Timothy Johns is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation and seven years of industry experience. He previously worked at Symons Capital Management, Inc. for five years and FNB Corporation for two years. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutions, utilizing a quantitative, rules-based investment process. The firm serves both individual and institutional clients and holds roles as sub-advisor to the Catalyst Dynamic Alpha Fund while participating in several wrap fee programs.

James Danko is a financial advisor at Fragasso Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Outside of his advisory work, he serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy, offering discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting services.

Jacob Dachille is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Networth Advisors, LLC and previously worked at Allegheny Financial Group and PNC Investments LLC. Outside of his advisory work, Jacob has experience in community-related roles, including a position with Peters Township Parks and Recreations. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory to create customized investment strategies and also engages in local media and educational outreach.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 22 years of industry experience. He has been with Cookson, Peirce, and Co. since 2003 and holds Series 63 and Series 65 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm uses a quantitative, rules-based investment process and serves both as a sub-advisor to the Catalyst Dynamic Alpha Fund and as a portfolio manager in several wrap fee programs.

Siegfried Saftner is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 credential with two years of industry experience. His prior roles include positions at CADmore LLC and ZVerse Inc, as well as periods of full-time study. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients such as individuals, high-net-worth clients, trusts, and foundations, along with asset management to institutional professional advisors. The firm employs a quantitative, rules-based investment approach that includes technical analysis for equities, macroeconomic evaluation of ETFs, and fixed-income portfolio management using staggered maturities, as well as the use of third-party independent managers and option overlay strategies.

Sara Morrison is a CFP® professional with four years of industry experience. She has been with DWD Portfolio Solutions, Inc. since 2022 and previously worked in healthcare and education roles, including positions at UPMC Hillman Cancer Center and Gerald Champion Regional Medical Center. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for both individual investors and employee benefit plans. The firm incorporates various analytical approaches and model portfolios in its individualized investment advice and offers plan-level consulting and tailored investment solutions.

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.

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Hefren-Tillotson for six years before joining Confluence in 2022. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm operates as a fiduciary, employing a mix of active and passive investment strategies and emphasizes asset allocation and macroeconomic analysis in portfolio construction.

Eric Vogt is a CFP® professional with 19 years of industry experience, currently serving at Waldron Private Wealth. His career at Waldron spans over a decade, with roles dating back to 2011. He is a board member of the Estate Planning Counsel of Pittsburgh and is involved in angel investing through LOBO ONE LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, third-party managers, and alternative strategies, while also offering extensive family-office and non-investment services.

Patrick Ellsworth is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waldron Private Wealth and has previously worked at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he is also licensed as an insurance agent. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside investment management.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as an advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Covenant Church of Pittsburgh and Oakmont Capital Management, LLC. Outside of her advisory work, she assists occasionally at her family's coffee and floral shop and provides part-time special needs respite care. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process and provides both discretionary and non-discretionary management across diversified portfolios.

Jeffrey Potter is a financial advisor at Verity Asset Management with 21 years of industry experience. He holds a Series 66 designation and has been with Verity Asset Management since 2004. Outside of his advisory work, he coaches and scouts various Black Bear Sports hockey teams. Verity Asset Management is an SEC-registered, multi-team firm serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment approach with tactical asset allocation and offers discretionary portfolio management, retirement plan consulting, sub-advisory services, and financial planning.

Joshua Rennert is a financial advisor with Waldron Private Wealth, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at OSAIC, Sequoia Financial Group, Comerica Bank, and Huntington National Bank. Outside of his advisory work, Rennert is the founder of Reserve Private Wealth, LLC, and also provides occasional notary services. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach centers on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies tailored to client needs.

Kelly Costello is a financial advisor at Waldron Private Wealth with 22 years of industry experience. Prior to joining Waldron Private Wealth in 2024, she held roles at Raymond James & Associates, Wells Fargo Clearing, and WELLS FARGO Advisors. Kelly is also licensed as an insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach includes strategic asset allocation across multiple asset classes and the use of mutual funds, ETFs, alternative strategies, and third-party managers.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

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 CFP® with seven years of industry experience, currently serving as a financial advisor at Facet Wealth. She previously worked at firms including Allegheny Financial Group, Fidelity Investments, and LPL Financial. Jenifer volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet Wealth offers subscription-based financial planning and discretionary investment management to a range of individual clients, employing model-based asset allocations and technology-driven processes to deliver tax-optimized and diversified investment strategies.

Brody Mull is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Confluence, he spent four years at the University of Pittsburgh. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers a range of services including investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with both discretionary and non-discretionary account management.

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.