Matthew Kelly is a CFP® with 18 years of industry experience, currently serving at Allegheny Financial Group since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a multi-advisor team approach, offering comprehensive financial planning and portfolio management programs that emphasize asset allocation, diversification, and oversight from a dedicated research department and investment committee.

Ethan Berkebile is a CFA® charterholder with three years of industry experience. He is currently a senior investment analyst at Park Shore Partners LLC and HBKS Wealth Advisors. His prior experience includes roles at The Coury Firm and Gibson Capital LLC. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary portfolio management of private pooled funds and multi-asset strategies. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and incorporates ETFs, mutual funds, and option strategies in its portfolio construction and risk management.

Maggie Wenzelburger is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. She has been with Foundations Investment Advisors since 2020 and is also affiliated with Secure Money Advisors, where she has worked since 2008. In addition to her advisory work, she has an insurance agent role involving sales of various insurance products. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and works with third-party sub-advisers and custodians.

Chris Wieder is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at Allegheny Financial Group since 2006. He also provides tax preparation services on a limited basis for established clients. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, offering services to individuals, trusts, estates, and retirement plans with a focus on comprehensive financial planning and portfolio management that includes discretionary and non-discretionary mandates and private fund recommendations.

Meagan Roberts is a financial advisor at Heritage Wealth Advisors with four years of industry experience. She previously worked for seven years at PricewaterhouseCoopers. Roberts is based in Wexford, PA. Heritage Wealth Advisors offers investment advisory and consulting services to individuals, families, trusts, business entities, nonprofit organizations, and retirement plans. The firm focuses on customized asset allocation strategies and manages portfolios using a variety of investment vehicles, while also serving as an affiliated private fund adviser and operator.

David Mcginley is a financial advisor with WesBanco Securities, Inc. in Zelienople, Pennsylvania, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. His prior roles include positions at Citizens Securities, Essex National Securities, and Uvest Financial Services Group. He spends a portion of his time soliciting life insurance and fixed annuity products. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm employs a tailored investment approach combining fundamental and technical analysis, with implementation supported by third-party program sponsors, operating as a subsidiary of a bank holding company with affiliated trust and insurance services.

Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Federated Hermes Inc and Peoples Natural Gas. He also worked at the Fox Chapel Golf Club and has a background that includes time at Pennsylvania State University and North Allegheny School District. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.

Kevin Savona is a CFP® with five years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2023. Prior to this, he worked at BNY Mellon for 15 years. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly uses third-party managers alongside affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Ariel Watson is a CFP® professional with experience at Allegheny Financial Group since 2021, including roles at Partners Financial Group and Edward Jones earlier in her career. She has also held positions related to residence life and student services at Penn State Behrend. Allegheny Financial Group manages over $5.5 billion through a multi-advisor team serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a research-driven investment approach with both discretionary and non-discretionary mandates and offers comprehensive financial planning and portfolio management services.

Blake Curle is a CFP® and CFA® with seven years of industry experience. He has been with Gibson Capital, LLC since 2016 and currently practices in Wexford, PA. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm employs a strategic asset allocation approach focusing on broad diversification through mutual funds and ETFs, involving clients in decision-making and conducting regular account reviews.

Kellie Gillespie is a financial advisor with Vicus Capital, Inc. in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Vicus Capital since 2016 and also has affiliations with Cetera Wealth Services, LLC and Pennsylvania Financial Group. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides both fiduciary consulting and specialized program features.

Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

Michael Montileone is a financial advisor at Allegheny Financial Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and spent 32 years at Allegheny Investments, Ltd. Montileone serves as a trustee and is treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, emphasizing asset allocation and diversification, and provides both discretionary and non-discretionary mandates including oversight of private fund recommendations.

Jamie Drennen is a Series 65 licensed financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. Prior to joining Fifth Third Wealth Advisors, Jamie worked at Strassburger McKenna Gutnick & Gefsky and held various roles including positions at ADEX/Crown Castle, Cafardi Ferguson Wyrick Weis & Gabriel, and Schneider Downs. Jamie’s background also includes legal experience gained while attending law school full-time from 2015 to 2018. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a mix of in-house oversight and third-party managers to implement household-level Investment Policy Statements.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Christopher Smith is a CFP® professional with nine years of industry experience, currently serving at Allegheny Financial Group. He worked previously at Allegheny Investments, Ltd for eight years. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, incorporating both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles.

Michael Dykes is a CFP® professional at Allegheny Financial Group with nine years of experience in the financial industry. He has worked at Allegheny Financial Group since 2019 and previously held positions at PNC Investments, United Healthcare, and Fidelity 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 distinguishes itself by advising private funds and managing pooled vehicles.

Anthony Pratt is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Advisors since 2018, following prior roles at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. Outside of his advisory work, he is part owner of Revelations Counseling & Wellness, a mental health counseling and wellness business founded by his two daughters. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs with customized asset allocations and discretionary account management.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Ian Cerminara is a CFP® and Series 66 credentialed advisor at Allegheny Financial Group with 12 years of industry experience. He has been with Allegheny Financial Group since 2013. 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, using a research-driven approach and asset allocation to manage risk, and provides advisory services for private funds and pooled vehicles.