Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at BCG Securities since 2017 and previously held roles at Voya Financial Advisors and Renshaw, Hart, Grae & McConahy Inc. Martz is also president of Hart, McConahy & Martz, Inc., an insurance sales and service firm, and serves as vice president of the Safe Harbor Condominium Association. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering services including portfolio management, financial planning, and pension consulting. The firm focuses on customized investment policy statements, predominantly manages assets on a non-discretionary basis, and utilizes independent third-party managers alongside various analytical approaches.

Heather Brinker is a financial advisor with SEIA in Pittsburgh, PA, holding Series 63 and 65 designations and nine years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and committee.

Jonathan Grebosky is a CFP® and CFA® at Gibson Capital, LLC with one year of industry experience. He has worked at Gibson Capital since 2023 and previously held positions at PNC, Viatris, Duquesne Fund Services, and Auto-Owners Insurance. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm uses a strategic asset allocation approach focused on broad diversification via mutual funds and ETFs, involves clients in decision-making, and maintains policies to limit conflicts of interest.

Justin Kovac is a financial advisor with Capital Analysts, holding a Series 66 credential and five years of industry experience. Prior to his current roles at Capital Analysts and Lincoln Investment, he worked at Ernst and Young LLP. He is also a partner in ATI Financial Services LLC, which provides accounting, tax, and payroll services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of in-house discretionary investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process called CAPSL.

Eric Matsko is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Allegheny Financial Group since 2016. He also holds the Series 66 designation. Outside of his advisory role, Matsko acts as House Manager for the Fort Macintosh Club, a private social club in Pittsburgh. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, high-net-worth clients, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates, and incorporates third-party manager recommendations and private funds within its investment approach.

Mitchell Woods is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and AXA Advisors. Woods also conducts activities as an insurance agent, offering insurance products to clients. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations.

Kevion Latham is a CFP® with 14 years of experience in financial services. He is currently with Northwest Asset Management and previously worked at The Colony Group, LLC, Kailasa Capital Management LLC, and Merrill. Latham also owns and operates GreenRose Tax & Accounting, where he oversees accounting reports and client billing coordination. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, tax preparation, and sub-advisory services, using strategic asset allocation and diversified investment vehicles within a fiduciary framework.

Danielle Stevenson is a financial advisor at Allegheny Financial Group in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Stratos Wealth Partners, LPL Financial LLC, Equitable, Wells Fargo Clearing, Merrill, and BNY Mellon. Allegheny Financial Group manages approximately $5.59 billion for individuals, trusts, estates, retirement plans, and pooled investment vehicles through a multi-advisor team. The firm offers comprehensive financial planning, portfolio management, and IRA consulting, employing a research-driven approach with both discretionary and non-discretionary mandates and notable involvement in private fund advisory and pooled vehicles.

Rylan Marx is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of advising, he is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary models, third-party managers, and retirement-plan advice, supported by an in-house Investment Management & Research team utilizing proprietary screening tools.

Matthew Painter is a financial advisor with Capital Analysts in Allison Park, PA, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

William Baker is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2018. Prior to joining Stratos, he worked at Citizens Securities, Inc., Citizens Financial Group, and Select Financial Group, LLC. In addition to his advisory role, he is involved with Riverview Wealth Partners, LLC and NexTier Wealth Management, providing investment advice and insurance-related services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios with access to various sub-advisers and platform solutions.

Joseph Marstellar is a Series 66-licensed financial advisor at Allegheny Financial Group with 21 years of industry experience. He has been with Allegheny Financial Group since 2011, following three years at Wrp Investments, Inc. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion across individual, trust, estate, and retirement plan clients. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of discretionary and non-discretionary mandates, third-party manager recommendations, and private fund advisory services with enhanced operational oversight.

Cassidy Richardson is a Certified Financial Planner® at Allegheny Financial Group with 10 years of industry experience. She has worked at Allegheny Financial Group since 2016 and previously was with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Allegheny Financial Group manages approximately $5.59 billion for individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a multi-advisor team approach, offering comprehensive financial planning and portfolio management programs that utilize mutual funds and third-party managers, with oversight from an in-house research department and investment committee.

Todd Luniewski is a financial advisor with Sequent Planning, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual United Of Omaha Insurance Company for 27 years and has been affiliated with Futurity First Insurance Group since 2018. He also conducts insurance agency activities alongside his advisory role. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, access to third-party model managers, and retirement-plan services. The firm employs a structured risk framework and provides diversified investment solutions through a network of independent adviser representatives.

Matthew Haller is a CFP® professional with seven years of industry experience, currently serving at Allegheny Financial Group where he has worked for ten years. He holds a Series 66 license and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team providing services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing a research department and investment committee to oversee diversified mutual fund portfolios and both discretionary and non-discretionary mandates.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Nancy Mckee is a CFP® and holds a Series 66 designation, with 19 years of industry experience. She has been with Allegheny Financial Group in Pittsburgh, PA, since 1988. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management using a research-driven, risk-managed approach that includes discretionary and non-discretionary mandates and private fund recommendations.

Edward Kelly Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 12 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.