Joshua Rennert is a financial advisor with Waldron Private Wealth, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at OSAIC, Sequoia Financial Group, Comerica Bank, and Huntington National Bank. He is the founder of Reserve Private Wealth, LLC, and provides ad-hoc notary services through Reserve Notary. 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. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office services.

Kelly Costello is a financial advisor at Waldron Private Wealth with 22 years of industry experience. Prior to joining Waldron Private Wealth in 2024, she held roles at Raymond James & Associates, Wells Fargo Clearing, and WELLS FARGO Advisors. Kelly is also licensed as an insurance agent. 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 includes strategic asset allocation across multiple asset classes and the use of mutual funds, ETFs, alternative strategies, and third-party managers.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

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 Certified Financial Planner® with seven years of industry experience, currently advising at Facet since 2026. Her prior roles include positions at Allegheny Financial Group and Fidelity Investments. She volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet serves individual members across various wealth levels, offering tiered subscription-based financial planning and discretionary investment management with a focus on ETFs. The firm uses a holistic planning approach within its Total Financial Life Resources framework and delivers technology-driven investment strategies without charging percentage-of-assets fees.

Brody Mull is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Confluence, he spent four years at the University of Pittsburgh. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers a range of services including investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with both discretionary and non-discretionary account management.

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.

Kevin Searfoss is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Waldron Private Wealth since 2002. Outside of his advisory role, he serves as a football referee. Waldron Private Wealth provides comprehensive 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 involves strategic asset allocation across a range of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and it offers family-office services and specialized insurance product management.

Brandon Haynes is a CFP® with 27 years of industry experience, currently serving at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Financial Group since 1996 and Allegheny Investments, Ltd. since 1998. Outside of his advisory role, Haynes is a board member of Bridge of Hope, a nonprofit organization. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm’s investment approach emphasizes mutual-fund-based portfolios supported by in-house research and an investment committee, using diversification and ongoing monitoring for risk control. Allegheny also acts as adviser to private pooled vehicles and private funds, managing approximately $4.9 billion in regulatory assets under management across 28 advisors.

Roselyn Wilkinson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Pittsburgh, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including 23 years at Berthel Fisher and ongoing involvement with Md & A Financial Management Co since 1999. Wilkinson is also the author of the book *It's Good to be the Queen*, which aims to engage women in their financial future. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of asset management solutions across multiple platforms through approximately 100 independent investment adviser representatives.

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.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 credentials with 14 years of industry experience. He previously worked for Wolf Group Capital Advisors for 13 years before joining CW Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach, combining active, passive, quantitative, and ESG strategies, while also providing sub-advisory and family office services.

Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Samantha Sheetz is a CFP® and Series 66-registered financial advisor at Confluence Financial Partners with 10 years of industry experience. She previously worked at Waldron Private Wealth, LLC, Summit Bank, and Raymond James Financial Services. Outside of her investment advisory role, she is also licensed as an insurance agent. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers tailored investment management, retirement plan consulting, and insurance referrals, employing a combination of active and passive strategies alongside proprietary and third-party portfolio management.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. Outside of his advisory work, he has maintained a long-term association with Janoski's since 2005. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by offering asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis and conducts regular reviews and due diligence on recommended third-party managers.

Benjamin Greenfeld is a CFP® with 19 years of industry experience, currently serving at Waldron Private Wealth since 2011. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he acts as a co-trustee on client trusts. Waldron Private Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates third-party managers and alternative 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.

Nathaniel Ecoff is a CFA® charterholder with eight years of industry experience. He has worked at Waldron Private Wealth since 2019 and previously was employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he is involved in technology consulting with AlphaSights. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes strategic asset allocation across a broad range of asset classes and offers family-office services along with management of private investment vehicles and alternative strategies.

Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Bryan Waldron is a CFP® professional with eight years of experience, currently serving at Waldron Private Wealth. His entire career has been with the firm in various capacities since 2016. He also acts as a trustee for a limited number of clients, managing trusts on their behalf. Waldron Private Wealth provides 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. The firm employs a strategic asset allocation approach across multiple asset classes and offers family-office services, investment consulting, and access to third-party managers and private investment vehicles.