Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.

Guy Deemer is the principal of Deemer Wealth Management LLC, an independent advisory firm based in Venetia, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to founding Deemer Wealth Management, he worked at IFS Advisory, LLC and IP Financial Advisory Services LLC. Outside of advising, he holds an active life and health insurance license, though he has not made insurance sales in several years. Deemer Wealth Management provides ongoing portfolio management primarily to individual and high-net-worth clients, blending multiple investment approaches including fundamental and technical analysis, modern portfolio theory, and options strategies. The firm also works with third-party platforms and managers to deliver tailored discretionary oversight aligned with clients’ goals and risk tolerance.

Richard Bryan Jr. is the principal of Bryan Advisory Services, LLC, holding a Series 63 designation and bringing 12 years of industry experience. His career includes leadership roles in several related companies, notably in energy and oil and gas sectors, such as Bryan Energy Management, LLC and Discovery Oil and Gas LLC. Outside of advisory activities, he serves as president and managing partner of multiple non-investment entities focused on energy, drilling, and land development. Bryan Advisory Services provides investment advisory and portfolio management services to individuals, trusts, foundations, and business organizations, with additional pension consulting and retirement projection services. The firm manages client portfolios on a discretionary basis using Modern Portfolio Theory and integrates quantitative and qualitative analysis, often employing a diverse range of financial products.

Alexander Recker is the principal advisor at Recker Capital Management LLC, an independent firm based in McMurray, PA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guggenheim Investments and Alter Domus LLC. Recker Capital Management LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and businesses. The firm uses asset allocation and Modern Portfolio Theory, combining passive and active strategies tailored to client objectives, and offers retirement plan consulting services for plan sponsors.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has led Zimmer Financial Planning since 2012, operating as the firm's sole adviser. Zimmer Financial Planning offers comprehensive financial planning services for high-net-worth individuals, focusing on investment, retirement, tax, estate, insurance, and debt/credit planning through fixed-fee and hourly engagements. The firm does not provide ongoing portfolio management or take custody of client assets, emphasizing written investment policies, quarterly reviews, and a variety of investment analysis methods without charging percentage-of-assets fees.

Michael Donnelly is a CFA® charterholder and principal of Blue Devil Advisors LLC, an independent advisory firm based in Pittsburgh, PA. He has over 19 years of experience in the investment industry, including prior work at CS McKee and his ongoing role with Blue Devil Capital, a private investment business he founded and manages. He dedicates a significant portion of his time to this affiliated investment activity. Blue Devil Advisors is a single-advisor firm providing discretionary asset management and financial planning reviews primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis tailored to client objectives and maintains a boutique approach with a limited client roster.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.

Ryan Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with 10 years of industry experience. He has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is also a licensed insurance agent. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational or business entities, offering comprehensive financial planning, discretionary portfolio management, and business- and employee-benefit consulting. The firm uses an evidence-based, diversified investment approach that includes traditional and alternative investments, with many accounts managed on a discretionary basis.

Ryan Suess is a CFP® professional with 12 years of industry experience. He is currently with Kapusta Financial Group in Pittsburgh, PA, where he has worked since 2021. His prior experience includes roles at Alight Financial Solutions and Scottrade Inc. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm primarily offers non-discretionary advice using client profiles and asset-allocation models based on Modern Portfolio Theory, managing approximately $200 million in assets across about 200 client relationships.

John Iannucci is a financial advisor at ILG Private Wealth, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Horter Investment Management LLC and Penn Mutual Life Insurance Company. In addition to his advisory role, Mr. Iannucci provides legal services through a law firm he founded in 1996 and is a licensed insurance agent. ILG Private Wealth serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management through third-party managers, financial planning, IRA rollover advice, and pension consulting. The firm emphasizes a structured, documented due-diligence process to evaluate and monitor investment managers, including office visits and regular performance reviews.

Ronald Wyatt is a CFP® and ChFC® with 25 years of industry experience. He is currently with Wyze Wealth Advisors, LLC, where he has worked since 2024. His prior experience includes roles at True Wealth Design, LLC and United Capital Financial Advisers, LLC. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational or business entity clients with comprehensive financial planning, discretionary portfolio management, and business- and employee-benefit consulting. The firm employs an evidence-based "All-Season" investment approach focused on broad diversification, factor exposures, cost and tax awareness, and disciplined rebalancing, offering a range of strategies from globally diversified ETFs to private and alternative investments.

Ean Livingood is a Series 65 credentialed advisor with MFG Private Wealth, bringing less than one year of industry experience. Prior to his current role, he worked in logistics and retail, including over a decade at U-Haul Company of Pennsylvania. He also has involvement with Livingood's Services LLC. MFG Private Wealth offers portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a modern portfolio theory approach and long-term investment strategies guided by formal Investment Policy Statements.

Mary Grace Musuneggi is a financial advisor at MFG Private Wealth with the ChFC® designation and over 44 years of industry experience. She has held roles at LPL Financial, Grove Point Advisors, and The Musuneggi Financial Group, where she also authors content for Single Steps Strategies. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm’s investment approach incorporates modern portfolio theory and long-term trading, often implementing discretionary portfolios guided by formal Investment Policy Statements.

Bernard Campbell III is a financial advisor at ETCH Financial with a Series 65 designation and one year of industry experience. Prior to joining ETCH Financial, he held roles at College Aid Pro, Inc. and Student Loans Gotta Go LLC, both of which focus on student loan and college aid advising. ETCH Financial serves individual clients, small businesses, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes student loan and college-planning expertise and manages portfolios using client-specific investment policies with a mix of passive and active vehicles.

Cassandra Kirby is a financial advisor with Braun-Bostich & Associates Inc. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Braun-Bostich & Associates in 2017, she worked at Ameriprise Financial Services, Inc. for 12 years. Outside of advisory services, she owns Personal Ledgers, LLC, a tax preparation business. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on fiduciary discretionary investment management and financial planning. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other assets when appropriate.

Tammy Pompei is a CFP®-certified financial advisor with nine years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, employing a primarily long-term investment approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and other holdings as appropriate.

Nicholas Lewandowski is a CFP® and CFA® with nine years of industry experience. He is currently with Wyze Wealth Advisors, LLC and has previously worked at True Wealth Design, LLC and Allegheny Financial Group. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizations with comprehensive financial planning, discretionary portfolio management, and business-consulting services. The firm uses an evidence-based "All‑Season" investment approach focused on diversification, factor exposures, cost and tax efficiency, and disciplined rebalancing, often incorporating alternative and private investments.

Ryan Galiotto is a CFP® with 15 years of industry experience, currently serving as a financial advisor at ETCH Financial. His prior roles include work at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of advising, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and co-owns Fueled By Hops, a craft beer microbrewery. ETCH Financial serves individual clients—including both high-net-worth and non-HNW households—as well as small businesses and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm features a distinctive concentration in student loan and college-planning expertise, combining personalized investment strategies with specialized educational resources.

Gary Storie is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of experience in the financial services industry. He has led Storie Financial Advisory LLC since 2010 and also operates a tax preparation business as an Enrolled Agent, providing tax return preparation and support. In addition, he advises clients on life insurance and annuity products, though he does not sell insurance. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning, investment management, and federal and state income tax preparation. The firm uses a Core+Satellite investment approach with non-discretionary management and offers services on an hourly fee basis, including a 20% discount for U.S. military veterans.

Jillian Gisoni is a CFP® with five years of industry experience, currently serving as a financial advisor at Kapusta Financial Group. She has previously worked at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC, among others. Kapusta Financial Group provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets using a non-discretionary approach that incorporates Modern Portfolio Theory and a range of investment vehicles, supported by quarterly reviews and research from sources such as Morningstar and Standard & Poor’s.