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.

Patrick Mercier is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for five years. Outside of advisory work, he is involved as a passive owner and board member in several businesses, including a software company focused on retail applications and a designer and manufacturer of lightweight campers. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing third-party managers and affiliated model strategies.

Kaleb Williams is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and experience beginning in 2026. His prior roles include positions at Key Bridge Compliance, ACA Group, Silver Regulatory Associates, The Colony Group, and Invision Human Services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including diversified mutual funds, ETFs, individual stocks and bonds, and may utilize independent managers or DFA funds.

Jean Furgiuele is a financial advisor at Pinnacle Investments, LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Global Investment Advisors and Essex Securities. Outside of advisory work, he is also an artist and designer operating as a sole proprietor under JMF DESIGNER. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a comprehensive range of financial planning and portfolio management services, employing both fundamental and technical analysis in tailored investment programs.

Michael Friday is a CFA® charterholder with 24 years of industry experience and has been with Staley Capital Advisers Inc. for 19 years. He holds Series 63 and Series 65 licenses and serves as a board member of The Edgewood Club, a private recreational club in Pittsburgh. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, and select institutional accounts. The firm employs an active, relative-value investment approach that combines asset allocation and security selection with passive instruments as appropriate, managing both separately managed accounts and private fund vehicles.

Jenifer Koch is a CFP® with seven years of industry experience, currently serving at Facet since 2026. She has previously worked at Allegheny Financial Group, Fidelity Investments, and several other financial services firms. Jenifer volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels. The firm uses model-based asset allocations and technology-driven processes to deliver comprehensive planning services without charging traditional asset-based fees.

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Shane Witt is a financial advisor with OnePoint BFG Wealth Partners in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. His prior roles include seven years at Park Avenue Securities and Guardian Life Insurance, as well as experience with RoadBotics Inc and The Summit Pittsburgh. Outside of financial advising, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of investment models and third-party managers tailored to client-specific objectives, supported by integrated technology and operational outsourcing.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

Brandon Haynes is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Allegheny Financial Group. He has worked with Allegheny Investments, Ltd. for 26 years and has been with Allegheny Financial Group since 1996. Outside of his advisory role, he is a board member of the nonprofit Bridge of Hope. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, utilizes both discretionary and non-discretionary mandates, and is active in advising private funds with additional regulatory oversight.

Laura Vassamillet is a financial advisor with Fifth Third Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing three years of industry experience. She previously worked for BNY Mellon Wealth Management for 18 years and Natcity Investments, Inc. for one year. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, offering portfolio management, financial planning, and access to alternative investments through a structured investment process that includes household-level investment policy statements and third-party model implementation.

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with JFS Wealth Advisors since 2016. Outside of his advisory role, he is a partner in Lee-Mortens Partnership. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a written Financial Goal Plan and an internal Investment Committee utilizing Modern Portfolio Theory to manage portfolios, offering investment management, financial planning, tax preparation, and retirement plan fiduciary services.

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. He has worked at Fortune Financial Services Inc since 2008 and has been with Prosperity Wealth Management, Inc. since 2023. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision using a variety of investment strategies and typically recommends Schwab as custodian while managing several hundred million dollars in discretionary assets.

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.

Curtis Randle El is a financial advisor with NFSG Corporation and holds a Series 66 designation. He has 19 years of industry experience, including roles at NewBridge Securities Corporation and International Assets Advisory, LLC. Outside of his advisory work, he serves on the board of the Pittsburgh Historic Landmarks Foundation and the Greater YMCA of Pittsburgh. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.