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.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience. He has been with Allegheny Financial Group and Allegheny Investments, Ltd since 2002. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm utilizes mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee, offering both discretionary and non-discretionary management while also advising private funds and acting as a general partner or sponsor in certain cases.

Matthew Kelly is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at Allegheny Financial Group Ltd since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.

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 having six years of industry experience. She has been with Foundations Investment Advisors since 2020 and has also been associated with Secure Money Advisors since 2008, where she engages in the sale of various insurance products. 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 provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a range of investment products and affiliated professional services.

Shane Kaler is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has three years of industry experience and previously worked at Berthel, Fisher & Company Financial Services, Inc. He is also the owner and operator of Kaler Financial Solutions LLC, which focuses on fixed insurance, investments, and notary services. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual and institutional clients. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, providing flexible fee arrangements and a range of investment platforms through a network of independent advisors.

Chris Wieder is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Allegheny Financial Group Ltd since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides tax preparation services as an independent contractor for established clients. Allegheny Financial Group offers investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach guided by in-house research and an investment committee, employing diversification and ongoing monitoring to manage risk.

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.

Gary Casciola is a financial advisor at AssuredPartners Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, Private Advisor Group, LLC, and LPL Financial. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA fiduciary plan services and participant education.

David Mcginley is a financial advisor with WesBanco Securities, Inc. in New Castle, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with WesBanco Securities since 2015. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs and access to third-party managed solutions, using a variety of analytical methods and strategies while maintaining a primarily nondiscretionary approach.

Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC holding a Series 65 designation and one year of industry experience. His prior roles include positions at Federated Hermes Inc, Peoples Natural Gas, and Fox Chapel Golf Club. Foundations Investment Advisors is a multi-advisor registered investment adviser 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.

Timothy Miller is a financial advisor at Concurrent Investment Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera Advisor Networks and ORG Partners. Miller is also an instructor at the Community College of Allegheny County, teaching retirement planning courses. Concurrent Investment Advisors is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with approximately $15.7 billion in assets under management across about 240 advisors.

Kevin Savona is a CFP® with five years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2023. Prior to this, he worked at BNY Mellon for 15 years. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly uses third-party managers alongside affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Ariel Watson is a CFP® professional at Allegheny Financial Group Ltd with over six years of experience in financial advising. Prior to joining Allegheny, Ariel worked at Partners Financial Group and Edward Jones. Outside of advising, Ariel has held roles in residence life and student services at Penn State Behrend. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a mutual-fund-based investment approach supported by in-house research and offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.

Blake Curle is a CFP® and CFA® with six years of experience in the financial advisory industry. He has been with Gibson Capital, LLC since 2016, including a prior position at Fragasso Financial Advisors from 2015 to 2016. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm employs a strategic asset-allocation approach, focusing on customized, diversified portfolios implemented primarily through mutual funds and ETFs, with an emphasis on disciplined rebalancing and manager due diligence.

Kellie Gillespie is a financial advisor with Vicus Capital, Inc. in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Vicus Capital since 2016 and also has affiliations with Cetera Wealth Services, LLC and Pennsylvania Financial Group. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides both fiduciary consulting and specialized program features.

Sean Menzies is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Good Life Advisors since 2014, also maintaining an association with LPL Financial since 2013. Outside of his advisory role, he is involved with the NSS Life Fraternal Order as an agent for non-variable insurance. 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 employs a team-based approach using multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and planning subscription services.

Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

Michael Montileone is a financial advisor with Allegheny Financial Group Ltd in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Allegheny Investments, Ltd. since 1992. Outside of advising, Montileone serves as a trustee and is treasurer for Gunny's Ridge, a veteran and first responder assistance organization. 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, and it acts as adviser to private pooled vehicles and private funds, managing approximately $4.9 billion in assets across 28 advisors.

Jamie Drennen is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 designation and two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Drennen held roles at Strassburger McKenna Gutnick & Gefsky, ADEX/Crown Castle, and Schneider Downs, among others. 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 commonly manages portfolios on a discretionary basis using equities, fixed income, alternatives, and derivatives, often delegating to third-party managers and affiliated model strategies.