Bradley Shear is a financial advisor at Good Life Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and operated Shear Capital Group. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Garret Rigatti is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Trustmont, he worked at #1 Cochran for nine years. He is also involved with Horizon Financial Advisors, where he provides sales and service of mutual funds to clients. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a long-term investment approach drawing on a broad range of public research and offers discretionary portfolio management alongside multiple advisory services.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Pittsburg, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Trustmont Advisory Group and Trustmont Financial Group since 2010 and has been self-employed since 1986. Outside of advising, he provides educational services in financial and health literacy via Zoom, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and his connections to Pittsburgh. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, estates, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Brandon Haynes is a CFP® with 28 years of industry experience, serving at Allegheny Financial Group and Allegheny Investments, Ltd. since 1996 and 1998, respectively. He is involved in multiple investment-related ventures, including managing partnerships and funds of funds. Haynes also serves on the board of Bridge of Hope, a nonprofit organization. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm utilizes mutual funds, ETFs, and pooled products guided by an in-house research team, and offers both discretionary and non-discretionary management while also serving as a general partner and sponsor for certain private funds.

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 credentials with 14 years of industry experience. He previously worked for Wolf Group Capital Advisors for 13 years before joining CW Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach, combining active, passive, quantitative, and ESG strategies, while also providing sub-advisory and family office services.

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.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Peter Dochinez is a CFP® with 43 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 1997. He also has a longstanding affiliation with Trustmont Financial Group, Inc. dating back to 1986. Outside of his advisory role, Dochinez is involved as a managing partner in the development of a critical care facility and serves as assistant treasurer for a volunteer fire department. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

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 eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management for eight years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including high-net-worth individuals, trusts, pension plans, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a household-level investment policy approach and leveraging affiliated bank resources for capital market analysis and security selection.

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.

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.

Dennis Burd is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His career includes roles at Verity Asset Management, Questar Capital Corporation, and ownership of Burd Financial Group, an insurance agency. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

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.

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.

James Ault is a financial advisor with Trustmont Advisory Group, Inc. in Beaver Falls, PA, holding a Series 63 designation and 40 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2009. Outside of his advisory role, he owns United Equity, an insurance business specializing in life, health, accident, disability insurance, and fixed annuities. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook using public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.