Michael Dykes is a CFP® with eight years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd since 2019. His prior experience includes roles at PNC Investments and Fidelity Investments. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.

Anthony Pratt is a financial advisor with Stratos Wealth Advisors LLC in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Stratos in 2018, he worked at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. He is also a part owner of Revelations Counseling & Wellness, a mental health and wellness business founded by his two daughters. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios and maintaining relationships with multiple subadvisers and custodians.

Charles Ross is a financial advisor with On Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, Ross is involved in selling fixed annuities and life, accident, and health insurance through a fraternal organization. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary investment programs.

Ian Cerminara is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has been with Allegheny Financial Group Ltd in Pittsburgh, PA, since 2013. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary management along with private funds for qualified investors.

Terry Knepp is a CFP® professional with 22 years of experience in financial advising. He has been with Allegheny Financial Group Ltd since 2004 and also worked at Allegheny Investments, Ltd. from 2004 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual-fund-based portfolios guided by in-house research and an investment committee, and it manages private funds for qualified investors alongside discretionary and non-discretionary portfolio management.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at BCG Securities since 2017 and previously held roles at Voya Financial Advisors and Renshaw, Hart, Grae & McConahy Inc. Martz is also president of Hart, McConahy & Martz, Inc., an insurance sales and service firm, and serves as vice president of the Safe Harbor Condominium Association. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering services including portfolio management, financial planning, and pension consulting. The firm focuses on customized investment policy statements, predominantly manages assets on a non-discretionary basis, and utilizes independent third-party managers alongside various analytical approaches.

Bridget Hommey is a financial advisor at Western Wealth Management LLC with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Western Wealth Management in 2016, she was affiliated with LPL Financial starting in 2009 and continues to maintain that association. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates a decentralized model, combining proprietary and third-party investment strategies across diverse asset classes, with an emphasis on customized portfolio management and a wide range of financial planning services.

Jena Reinheimer is a financial advisor at Avantax Planning Partners, Inc. with one year of industry experience. She holds the Series 65 designation and has worked previously at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and GA Investment Management. Outside of finance, she has experience working in the food service industry at Mac's Cafe and spent eight years affiliated with Butler High School and Slippery Rock University. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, and insurance entities.

Ryan Papp is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Lincoln Investment and Cambridge Investment Research. He also provides tax preparation services through ATI Financial Services on a seasonal basis. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team that employs proprietary screening processes and various portfolio management options.

Kelli Mc Ginnis is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. She previously worked at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory role, she operates an Etsy shop where she designs and sells jewelry as a hobby. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, and placement-agent services for private funds, utilizing both discretionary and non-discretionary investment approaches across multiple platforms.

Jonathan Grebosky is a CFP® and CFA® at Gibson Capital, LLC with one year of industry experience. He has worked at Gibson Capital since 2023 and previously held positions at PNC, Viatris, Duquesne Fund Services, and Auto-Owners Insurance. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm uses a strategic asset allocation approach focused on broad diversification via mutual funds and ETFs, involves clients in decision-making, and maintains policies to limit conflicts of interest.

Justin Kovac is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2021 and was previously with Ernst and Young LLP from 2015 to 2020. Outside of his advisory role, Kovac is a partner at ATI Financial Services LLC, where he is involved in accounting, tax, and payroll services including IRS representation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management utilizing an in-house Investment Management & Research team and maintains close affiliations with Lincoln Investment and Pershing/BNY.

Kaitlyn Kocuba is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 66 designation with eight years of industry experience. She previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. / Premier Wealth Partners. Kaitlyn has been with Heritage Wealth Advisors since 2021. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans through portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models incorporating multiple investment strategies and offers discretionary and non-discretionary management, coordinating with outside professionals as needed.

Brian Daniels is a financial advisor with Prosperity Wealth Management, Inc. in New Brighton, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services since 2006. Outside of advisory work, Daniels is president and owner of Daniels Trading Company, LLC, a business focused on importing goods from Paraguay, and he also provides tax preparation services through Forte Financial Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with quarterly reviews, employing a diverse set of analytical methods and oversight of third-party managers.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Eric Matsko is a CFP® professional with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as the house manager for the Fort Macintosh Club, a private social club. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, employing an in-house research team and investment committee to guide portfolio construction using mutual funds, ETFs, and other pooled products.

Richard Carlin is a financial advisor with Sound Income Strategies, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, Edward Jones, and Fisher Investments. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and registered advisors, offering asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies with active portfolio management and also provides insurance planning and educational workshops through affiliated entities.

Mitchell Woods is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, AXA Advisors, and Tom Lange Company. Outside of his advisory role, he is also licensed as an insurance agent, offering insurance products to clients. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and a range of retirement-plan services through a network of approximately 97 advisers using a structured risk framework and diversified investment strategies.

Wiley Belknap is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Motley Fool Wealth Management, TMF Investments, Ayco/Goldman Sachs, and United Capital Financial Advisers. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.