Sharon Bowen is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Snowden Lane Partners and TIAA-CREF. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to HOA boards and treasurers on accounting and communications systems. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and specialized advisory programs, utilizing multi-team scale alongside institutional capabilities.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Joseph Lux II is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Gradient Advisors, LLC and has held roles at The Joe Lux Financial Team, LLC, Blackridge Asset Management, and several other firms. Lux also leads financial literacy programs through his ownership of The Joe Lux Financial Team, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Gregory Curtis is a financial advisor at Greycourt & Co., Inc. in Pittsburgh, PA, holding a Series 65 designation and bringing 30 years of industry experience. He has been with Greycourt and its affiliated entities since 1993. Greycourt serves ultra-high-net-worth families, family offices, and related foundations with investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm emphasizes non-discretionary, customized portfolio design and manager selection, supported by an Investment Committee and proprietary tools, distinguishing itself with its focused client base and specialized service offerings.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Oakmont Capital Management and Covenant Church of Pittsburgh. Outside of advising, she is involved in her family's coffee and floral shop and provides special needs respite care through a local program. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm uses a process-driven approach incorporating manager research, risk tolerance reviews, and diversified portfolio construction, and it is affiliated with a regional accounting firm and related entities.

Michael Friday is a CFA® charterholder with 24 years of industry experience and has been with Staley Capital Advisers Inc. for 19 years. He holds Series 63 and Series 65 licenses and serves as a board member of The Edgewood Club, a private recreational club in Pittsburgh. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, and select institutional accounts. The firm employs an active, relative-value investment approach that combines asset allocation and security selection with passive instruments as appropriate, managing both separately managed accounts and private fund vehicles.

Jenifer Koch is a Certified Financial Planner® with seven years of industry experience, currently advising at Facet since 2026. Her prior roles include positions at Allegheny Financial Group and Fidelity Investments. She volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet serves individual members across various wealth levels, offering tiered subscription-based financial planning and discretionary investment management with a focus on ETFs. The firm uses a holistic planning approach within its Total Financial Life Resources framework and delivers technology-driven investment strategies without charging percentage-of-assets fees.

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Bradley Shear is a financial advisor at Good Life Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and operated Shear Capital Group. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Garret Rigatti is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Trustmont, he worked at #1 Cochran for nine years. He is also involved with Horizon Financial Advisors, where he provides sales and service of mutual funds to clients. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a long-term investment approach drawing on a broad range of public research and offers discretionary portfolio management alongside multiple advisory services.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Pittsburg, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Trustmont Advisory Group and Trustmont Financial Group since 2010 and has been self-employed since 1986. Outside of advising, he provides educational services in financial and health literacy via Zoom, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and his connections to Pittsburgh. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, estates, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with JFS Wealth Advisors since 2016. Outside of his advisory role, he is a partner in Lee-Mortens Partnership. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a written Financial Goal Plan and an internal Investment Committee utilizing Modern Portfolio Theory to manage portfolios, offering investment management, financial planning, tax preparation, and retirement plan fiduciary services.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 credentials with 14 years of industry experience. He previously worked for Wolf Group Capital Advisors for 13 years before joining CW Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach, combining active, passive, quantitative, and ESG strategies, while also providing sub-advisory and family office services.

Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Peter Dochinez is a CFP® with 43 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 1997. He also has a longstanding affiliation with Trustmont Financial Group, Inc. dating back to 1986. Outside of his advisory role, Dochinez is involved as a managing partner in the development of a critical care facility and serves as assistant treasurer for a volunteer fire department. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Tucker Veenis is a financial advisor at Fifth Third Wealth Advisors LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management for eight years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including high-net-worth individuals, trusts, pension plans, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a household-level investment policy approach and leveraging affiliated bank resources for capital market analysis and security selection.

Jason Staley is a CFA® credentialed financial advisor with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Staley serves as a board member of the Mercyhurst University Alumni Board in Erie, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors. The firm offers fee-based investment management, financial planning, and retirement consulting through a committee-driven process, managing over $3.3 billion with a team of 22 advisors.

Montana Nietert is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Enterprise, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he is a private investor in the manufacturing sector. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach incorporating diversified portfolios and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

James Ault is a financial advisor with Trustmont Advisory Group, Inc. in Beaver Falls, PA, holding a Series 63 designation and 40 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2009. Outside of his advisory role, he owns United Equity, an insurance business specializing in life, health, accident, disability insurance, and fixed annuities. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook using public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.