Jacob Filipowski is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Trajan Wealth, L.L.C. and has previously worked at Fisher Investments, PNC Investments, and Cambridge Investment Research. His background includes a mix of investment advisory roles and early work outside finance. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients and charitable organizations. The firm employs a long-term, disciplined investment approach centered on stocks, ETFs, and mutual funds, with portfolios customized to clients’ risk tolerances and other specific circumstances.

Jason Graper is a CFP® with 19 years of experience, currently serving as a financial advisor at Allegheny Financial Group since 2007. He previously worked at Allegheny Investments. 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, utilizing both discretionary and non-discretionary mandates, and incorporates private fund recommendations alongside oversight by its research department and investment committee.

David Jeter is a CFP® with 34 years of industry experience, currently with Allegheny Financial Group in Pittsburgh, PA. He worked at Allegheny Investments, Ltd. from 2003 to 2024. Jeter provides pro bono financial planning through a volunteer role focused on cancer-related financial planning. 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 programs, utilizing research and an investment committee to oversee diversified portfolios built primarily around mutual funds.

Hal Caprara is a financial advisor at BCG Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities serves institutional retirement plans and individual clients, primarily those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and typically implements recommendations on a non-discretionary basis while utilizing independent third-party managers and a range of analytical approaches.

Jonathan Kuhn is a CFP® with over 30 years of experience in financial advising. He has been with Allegheny Financial Group since 1994 and has held multiple management roles in several affiliated fund of funds and private offerings. Kuhn is also involved as a managing member or board participant in various investment-related entities associated with the firm. 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 services, employing both discretionary and non-discretionary mandates, with an investment approach that incorporates mutual funds, asset allocation, and diversification to manage risk.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens since 2024. His prior roles include positions at Ratio Wealth Group LLC, The Leaders Group, Inc., Northwestern Mutual Investment Management, MassMutual Life Insurance Company, and MML Investor Services LLC. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, as well as tax and estate planning, managing $8.76 billion in assets as of December 31, 2025.

Rom Hurst is a CFP® with 29 years of industry experience, currently serving as an advisor at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Financial Group and its predecessor, Allegheny Investments, since 1994. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing a research-driven approach with both discretionary and non-discretionary mandates, including recommendations of private funds and third-party managers.

Samantha Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized financial strategies that align with her clients' life goals, emphasizing areas such as family wealth management, legacy planning, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Samantha approaches her role with the philosophy that understanding a client's life priorities is essential to creating effective financial strategies that bridge the gap between financial goals and life aspirations. Samantha holds a Bachelor's Degree from Robert Morris University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also engaged in philanthropic planning, helping clients to integrate their charitable intentions with their overall financial and legacy goals. Outside of her professional life, Samantha values family highly. She enjoys spending time with her two sons and husband, whom she has known since high school. Her personal interests include camping, cooking, gardening, interior decorating, music, traveling, and yoga.

Timothy Bandi is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has previously worked at Lincoln Investment Planning, Inc., LPL Financial, Countrywide Investment Services, and TD Ameritrade in various capacities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors. The firm combines discretionary investment management via its in-house team with non-discretionary solutions, emphasizing fiduciary standards for retirement and tax-advantaged accounts.

George Balocik is a financial advisor at Capital Analysts with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous positions at Lincoln Investment, Cetera, BPG Planning, Guardian Life, and Erie Insurance. Outside of his advisory role, he is involved in the sale and service of fixed annuities and insurance. 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 and customized investment solutions through both discretionary and non-discretionary strategies, supported by an in-house Investment Management & Research team and a nationwide network of independent advisors.

Gary Latuszewski is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Lincoln Investment and Capital Analysts. Outside of his advisory role, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities serves institutional retirement plans and individual clients with accounts typically over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.

Katrina Brown is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Allegheny Investments, Ltd since 2015. 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 services, utilizing both discretionary and non-discretionary mandates and incorporating private fund recommendations and third-party manager oversight.

Chad Hileman is a CFP®, CFA®, and Series 65-registered advisor with 12 years of experience. He has been with Gibson Capital, LLC since 2015. 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 disciplined implementation, regular rebalancing, and client collaboration to design customized, diversified portfolios primarily through mutual funds and ETFs.

Karen Fadzen is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. She is currently with Kestra Private Wealth Services, LLC and previously spent 11 years at XPYRIA Investment Advisors, Inc. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers a broad range of investment products and platforms, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount management and 529 plan services.

Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.

Anne Volk is an investment advisor representative at Vicus Capital, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Wealth Services and Marmaras & Smith LLC. Outside of her advisory role, she has been an independent consultant for a skincare and nutrition products company since 2019. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, using a combination of fundamental and technical analysis. The firm offers a range of strategies and emphasizes retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Craig Galovich is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own financial planning firm since 1992. In addition to his advisory work, he is also an insurance agent specializing in life insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver customized investment solutions.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at International Assets Advisory since 2017 and previously at LPL Financial. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has been with Allegheny Financial Group since 2026, having previously worked at ITS Asset Management from 2014 to 2017. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and certain pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management programs, employing both discretionary and non-discretionary mandates and utilizing a research-driven investment approach with a focus on asset allocation and diversification.

Gary Latuszewski Jr. is a financial advisor at BCG Securities, Inc. with three years of industry experience and holds a Series 66 designation. He has been associated with BCG Securities since 2022 and also works as a tax accountant at TAS Tax and Accounting Services, providing tax preparation, payroll, bookkeeping, and general accounting services. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm focuses on tailored investment recommendations, often on a non-discretionary basis, and incorporates independent third-party manager analysis alongside fundamental and technical approaches.