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.

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.

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.

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.

Dominic Necciai is a financial advisor at Prosper Wisely, LLC in Pittsburgh, PA, with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC for eight years before founding Prosper Wisely in 2021. He is also a licensed insurance agent in Pennsylvania. Prosper Wisely provides investment planning and consulting services to individuals, trusts, estates, corporations, and other business entities. The firm focuses on tailored planning engagements that include cash flow analysis, tax and legacy planning, asset allocation, and risk management without managing client assets or sponsoring wrap-fee programs.

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

George Bernard Jr. is a financial advisor with Bennington Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes long tenures at Healthview Asset Management and Advisory Group Equity Services. Outside of advising, he serves as an independent medical consultant and outside board member for WorldCare North America and is involved in independent marketing services as managing director at Bennington Asset Management. Bennington Asset Management LLC provides fee-based discretionary investment management services to individuals and institutional clients, offering customized portfolio options and healthcare-focused financial solutions. The firm combines fundamental and technical analysis in a primarily long-only investment approach with both discretionary and client-directed service models.

Dennis Poland is a financial advisor at DPCM in Pittsburgh, PA, holding a Series 65 credential with 17 years of industry experience. He has been with Decade Perspective Capital Management, LLC since 2009. DPCM provides separately managed accounts and investment advice primarily to individual investors with a multi-year horizon. The firm follows an investment approach that replicates the advisor’s long-term personal portfolio across client accounts, focusing on conservatively financed, profitable, and competitively dominant common stocks for multi-year ownership.

Devin Faddoul is a CFP® certificant with four years of industry experience, currently serving as an advisor at Atmos Advisory, LLC. His career includes roles at EWA, LLC, Origin Financial, Adda Financial, and PNC Financial Services. He is the owner and author of the newsletter "Paid in Full" and hosts a podcast by the same name, featuring interviews with entrepreneurs and creators on topics related to financial markets and life experiences. Atmos Advisory serves individual investors, pension plans, trusts, and estates by providing discretionary portfolio management, financial planning, and consulting. The firm employs ETF-focused, modern portfolio theory–based asset allocation with an emphasis on low turnover, tax awareness, and periodic rebalancing.

Kathleen Skowronek is a CFP® professional with two years of industry experience. She is currently with Integrated Planning & Wealth Management, LLC and has previously worked at CrossPoint Wealth Partners, Capital Asset Management Group, Duraloy Technologies, Virginia Tech, and Southwest Regional Tax Bureau. Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric practice owners. The firm offers discretionary investment management, financial planning, and business consulting, using diversified, risk-based portfolios and a combination of fundamental analysis and modern portfolio theory.

Aaron Kahn is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with WMS Wealth Planners in Pittsburgh, PA, and has held advisory roles at Wealth Management Strategies, Inc. and Kestra Financial Services, Inc. Outside of his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a financial media outlet featuring interviews about personal money experiences, and serves on the board of Trail Pittsburgh, where he contributes to web content and community trail maintenance. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm employs a total portfolio approach that blends active and passive strategies, using a proprietary model combining fundamental, technical, and cyclical analysis, and offers ESG variants and charitable endowment strategies.

Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

Rebekah Kiger is an investment adviser representative at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Investments and Citizens Securities. Outside of her advisory role, she is a Certified High Performance Coach and serves as a brand ambassador for health products with Xendurance. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a mix of fundamental and technical analyses and uses model portfolios aligned with clients’ goals, managing approximately $62.9 million in discretionary assets.

Samuel Abraham is a CFP®, ChFC®, and Series 65-licensed advisor with 14 years of industry experience. He has been with Qualified Planning since 2016 and previously worked at OnPointe Advisory and Financial Services, LLC. In addition to his advisory role, he owns and operates an insurance agency, Abraham Financial Planning, where he is an insurance agent. Qualified Planning provides investment advisory services primarily to individual clients, as well as pension/profit-sharing plans and corporations. The firm emphasizes passive, asset-allocation-driven portfolios using exchange-traded funds and mutual funds, and offers discretionary model portfolio management alongside a manager-of-managers program.