Gary Augustine is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 designations and has 37 years of industry experience. His prior roles include positions at Cetera Wealth Services, Stratos Wealth Advisors, and independent insurance agency work spanning over three decades. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across its advisor network.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.

Eric Longstreth is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.

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.

Cassidy Schmidt is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Avantax Planning Partners, Inc. and has previously worked at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine Investment Management. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm manages discretionary portfolios using model-based style allocation strategies and offers tax-intelligent overlays and retirement plan management through its RPS platform.

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 and has prior experience at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary approaches and utilizing in-house research to guide portfolio construction.

Jordan Fowler is a CFP® with 10 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, UBS Financial Services, and Dollar Bank. Outside of his advisory work, he is the owner of Fowler Family Holdings, a holding company for a personal investment in a roofing company where he contributes to financial reviews and marketing. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers discretionary portfolio management with tax-intelligent overlays.

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 Ltd since 2014. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, with risk control through diversification and ongoing monitoring, and acts as adviser to private pooled vehicles and private funds.

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 at Foundations Investment Advisors LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Brian is also involved in Secure Money Advisors, where he conducts insurance sales and client reviews related to insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Mathew Lind is a financial advisor at Prosperity Wealth Management, Inc. in Clinton, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services and Waste Management. 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, and consulting. The firm manages approximately $442 million across 1,600 clients and employs a multi-method investment approach combined with due diligence on third-party managers.

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 spent over four decades with Lincoln Investment Planning, Inc., as well as extensive tenure at FANS, Milico (Al Williams Co), and Fox Chapel Area Schools. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm combines discretionary and non-discretionary portfolio management with access to third-party managers, guided by an in-house Investment Management & Research team using proprietary screening processes.

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.

Brian Pitell is a financial advisor with Capital Analysts and holds the Series 66 designation. He has 27 years of industry experience with prior roles at Lincoln Investment, Cetera, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president of a nonprofit conservation organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to drive investment decisions.

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.

Scott Bruce is a CFP® with 20 years of experience in the financial services industry. He currently works at Diversified, LLC and has previously been affiliated with Geneos Wealth Management Inc, Commonwealth Financial Network, and Integrity Wealth Consulting. He also holds a license as an independent insurance agent for life, health, disability, and long-term care insurance. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management and offers a range of services including wrap programs and access to third-party advisory platforms.