Stacey Brady is a financial advisor at Diversified, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, Brady is an independent insurance agent licensed in Pennsylvania, specializing in life and fixed annuities, long-term care, accident, and health 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 offers a comprehensive planning process combined with discretionary and non-discretionary asset management, utilizing both third-party managers and proprietary platforms.

Nicole White is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 13 years of industry experience. Her prior roles include positions at Merrill, TIAA-CREF, Citizens Securities Inc., and The Coury Firm. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and fixed-income management, and it also acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets within multiple wrap fee programs.

Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. His prior work includes nearly two decades at Scottrade and roles at TD Ameritrade Investment Management. Outside of his advisory role, he is president of the AK Football Official Chapter and officiates high school football and basketball. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a disciplined investment process that combines fundamental and technical analysis with tailored portfolio construction.

Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2014. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and other businesses. The firm employs fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies, and operates as both a registered investment adviser and broker-dealer with a multi-faceted compensation structure.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with one year of experience in the industry. His work history includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Additionally, he has experience in education, having worked at Duquesne University, McQuaid Jesuit High School, and Siena Middle School. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, offering a range of wealth services from family office assessments to investment management and retirement consulting. The firm combines financial planning with investment oversight and coordination of outside professionals, providing both discretionary and non-discretionary management while utilizing various investment strategies and educational workshops.

Andy Schink is a financial advisor with BCR Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Securities Corp for 14 years before joining LPL Financial in 2024. Outside of his advisory work, Schink is a business owner of 828 Brewing. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans rather than ongoing portfolio management. The firm emphasizes analysis and planning tools to generate recommendations and uses fixed-fee engagements without managing client assets.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Timothy Johns is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with seven years of industry experience. Prior to joining Cookson Peirce in 2022, he worked at Symons Capital Management, Inc. for five years and FNB Corporation for two years. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a modified ladder structure for fixed-income portfolios, and it serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets within multiple wrap fee programs.

William Belko is a CFP® and CFA® with 25 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2002 and is based in Sewickley, PA. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and utilizes a core/satellite approach with both passive and active strategies, including selective use of derivatives for hedging, tax management, and income enhancement.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cookson, Peirce, and Co. since 2003. Cookson Peirce Wealth Management is a fee-only advisory firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based investment approach for equities and uses investment-grade bonds in a modified ladder structure for fixed income, also serving as sub-advisor to the Catalyst Dynamic Alpha Fund and managing assets within multiple wrap fee programs.

Siegfried Saftner is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 credential with two years of industry experience. He has held multiple roles prior to his current position, including at CADmore LLC and ZVerse Inc, as well as periods as a full-time student. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, and institutional clients. The firm employs a quantitative, rules-based approach to equity selection and uses investment-grade corporate and municipal bonds for fixed-income portfolios, while also acting as a sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

Jason Nativio Jr. is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Capital A, he attended Washington and Jefferson College from 2020 to 2024. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, foundations, trusts, estates, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke and model portfolios.

James Alexander is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He has been associated with Allegheny Investments and Cunningham, Powell & Associates for over two decades. Outside of his advisory work, he serves as president of the Morgantown Kiwanis Foundation and holds leadership roles in several nonprofit and community organizations, including a senior living center and a health insurance agency. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, and retirement plans. The firm develops tailored client strategies using primarily mutual funds and offers both discretionary and non-discretionary account management.

Sharon Bowen is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Snowden Lane Partners and TIAA-CREF. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to HOA boards and treasurers on accounting and communications systems. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and specialized advisory programs, utilizing multi-team scale alongside institutional capabilities.

Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Justin Nagel is a Series 66 credentialed advisor with Kestra Private Wealth Services, LLC and has 12 years of industry experience. He previously worked at Goldman Sachs & Co. LLC for four years and spent a decade at The AYCO Company, L.P./Mercer Allied. He also serves as a Registered Field Assistant at Kindred Wealth Partners, assisting advisors with client onboarding and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a broad range of investment products and specialized offerings, supporting both discretionary and non-discretionary account arrangements.

Caleb Boy is a CFP®-certified financial advisor with two years of industry experience. He is currently with Allegheny Financial Group and has prior experience at Key Investment Services, LLC, NewEdge Advisors, LLC, and Wealth Strategies Partners, among others. 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, employing both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles alongside standard advisory services.

Benjamin Grom is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Allegheny Financial Group since 2022 and previously at Allegheny Investments from 2014 to 2022. Grom is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion across multiple advisory teams, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, combining in-house research, independent manager recommendations, and private fund advisement.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as an advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Covenant Church of Pittsburgh and Oakmont Capital Management, LLC. Outside of her advisory work, she assists occasionally at her family's coffee and floral shop and provides part-time special needs respite care. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process and provides both discretionary and non-discretionary management across diversified portfolios.