Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Federated Hermes Inc and Peoples Natural Gas. He also worked at the Fox Chapel Golf Club and has a background that includes time at Pennsylvania State University and North Allegheny School District. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.

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® at Allegheny Financial Group with several years of experience in the financial services industry, including prior roles at Partners Financial Group and Edward Jones. Watson has also been involved with Junior Achievement and worked in residence life and housing at Penn State Behrend. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services, often incorporating proprietary research and third-party managers, and is notable for its advisory and general partner roles in private funds and pooled investment vehicles.

Blake Curle is a CFP® and CFA® with seven years of industry experience. He has been with Gibson Capital, LLC since 2016 and currently practices in Wexford, PA. 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 broad diversification through mutual funds and ETFs, involving clients in decision-making and conducting regular account reviews.

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 in Pittsburgh, PA, holding Series 63 and Series 65 credentials 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 as treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion and serving nearly 3,920 clients. The firm offers comprehensive financial planning and portfolio management services, often building client portfolios around mutual funds with proprietary research and may recommend third-party managers or private investments on a non-discretionary basis.

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.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Christopher Smith is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nine years of industry experience. He has been with Allegheny Investments, Ltd since 2016. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion in assets across 31 advisors and nearly 3,920 clients. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating proprietary research and third-party independent managers in their investment approach.

Michael Dykes is a CFP® with nine years of industry experience, currently serving as an advisor at Allegheny Financial Group since 2019. His previous roles include positions at PNC Investments and Fidelity Investments. Allegheny Financial Group is a multi-team SEC-registered advisory firm with approximately 31 advisors, managing about $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, and is noted for its role as adviser and general partner to private funds as well as its employee-owned structure.

Anthony Pratt is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He joined Stratos in 2018 after prior roles at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. Outside of his advisory work, he is a part owner of a mental health counseling and wellness business operated by his daughters. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors and $5.57 billion in assets under management, serving individuals, trusts, retirement plans, and institutional accounts. The firm offers comprehensive financial planning and portfolio management services, leveraging both discretionary and non-discretionary strategies through a network of investment advisory representatives.

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.

Ian Cerminara is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Allegheny Financial Group since 2013. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for a range of clients, including individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating proprietary research and third-party managers in its investment process.

Terry Knepp is a financial advisor with Allegheny Financial Group in Pittsburgh, PA, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Allegheny Financial Group and its related entity, Allegheny Investments, Ltd. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, using proprietary research and an investment committee to construct portfolios and occasionally acting as adviser or general partner to private funds.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at BCG Securities since 2017 and previously held roles at Voya Financial Advisors and Renshaw, Hart, Grae & McConahy Inc. Martz is also president of Hart, McConahy & Martz, Inc., an insurance sales and service firm, and serves as vice president of the Safe Harbor Condominium Association. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering services including portfolio management, financial planning, and pension consulting. The firm focuses on customized investment policy statements, predominantly manages assets on a non-discretionary basis, and utilizes independent third-party managers alongside various analytical approaches.

Bridget Hommey is a financial advisor at Western Wealth Management LLC with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Western Wealth Management in 2016, she was affiliated with LPL Financial starting in 2009 and continues to maintain that association. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates a decentralized model, combining proprietary and third-party investment strategies across diverse asset classes, with an emphasis on customized portfolio management and a wide range of financial planning services.

Ryan Papp is a financial advisor with Capital Analysts, holding Series 63 and 65 licenses and eight years of industry experience. He has worked at firms including Lincoln Investment, Cambridge Investment Research, and Northwestern Mutual. Outside of his advisory role, he assists with tax preparation as an independent contractor at ATI Financial Services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary investment management through its in-house team with non-discretionary services via advisors and external managers.

Kelli Mc Ginnis is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and over 10 years of industry experience. Her prior roles include positions at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory work, she operates an Etsy shop where she designs and sells handmade jewelry. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving both individuals and institutional clients. The firm provides access to a wide range of investment products and platforms, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount management and 529 plan services.