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.

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 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.

Michael Dieschbourg is a financial advisor at iCapital Advisors with Series 65 and Series 63 credentials and 27 years of industry experience. His prior roles include positions 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. The firm employs a combination of fundamental and technical analysis for asset allocation and security selection, focusing on capital preservation while operating on a non-discretionary basis.

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 Lynch, National Cooperative Bank, and Edward Jones. Convivia Financial LLC is an independent advisory firm providing non-discretionary direct asset management and financial planning services to individuals and high net worth clients. The firm constructs portfolios based on Modern Portfolio Theory and tailored client objectives, requiring client approval before executing transactions.

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.

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.

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.

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.

Devin Faddoul is a CFP® certificant with four years of industry experience, currently serving as an advisor at Atmos Advisory, LLC. His career includes roles at EWA, LLC, Origin Financial, Adda Financial, and PNC Financial Services. He is the owner and author of the newsletter "Paid in Full" and hosts a podcast by the same name, featuring interviews with entrepreneurs and creators on topics related to financial markets and life experiences. Atmos Advisory serves individual investors, pension plans, trusts, and estates by providing discretionary portfolio management, financial planning, and consulting. The firm employs ETF-focused, modern portfolio theory–based asset allocation with an emphasis on low turnover, tax awareness, and periodic rebalancing.

Aaron Kahn is a CFP® with 14 years of experience in financial advising. He is currently with WMS Wealth Planners in Pittsburgh, PA, and has previously worked at Kestra Financial Services, Inc. In addition to his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a platform focused on interviews about personal financial experiences, and serves on the board of Trail Pittsburgh, where he contributes to web content and community trail activities. WMS Wealth Planners provides investment management and comprehensive financial planning for individuals and various institutional clients. The firm employs a total portfolio approach using a proprietary investment model that blends active and passive strategies tailored to clients' risk tolerance and includes ESG options and charitable endowment strategies.

Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

Rebekah Kiger is a financial advisor at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments and LPL Financial. Outside of her advisory roles, Kiger is a Certified High Performance Coach and a brand ambassador for Xendurance, promoting health products through direct sales. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a mix of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.

Richard Lerach is a CFP® with 24 years of industry experience, currently serving at Atmos Advisory, LLC. His prior work includes roles at UBS/The LRM Group, M Holdings Securities, and Gateway Financial Group. He is involved in several community organizations, including serving as chair of the investment committee for the Children's Museum of Pittsburgh and Mt. Lebanon Community Foundation, and volunteering as a ski patroller. Atmos Advisory serves a diverse client base that includes individual investors across wealth tiers, pension plans, trusts, and estates. The firm employs ETF-focused, modern portfolio theory–based strategies with a discretionary approach, emphasizing tax awareness, low turnover, and periodic rebalancing, while managing a concentrated client roster through a small advisory team.

Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.

Kenneth Sullivan is an investment adviser representative at Retire Pittsburgh Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including LPL Financial and Blackridge Asset Management. He is also involved with Retirement Guys Formula and Retire Pittsburgh, where he holds ownership and insurance agent roles. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a mix of analytical approaches and uses model portfolios to align with client goals while exercising discretionary trading authority to monitor and rebalance accounts.

Matthew Viverette is a financial advisor at Vista Investment Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Vista Investment Management since 2014. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing, focusing on portfolio management rather than standalone financial planning.