008. In addition to her advisory work, she is a substitute teacher with Pittsburgh Public Schools. Ford Financial Advisors, Limited provides comprehensive financial advisory services to individuals and small businesses, focusing on long-term, diversified portfolios and offering non-discretionary investment management without minimum account sizes. The firm emphasizes tailored advice based on client goals and conducts periodic reviews while maintaining a client-authorized trading model without discretionary authority or custody of 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.

Camillo Schmidt is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with Potomac Investment Management, Inc. since 1987. The firm provides discretionary portfolio management primarily for individual investors and families, administering individually managed accounts and managing a large charitable trust. Potomac Investment Management follows a conservative, buy-and-hold investment approach focused on capital preservation, utilizing value-oriented equity selections and U.S. Treasury fixed-income allocations.

Jasper Saberi is the sole advisor at Saberi Investments, LLC, an independent firm based in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked for the United States Patent and Trademark Office for 13 years and served in the United States Army and Army Reserve for 21 years. Outside of advisory work, he manages investment property as a property manager. Saberi Investments provides discretionary investment management through separately managed accounts for individuals, high-net-worth individuals, and small businesses. The firm employs an active, value-oriented approach focused on fundamental analysis and concentrated common-stock holdings, with a long-term buy-and-hold strategy.

Mark Moretti is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of MedWealth Advisors in Pittsburgh, PA, where he has worked since 2021. Prior to founding MedWealth Advisors, Moretti held positions at Flower City Capital, Cooper Haims, and Waldron Private Wealth. Outside of his advisory work, he provides independent credit consulting for Superior Tradelines. MedWealth Advisors delivers individualized investment management and comprehensive financial planning, primarily serving medical doctors but also accepting other clients. The firm applies a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, using both passive and active investment vehicles tailored to clients’ goals and circumstances.

Otto Chu is a financial advisor with Chu Financial Management Corporation in Pittsburgh, PA, bringing 21 years of industry experience. He has been with Chu Financial Management Corporation since 2004 and also serves as chairman of Chu Investment Counsel, Inc., a separate legal and business advisory firm. Mr. Chu is a lawyer and a member of the Pennsylvania Bar since 1979. Chu Financial Management Corporation provides discretionary investment management services to individuals, families, trusts, and certain institutional clients. The firm focuses on long-term equity strategies, including value analysis, growth selection, and dividend-oriented investments, managing approximately $47.6 million across about 43 client accounts.

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 27 years of industry experience, serving as the sole advisor at Marathon Strategic Advisors, LLC since 1999. He is based in Pittsburgh, PA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Terezis is Vice President and a board member of the Greek Orthodox Church Foundation, a nonprofit supporting the Holy Trinity Greek Orthodox Church in Steubenville, OH. Marathon Strategic Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes investment policies tailored through detailed client interviews and uses a combination of fundamental, quantitative, qualitative, and cyclical analysis to implement portfolios on a discretionary basis.

David Cawley is a CFP® professional affiliated with Paraplan OnDemand, with eight years of experience in the financial industry. His prior roles include positions at PNC Wealth Management, TIAA-CREF, and Legend Financial Advisors. Outside of financial services, he is involved with G4G Glass LLC, an entrepreneurial venture. Paraplan OnDemand provides outsourced paraplanning and analytical support exclusively to financial advisors and firms, delivering project-based services such as financial models and planning summaries without managing client accounts or offering portfolio management.