Jonathan Dane is a CFP® and CFA® with over 18 years of industry experience. He founded Defiant Capital Group in 2020 after previously working at a family office and on Wall Street at Goldman Sachs and Jefferies. Defiant Capital Group provides entrepreneurs, founders and highly compensated executives with optimized tax planning and financial guidance. We offer both flat-fee and AUM models depending on the client engagement and need. We specialize in comprehensive planning pre- and post-liquidity, and our advanced planning work spans equity compensation, QSBS, capital gains, estate strategy, and multi-generational family businesses. Our team works together on every client, and no two engagements look the same - we structure each one around what the client actually needs.

Grady Wirth is a Private Wealth Advisor with The Bahnsen Group, serving high-net-worth individuals, executives, pre-retirees, and retirees who want a clearer, more disciplined plan for turning wealth into lasting income. Grady works best with households who have accumulated meaningful assets and are now asking bigger questions: Can my portfolio support my lifestyle? How do I create income that can rise over time? How do I manage taxes in retirement? How do I coordinate investment decisions, estate planning, insurance, cash flow, and legacy goals into one understandable strategy? His approach is especially valuable for clients between ages 55 and 70 who are preparing for retirement or already living from their portfolio. Rather than relying on generic allocation models or annuity-first solutions, Grady helps clients build tax-aware, income-focused portfolios rooted in The Bahnsen Group’s core dividend growth investment philosophy. Clients often come to Grady because they want someone who can make complex financial decisions feel simple. His style is straightforward, educational, and calm. He takes time to explain not just what the plan is, but why it works, how each piece fits together, and what clients should expect along the way. As a CFP® and CIMA® professional with 12 years of industry experience, Grady focuses on retirement income planning, tax planning, investment management, estate and legacy planning coordination, Social Security strategy, Roth conversion planning, risk management, insurance planning, cash-flow planning, and multi-generational wealth planning. Grady leads The Bahnsen Group’s Pittsburgh presence and is supported by a three-person team. The Bahnsen Group is a nationally recognized private wealth management firm known for its dividend growth investment philosophy and comprehensive approach to wealth management. Grady is a strong fit for clients who want a long-term advisory relationship, value thoughtful guidance, and are looking for a clear plan they can understand and follow. He is generally not the right fit for do-it-yourself investors who prefer to manage every decision independently. To explore whether there may be a mutual fit, schedule a 15-minute introductory call with Grady.

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Patrick Drazga is the principal of Drazga Wealth Advisors, LLC in Wexford, PA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience and has led his independent firm since 2009. Drazga maintains his life and health insurance licenses and is able to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm’s investment approach centers on asset allocation with strategic and tactical adjustments, offering customized portfolios that may include mutual funds, ETFs, REITs, fixed income, and individual securities, supported by ongoing monitoring and institutional research.

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.

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 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.

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.

Arthur Sobczak III is a financial advisor at Private Wealth Services, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role, he has worked with firms including LPL Financial and Ownership Advisors, Inc. Sobczak is involved in insurance consulting and wholesaling activities in addition to his advisory work. Private Wealth Services, LLC serves individuals, trusts, profit-sharing plans, and business entities primarily through a solicitor/referral model, introducing clients to third-party registered investment advisers. The firm provides financial planning and consulting services addressing various non-investment matters and does not manage client assets or exercise discretionary authority.

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.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Janney Montgomery Scott LLC. In addition to advisory services, he is also licensed to provide insurance sales on a limited basis. Wexford Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business-sponsored pension and profit-sharing plans. The firm employs a customized, long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, with selective use of individual securities, and provides ongoing fiduciary oversight and integrated financial planning.

Andrew Faderewski is a CFA charterholder and the principal of Vindicta Investment Advisors LLC, with over 16 years of industry experience. Prior to founding Vindicta, he worked at C.S. McKee Investment Managers from 2007 to 2023. He also holds a concurrent role as an investment manager at The Pittsburgh Foundation, a nonprofit organization. Vindicta Investment Advisors provides discretionary asset management and financial planning services to high-net-worth individuals, institutions, small businesses, and not-for-profit organizations. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, implementing various strategies in separately managed accounts.

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.