David Malone is a financial advisor with M HOLDINGS SECURITIES, Inc. in Pittsburgh, PA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been associated with M HOLDINGS SECURITIES since 2000 and has longstanding roles with Gateway Pension Planners, Inc. and Gateway Financial Group dating back to the late 1970s. Outside of advisory work, he serves on multiple boards, including F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others, reflecting broad community involvement. M HOLDINGS SECURITIES, Inc. serves a diverse client base through a nationwide network of independent firms and professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm provides both direct portfolio management and oversight of third-party sub-advisors, integrating technology platforms for trading and reporting.

James Marks Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Citizens Private Wealth. His career includes roles at Citizens Securities, Citizens Bank, BNY Mellon Securities Corporation, and MBSC, LLC. He serves on the Finance and Investment Committee of the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, along with pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management and advisory services.

Mary Keegan is a financial advisor at Waldron Private Wealth with seven years of industry experience. She has held roles at Waldron since 2022 and has prior experience at Moralis Technologies, MFA Wealth Advisors, and Hardin Compliance Consulting. 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 emphasizes strategic asset allocation across multiple asset classes using a variety of investment vehicles and may include private investment strategies and family-office services.

Matthew Kimmich is a CFP® with two years of industry experience, currently advising at Confluence Financial Partners. His prior work includes roles at The Intelligence and Security Academy, Bon Appetit Management Co, and Grove City College. Confluence Financial Partners offers holistic wealth management and financial planning to individual clients ranging from non-high-net-worth to high-net-worth households, as well as professionals, business owners, corporate executives, and institutional clients. The firm combines active and passive investment strategies, fiduciary oversight, and retirement plan consulting services, including plan design and participant education.

Michael Gillespie is a financial advisor at OnePoint BFG Wealth Partners in Pittsburgh, PA, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Bank of America. Outside of his advisory work, he serves as an ice hockey referee for USA Hockey. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a mix of third-party managers and proprietary investment models, offering both discretionary and non-discretionary portfolio management tailored to client-specific objectives.

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. 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 manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with access to private equity and tax-aware strategies.

Nathan Garcia is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His prior roles include positions at Raymond James Financial Services and PNC Brokerage Corp. He is also a licensed insurance agent for insurance and annuity products. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm provides investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and specialized services for ERISA plan sponsors.

Thomas Wilson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA. He has been with the firm since 2014. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a written Financial Goal Plan for each client and uses Modern Portfolio Theory through an internal Investment Committee to guide investment decisions.

Miles Gibson is a CFP® with Series 66 and Series 65 licenses and has four years of industry experience. He has worked at Schneider Downs Wealth Management Advisors, LP since 2021 and previously served three years in the United States Marine Corps. 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 build diversified portfolios and offers both discretionary and non-discretionary management, along with retirement plan consulting and tax-aware planning strategies.

Loren Fiffik is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His career includes roles at PNC Investments for 18 years and Raymond James Financial Services. He is also involved with the Sylvia J Fiffik Irrevocable Trust, active for over 30 years. Confluence Financial Partners provides wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients, with a notable focus on retirement plan consulting for ERISA plan sponsors. The firm uses a fiduciary approach combining active and passive investments, third-party managers, and proprietary portfolios, emphasizing asset allocation and macroeconomic analysis.

Aidan Mills is a CFP® with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His background includes roles in education and healthcare alongside his work in wealth management. 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 emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, interval funds, and third-party managers, along with family-office and specialized advisory services.

Zachary Wardle is a financial advisor at Blackridge Asset Management, LLC with a Series 65 designation and experience at multiple firms since 2016 across finance and related industries. He is based in Pittsburgh, PA, and joined Blackridge Asset Management following roles at Gateway Strategies Inc. and several other organizations. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisers, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management options, access to model portfolios and third-party managers, and utilizes a combination of fundamental, technical, and charting analysis in its investment process.

Jackson Elizondo is a CFP®-certified financial advisor with seven years of industry experience, currently with Confluence Financial Partners. Prior to joining Confluence Wealth Services, Inc., he worked at Raymond James Financial Services in various capacities. He serves as a Force Support Officer in the United States Air Force Reserve. Confluence Financial Partners provides comprehensive wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a particular focus on retirement plan consulting and fiduciary services. The firm employs both active and passive investment strategies, combining proprietary portfolios and third-party managers to serve a diverse client base.

Michael Bigley is a financial advisor at New Edge Wealth with 41 years of industry experience. His career includes long-term roles at Strategic Wealth Management and NewEdge Advisors. Outside of his advisory work, he serves as managing member for several family investment partnerships and trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, and portfolio management. The firm integrates independent managers and proprietary solutions with technology-driven tools, including AI-assisted analytics, to tailor client portfolios.

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Charles Ziants is a CFP® professional with nine years of experience in financial advising. He is currently with Confluence Financial Partners and has previously worked at Raymond James Financial Services Advisors. His background includes a year at Uber prior to entering the financial services industry. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm combines discretionary and non-discretionary account management with a mix of active and passive investment strategies and places emphasis on retirement plan consulting and fiduciary services.

Michael Delgreco is a financial advisor at Prosperity Capital Advisors in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 65 credential and has been with Prosperity Capital Advisors since 2011. In addition to his advisory role, Mr. Delgreco provides administrative tax services through his separate business, DelGreco Tax & Insurance Services, and is a licensed insurance agent. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plans. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Corey Taylor is a CFP® and ChFC® affiliated with Confluence Financial Partners in McMurray, PA, with three years of industry experience. Prior to joining Confluence, he worked at PNC Wealth Management and previously was involved with Peranis Hockey World. Confluence Financial Partners provides holistic wealth management and financial planning to a diverse client base including individual investors, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm uses a fiduciary approach combining active and passive investment strategies, asset allocation, and macroeconomic analysis, with a notable focus on retirement plan consulting and institutional relationships.

Christopher Pretsch is a CFP® and CFA® with 18 years of industry experience. He has been with Staley Capital Advisers Inc in Pittsburgh, PA since 2012. Staley Capital Advisers provides discretionary portfolio management to a range of private clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach combined with tactical responses to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Anthony Cervone is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include work at Holsinger and Maher Duessel, as well as serving as an insurance agent and producer for Smart Retirement Options LLC. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax-efficient strategies, and guaranteed-income solutions where appropriate.