David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Douglas Warzinski is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His career includes roles at PNC Investments and Fi360, Inc. Carnegie Investment Counsel serves a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, and government entities. The firm provides investment supervisory services, financial and retirement plan advice, and financial planning, employing a variety of analytical approaches and portfolio management strategies tailored to client goals.

Shea Waldron is a financial advisor at Waldron Private Wealth with 7 years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across various asset classes and the use of mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office and non-investment services.

Aaron Filbeck is a financial advisor at Waldron Private Wealth with CFP® and CFA® designations. He has one year of industry experience and previously worked with the CAIA Association and The Joseph Group Capital Management. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers family-office services along with management of private funds.

Kurt Kimmich is a financial advisor with Confluence Financial Partners in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing a power of attorney for his father. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and retirement plan services for ERISA plan sponsors.

Eric Glod is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 38 years of industry experience. His prior work includes positions at Osaic Wealth, Inc., MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a youth basketball official. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.

Noah Bushlow is a financial advisor at Waldron Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Thermo Fisher Scientific Inc. and the University of Pittsburgh. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across multiple asset classes and offers a range of non-investment services, including family-office support.

William Rees is a financial advisor at Waldron Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Northern Trust Securities, Inc. and Northern Trust Bank for over two decades. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment process focuses on strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

Jacob Vranish is a CFP® professional with two years of experience at Waldron Private Wealth. He previously worked at UPS and First National Bank of Pennsylvania. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside its investment solutions.

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Thomas Leslie is a financial advisor with Mariner Independent, holding Series 65 and Series 63 credentials and over 30 years of industry experience. His career includes roles at Wealthvest Financial Partners, The Leaders Group, Inc., World Equity Group, Inc., and other firms. He is currently affiliated with Mariner Platform Solutions and Strategic Path Retirement. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides a comprehensive range of services supported by in-house resources and third-party managers, offering clients access to a variety of investment tools and affiliated businesses such as a state-chartered trust company and an institutional pension consulting affiliate.

Alex Hendrickson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Waldron Private Wealth since 2020 and previously held roles at Legend Financial Advisors, Inc. and EmergingWealth Investment Management, Inc. Hendrickson is also a licensed insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a broad range of clients, including individuals, trusts, and charitable organizations, employing a strategic asset allocation approach across various asset classes and utilizing third-party managers and alternative strategies.

Justin Binion is a financial advisor with Citizens Private Wealth in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Citizens Bank, Bank of America, Merrill, Wells Fargo Clearing, Key Investment Services, and LPL Financial. He serves on the board of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm’s investment approach centers on long-term, goal-based asset allocation within an open-architecture framework, combining discretionary portfolio management and tactical adjustments informed by quantitative and qualitative research.

Jesse Leax is a Series 66-registered financial advisor with three years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Davis-Fetch Corp of PA. Outside of his advisory work, he is a co-owner of a real estate development and leasing business. Sequent Planning, LLC (operating as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of independent advisers. The firm employs a structured risk framework and diversified investment approaches, while providing ongoing investment communications and disclosures uncommon among similarly sized multi-team firms.

Kimberly Gannis is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Carnegie Investment Counsel since 2016, with prior experience at Steel Tower Investments, PrimeSolutions Advisors, LLC, and Amundi Pioneer Institutional Asset Management, Inc. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, independent trust companies, government entities, and other investment advisers. The firm employs a variety of analytical approaches and offers discretionary and non-discretionary portfolio management, with services such as third-party manager oversight and specialized planning work.

Daniel Coursey is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at BNY Mellon and Henderson Brothers, as well as experience in education and lawn care. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee to guide investment decisions, typically employing diversified portfolios with mutual funds, ETFs, and cash management.

Christopher Keller is a CFP® with 26 years of experience in the financial services industry. He has worked at Waldron Private Wealth since 2011 and previously spent five years at Purshe Kaplan Sterling Investments. Keller holds the Series 63 and Series 65 licenses. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across a diversified range of asset classes, utilizing mutual funds, ETFs, and third-party managers, and offers an extensive suite of family-office services.

Will Meyer is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently affiliated with Mariner Independent through Mariner Platform Solutions and Strategic Path Retirement. Meyer has prior experience at Farmers National Bank and extensive involvement with the Pittsburgh Field Club. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through its network of investment adviser representatives and affiliated businesses.

Ryan Hicks is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, proprietary models, and technology-driven operational support to tailor investment solutions to clients’ specific objectives and risk tolerances.

Robert Feldman is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Capital Advisors since 2015. Outside of his advisory role, he is a partner in Feldman Family Partnership LLC, which invests in cryptocurrency through a Binance.US account. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, often constructing customized model portfolios and utilizing a broad range of investment tools.