Wyatt Sten is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Allegheny Investments since 2012. Allegheny Financial Group is a multi-team advisory firm managing approximately $5.6 billion across 31 advisors and nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, utilizing proprietary research and an investment committee to guide portfolio construction.

Austen Lunt is a CFP® and Series 66 credentialed financial advisor with five years of experience, currently with Capital Analysts and Lincoln Investment. His prior work includes roles at Sewickley Car Store and Leones Pet Supply, and he has been involved in academia through La Roche University for nine years. Capital Analysts serves a broad client base including 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, delivering investment management both through an in-house discretionary team and advisor-managed third-party managers.

Maria Koedel is a CFP® professional at Allegheny Financial Group with two years of industry experience. She previously worked at The Scion Group and has been with Allegheny Financial Group since 2021 in various roles. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, utilizing proprietary research and an investment committee to guide investment decisions.

Donna Wren is a financial advisor with Capital Analysts in Allison Park, PA, holding a Series 63 credential and 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is president and managing member of Donna L. Wren, LLC, an entity used for tax and accounting purposes. Capital Analysts serves retail and institutional clients, including individual investors, trusts, foundations, and retirement plans. The firm offers portfolio management and access to third-party managers through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment 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.

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 experience, currently serving at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Financial Group and Allegheny Investments, Ltd. since 2000. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting services, and is notable for its role as adviser and general partner to private funds as well as its management of pooled investment vehicles.

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® professional with 19 years of industry experience, currently serving at Allegheny Financial Group since 2007. He holds Series 63 and Series 65 licenses and has been part of Allegheny Investments for 17 years. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion across nearly 3,920 clients. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, and pooled investment vehicles, often incorporating proprietary research and third-party managers in its investment approach.

David Jeter is a CFP® professional with 34 years of industry experience, currently serving at Allegheny Financial Group since 2003. He holds the Series 63 designation and has been involved in pro bono financial planning for cancer patients as a volunteer CFP. Allegheny Financial Group is a multi-team advisory firm managing approximately $5.6 billion across 31 advisors and offers comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles. The firm distinguishes itself through its role as adviser and occasional general partner to private funds and its provision of portfolio management for pooled vehicles.

Hal Caprara is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with BCG Securities since 2015. 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 offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts, employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis across long- and short-term strategies.

Jonathan Kuhn is a CFP® with 29 years of industry experience, currently serving at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments, Ltd. and Allegheny Financial Group, Ltd. since 1994. Kuhn is involved in managing several private funds and fund of funds as part of his broader advisory activities. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating mutual funds and third-party independent managers. Allegheny also acts as adviser and general partner to private funds, offering portfolio management for pooled vehicles, which is less common among similar firms.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens. His prior roles include positions at The Leaders Group, Inc., Ratio Wealth Group LLC, MML Investor Services LLC, and MassMutual Life Insurance Company. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets.

Rom Hurst is a CFP® with 29 years of industry experience currently serving at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments, Ltd. and Allegheny Financial Group, Ltd. since 1994. Allegheny Financial Group is a multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients, including individuals, high-net-worth clients, trusts, estates, and pension plans. The firm offers comprehensive financial planning and portfolio management services, often incorporating proprietary research and third-party independent managers, and is notable for its role as adviser and general partner to private funds and management of pooled investment vehicles.

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 worked at Lincoln Investment Planning, Inc. since 2012 and previously held roles at LPL Financial, Countrywide Investment Services, and TD Ameritrade. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process and maintains institutional relationships that support its investment products and services.

George Balocik is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and over 44 years of industry experience. His prior roles include positions at Lincoln Investment, Cetera, BPG Planning, Guardian Life, and Weber Insurance Agency. He also engages in the sale and service of fixed annuities and insurance as a broker/agent. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm employs a proprietary mutual-fund screening process and maintains institutional relationships that support its investment and retirement services.

Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with BCG Securities since 2015 and also works at Key Wealth Management, Inc. since 2021. Outside of his advisory roles, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services primarily to retirement plans and individual clients with significant assets. The firm employs a variety of investment strategies and combines advisory services with affiliated broker-dealer activities, with a focus on pension consulting and participant education.

Katrina Brown is a CFP® and holds a Series 66 license with nine years of industry experience. She has been with Allegheny Investments, Ltd since 2015. Allegheny Financial Group is an employee-owned, SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm serves individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles through comprehensive financial planning and portfolio management, utilizing proprietary research and third-party manager recommendations.