Joseph Lux II is a financial advisor with Gradient Advisors, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 16 years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Blackridge Asset Management and has operated The Joe Lux Financial Team, LLC since 2021, which provides financial literacy programs to corporate clients. Outside of financial advisory, Lux has experience in financial education and corporate financial literacy initiatives. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with client approval required for transactions.

Gregory Curtis is a financial advisor at Greycourt & Co., Inc. in Pittsburgh, PA, holding a Series 65 designation and bringing 30 years of industry experience. He has been with Greycourt and its affiliated entities since 1993. Greycourt serves ultra-high-net-worth families, family offices, and related foundations with investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm emphasizes non-discretionary, customized portfolio design and manager selection, supported by an Investment Committee and proprietary tools, distinguishing itself with its focused client base and specialized service offerings.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as an advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Covenant Church of Pittsburgh and Oakmont Capital Management, LLC. Outside of her advisory work, she assists occasionally at her family's coffee and floral shop and provides part-time special needs respite care. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process and provides both discretionary and non-discretionary management across diversified portfolios.

Jeffrey Potter is a financial advisor at Verity Asset Management with 22 years of industry experience. He holds a Series 66 designation and has been with Verity since 2004, including its predecessor entities. Outside of his advisory role, he coaches and scouts for various Black Bear Sports hockey teams. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving individual clients, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment approach featuring tactical asset allocation and both internally managed and third-party strategies.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

Michael Friday is a CFA® charterholder with 24 years of industry experience and has been with Staley Capital Advisers Inc. for 19 years. He holds Series 63 and Series 65 licenses and serves as a board member of The Edgewood Club, a private recreational club in Pittsburgh. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, and select institutional accounts. The firm employs an active, relative-value investment approach that combines asset allocation and security selection with passive instruments as appropriate, managing both separately managed accounts and private fund vehicles.

Jenifer Koch is a CFP® with seven years of industry experience, currently serving at Facet since 2026. She has previously worked at Allegheny Financial Group, Fidelity Investments, and several other financial services firms. Jenifer volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels. The firm uses model-based asset allocations and technology-driven processes to deliver comprehensive planning services without charging traditional asset-based fees.

Brody Mull is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Confluence, he spent four years at the University of Pittsburgh. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers a range of services including investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with both discretionary and non-discretionary account management.

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Shane Witt is a financial advisor with OnePoint BFG Wealth Partners in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. His prior roles include seven years at Park Avenue Securities and Guardian Life Insurance, as well as experience with RoadBotics Inc and The Summit Pittsburgh. Outside of financial advising, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of investment models and third-party managers tailored to client-specific objectives, supported by integrated technology and operational outsourcing.

Roselyn Wilkinson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Pittsburgh, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including 23 years at Berthel Fisher and ongoing involvement with Md & A Financial Management Co since 1999. Wilkinson is also the author of the book *It's Good to be the Queen*, which aims to engage women in their financial future. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of asset management solutions across multiple platforms through approximately 100 independent investment adviser representatives.

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with JFS Wealth Advisors since 2016. Outside of his advisory role, he is a partner in Lee-Mortens Partnership. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a written Financial Goal Plan and an internal Investment Committee utilizing Modern Portfolio Theory to manage portfolios, offering investment management, financial planning, tax preparation, and retirement plan fiduciary services.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 14 years of industry experience. Prior to joining CW Advisors in 2025, he spent 13 years at Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets for a diverse client base including individuals, families, trusts, estates, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework combining active and passive strategies across multiple asset classes, and offers services such as wealth management, retirement plan advisory, family-office solutions, and sub-advisory support.

Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Samantha Sheetz is a CFP® and Series 66-registered financial advisor at Confluence Financial Partners with 10 years of industry experience. She previously worked at Waldron Private Wealth, LLC, Summit Bank, and Raymond James Financial Services. Outside of her investment advisory role, she is also licensed as an insurance agent. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers tailored investment management, retirement plan consulting, and insurance referrals, employing a combination of active and passive strategies alongside proprietary and third-party portfolio management.

Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Tucker Veenis is a financial advisor at Fifth Third Wealth Advisors LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at BNY Mellon Wealth Management and Mid Atlantic Financial Management, Inc. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, and institutional clients. The firm uses household-level Investment Policy Statements to guide portfolio construction and rebalancing, integrating in-house and third-party resources, and is distinguished by its ownership by Fifth Third Bank and operational integration with affiliated entities.

Jason Staley is a CFA® credentialed financial advisor with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Staley serves as a board member of the Mercyhurst University Alumni Board in Erie, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors. The firm offers fee-based investment management, financial planning, and retirement consulting through a committee-driven process, managing over $3.3 billion with a team of 22 advisors.

Michael Touscany is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm operates as a fiduciary, using a combination of active and passive investment approaches, with a notable focus on retirement plan consulting and access to third-party managers.

Montana Nietert is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Enterprise, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he is a private investor in the manufacturing sector. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach incorporating diversified portfolios and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.