Madison Daggett is a CFP® professional with seven years of experience in financial advising, currently with Waldron Private Wealth. Her prior experience includes roles at Northwestern Mutual and Craig Fiedler. She is also licensed as an insurance agent. Waldron Private Wealth offers 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, emphasizing strategic asset allocation and a broad range of investment options.

Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. in Pittsburgh, PA, with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Coleman Financial Services since 2014. Outside of his advisory role, he is an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Brian Breisinger is a financial advisor at Blackridge Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Blackridge since 2016. In addition to his advisory role, he is president of Gateway Strategies, where he oversees the sales and service of fixed insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a network model with access to model portfolios and third-party managers, employing fundamental and technical analysis strategies within discretionary and non-discretionary account structures.

Judith Villella is a financial advisor with Gibbs Wealth Management, LLC in Bridgeville, PA. She holds a Series 65 credential and has one year of experience in the industry. She also owns and operates Smart Retirement Options LLC, where she serves as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s process focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Michael Krol is a CFP® with 21 years of industry experience and is currently with Waldron Private Wealth in Bridgeville, PA. He has been with Waldron Private Wealth since 2007. 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 employs a strategic asset allocation approach across various asset classes and offers an extensive suite of family-office services.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has held roles at BCG Securities since 2017 and has been affiliated with Hart, McConahy & Martz, Inc. since 1993, where he serves as president. Outside of his advisory work, Martz is an independent insurance agent and serves as vice president of a local condominium association. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes written investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytic approaches across various strategies.

Matthew Helfrich is a CFP® with 22 years of experience in financial advisory, currently with Waldron Private Wealth. He has been with the firm since 2002. Helfrich serves on several nonprofit boards including the Propel Schools Foundation and Pace School, and participates in advisory roles at Duquesne University and the YPO Pittsburgh Chapter. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, and third-party managers, while also offering an extensive range of family-office services.

Edith Meyer is a financial advisor at Mariner Independent with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and LPL Financial, LLC. Meyer is also a co-owner of BCMJ Futures, LLC and Bebco, Inc., and a partner/advisor at Strategic Path, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives using a variety of investment tools and affiliated businesses.

Ryan Papp is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Lincoln Investment, Cambridge Investment Research, and Northwestern Mutual Investment Services LLC. Outside of advising, he works as an independent contractor assisting with tax preparation and supports financial planning activities for another advisor. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and businesses, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary portfolio management from its internal Investment Management & Research team with non-discretionary services through advisors and third-party 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.

Jonathan Grebosky is a CFP® and CFA® at Gibson Capital, LLC with one year of industry experience. He has worked at Gibson Capital since 2023 and previously held positions at PNC, Viatris, Duquesne Fund Services, and Auto-Owners Insurance. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm uses a strategic asset allocation approach focused on broad diversification via mutual funds and ETFs, involves clients in decision-making, and maintains policies to limit conflicts of interest.

Justin Kovac is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst and Young LLP from 2015 to 2020. Outside of advising, he is a partner at ATI Financial Services LLC, which provides accounting, tax, and payroll services including IRS representation. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, operating across a nationwide network of independent advisors.

Robert Lauro is a financial advisor with Blackridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Blackridge since 2017 and maintains roles with PEAK Brokerage Services and Gateway Strategies, where he is also owner of a marketing organization focused on insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates a network of investment adviser representatives using a variety of portfolio management strategies, including discretionary models supported by an affiliated turnkey asset management platform.

Kaitlyn Kocuba is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 66 designation with eight years of industry experience. She previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. / Premier Wealth Partners. Kaitlyn has been with Heritage Wealth Advisors since 2021. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans through portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models incorporating multiple investment strategies and offers discretionary and non-discretionary management, coordinating with outside professionals as needed.

Patrick Sweeney II is a CFP® with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and Ameriprise. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Eric Matsko is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Allegheny Financial Group since 2016. He also holds the Series 66 designation. Outside of his advisory role, Matsko acts as House Manager for the Fort Macintosh Club, a private social club in Pittsburgh. 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, utilizing both discretionary and non-discretionary mandates, and incorporates third-party manager recommendations and private funds within its investment approach.

Mitchell Woods is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and AXA Advisors. Woods also conducts activities as an insurance agent, offering insurance products to clients. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations.

Wiley Belknap is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Motley Fool Wealth Management and Ayco/Goldman Sachs. Wiley served in the US Navy from 2016 to 2017. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm offers discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services, utilizing a fiduciary, goals-based investment process and a range of strategies from low-cost ETFs to professional options and synthetic lending.