George Emanuele Jr. is a CFA® charterholder with two years of experience in the financial industry. He has worked at Fifth Third Wealth Advisors LLC since 2024 and previously spent 17 years at BNY Mellon. He has also taught Finance 301 as an adjunct professor during the summer at Pennsylvania State University Behrend. 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, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

James Lamperski is a CFP® professional with two years of experience at Fifth Third Wealth Advisors LLC and 15 years previously at BNY Mellon Wealth Management. He is president and co-owner of Lamperski Enterprises, Inc., which operates a franchised Super Wash car wash. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors, utilizing customized strategic asset allocation frameworks and a mix of in-house and third-party management resources.

Courtney Collins is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Allegheny Financial Group since 2019, following roles at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group is an employee-owned, SEC-registered multi-team advisory firm managing approximately $5.6 billion for about 3,920 clients. The firm provides comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating proprietary research and third-party managers in its investment process.

Jan Jumet is a financial advisor with Western Wealth Management LLC in Beaver Falls, PA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a long-standing affiliation with LPL Financial since 2010. Jumet serves as a trustee of a charitable trust and is a board member on the Waste Water Management Trust Committee for the City of Beaver Falls. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm utilizes a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party managers and strategies, offering comprehensive portfolio management and financial consulting services.

Matthew Jaspert is a CFP® with nine years of industry experience and has been with Allegheny Financial Group since 2014. He is based in Pittsburgh, PA, and holds a Series 66 license. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm offers comprehensive financial planning and portfolio management services, often utilizing proprietary research and third-party managers, and provides portfolio management for private funds and pooled investment vehicles.

Patricia Piatt is a financial advisor at Prosperity Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, W&S Brokerage Services, Western Southern Life, and The Huntington Investment Company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment process with continuous portfolio supervision and due diligence on recommended managers.

Kelton Burgess is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2020 through KMB Financial DBA Cranberry Wealth. Burgess also owns and operates a law practice, the Law Offices of Kelton M. Burgess, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Brian Quaranta is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Secure Money Advisors since 2010 and has been with Foundations Investment Advisors since 2019. Outside of advisory work, he is involved with Secure Money Advisors LLC, where he conducts insurance sales and client reviews. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.

Eric Demico is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has been with Gibson Capital, LLC since 2014. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide, focusing on strategic asset allocation through customized, diversified portfolios primarily using mutual funds and ETFs. The firm emphasizes disciplined implementation, regular rebalancing, and client collaboration rather than short-term market timing.

Jerald Wozniak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 40 years and has longstanding involvement with FANS, Milico (Al Williams Co), and Fox Chapel Area Schools. Capital Analysts serves retail and institutional clients, including individual investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement plan advice through a nationwide network of advisors and firm-managed programs. The firm utilizes an in-house Investment Management & Research team along with third-party managers to deliver discretionary and non-discretionary investment management.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience, currently serving at Allegheny Financial Group since 2002. He holds the Series 63 and Series 65 licenses and has been with Allegheny Investments, Ltd and Allegheny Financial Group for over two decades. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion in assets for nearly 3,920 clients. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting, serving individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles.

Brian Pitell is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 66 designation and has a career background that includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president for Safari Club International, a nonprofit organization dedicated to hunting and conservation. 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, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual fund screening process.

Matthew Kelly is a CFP® professional 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 is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients, offering comprehensive financial planning and portfolio management services. The firm serves individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, and distinguishes itself by acting as adviser and sometimes general partner to private funds while operating as an employee-owned business.

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.

Michael Deluca is a financial advisor with Prosperity Wealth Management, Inc. in Beaver Falls, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services, Inc. since 2010, where he also serves as a compliance officer. Additionally, he is an officer of Gabauer Enterprises, Inc., managing accounting for life and fixed annuity commissions. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Chris Wieder is a CFP® professional with 25 years of industry experience, currently serving at Allegheny Financial Group since 2006. He holds Series 63 and Series 66 licenses and provides tax preparation services as an independent contractor for established clients. Allegheny Financial Group is an SEC-registered multi-team advisory firm with approximately 31 advisors managing around $5.6 billion. The firm offers comprehensive financial planning and portfolio management, serving individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, and is noted for its role as adviser and general partner to private funds.

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.