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.

James Zalenka is a CFP® with 23 years of industry experience and has been the sole advisor at The Baran James Company, Inc. in Pittsburgh, PA since 1995. He is also licensed to sell life, disability, and other insurance products. The Baran James Company, Inc. offers personalized investment advisory services to individuals, trusts, pension and profit-sharing plans, and other entities, focusing on tailored portfolios using mutual funds, ETFs, and selected individual securities within a long-term buy-and-hold strategy. The firm also provides pension consulting and 401(k) plan sponsor services, including plan design reviews and participant education.

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.

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

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.

Andrew Gans is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been the sole advisor at Rockcliff Capital, LLC since 2013. Rockcliff Capital provides tailored investment and wealth management services along with comprehensive financial planning and consulting to individuals, including high-net-worth clients. The firm emphasizes fundamental analysis and diversified equity exposure through separate private account strategies, operating as a fee-based adviser without commissioned products or custodian services.

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

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.

Nicholas Terezis is a CFA® charterholder with 27 years of industry experience, serving as the sole advisor at Marathon Strategic Advisors, LLC since 1999. He is based in Pittsburgh, PA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Terezis is Vice President and a board member of the Greek Orthodox Church Foundation, a nonprofit supporting the Holy Trinity Greek Orthodox Church in Steubenville, OH. Marathon Strategic Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes investment policies tailored through detailed client interviews and uses a combination of fundamental, quantitative, qualitative, and cyclical analysis to implement portfolios on a discretionary basis.

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.

Michael Donnelly is a CFA® charterholder and principal of Blue Devil Advisors LLC, an independent advisory firm based in Pittsburgh, PA. He has over 19 years of experience in the investment industry, including prior work at CS McKee and his ongoing role with Blue Devil Capital, a private investment business he founded and manages. He dedicates a significant portion of his time to this affiliated investment activity. Blue Devil Advisors is a single-advisor firm providing discretionary asset management and financial planning reviews primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis tailored to client objectives and maintains a boutique approach with a limited client roster.

Carl Emerick is a Certified Financial Planner™ (CFP®) with 26 years of industry experience. He has been the principal of Emerick Financial Planning, LLC since 2015. The firm serves individuals, high-net-worth clients, and small businesses by providing comprehensive financial planning and investment consultation. Emerick Financial Planning operates under a fiduciary standard and applies fundamental analysis alongside Modern Portfolio Theory, focusing on long-term, buy-and-hold strategies primarily using mutual funds and ETFs. The firm offers services on an hourly or fixed-fee basis and emphasizes educational workshops available to the public.

Daniel Power is the sole advisor at Daniel Power, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He founded Daniel Power, LLC in 2022 after an extended period outside the financial industry. The firm provides portfolio management services primarily for individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. Daniel Power, LLC generally recommends mutual funds tailored to clients’ risk tolerance and time horizon and operates under a fiduciary standard without accepting discretionary authority, requiring clients to maintain a custody relationship with Schwab Institutional.

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.