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.

Andrew Roberge is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Staley Capital Advisers Inc in Pittsburgh, PA, where he has worked since 2020. Prior to that, he spent four years at Guggenheim Securities, LLC. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional clients. The firm employs an active, relative-value investment approach that emphasizes asset allocation and security selection with a focus on quality and value in equities and macroeconomic analysis in fixed income.

Mary Hixenbaugh is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Trustmont since 2010, having previously worked at its affiliated firm, Trustmont Financial Group, Inc. Outside of her advisory role, she serves as an administrator and financial officer for Alpha Ministries, Inc., a nonprofit religious organization. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach using a combination of public research, industry reports, and adviser judgment.

Craig Preisendefer is a CFP® professional with 13 years of industry experience, currently serving at Latitude Advisors, LLC since 2015. He is also engaged in business consulting through VisionWide Consulting and involved in insurance sales. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jason Knapp is a financial advisor with Arete Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at MDS Securities, MDS Energy Development, and ownership in The Allegheny Valley Conglomerate. Outside of advisory work, he serves as a Pennsylvania State Constable, is involved with the Allegheny County Constables Association, and is an officer/director of the Jason C. Knapp Foundation, a public charity. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Hannah Roth is a Certified Financial Planner® with five years of industry experience, currently with JFS Wealth Advisors, LLC. Prior to joining JFS Wealth Advisors in 2025, she worked at Dimensional Fund Advisors for four years and has additional experience at Hills Bank and Trust Company and the University of Iowa. She serves on the Investment Committee of the Mennonite Education Agency, overseeing endowment and scholarship funds for affiliated educational and religious institutions. 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, estates, businesses, retirement plans, and municipal entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide portfolio management, offering services that include continuous investment management, retirement plan fiduciary services, and access to private investment funds.

John Staley IV is a financial advisor at Staley Capital Advisers Inc with 29 years of industry experience. He has been with Staley Capital Advisers since 1996 and holds several board and executive roles in privately held companies specializing in electrical enclosures, laser marking technologies, title insurance, and recycled plastic products. Additionally, he serves as president of the Staley Family Foundation and manages multiple family trusts and partnerships. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional clients, including insurance companies. The firm employs an active, relative-value investment approach focusing on asset allocation, quality and value equity selection, and macroeconomic-driven fixed-income management, while managing both separately managed accounts and private fund vehicles for accredited investors.

Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

Jason Domenick is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds the Series 63 and Series 65 designations and has been with Schneider Downs since 2026. Prior to joining the firm, he worked at Ed Isabella's State Farm Insurance Agency and has experience in catering and retail. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors, offering fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that includes diversified portfolios and tax-aware strategies.

Ryan Kennis is a CFP® with seven years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC since 2021. Prior to joining JFS, he worked at Citizens Securities Inc., Clarfeld Financial Advisors, CITIZENS Bank, and PNC. 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 and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, and offers services including tax preparation, ERISA plan management, and access to private investment funds.

Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

John Mcdonough is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Trustmark Financial Group, Inc. since 2000. Outside of advisory work, he operates a tax preparation business during tax season and is licensed to sell fixed insurance products. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach utilizing public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 2024.

Cherie Grecko is a financial advisor with Trustmont Advisory Group, Inc. and holds a Series 65 designation. She has two years of industry experience and has worked at PWR Planners, LLC since 2015. Outside of her advisory role, she is involved in the hospitality industry as a bartender and server at Jiggers Pub. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. 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 provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. 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 with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Keeyan Zimmerman is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Trustmont Advisory Group, Inc. and also works with affiliated firms, including Appelman Financial and Trustmont Financial Group. Outside of his advisory roles, Zimmerman owns Columbia County Edgeworks, a local tool sharpening service, and serves as a board member for the Central Susquehanna Community Foundation. Trustmont Advisory Group serves a diverse client base, including individuals and various institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

John Stone is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trustmont since 2015 and serves as an adjunct college professor teaching economics, finance, and management at Gannon University, SUNY Fredonia, and Saint Bonaventure University. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach, leveraging a variety of public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.