Steven Bertolo is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at BPU Investment Management and Questar Asset Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Brady Petersen is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry. He is affiliated with Larson Financial Group, LLC and has held roles at Petersen Financial LLC since 2019 and Larson Financial Securities since 2011. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and customized discretionary programs with strategic and tactical approaches, including option overlays and separately managed accounts, while incorporating AI-assisted tools alongside human review.

Kevion Latham is a CFP® with 14 years of industry experience currently advising at Northwest Asset Management. His prior roles include positions at The Colony Group, LLC, Kailasa Capital Management LLC, and Raymond James Financial Services. In addition to financial advising, he owns and oversees GreenRose Tax & Accounting, providing accounting services and client coordination. Northwest Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm focuses on customized investment management based on strategic asset allocation and Modern Portfolio Theory, offering a range of services including retirement planning, tax preparation, and sub-advisory support.

William Stotz is a financial advisor at Staley Capital Advisers Inc with 25 years of industry experience. He holds a Series 65 designation and has been with Staley Capital Advisers since 1998. Outside of his advisory role, he serves as a board member of Virtech Bio, Inc., a company developing an oxygenating solution for trauma treatment and organ preservation. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, charitable organizations, corporations, and profit-sharing plans. The firm employs a long-term, value-driven investment approach while tactically addressing short-term market dislocations, managing both private accounts and a concentrated long/short limited partnership.

Michael Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors since 2009. 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 by manager research and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Alexander Papson is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Schneider Downs Wealth Management Advisors, LP since 2019 and previously held roles at Purshe Kaplan Sterling Investments, D.B. Root & Company, LLC, and Cantor Fitzgerald Wealth Partners. He is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting, employing a process that includes manager research, risk-tolerance review, and diversified portfolio construction.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Parsons also worked for seven years at Applebee’s before entering the financial services industry. 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 Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment allocation, offering discretionary and non-discretionary portfolio management along with related tax and accounting services.

Danielle Reitz is a CFP® with 26 years of industry experience, currently serving at Aprio Wealth Management, LLC. She previously worked at Facet Wealth, Icma Rc, and USAA Financial Advisors. Reitz holds a Series 63 license and is based in Pittsburgh, PA. Aprio Wealth Management provides discretionary and non-discretionary advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and plan sponsor consulting, and maintains approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Merle Koon is a CFP® with 25 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. He is also licensed as an insurance agent and provides business consulting services focused on client education in business improvement, systems, cost control, and customer service. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

James Moyer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Prior to joining Schneider Downs, he worked at PNC Bank N.A. from 2014 to 2018. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process and diversified portfolio construction.

Howard Shear is a financial advisor with Good Life Advisors, LLC in Monroeville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with Good Life Advisors since 2014. Outside of his advisory role, he is involved with Shear Capital Group, LLC, providing financial planning and wealth management services. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple sponsored advisory programs.

Stephen Receski is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Spire Investment Partners, LLC since 2009. Outside of his advisory role, he performs outside accounting work for businesses and individuals through a separate tax services business in the Pittsburgh area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management options including discretionary and non-discretionary services. The firm employs a diverse mix of investment strategies and offers access to proprietary risk overlays and various third-party programs.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Delaney Heenan is a financial advisor at Trustmont Advisory Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including tax preparation and bookkeeping, as well as financial services client coordination. Heenan has also been involved in tax and financial services as an enrolled agent through her own firm, Delaney Heenan Tax & Financial Service LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

William Johnston IV is a financial advisor at Trustmont Advisory Group, Inc. with 44 years of industry experience. He has held his current role at Trustmont Financial Group, Inc. since 2015. Johnston holds Series 63 and Series 65 designations. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a long-term investment outlook and draws on multiple public research sources to manage discretionary accounts, with approximately $1.3 billion managed as of December 2025.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 credential. He has three years of industry experience, including previous roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, he is the sole proprietor of Annuity IQ, LLC, where he is involved in life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various organizational clients. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model that involves client approval of transactions.

Robert Turner is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trustmont Advisory Group since 2018, following his tenure at Trustmont Financial Group beginning in 2011. Trustmont Advisory Group serves individual and institutional clients, including pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Anthony Hladek is a financial advisor at Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Trustmont Advisory Group and its affiliated Trustmont Financial Group since 2007. Outside of his advisory role, he is a member of LokDek, LLC and serves on the board of Trustmont Financial Group, Inc. 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 supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.