Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.

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 with seven years of industry experience. He holds a Series 65 designation and previously worked at Symons Capital Management, Inc. and FNB Corporation. He has been with Cookson Peirce since 2022. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management services. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

James Danko is a financial advisor with Fragasso Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Fragasso Financial Advisors since 2012 and previously spent 18 years at LPL Financial LLC. Outside of his advisory role, Danko serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and incorporates fundamental analysis, offering a range of investment options and ongoing portfolio management.

Jacob Dachille is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Networth Advisors, LLC and previously worked at Allegheny Financial Group and PNC Investments LLC. Outside of his advisory work, Jacob has experience in community-related roles, including a position with Peters Township Parks and Recreations. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory to create customized investment strategies and also engages in local media and educational outreach.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Cookson, Peirce, and Co. since 2003. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Siegfried Saftner is a Series 65-licensed financial advisor at Cookson Peirce Wealth Management with two years of industry experience. He has worked at Cookson Peirce since 2021, with additional experience at CADmore LLC and ZVerse Inc. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning services to private clients, including individuals, high-net-worth households, trusts, and foundations, as well as asset management to professional advisors and institutional sponsors. The firm uses a quantitative, technically based investment approach focusing on equities, ETFs, and fixed-income securities, and serves a diverse client base that includes state and municipal entities.

John Mah is a financial advisor with Centerview Wealth Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Centerview Wealth Advisors since 2016 and has prior experience at MML Investors Services, Inc. and MassMutual Life Insurance Company dating back to 2007. Outside of financial services, he is the majority owner of Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning across a variety of investment vehicles. The firm employs multiple analytical methods and trading strategies and emphasizes coordination of tax and insurance matters within its advisory team.

Sara Morrison is a CFP® professional with four years of industry experience. She has been with DWD Portfolio Solutions, Inc. since 2022 and previously worked in healthcare and education roles, including positions at UPMC Hillman Cancer Center and Gerald Champion Regional Medical Center. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for both individual investors and employee benefit plans. The firm incorporates various analytical approaches and model portfolios in its individualized investment advice and offers plan-level consulting and tailored investment solutions.

James Alexander is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has been with Allegheny Investments since 2001 and also operates Cunningham Powell Alexander, a CPA, tax, and accounting firm. Alexander serves as president of the Morgantown Kiwanis Foundation and the Morgantown Kiwanis, reflecting involvement in community service organizations. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

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.

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.

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Hefren-Tillotson for six years before joining Confluence in 2022. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm operates as a fiduciary, employing a mix of active and passive investment strategies and emphasizes asset allocation and macroeconomic analysis in portfolio construction.

Caleb Boy is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Allegheny Financial Group and has previously worked at Key Investment Services, LLC, NewEdge Advisors, LLC, and several other firms and organizations. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm employs a research department and investment committee to guide portfolio construction, offering both discretionary and non-discretionary management while also acting as an adviser and sponsor for private funds.

Eric Vogt is a CFP® professional with 19 years of industry experience, currently serving at Waldron Private Wealth. His career at Waldron spans over a decade, with roles dating back to 2011. He is a board member of the Estate Planning Counsel of Pittsburgh and is involved in angel investing through LOBO ONE LLC. 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 using mutual funds, ETFs, third-party managers, and alternative strategies, while also offering extensive family-office and non-investment 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 and its predecessor, Allegheny Investments, since 2014. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm provides investment management, financial planning, and retirement plan consulting, using mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee.

Patrick Ellsworth is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waldron Private Wealth and has previously worked at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he is also licensed as an insurance agent. 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 emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside investment management.

Gregory Curtis is a financial advisor at Greycourt & Co., Inc. in Pittsburgh, PA, holding a Series 65 designation and bringing 30 years of industry experience. He has been with Greycourt and its affiliated entities since 1993. Greycourt serves ultra-high-net-worth families, family offices, and related foundations with investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm emphasizes non-discretionary, customized portfolio design and manager selection, supported by an Investment Committee and proprietary tools, distinguishing itself with its focused client base and specialized service offerings.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Oakmont Capital Management and Covenant Church of Pittsburgh. Outside of advising, she is involved in her family's coffee and floral shop and provides special needs respite care through a local program. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm uses a process-driven approach incorporating manager research, risk tolerance reviews, and diversified portfolio construction, and it is affiliated with a regional accounting firm and related entities.