Katherine Montagazzi is a CFP® with seven years of industry experience, currently advising at Confluence Financial Partners. Her prior roles include positions at Raymond James Financial Services and Hub International. She is also a licensed insurance agent managing insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm employs a combination of active and passive investment strategies, personalized portfolio management, and access to third-party managers to serve a diverse client base.

Jonathan Kuhn is a CFP® with over 30 years of experience in financial advising. He has been with Allegheny Financial Group since 1994 and has held multiple management roles in several affiliated fund of funds and private offerings. Kuhn is also involved as a managing member or board participant in various investment-related entities associated with the firm. 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 services, employing both discretionary and non-discretionary mandates, with an investment approach that incorporates mutual funds, asset allocation, and diversification to manage risk.

John Abriola is a financial advisor with United Capital Financial Advisors and holds a Series 63 designation. He has 40 years of industry experience, including roles at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, Girard Securities, and Select Financial Group. Outside of advising, he provides income tax preparation and legal services on a limited basis. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and a platform that integrates sub-advisory, consulting, and technology services for independent advisors.

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.

Rom Hurst is a CFP® with 29 years of industry experience, currently serving as an advisor at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Financial Group and its predecessor, Allegheny Investments, since 1994. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing a research-driven approach with both discretionary and non-discretionary mandates, including recommendations of private funds and third-party managers.

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.

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 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Strategic Path Retirement, World Equity Group, Inc., The Leaders Group, Inc., and other firms. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary management.

Katrina Brown is a CFP® and holds a Series 66 license, currently working with Allegheny Financial Group in Pittsburgh, PA. She has nine years of industry experience, including over eleven years at Allegheny Investments, Ltd. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, high-net-worth clients, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management using a variety of programs, with an investment approach centered on mutual funds, asset allocation, diversification, and both discretionary and non-discretionary mandates.

Justin Binion is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo. Binion serves as a board member of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, tax and estate structuring, and business consulting services, utilizing a long-term asset allocation approach within an open-architecture investment framework.

Robert Depalma is a financial advisor at OneSeven with 22 years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services and Patrick Capital Markets/McDuff Capital. He is also involved in providing insurance advice tailored to client needs. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments. The firm utilizes both discretionary and non-discretionary management and has affiliation with MGO Inc. for specialized pension consulting.

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.

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.

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.

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.

Barry Dervin is a financial advisor with Capital Analysts based in Pittsburgh, PA, holding a Series 63 designation and 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joseph Sinclair is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Trustmont Advisory Group since 2009 and has been associated with Trustmont Financial Group since 2006. Outside of advisory work, Sinclair is involved in insurance and fixed annuity sales, including marketing and illustrations for executive benefits. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Demetrius Kokales is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021, following prior roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. 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 with diversified portfolios and provides specialized retirement services, including ERISA advisory and tax-aware planning.

Gary Wargo is a financial advisor at Cape Investment Advisory, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Cape Investment Advisory since 2012, with prior experience at American Global Wealth Management. He is a partner at Blueprint Financial Solutions LLC, involved in a fixed insurance business since 2021. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client discussions, asset allocation plans, and portfolio management strategies.