Timothy Augustine is a CFP® with 32 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His career includes roles at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine & Associates, LLC, which he has owned since 2005. Augustine is involved in tax preparation and insurance sales through his ownership of Gierl Augustine & Associates, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm employs tax-intelligent strategies and discretionary portfolio management with an emphasis on CPA-sourced referrals.

Karen Fadzen is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and has previously worked at XPYRIA Investment Advisors, Inc. for 11 years. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, and supports advisors with multiple platform options and both in-house and third-party managed solutions.

Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.

Anne Volk is an investment advisor representative at Vicus Capital, Inc. with three years of industry experience. Prior to joining Vicus Capital, she held roles at Cetera Wealth Services and Marmaras & Smith LLC. Outside of financial services, she works as an independent consultant for Arbonne, a skincare, makeup, and nutrition products company. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of investment strategies, including core-satellite and ESG allocations, and places particular emphasis on retirement plan consulting and fiduciary services.

Craig Galovich is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at StoneX Advisors since 2015 and StoneX Securities since 2014, as well as operating Galovich Financial Planning Services since 1992. In addition to his advisory work, he is also a licensed life insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group to offer a variety of account structures and model-based investment solutions.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at LPL Financial before joining International Assets Advisory, LLC in 2017. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm generally pursues customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers additional services including retirement plan advisory and financial planning.

Gregg Indovina is a financial advisor at MDRN Capital with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Golden Reserve Retirement, RFG Advisory, and Accelerated Wealth Advisors. Outside of his advisory work, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has worked at Allegheny Financial Group since 2017, including a prior three-year tenure at ITS Asset Management. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm offers investment management, financial planning, retirement plan consulting, and wrap-fee program services, often utilizing mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee.

Gary Latuszewski Jr. is a financial advisor at BCG Securities, Inc. with three years of industry experience and holds a Series 66 designation. He has been associated with BCG Securities since 2022 and also works as a tax accountant at TAS Tax and Accounting Services, providing tax preparation, payroll, bookkeeping, and general accounting services. BCG Securities 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 focuses on tailored investment recommendations, often on a non-discretionary basis, and incorporates independent third-party manager analysis alongside fundamental and technical approaches.

Brandon Sharp is a financial advisor with Fifth Third Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2023, he worked at Bank of New York Mellon, N.A. for eight years. 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 commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Robert Dummer is a financial advisor with WesBanco Securities, Inc. in Beaver, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining WesBanco in 2021, he worked at Citizens Bank and Citizens Securities from 2015 to 2021. Outside of finance, he is involved in a shoe sales business, Gordon Shoes, which he has operated since 2014. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, utilizing various investment strategies and analytical methods.

Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.

Samuel Gaudio is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Good Life Advisors since 2015 and also serves as an instructor at the Community College of Allegheny County. 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-based approach with multiple methods of analysis and offers a range of programmatic solutions alongside educational seminars and ongoing planning subscriptions.

Stephanie Hunter is a financial advisor at Ascentis Independent Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including CETERA Advisor Networks LLC and ORG Partners. Hunter also maintains an insurance agent license through Benchmark Financial Advisors. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses by providing tailored investment advisory services, portfolio management, and financial planning. The firm utilizes a combination of asset allocation strategies, third-party managers, and a Private Direct Investments program to manage client portfolios.

Michael Diulus is an advisor with Foundations Investment Advisors LLC, holding a Series 65 license and four years of industry experience. He has worked at Foundations Investment Advisors and Secure Money Advisors since 2021. In addition to his advisory role, he is active as an insurance agent involved in the sales of insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through a network of 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.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2022. He is also the owner of Novera Wealth Management, LLC and Novera Financial Group, LLC, where he provides financial planning and income planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor strategies and provides ongoing portfolio services on a non-discretionary basis.

Jeremy Vento is a financial advisor at Ausdal Financial Partners, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as president of an insurance agency and acts as a trustee managing estate affairs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes.

Diane Pearson is a CFP® professional with 27 years of experience in financial advising. She has worked at CGN Advisors, LLC since 2019 and previously spent ten years at Emergingwealth Investment Management, Inc. and 25 years at Legend Financial Advisors Inc. Outside of her advisory role, she is involved with the 100 Women Who Care Pittsburgh charitable giving circle, serves on the Board of Advisors for the Robert Morris University Department of Finance, and is a member of the Garrett Planning Network Alliance. CGN Advisors provides financial planning, investment consultation, and portfolio supervision to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers while maintaining periodic portfolio reviews.

Mary Kate Burkes is a CFP® with five years of industry experience, currently serving at Allegheny Financial Group. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and UBS Financial Services. She volunteers as a financial planning advisor for the YWCA National Capital Area Foundation, providing budgeting, saving, and investing guidance to low-income individuals. Allegheny Financial Group advises a diverse clientele, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a research-driven approach to portfolio construction using mutual funds, ETFs, and other pooled products, and it also serves as an adviser and general partner to private funds, overseeing both discretionary and non-discretionary management.

John Walczak is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Allegheny Investments, Ltd since 2008. Outside of his advisory role, he serves as a financial accountability board member for Hill City Church. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, and it acts as adviser to private pooled vehicles and private funds.