Jenifer Koch is a CFP® with seven years of industry experience, currently serving at Facet since 2026. She has previously worked at Allegheny Financial Group, Fidelity Investments, and several other financial services firms. Jenifer volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels. The firm uses model-based asset allocations and technology-driven processes to deliver comprehensive planning services without charging traditional asset-based fees.

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Shane Witt is a financial advisor with OnePoint BFG Wealth Partners in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. His prior roles include seven years at Park Avenue Securities and Guardian Life Insurance, as well as experience with RoadBotics Inc and The Summit Pittsburgh. Outside of financial advising, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of investment models and third-party managers tailored to client-specific objectives, supported by integrated technology and operational outsourcing.

Garret Rigatti is a financial advisor at Trustmont Advisory Group, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at #1 Cochran for 9 years. Outside of his role at Trustmont, he is involved with Horizon Financial Advisors, where he engages in sales and service of mutual funds. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm emphasizes a long-term investment outlook and utilizes a range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Trustmont Advisory Group and its related entities since 2010 and has been self-employed since 1986. Outside of his advisory work, he provides educational services on financial and health literacy, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and related Pittsburgh connections. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook drawing on a broad range of public research sources and offers discretionary portfolio management alongside other advisory services.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

Brandon Haynes is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Allegheny Financial Group. He has worked with Allegheny Investments, Ltd. for 26 years and has been with Allegheny Financial Group since 1996. Outside of his advisory role, he is a board member of the nonprofit Bridge of Hope. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, utilizes both discretionary and non-discretionary mandates, and is active in advising private funds with additional regulatory oversight.

Roselyn Wilkinson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Pittsburgh, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including 23 years at Berthel Fisher and ongoing involvement with Md & A Financial Management Co since 1999. Wilkinson is also the author of the book *It's Good to be the Queen*, which aims to engage women in their financial future. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of asset management solutions across multiple platforms through approximately 100 independent investment adviser representatives.

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with JFS Wealth Advisors since 2016. Outside of his advisory role, he is a partner in Lee-Mortens Partnership. 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 written Financial Goal Plan and an internal Investment Committee utilizing Modern Portfolio Theory to manage portfolios, offering investment management, financial planning, tax preparation, and retirement plan fiduciary services.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 14 years of industry experience. Prior to joining CW Advisors in 2025, he spent 13 years at Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets for a diverse client base including individuals, families, trusts, estates, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework combining active and passive strategies across multiple asset classes, and offers services such as wealth management, retirement plan advisory, family-office solutions, and sub-advisory support.

Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Peter Dochinez is a CFP® with 44 years of industry experience, currently serving at Trustmont Advisory Group, Inc., where he has worked since 1997. He has been involved with Trustmont Financial Group, Inc. since 1986. Beyond advising, he is an owner and managing partner in The Pulmonary Institute at Redstone LLC, a critical care facility development, and serves as assistant treasurer for the Export Volunteer Fire Department. Trustmont Advisory Group, Inc. provides financial advice to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and businesses. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion in assets, offering discretionary portfolio management alongside other financial services.

Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. 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 across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Tucker Veenis is a financial advisor at Fifth Third Wealth Advisors LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at BNY Mellon Wealth Management and Mid Atlantic Financial Management, Inc. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, and institutional clients. The firm uses household-level Investment Policy Statements to guide portfolio construction and rebalancing, integrating in-house and third-party resources, and is distinguished by its ownership by Fifth Third Bank and operational integration with affiliated entities.

Jason Staley is a CFA® credentialed financial advisor with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Staley serves as a board member of the Mercyhurst University Alumni Board in Erie, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors. The firm offers fee-based investment management, financial planning, and retirement consulting through a committee-driven process, managing over $3.3 billion with a team of 22 advisors.

Wyatt Sten is a CFP®-certified financial advisor with 12 years of experience, currently with Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments since 2012. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management across several programs, utilizing research and an investment committee to oversee mutual fund-based portfolios with a focus on asset allocation and diversification.

Austen Lunt is a CFP® professional with five years of industry experience, currently serving at Capital Analysts in Wexford, PA. His prior experience includes roles at Lincoln Investment and positions outside finance at Sewickley Car Store and Leones Pet Supply. He has also been affiliated with La Roche University for nine years. Capital Analysts serves a diverse client base that includes 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 in-house discretionary investment management.

Maria Koedel is a CFP® professional at Allegheny Financial Group with two years of industry experience. Prior to joining Allegheny, she worked at The Scion Group and held positions at The Pennsylvania State University. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion and serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates, and incorporates private fund advisory and pooled vehicle management as part of its services.