James Berquist is a financial advisor at New Edge Wealth with 49 years of industry experience. His prior roles include nearly three decades at Strategic Wealth Management and over three decades with NewEdge Securities Inc. He serves on the Board of Directors for The Little Lake Theater, a regional theater company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser judgment.

Jerald Lear Jr. is a financial advisor with ON Investment Management Company and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Life Insurance, Vector Security, Inc., Hornor Townsend And Kent Inc, and Penn Mutual Life Insurance. He serves as a member of the Borough Council of Rosslyn Farms and operates a tax preparation business focused on individual income tax returns. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches.

David Pensyl is a financial advisor with Capital Analysts who holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at Lincoln Investment, Citizens Securities, Citizens Bank, and Robert Morris University. He also assists Senior Financial Advisor Cynthia Egan by supporting client communications, portfolio building, and account management. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and institutions, providing discretionary and non-discretionary portfolio management through a variety of programs and custom solutions driven by an in-house investment research team.

Norman Bloom is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding a Series 63 designation and over 60 years of industry experience. He has been with Spire Investment Partners, LLC since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Michael Divens is a CFA® charterholder based in Pittsburgh, PA, with nine years of experience in the financial industry. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2022. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process that includes diversified portfolios and tax-aware planning strategies.

James Roberge is a CFA® charterholder with 29 years of experience in the financial industry. He has spent the majority of his career at Staley Capital Advisers Inc, where he has worked since 1996 in various capacities. Outside of his advisory role, he serves on the board of the Coalition for Christian Outreach and chairs the Endowment Committee at Trinity Christian School, both nonprofit organizations in Pittsburgh, PA. 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 that emphasizes asset allocation, security selection, and incorporates passive instruments as appropriate, managing both separately managed private accounts and a private limited partnership offered to accredited investors.

Mark Browne is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. He previously worked at Sundance Advisors from 2016 to 2024 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, offering both discretionary and non-discretionary investment solutions.

David Immonen is a CFA® charterholder with 29 years of industry experience. He has been with Manning & Napier Advisors, LLC since 2005 and currently serves in a role at Manning & Napier Advisors, LLC since 2019. Immonen is an advisory board member of the Province of St. Augustine Capuchin Franciscan Friars. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering non-discretionary advice on various funds. The firm’s investment approach combines top-down macro analysis and bottom-up security selection, supported by a team-based process and systematic strategies such as its Disciplined Value strategy.

David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting and tax-aware planning strategies.

Melissa Pirosko is a CFP® and Series 65-licensed advisor at Confluence Financial Partners with four years of industry experience. She has worked at Confluence since 2021 and previously was employed at Golden Court Inc. Outside of her advisory role, she is an independent consultant for Rodan & Fields and an advocate for Green Compass. Confluence Financial Partners provides holistic wealth management and financial planning to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting, combining active and passive strategies with fiduciary oversight.

Casey Robinson is a CFP® with 17 years of industry experience, currently serving at Confluence Financial Partners. Prior to joining Confluence, he worked at Waldron Private Wealth, LLC for 12 years. Confluence Financial Partners offers holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm uses a fiduciary approach with both discretionary and non-discretionary account management, combining active and passive investments alongside proprietary portfolios and third-party managers.

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 Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as an advisor at Citizens Private Wealth. His career includes roles at Citizens Securities, Inc., Citizens Private Wealth, Citizens Securities, and Citizens Bank. He is a member of the Finance and Investment Committee for the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management, tax and estate structuring, and business consulting services within an open-architecture framework, leveraging its affiliation with Citizens Bank to provide unique banking and lending solutions.

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.

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®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, and has four years of industry experience. Prior to joining the firm, he served three years in the United States Marine Corps and has held roles within Schneider Downs and its affiliated entities. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process and diversified portfolio construction.