Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Neil Mager is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. He is also associated with Secure Money Advisors and has been involved in an insurance agent role related to sales of various insurance products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Scott Shoup is a CFP® with 37 years of industry experience, currently serving as an advisor at Vicus Capital, Inc. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2003 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Shoup is an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, utilizing both fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

Benjamin Lewis is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Secure Money Advisors and Matic Insurance Advisors. Lewis also advises on life insurance contracts and annuities as part of his activities outside Foundations Investment Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Wyatt Sten is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Investments since 2012. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management along with various managed account programs.

Austen Lunt is a CFP®-certified financial advisor at Capital Analysts with five years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2021 and has prior experience in retail and education sectors, including positions at Sewickley Car Store, Leones Pet Supply, La Roche University, and Community College of Allegheny County. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment research team and provides various customizable advisory services.

Maria Koedel is a CFP® professional with two years of industry experience. She is currently with Allegheny Financial Group in Pittsburgh, PA, where she has worked since 2021. Prior to joining Allegheny, she was employed by The Scion Group and has also held positions at The Pennsylvania State University. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, utilizing an in-house research team and investment committee to guide portfolio construction and manager selection. Allegheny also acts as an adviser and general partner to private funds, a distinction that involves additional operational and compliance features.

Donna Wren is a financial advisor with Capital Analysts, holding a Series 63 designation and 39 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1986. Outside of advisory services, she is the president of Donna L. Wren, LLC, an entity used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and foundations. The firm provides discretionary and non-discretionary portfolio management through in-house models, third-party managers, and advisor-managed portfolios.

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 at On Investment Management Company with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at The ON Equity Sales Company and Ohio National Financial Services. Outside of advising, he also prepares tax returns and provides tax consulting. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plans. The firm provides a range of advisory programs, including fee-based planning and managed accounts, serving both discretionary and non-discretionary client relationships.

Darin Hawn is a CFP® professional with 25 years of experience in the financial industry. He has been with Allegheny Financial Group Ltd. and Allegheny Investments, Ltd. since 2000. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach guided by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management along with managed account programs and private funds for qualified investors.

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 18 years of experience, currently serving at Allegheny Financial Group Ltd since 2007. He holds Series 63 and Series 65 licenses and has been associated with Allegheny Investments from 2007 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm emphasizes mutual-fund-based portfolios supported by in-house research and an investment committee, utilizing both discretionary and non-discretionary management, and acts as adviser to private pooled vehicles and private funds.

David Jeter is a CFP® with 34 years of industry experience, currently serving as an advisor at Allegheny Financial Group Ltd since 2003. He holds a Series 63 license and volunteers pro bono financial planning services for cancer-related causes. Allegheny Financial Group provides investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities, using mutual-fund-based portfolios guided by in-house research and an investment committee. The firm offers discretionary and non-discretionary management, managed account programs, and sponsors private funds for qualified investors.

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 Ltd in Pittsburgh, PA. He has been with Allegheny Investments, Ltd. and Allegheny Financial Group, Ltd. since 1994. Outside of his advisory role, Kuhn is involved in managing and operating several private fund entities affiliated with the firm. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and an investment committee, utilizing diversification and ongoing monitoring to manage risk, and frequently implements client mandates through third-party Independent Managers.

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.