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.

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.

Barry Dervin is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 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 in Pittsburgh. 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, access to third-party managers, and retirement-plan advice through a network of independent advisors and its own investment management team that employs a proprietary fund screening process.

Michael Waldron is a financial advisor at Waldron Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Waldron Private Wealth since 2016. Prior to his advisory role, he was employed at Ohio University for four years. 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’s investment process focuses on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers, and offers a comprehensive suite of family-office and wealth management services.

Hiba Chehab is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. Her previous roles include positions at RBC Capital Markets and Bromberg & Associates. Prior to her financial career, she spent several years in education. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation across multiple asset classes and incorporates both mutual funds and alternative strategies, alongside a range of family-office services.

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.

Diana Hallas is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co., LLC, Mercer Allied Company, LP, and Lion Street Financial. She is also an insurance agent with United Capital Risk Management, LLC, where she processes fixed insurance and annuity business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

Paul Frey is a CFP® credentialed financial advisor with over 31 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 13 years at Stifel. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm emphasizes asset allocation and macroeconomic analysis, managing accounts on both discretionary and non-discretionary bases using a combination of active and passive strategies and access to third-party managers.

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Staley Capital Advisers since 2014. Outside of his advisory role, he serves as a board member of Gleason Technology, Inc., a company specializing in digital technology for automated inspection processes and data collection. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection, managing concentrated long/short equity strategies within its private fund vehicle.

Rosemary Tomassi is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Lincoln Financial Securities Corporation, American Portfolios Financial Services, Inc., and OSAIC. In addition to her advisory role, she is involved with T/V Brokerage, Inc., where she handles sales, service, and processing of group benefits and insurance needs as well as bookkeeping. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for more than 16,000 clients. The firm provides a broad range of services including advisor-managed accounts, third-party manager access, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to client objectives and risk tolerance.

Devin Burgess is a financial advisor at Waldron Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes positions at Cleveland City Hall, Vivint, Fedora Intertech, and The Rubinoff Company. 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 a range of family-office and non-investment services.

Sean Mc Guigan is a Series 65-credentialed advisor at Waldron Private Wealth with one year of industry experience. His prior work includes roles at Aflac and University of Pittsburgh. 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’s investment approach incorporates strategic asset allocation across various asset classes and utilizes multiple investment vehicles, including mutual funds, ETFs, and alternative strategies.