Cassandra Kirby is a financial advisor with Braun-Bostich & Associates Inc. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Braun-Bostich & Associates in 2017, she worked at Ameriprise Financial Services, Inc. for 12 years. Outside of advisory services, she owns Personal Ledgers, LLC, a tax preparation business. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on fiduciary discretionary investment management and financial planning. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other assets when appropriate.

Tammy Pompei is a CFP®-certified financial advisor with nine years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, employing a primarily long-term investment approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and other holdings as appropriate.

Nicholas Lewandowski is a financial advisor at Wyze Wealth Advisors, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes multiple roles at Allegheny Financial Group and a brief tenure at True Wealth Design, LLC. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational entities with services ranging from comprehensive wealth management to standalone financial planning and business- and employee-benefit consulting. The firm employs an evidence-based "All-Season" investment approach emphasizing diversification, factor exposures, cost and tax awareness, and disciplined rebalancing, with strategies that include traditional and alternative investments as well as a proprietary concentrated direct-stock portfolio.

Ryan Galiotto is a CFP® professional with 15 years of industry experience, currently serving at ETCH Financial. His prior experience includes roles at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of his advisory work, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and he is also a co-owner of a craft beer microbrewery, Fueled By Hops, LLC. ETCH Financial primarily serves individual clients, including both high-net-worth and non-HNW households, as well as small businesses and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, with a notable focus on student loan and college-planning expertise.

Gary Storie is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of experience in the financial services industry. He has led Storie Financial Advisory LLC since 2010 and also operates a tax preparation business as an Enrolled Agent, providing tax return preparation and support. In addition, he advises clients on life insurance and annuity products, though he does not sell insurance. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning, investment management, and federal and state income tax preparation. The firm uses a Core+Satellite investment approach with non-discretionary management and offers services on an hourly fee basis, including a 20% discount for U.S. military veterans.

Jillian Gisoni is a CFP® with five years of industry experience, currently serving as a financial advisor at Kapusta Financial Group. She has previously worked at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC, among others. Kapusta Financial Group provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets using a non-discretionary approach that incorporates Modern Portfolio Theory and a range of investment vehicles, supported by quarterly reviews and research from sources such as Morningstar and Standard & Poor’s.

Catherine Kapusta is a financial advisor at Kapusta Financial Group in Pittsburgh, PA, holding a Series 65 designation with eight years of industry experience. She has been with Kapusta Financial Group since 2014. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets, offering comprehensive planning and non-discretionary portfolio management based on client-specific profiles and asset-allocation models.

Alan Popa is a financial advisor at Popa Financial Services, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been leading Popa Financial Services since its founding in 2001. In addition to his advisory role, he is president of Popa & Associates, PC, a full-service accounting firm providing tax, estate planning, auditing, and business advice to individuals and businesses. Popa Financial Services, Inc. is an independent registered investment adviser offering personalized financial planning and discretionary portfolio management to individuals, plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment approach using passive index funds and ETFs complemented by actively managed funds, along with options-based defined outcome strategies and tailored written investment policies.

Darla Main is a CFP® professional with 36 years of industry experience, currently with Main Advisory, Inc. She previously worked at The STRATEGIC FINANCIAL ALLIANCE, INC. and Cetera Advisors LLC. Outside of advisory services, she is a fixed insurance agent. Main Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary investment management and financial planning. The firm combines fundamental and technical analysis with a long-term investment approach and provides ERISA retirement-plan advisory services as a 3(21) fiduciary.

Amy Braun Bostich is a CFP® professional with 35 years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. for 12 years. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm follows a primarily long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and other assets, supported by a technology-assisted subadvisor platform and regular client contact.

Christine Musuneggi is a financial advisor with MFG Private Wealth in Canonsburg, PA, holding Series 63 and 66 licenses and possessing 26 years of industry experience. She has been with MFG Private Wealth since 2025 and leads The Musuneggi Financial Group, LLC, an independent investment advisory firm. Musuneggi also serves on the NSS Life Advisory Board as a nonprofit board member and conducts seminars through Single Steps Strategies. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory-based investment approach, offering discretionary portfolio management supported by formal Investment Policy Statements and access to third-party managers and specified custodians.

Anthony Landau is a financial advisor with Popa Financial Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Venn Wealth & Benefit Services from 2015 to 2018 and has been associated with K2 Financial Group since 1995, where he may spend up to half of his time. Popa Financial Services, Inc. is an independent registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment strategy combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and tailored written investment policy statements.

Christopher Musuneggi is a financial advisor at MFG Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Grove Point Advisors, LLC, and LPL Financial. Outside of advisory work, he is co-owner of a tax preparation and accounting business. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a modern portfolio theory approach with long-term trading strategies and offers discretionary portfolio management tailored to client goals and risk tolerances.

Evan Steinfeld is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at LiftPoint Family Wealth Advisors, LLC and also supports Allora Solutions, LLC by providing business analytics to assist medical device sales representatives. His prior experience includes roles at LPL Financial, Morgan Stanley, and NewEdge Advisors. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments, and coordinates planning with clients’ tax, estate, and insurance professionals.

Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.

Jaco Jordaan is a financial advisor at Riverchase Wealth Management, LLC with 26 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Riverchase Wealth Management in 2024, he worked at Opus Financial Solutions LLC, Sanitas Wealth Management, LLC, and H.D. Vest Advisory Services. Riverchase Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm integrates tax preparation and IRS representation services alongside its advisory offerings and manages portfolios using diversified, tax-efficient strategies tailored to client objectives.

Elizabeth Debowski is a financial advisor at Storie Financial Advisory LLC in Canonsburg, PA. She holds a Series 65 designation and has been a homemaker since 2010, beginning her advisory career with no prior industry experience. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning and investment management. The firm uses a Core+Satellite investment strategy and offers tax return preparation through an Enrolled Agent, providing services on a non-discretionary basis and billing primarily by hourly fees.

Eugene Root III is a CFP® with two years of experience at Templeton Financial Planning and additional prior experience spanning over two decades at his own practice and other firms. He holds a Series 63 license and is based in Pittsburgh, PA. Templeton Financial Planning serves individuals and families with comprehensive, fee-only financial planning services including investment advice, tax planning, and estate reviews. The firm works with a small client base, emphasizes tax-related services, and typically provides investment recommendations on a non-discretionary basis using primarily indexed strategies and no-load funds.

Karen Iannucci is a financial advisor at ILG Private Wealth, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at ILG Private Wealth since 2019. In addition to her advisory role, Ms. Iannucci serves as a project director in the Corporate Compliance Department of UPMC’s insurance division services. ILG Private Wealth provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers. The firm employs a structured manager-selection process with ongoing due diligence, including office visits and performance monitoring.

Jon Erdner is a financial advisor at Its Asset Management, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Its Asset Management since 1976. Outside of his advisory work, Erdner has been involved in harness racing with shared ownership in several standardbred horses since 1984. Its Asset Management provides model-based portfolio management to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm uses a Disciplined Active Portfolio Management framework and primarily implements strategies through mutual funds and ETFs, managing approximately $282.8 million in discretionary assets.