Jason Domenick is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds the Series 63 and Series 65 designations and has been with Schneider Downs since 2026. Prior to joining the firm, he worked at Ed Isabella's State Farm Insurance Agency and has experience in catering and retail. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors, offering fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that includes diversified portfolios and tax-aware strategies.

Ryan Kennis is a CFP® with seven years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC since 2021. Prior to joining JFS, he worked at Citizens Securities Inc., Clarfeld Financial Advisors, CITIZENS Bank, and PNC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, and offers services including tax preparation, ERISA plan management, and access to private investment funds.

Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

John Mcdonough is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Trustmark Financial Group, Inc. since 2000. Outside of advisory work, he operates a tax preparation business during tax season and is licensed to sell fixed insurance products. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach utilizing public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 2024.

Cherie Grecko is a financial advisor with Trustmont Advisory Group, Inc. and holds a Series 65 designation. She has two years of industry experience and has worked at PWR Planners, LLC since 2015. Outside of her advisory role, she is involved in the hospitality industry as a bartender and server at Jiggers Pub. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. 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 provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Keeyan Zimmerman is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Trustmont Advisory Group, Inc. and also works with affiliated firms, including Appelman Financial and Trustmont Financial Group. Outside of his advisory roles, Zimmerman owns Columbia County Edgeworks, a local tool sharpening service, and serves as a board member for the Central Susquehanna Community Foundation. Trustmont Advisory Group serves a diverse client base, including individuals and various institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

John Stone is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trustmont since 2015 and serves as an adjunct college professor teaching economics, finance, and management at Gannon University, SUNY Fredonia, and Saint Bonaventure University. 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 approach, leveraging a variety of public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

Seth Truesdell is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 credential and four years of industry experience. He previously worked at PNC Bank and has held roles at Dick's Sporting Goods and the North Allegheny School District. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, and offers a range of retirement and wealth management services.

Nathan Snyder is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 66 designation and has been working in the industry since 2024. His prior experience includes roles at Appleman Financial, Inj Solutions, and 3 B Consultant Services Inc. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm emphasizes a long-term investment approach using a variety of public research sources and offers services ranging from financial planning to discretionary portfolio management.

Nichole Barilla is a CFP® and Series 66 credentialed advisor with seven years of industry experience. She has worked at Snowden Lane Partners since 2018 and was previously employed by BNY Mellon from 2012 to 2018. Barilla serves as treasurer for the Riverview Ridge Condominium Association and is a notary public. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while maintaining client oversight.

James Bower is an investment advisor representative at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LifePro Asset Management, Gradient Advisors, and Questar Asset Management. Outside of his advisory role, he is also a territory manager in commercial gym equipment sales in western Pennsylvania. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities, offering advisory services that range from financial planning to managed account platforms. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and integrates technology solutions and operational support for other advisers.

Laura Abbott Decarolis is a CFP® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2004. She previously worked at Horizon Financial Advisors for 25 years. In addition to her advisory role, she serves as treasurer of a homeowners association. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term investment approach using multiple public research sources and manages discretionary accounts totaling approximately $1.3 billion as of year-end 2025.

Sarah Amey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2013. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, offering a range of services including ongoing portfolio management, fiduciary retirement plan services, tax preparation, and access to private investment opportunities.

Heather Brinker is a financial advisor at SEIA in Pittsburgh, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, and has also been associated with LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical and security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Jacob Roberge is a financial advisor with Staley Capital Advisers Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Staley Capital Advisers in 2026, he worked for seven years at William Blair and spent four years at Northwestern University. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts, including insurance companies. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection alongside passive instruments, with portfolio managers given discretionary authority and coordination through an investment committee.