Justin Kovac is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst and Young LLP from 2015 to 2020. Outside of advising, he is a partner at ATI Financial Services LLC, which provides accounting, tax, and payroll services including IRS representation. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, operating across a nationwide network of independent advisors.

Robert Lauro is a financial advisor with Blackridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Blackridge since 2017 and maintains roles with PEAK Brokerage Services and Gateway Strategies, where he is also owner of a marketing organization focused on insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates a network of investment adviser representatives using a variety of portfolio management strategies, including discretionary models supported by an affiliated turnkey asset management platform.

Kaitlyn Kocuba is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 66 designation with eight years of industry experience. She previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. / Premier Wealth Partners. Kaitlyn has been with Heritage Wealth Advisors since 2021. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans through portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models incorporating multiple investment strategies and offers discretionary and non-discretionary management, coordinating with outside professionals as needed.

Brian Daniels is a financial advisor with Prosperity Wealth Management, Inc. in New Brighton, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services since 2006. Outside of advisory work, Daniels is president and owner of Daniels Trading Company, LLC, a business focused on importing goods from Paraguay, and he also provides tax preparation services through Forte Financial Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with quarterly reviews, employing a diverse set of analytical methods and oversight of third-party managers.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Eric Matsko is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Allegheny Financial Group since 2016. He also holds the Series 66 designation. Outside of his advisory role, Matsko acts as House Manager for the Fort Macintosh Club, a private social club in Pittsburgh. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, high-net-worth clients, 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 incorporates third-party manager recommendations and private funds within its investment approach.

Wiley Belknap is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Motley Fool Wealth Management and Ayco/Goldman Sachs. Wiley served in the US Navy from 2016 to 2017. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm offers discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services, utilizing a fiduciary, goals-based investment process and a range of strategies from low-cost ETFs to professional options and synthetic lending.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.

Danielle Stevenson is a financial advisor at Allegheny Financial Group in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Stratos Wealth Partners, LPL Financial LLC, Equitable, Wells Fargo Clearing, Merrill, and BNY Mellon. Allegheny Financial Group manages approximately $5.59 billion for individuals, trusts, estates, retirement plans, and pooled investment vehicles through a multi-advisor team. The firm offers comprehensive financial planning, portfolio management, and IRA consulting, employing a research-driven approach with both discretionary and non-discretionary mandates and notable involvement in private fund advisory and pooled vehicles.

Justin Bensema is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has worked at Fifth Third Wealth Advisors since 2023 and has prior experience at BNY Mellon. 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 other 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 utilizing affiliated model strategies.

Rylan Marx is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory role, he is a partner at ATI Financial Position, where he provides tax and accounting services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary in-house teams and non-discretionary advisors, utilizing proprietary mutual fund screening processes and providing retirement-plan advice.

William Baker is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2018. His prior experience includes roles at Citizens Securities, Inc., Citizens Financial Group, and Select Financial Group, LLC. He is also involved with Riverview Wealth Partners, LLC, which operates as a DBA for Stratos advisory services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing both customized asset allocations and model portfolios.

Michael Riordan is a Series 65-licensed advisor with 14 years of industry experience. He serves as a Managing Director and owner of SRS Investment Services, LLC, a partnership he formed with colleagues, through which they collectively manage advisory activities. He has been with SRS Capital Advisors, Inc. since 2012. He is affiliated with Arax Advisory Partners, a multi-team firm that offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. Arax employs a fiduciary approach using in-house and external portfolio teams, model portfolios, and a mix of traditional and alternative investments.

Jason Klein is a CFA® charterholder with six years of industry experience. He currently serves as Director of Fixed Income at HBKS Wealth Advisors and is also a Portfolio Manager at Park Shore Partners. His prior experience includes roles at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis, employing a broad set of strategies and maintains affiliations with related businesses, including Park Shore Partners.

Joseph Marstellar is a Series 66-licensed financial advisor at Allegheny Financial Group with 21 years of industry experience. He has been with Allegheny Financial Group since 2011, following three years at Wrp Investments, Inc. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion across individual, trust, estate, and retirement plan clients. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of discretionary and non-discretionary mandates, third-party manager recommendations, and private fund advisory services with enhanced operational oversight.

Cassidy Richardson is a CFP® with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. She holds the Series 63 and Series 65 licenses and is based in Pittsburgh, PA. 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-backed approach with both discretionary and non-discretionary mandates, and it is notable for its advisory role in private funds and pooled vehicles.

Matthew Haller is a CFP® professional with seven years of industry experience, currently serving at Allegheny Financial Group where he has worked for ten years. He holds a Series 66 license and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team providing services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing a research department and investment committee to oversee diversified mutual fund portfolios and both discretionary and non-discretionary mandates.

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. 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 customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

Nancy Mckee is a CFP® and holds a Series 66 designation, with 19 years of industry experience. She has been with Allegheny Financial Group in Pittsburgh, PA, since 1988. 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, risk-managed approach that includes discretionary and non-discretionary mandates and private fund recommendations.