William Belko is a CFP® and CFA® with 25 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2002 and is based in Sewickley, PA. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and utilizes a core/satellite approach with both passive and active strategies, including selective use of derivatives for hedging, tax management, and income enhancement.

Jason Nativio Jr. is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Capital A, he attended Washington and Jefferson College from 2020 to 2024. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, foundations, trusts, estates, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke and model portfolios.

James Alexander is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He has been associated with Allegheny Investments and Cunningham, Powell & Associates for over two decades. Outside of his advisory work, he serves as president of the Morgantown Kiwanis Foundation and holds leadership roles in several nonprofit and community organizations, including a senior living center and a health insurance agency. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, and retirement plans. The firm develops tailored client strategies using primarily mutual funds and offers both discretionary and non-discretionary account management.

Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.

Justin Nagel is a Series 66 credentialed advisor with Kestra Private Wealth Services, LLC and has 12 years of industry experience. He previously worked at Goldman Sachs & Co. LLC for four years and spent a decade at The AYCO Company, L.P./Mercer Allied. He also serves as a Registered Field Assistant at Kindred Wealth Partners, assisting advisors with client onboarding and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a broad range of investment products and specialized offerings, supporting both discretionary and non-discretionary account arrangements.

Caleb Boy is a CFP®-certified financial advisor with two years of industry experience. He is currently with Allegheny Financial Group and has prior experience at Key Investment Services, LLC, NewEdge Advisors, LLC, and Wealth Strategies Partners, among others. 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, employing both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles alongside standard advisory services.

Benjamin Grom is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Allegheny Financial Group since 2022 and previously at Allegheny Investments from 2014 to 2022. Grom is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion across multiple advisory teams, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, combining in-house research, independent manager recommendations, and private fund advisement.

Patrick Mercier is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for five years. Outside of advisory work, he is involved as a passive owner and board member in several businesses, including a software company focused on retail applications and a designer and manufacturer of lightweight campers. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing third-party managers and affiliated model strategies.

Kaleb Williams is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and experience beginning in 2026. His prior roles include positions at Key Bridge Compliance, ACA Group, Silver Regulatory Associates, The Colony Group, and Invision Human Services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including diversified mutual funds, ETFs, individual stocks and bonds, and may utilize independent managers or DFA funds.

Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Jean Furgiuele is a financial advisor at Pinnacle Investments, LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Global Investment Advisors and Essex Securities. Outside of advisory work, he is also an artist and designer operating as a sole proprietor under JMF DESIGNER. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a comprehensive range of financial planning and portfolio management services, employing both fundamental and technical analysis in tailored investment programs.

Christopher Rondinelli is a CFP® with 18 years of industry experience. He has been with Good Life Advisors, LLC since 2014 and also maintains an affiliation with LPL Financial since 2013. His prior experience includes a teaching role at the Community College of Allegheny County from 2012 to 2018. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing tailored investment strategies and multiple advisory platforms.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

Brandon Haynes is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Allegheny Financial Group. He has worked with Allegheny Investments, Ltd. for 26 years and has been with Allegheny Financial Group since 1996. Outside of his advisory role, he is a board member of the nonprofit Bridge of Hope. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, utilizes both discretionary and non-discretionary mandates, and is active in advising private funds with additional regulatory oversight.

Laura Vassamillet is a financial advisor with Fifth Third Wealth Advisors LLC in Sewickley, PA. She holds Series 65 and Series 66 licenses and has three years of industry experience, including prior roles at BNY Mellon Wealth Management and Natcity Investments, Inc. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base that includes individuals, trusts, pension plans, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, using a structured investment process supported by the resources of its parent company, Fifth Third Bank.

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Prosperity Wealth Management, Inc. since 2023 and Fortune Financial Services Inc. since 2008. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm emphasizes tailored account supervision with portfolios constructed from various investment types and uses a blend of fundamental, technical, and cyclical analysis across multiple strategies.

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.

Curtis Randle El is a financial advisor with NFSG Corporation and holds a Series 66 designation. He has 19 years of industry experience, including roles at NewBridge Securities Corporation and International Assets Advisory, LLC. Outside of his advisory work, he serves on the board of the Pittsburgh Historic Landmarks Foundation and the Greater YMCA of Pittsburgh. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.