Todd Delligatti is the president of Expert Financial Services, LLC in Wexford, PA, with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Leigh Baldwin & CO., LLC for 12 years. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting, bill paying, and tax preparation. Expert Financial Services, LLC primarily serves individual investors along with pension and profit-sharing plans, charitable organizations, businesses, and trusts. The firm provides managed account services on a primarily non-discretionary basis, using fundamental, technical, and cyclical analysis to support both long- and short-term investment strategies.

Patrick Drazga is a CFP®-credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Drazga Wealth Advisors, LLC, an independent firm he founded in 2009. He maintains life and health insurance licenses, allowing him to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals and small businesses. The firm employs a strategic and tactical asset allocation approach, customizing portfolios across various investment vehicles and adjusting them based on client needs and market conditions.

Thomas Proctor is a CFP® professional with 26 years of industry experience. He is the sole advisor at Proctor Advisory Wealth, LLC and previously worked at Fidelity Investments and Strategic Advisers, Inc. Proctor Advisory Wealth, LLC provides advisory services to individuals and high-net-worth clients, offering portfolio management, financial planning, and insurance products. The firm utilizes modern portfolio theory and individualized asset allocation, focusing on a limited range of investment instruments and providing periodic reporting to clients.

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.

Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.

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.

Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.

Nicholas Kennedy is a CFP® with 14 years of industry experience, currently serving as president and owner of Three Rivers Executive Consulting, LLC. He previously worked at Lincoln Financial Advisors Corporation for seven years and is also a registered representative with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as board president of the North Park Manor Homeowner's Association and is a board member of the Birmingham Foundation. Three Rivers Executive Consulting, LLC manages approximately $86.5 million across individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm employs model portfolios and various analytical approaches, including technical and fundamental analysis, and accommodates a range of investment instruments and trading strategies.

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.

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.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Wexford, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Janney Montgomery Scott, LPL Financial, and Merrill prior to establishing his independent practice in 2017. Outside of advisory services, he provides insurance sales on a limited basis. Wexford Wealth Advisors is an independent, single-advisor firm serving individuals, high-net-worth clients, trusts, estates, and corporate and pension plan sponsors. The firm focuses on customized, fundamentally driven portfolios using primarily low-cost mutual funds and ETFs, and offers retirement plan consulting and ERISA fiduciary oversight services alongside investment management and financial planning.

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.

Ronald Leonard is the sole advisor at RCL Capital Management in Wexford, PA, with 29 years of experience at the firm. He has been managing personalized financial planning and investment strategies since 1997. RCL Capital Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach that combines passive index funds and ETFs with selective active funds and individual securities, serving approximately 84 clients with about $38.4 million in assets under management.

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.

Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.

David Schleis is the principal of DS Wealth Advisors, Inc., an independent advisory firm based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Schleis is also an accountant and licensed insurance agent with ownership interests in related businesses, including DS Financial Advisors, Inc. and D.W. Schleis, LLC, and he is a partner in DS Tax Advisors, LP. DS Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes long-term trading and diversified allocations using mutual funds and ETFs, employing various analysis methods alongside modern portfolio theory, with client portfolios reviewed at least quarterly.

John Kariss III is a financial advisor at Rex Consulting, LLC with eight years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His career includes roles at firms such as Western and Southern Financial Group and NYLIFE Securities LLC. Rex Consulting is an independent registered investment adviser serving individuals and high-net-worth clients. The firm primarily manages portfolios using exchange-traded funds and offers comprehensive financial planning and consulting with a focus on fundamental analysis and long-term investment strategies.

George Bernard Jr. is a financial advisor at Bennington Asset Management, LLC with 49 years of industry experience. His career includes roles at Healthview Asset Management, Advisory Group Equity Services, and Veravest Investment Advisors. He also serves as an independent medical consultant and outside board member for WorldCare North America. Bennington Asset Management LLC provides fee-based, discretionary investment management and financial planning to individuals and institutional clients, offering customized portfolios that range from Aggressive Growth to Capital Preservation through fundamental and technical analysis.