Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing 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, often delegating to third-party managers and using affiliated model strategies.

Neil Mager is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and has been involved with Secure Money Advisors since 2017. Outside of his advisory work, he is also an insurance agent, selling various insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Scott Shoup is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Vicus Capital, Inc., where he has worked since 2003, and has also been affiliated with Cetera Wealth Services, LLC since 2013. Shoup holds a Series 63 license and has experience as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and places an emphasis on retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Benjamin Lewis is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has prior experience with Secure Money Advisors and Matic Insurance Advisors. Outside of his advisory roles, he advises clients on life insurance contracts and annuities. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis to manage investments.

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.

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.

Donna Wren is a financial advisor with Capital Analysts in Allison Park, PA, holding a Series 63 license and 39 years of industry experience. She has been affiliated with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is the president and managing member of a tax/accounting LLC used for journaling Lincoln income. 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 retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

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.

Dennis Travis is a financial advisor with ON Investment Management CO in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked with The ON Equity Sales Company and Ohio National Financial Services for over 15 years. Outside of advisory services, he prepares tax returns and provides tax consulting. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and operates under a dual-registration model with both advisory and broker-dealer activities.

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.

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.