Heather Brinker is a financial advisor at SEIA in Pittsburgh, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, and has also been associated with LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical and security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Jacob Roberge is a financial advisor with Staley Capital Advisers Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Staley Capital Advisers in 2026, he worked for seven years at William Blair and spent four years at Northwestern University. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts, including insurance companies. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection alongside passive instruments, with portfolio managers given discretionary authority and coordination through an investment committee.

Michelle Adelsperger is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 license and 22 years of industry experience. She is also a shareholder and treasurer at Scarano, Trump & Adelspenger, a certified public accounting firm, where she manages client financial statements, tax returns, and staff. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Douglas Smith is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Trustmont Advisory Group and its related entity since 2007. Additionally, Smith is an insurance agent involved in the sale of accident and health, disability, life insurance, and fixed annuities. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment outlook and utilizes a broad range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Jack Heffner is a ChFC® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. in Greensburg, PA. He has been with the firm and its predecessor, Trustmont Financial Group, since 2011. He is also engaged in insurance sales as an agent specializing in accident and health and disability insurance. Trustmont Advisory Group serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach and utilizes a variety of public research sources to manage discretionary accounts totaling approximately $1.3 billion as of late 2025.

Kyle Smith is a financial advisor with New Edge Wealth who holds a Series 63 designation and has 35 years of industry experience. He has worked at NewEdge Securities, Inc. since 1999 and has been with New Edge Wealth and NewEdge Advisors LLC since 2020 and 2021, respectively. Kyle serves as a financial executive for an investment-related business focused on ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm emphasizes asset allocation and investor behavior in its investment approach, tailoring portfolios through independent managers, model strategies, and proprietary investment solutions, while integrating technology tools and AI-assisted analytics alongside human review.

Michael Samuels is a financial advisor at BFC Planning, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 43 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Samuels serves as Treasurer for the Graham Place Community Association and holds several nonprofit board and committee roles focused on scholarship distribution and services for disabled individuals. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and referrals to external managers, employing a range of investment strategies across stocks, bonds, mutual funds, and ETFs.

Lawrence Hamilton is a CFP® with 39 years of industry experience, currently serving at Trustmont Advisory Group, Inc. He has held roles at several firms including Financial Network Investment Corporation and Northeast Advisers, Inc. Hamilton is also involved in the sale of disability and life insurance, fixed annuities, and consulting for retirement plans through his ownership of Mid America Group-Northeast, Inc. Trustmont Advisory Group, Inc. serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using various public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Joseph Matusz is a financial advisor with Virtue Capital Management, LLC and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including prior roles at Exodus Wealth, Prosperity Wealth Management, Fortune Financial Services, and Golden Triangle Financial Services. In addition to advisory work, he is an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model to deliver customized portfolio management and financial planning, using tactical, strategic, and dynamic investment approaches along with third-party manager due diligence.

Nancy Bennett is a CFP® professional with 17 years of industry experience. She is affiliated with Trustmont Advisory Group, Inc. and is a senior member of Bennett & Brkovich, LLC, an accounting firm. Bennett also serves as a trustee for the Margaret L. Janisse Charitable Remainder Trust and manages a farm in Fairfield Township, PA. Trustmont Advisory Group serves individual and institutional clients with financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook, incorporating public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets.

James Scanlon is a CFP® professional with 18 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Spire Investment Partners, KAPP/SCANLON FINANCIAL GROUP, and UBS Financial Services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios using a mix of active and passive strategies tailored to client objectives. The firm is noted for its scale, breadth of institutional work, and use of a variety of analytical approaches and third-party tools to customize client allocations.

Brady Petersen is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry. He is affiliated with Larson Financial Group, LLC and has held roles at Petersen Financial LLC since 2019 and Larson Financial Securities since 2011. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and customized discretionary programs with strategic and tactical approaches, including option overlays and separately managed accounts, while incorporating AI-assisted tools alongside human review.

Kevion Latham is a CFP® with 14 years of experience in financial services. He is currently with Northwest Asset Management and previously worked at The Colony Group, LLC, Kailasa Capital Management LLC, and Merrill. Latham also owns and operates GreenRose Tax & Accounting, where he oversees accounting reports and client billing coordination. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, tax preparation, and sub-advisory services, using strategic asset allocation and diversified investment vehicles within a fiduciary framework.

William Stotz is a financial advisor at Staley Capital Advisers Inc with 25 years of industry experience. He holds a Series 65 designation and has been with Staley Capital Advisers since 1998. Outside of his advisory role, he serves as a board member of Virtech Bio, Inc., a company developing an oxygenating solution for trauma treatment and organ preservation. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, charitable organizations, corporations, and profit-sharing plans. The firm employs a long-term, value-driven investment approach while tactically addressing short-term market dislocations, managing both private accounts and a concentrated long/short limited partnership.

Danielle Reitz is a CFP® professional with 26 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Facet Wealth, Icma Rc, and USAA Financial Advisors. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolios aligned with clients’ objectives and risk tolerance, emphasizing asset allocation and long-term purchasing-power preservation through diversified investment strategies.

Merle Koon is a CFP® professional with 26 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. His prior experience includes two years with Osaic FA, Inc. He is also active as an insurance agent and provides business consulting services focused on business improvement, systems, cost control, and customer service. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, institutions, and business entities, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach using a broad range of public research and manages approximately $1.3 billion as of year-end 2025.

Kent Newhart is a Series 65-registered financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and previously worked at ATA Financial Group LLC and ATA Management Strategies. He serves as president of the Whitehall Township Industrial & Commercial Development Authority. CX Institutional provides portfolio management, financial planning, and retirement plan consulting to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates technology platforms for consolidated reporting and tax-efficient asset location.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.