Michael Dieschbourg is a financial advisor at iCapital Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Alpha Capital Family Office and Federated Investors. iCapital Advisors provides non-discretionary investment advisory and consulting services to institutional clients, family offices, trusts, nonprofits, and retirement plans. The firm offers customized portfolios across multiple asset classes, combining top-down fundamental analysis with technical analysis to guide asset allocation and security selection.

David Mandelblatt is a financial advisor with WealthProtect Advisors LLC in Pittsburgh, PA, holding a Series 65 designation and nine years of industry experience. His career includes roles at WealthProtect Advisors since 2016 and CGN Advisors, LLC since 2018. Outside of WealthProtect Advisors, Mandelblatt dedicates a significant portion of his time to investment advisory activities at CGN Advisors, LLC. WealthProtect Advisors LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with wealth management services that integrate ongoing investment management and comprehensive financial planning. The firm employs a passive, Modern Portfolio Theory-based investment approach, using diversified mutual funds and ETFs, and operates on a flat, fee-based billing schedule rather than percentage-of-assets fees.

Rita Ford is the principal advisor at Ford Financial Advisors, Limited in Pittsburgh, PA, with 25 years of industry experience. She holds a Series 66 designation and has been operating her independent advisory firm since 2008. In addition to her advisory work, she is a substitute teacher with Pittsburgh Public Schools. Ford Financial Advisors, Limited provides comprehensive financial advisory services to individuals and small businesses, focusing on long-term, diversified portfolios and offering non-discretionary investment management without minimum account sizes. The firm emphasizes tailored advice based on client goals and conducts periodic reviews while maintaining a client-authorized trading model without discretionary authority or custody of assets.

Camillo Schmidt is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with Potomac Investment Management, Inc. since 1987. The firm provides discretionary portfolio management primarily for individual investors and families, administering individually managed accounts and managing a large charitable trust. Potomac Investment Management follows a conservative, buy-and-hold investment approach focused on capital preservation, utilizing value-oriented equity selections and U.S. Treasury fixed-income allocations.

Jasper Saberi is the sole advisor at Saberi Investments, LLC, an independent firm based in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked for the United States Patent and Trademark Office for 13 years and served in the United States Army and Army Reserve for 21 years. Outside of advisory work, he manages investment property as a property manager. Saberi Investments provides discretionary investment management through separately managed accounts for individuals, high-net-worth individuals, and small businesses. The firm employs an active, value-oriented approach focused on fundamental analysis and concentrated common-stock holdings, with a long-term buy-and-hold strategy.

Mark Moretti is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of MedWealth Advisors in Pittsburgh, PA, where he has worked since 2021. Prior to founding MedWealth Advisors, Moretti held positions at Flower City Capital, Cooper Haims, and Waldron Private Wealth. Outside of his advisory work, he provides independent credit consulting for Superior Tradelines. MedWealth Advisors delivers individualized investment management and comprehensive financial planning, primarily serving medical doctors but also accepting other clients. The firm applies a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, using both passive and active investment vehicles tailored to clients’ goals and circumstances.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

Otto Chu is a financial advisor with Chu Financial Management Corporation in Pittsburgh, PA, bringing 21 years of industry experience. He has been with Chu Financial Management Corporation since 2004 and also serves as chairman of Chu Investment Counsel, Inc., a separate legal and business advisory firm. Mr. Chu is a lawyer and a member of the Pennsylvania Bar since 1979. Chu Financial Management Corporation provides discretionary investment management services to individuals, families, trusts, and certain institutional clients. The firm focuses on long-term equity strategies, including value analysis, growth selection, and dividend-oriented investments, managing approximately $47.6 million across about 43 client accounts.

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Janney Montgomery Scott LLC. In addition to advisory services, he is also licensed to provide insurance sales on a limited basis. Wexford Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business-sponsored pension and profit-sharing plans. The firm employs a customized, long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, with selective use of individual securities, and provides ongoing fiduciary oversight and integrated financial planning.

Andrew Faderewski is a CFA charterholder and the principal of Vindicta Investment Advisors LLC, with over 16 years of industry experience. Prior to founding Vindicta, he worked at C.S. McKee Investment Managers from 2007 to 2023. He also holds a concurrent role as an investment manager at The Pittsburgh Foundation, a nonprofit organization. Vindicta Investment Advisors provides discretionary asset management and financial planning services to high-net-worth individuals, institutions, small businesses, and not-for-profit organizations. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, implementing various strategies in separately managed accounts.

David Cawley is a CFP® professional affiliated with Paraplan OnDemand, with eight years of experience in the financial industry. His prior roles include positions at PNC Wealth Management, TIAA-CREF, and Legend Financial Advisors. Outside of financial services, he is involved with G4G Glass LLC, an entrepreneurial venture. Paraplan OnDemand provides outsourced paraplanning and analytical support exclusively to financial advisors and firms, delivering project-based services such as financial models and planning summaries without managing client accounts or offering portfolio management.

Frank Burnette III is the sole advisor at Morrison Fiduciary Advisors, Inc. in Pittsburgh, PA. He holds Series 65 and Series 63 designations and has nine years of industry experience. He has been with Morrison Fiduciary Advisors since 2003. Morrison Fiduciary Advisors provides investment consulting and portfolio management services primarily to institutional clients such as public pension plans, Taft-Hartley plans, foundations, endowments, corporations, trusts, and not-for-profit entities, while also serving high-net-worth individuals. The firm offers both non-discretionary ERISA Section 3(21) consulting and discretionary ERISA Section 3(38) OCIO arrangements, with a process that includes reviewing client goals, strategic asset allocation, fund selection, and ongoing monitoring.

Nathan Hopkins is a financial advisor with Iron Link Capital LLC in Pittsburgh, PA. He holds Series 63 and Series 65 credentials and has 17 years of industry experience, including six years at Morgan Stanley prior to founding Iron Link Capital in 2022. Hopkins also works as a licensed insurance agent, dedicating a portion of his time to insurance-related activities. Iron Link Capital provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm combines retail asset management with retirement-plan advisory work, utilizing tools such as Monte Carlo analysis and employing sub-advisors where appropriate, with an investment approach that includes ongoing monitoring and portfolio adjustments based on client circumstances and market conditions.

Bo Zhang is a financial advisor at Finease Consulting in Pittsburgh, PA, holding a Series 65 license with two years of industry experience. Prior to entering the financial advisory field, he worked at Google LLC for four years and has additional experience with IQ Inc and PNC Bank NA. Bo Zhang also has an academic background, including a doctoral degree. Finease Consulting provides financial planning and consulting services to individuals, families, and high-net-worth households, primarily through fixed-fee engagements. The firm does not manage client assets but conducts due diligence and ongoing monitoring of third-party investment advisers, integrating fundamental and technical analysis as well as public research in its assessments.

Ronald Leonard is the sole advisor at RCL Capital Management in Wexford, PA, with 29 years of experience at the firm. He has been managing personalized financial planning and investment strategies since 1997. RCL Capital Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach that combines passive index funds and ETFs with selective active funds and individual securities, serving approximately 84 clients with about $38.4 million in assets under management.

Kelly Reddy Heffner is a CFP® and Series 65-registered financial advisor with seven years of industry experience. She is the owner of Steel City Wealth Collaborative, which provides financial coaching, mediation, and divorce planning. She has worked at 80 West Asset Management since 2024 and has prior experience with Steel City Wealth Collaborative and Your Financial Pharmacist. 80 West Asset Management offers discretionary and non-discretionary investment management and financial planning services to individual and business clients, including corporations. The firm builds client portfolios based on an Investment Policy Statement, combining fundamental analysis with passive, low-cost fund implementation and a buy-and-hold strategy tailored to client needs.

Nezamkhon Khodjaev is a financial advisor at Mons Olympus LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior work history includes roles at Keystone Imperial LLC and Morty, Inc. Outside of advising, he is involved as a mortgage loan originator for an online mortgage company and manages back-office operations at a trucking firm. Mons Olympus LLC offers discretionary and non-discretionary investment management and financial advice primarily through mutual funds and exchange-traded funds, serving individuals, households, high-net-worth clients, and small businesses with a focus on Modern Portfolio Theory and fundamental analysis.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.