William Rees is a financial advisor at Waldron Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Northern Trust Securities, Inc. and Northern Trust Bank for over two decades. Waldron Private Wealth provides discretionary and non-discretionary 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 focuses on strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

Jacob Vranish is a CFP® professional with two years of experience at Waldron Private Wealth. He previously worked at UPS and First National Bank of Pennsylvania. 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 emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside its investment solutions.

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Thomas Leslie is a financial advisor with Mariner Independent, holding Series 65 and Series 63 credentials and over 30 years of industry experience. His career includes roles at Wealthvest Financial Partners, The Leaders Group, Inc., World Equity Group, Inc., and other firms. He is currently affiliated with Mariner Platform Solutions and Strategic Path Retirement. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides a comprehensive range of services supported by in-house resources and third-party managers, offering clients access to a variety of investment tools and affiliated businesses such as a state-chartered trust company and an institutional pension consulting affiliate.

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.

Alex Hendrickson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Waldron Private Wealth since 2020 and previously held roles at Legend Financial Advisors, Inc. and EmergingWealth Investment Management, Inc. Hendrickson is also a licensed insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a broad range of clients, including individuals, trusts, and charitable organizations, employing a strategic asset allocation approach across various asset classes and utilizing third-party managers and alternative strategies.

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.

Justin Binion is a financial advisor with Citizens Private Wealth in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Citizens Bank, Bank of America, Merrill, Wells Fargo Clearing, Key Investment Services, and LPL Financial. He serves on the board of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm’s investment approach centers on long-term, goal-based asset allocation within an open-architecture framework, combining discretionary portfolio management and tactical adjustments informed by quantitative and qualitative research.

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.

Christopher Keller is a CFP® with 26 years of experience in the financial services industry. He has worked at Waldron Private Wealth since 2011 and previously spent five years at Purshe Kaplan Sterling Investments. Keller holds the Series 63 and Series 65 licenses. 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 emphasizes strategic asset allocation across a diversified range of asset classes, utilizing mutual funds, ETFs, and third-party managers, and offers an extensive suite of family-office services.

Will Meyer is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently affiliated with Mariner Independent through Mariner Platform Solutions and Strategic Path Retirement. Meyer has prior experience at Farmers National Bank and extensive involvement with the Pittsburgh Field Club. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through its network of investment adviser representatives and affiliated businesses.

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.

Erik Gabrich is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he has experience in the hospitality and real estate sectors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment advice and model portfolios developed by Morningstar Investment Management.

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.

Michael Waldron is a financial advisor at Waldron Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Waldron Private Wealth since 2016. Prior to his advisory role, he was employed at Ohio University for four years. 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 focuses on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers, and offers a comprehensive suite of family-office and wealth management services.

Hiba Chehab is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. Her previous roles include positions at RBC Capital Markets and Bromberg & Associates. Prior to her financial career, she spent several years in education. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation across multiple asset classes and incorporates both mutual funds and alternative strategies, alongside a range of family-office services.

Diana Hallas is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co., LLC, Mercer Allied Company, LP, and Lion Street Financial. She is also an insurance agent with United Capital Risk Management, LLC, where she processes fixed insurance and annuity business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

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.