Wyatt Sten is a CFP®-certified financial advisor with 12 years of experience, currently with Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments since 2012. 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 across several programs, utilizing research and an investment committee to oversee mutual fund-based portfolios with a focus on asset allocation and diversification.

Nicholas Carosella Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Waldron Private Wealth. His prior experience includes roles at Nuclear Electric Insurance Limited and MyCIO WEALTH PARTNERS, LLC. 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 includes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, with additional family-office services and specialized offerings for private and insurance-related investment products.

Austen Lunt is a CFP® professional with five years of industry experience, currently serving at Capital Analysts in Wexford, PA. His prior experience includes roles at Lincoln Investment and positions outside finance at Sewickley Car Store and Leones Pet Supply. He has also been affiliated with La Roche University for nine years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary investment management.

Maria Koedel is a CFP® professional at Allegheny Financial Group with two years of industry experience. Prior to joining Allegheny, she worked at The Scion Group and held positions at The Pennsylvania State University. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion and 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 advisory and pooled vehicle management as part of its services.

Stephen Kajmo is a CFP® professional with one year of experience at Waldron Private Wealth. Prior to joining Waldron, he worked at Hirtle Callaghan & Co and Financial Independence Planning, LLC. Waldron Private Wealth provides 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’s investment process includes strategic asset allocation across multiple asset classes and employs mutual funds, ETFs, third-party managers, and alternative strategies.

Chase Conti is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked continuously at Waldron Private Wealth since 2013. Conti also maintains a license as an insurance agent, dedicating limited time to this role alongside his advisory work. Waldron Private Wealth offers 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’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates both discretionary and non-discretionary solutions, including independent managers and alternative strategies.

Luke Kutzer is a financial advisor with BCG Securities, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his experience includes positions in retail and service industries. BCG Securities, Inc. 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 utilizes written investment policy statements and employs a mostly non-discretionary approach, incorporating independent third-party managers and a variety of investment analyses.

Wade Rashilla is a financial advisor at Waldron Private Wealth with CFP®, CFA®, and Series 65 credentials and four years of industry experience. He previously worked at Fort Pitt Capital Group and held teaching roles at Saint Vincent College, Ligonier Valley High School, and Westmoreland County Community College. Waldron Private Wealth provides 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 employs a strategic asset allocation approach across multiple asset classes and offers a range of family-office services along with portfolio management and investment consulting.

Darin Hawn is a CFP® with 26 years of industry experience, currently serving at Allegheny Financial Group since 2000. He holds Series 63 and Series 65 licenses and has worked within affiliated firms since 2000. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles with comprehensive financial planning and diversified portfolio management strategies.

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.

Robert Wyche is a Series 65-licensed advisor at Waldron Private Wealth with 11 years of industry experience. He has worked at Waldron Private Wealth since 2015. Outside of his advisory role, he serves as a trustee of a life insurance trust, overseeing policy reviews and premium payments. Waldron Private Wealth provides 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 employs a strategic asset allocation approach across various asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

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.

John Abriola is a financial advisor with United Capital Financial Advisors and holds a Series 63 designation. He has 40 years of industry experience, including roles at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, Girard Securities, and Select Financial Group. Outside of advising, he provides income tax preparation and legal services on a limited basis. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and a platform that integrates sub-advisory, consulting, and technology services for independent advisors.

Shea Waldron is a financial advisor at Waldron Private Wealth with 7 years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. 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’s investment approach includes strategic asset allocation across various asset classes and the use of mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office and non-investment services.

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.

Aaron Filbeck is a financial advisor at Waldron Private Wealth with CFP® and CFA® designations. He has one year of industry experience and previously worked with the CAIA Association and The Joseph Group Capital Management. 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 and offers family-office services along with management of private funds.

Noah Bushlow is a financial advisor at Waldron Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Thermo Fisher Scientific Inc. and the University of Pittsburgh. 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 multiple asset classes and offers a range of non-investment services, including family-office support.