Kirtland Sippola is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, previously working at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians and offers tailored financial solutions for a limited client base.

Michael Marion is a CFP® with 35 years of industry experience, currently serving at Marion Wealth Management since 2021. He has previously worked at firms including United Planners' Financial Services of America, WealthPointe Financial LLC (where he is a managing partner), Wells Fargo Advisors, and Ferris, Baker Watts, LLC. In addition to his advisory roles, Michael is also an independent insurance agent specializing in non-variable insurance. Marion Wealth Management is a SEC-registered advisory firm with a five-advisor team managing approximately $543 million in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of portfolio management strategies, including discretionary and non-discretionary approaches, and incorporates third-party sub-advisors and derivatives within separately managed accounts.

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.

Jeffrey Lott is a financial advisor with Marion Wealth Management in Monroeville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. His prior roles include positions at United Planners' Financial Services of America, Wells Fargo Advisors Financial Network, and Ferris, Baker Watts. In addition to advising, he is a partner and owner of WealthPointe Financial LLC and works as an independent insurance agent focusing on non-variable insurance products. Marion Wealth Management is a SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets and offers services such as portfolio management, financial planning, pension consulting, and donor-advised fund services, employing a variety of investment strategies including the use of derivatives and held-away account implementation.

Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.

Erin Britton is a financial advisor at Marion Wealth Management with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2016 to 2023. Marion Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets and employs a mix of fundamental, technical, and modern-portfolio investment approaches, also utilizing third-party sub-advisors and derivatives within separately managed accounts.

Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Riverside, he worked at Saxony Securities, Saxony Capital Management, and Trinity Wealth Securities. He is also involved in fixed insurance sales through McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers customized investment strategies to a limited client base.

Patrick Cortazzo Jr. is a CFP® and ChFC® professional with six years of industry experience. He is currently with Embree Financial Group and previously worked at Waldron Private Wealth and Treloar & Heisel Wealth Management. Outside of advising, he is an independent insurance agent, dedicating approximately one hour per month to that activity. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves a diverse client base including high net worth individuals, families, and corporations, employing a fiduciary approach with a combination of fundamental, technical, and cyclical analysis.

Lutelles White is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at TIAA and Waddell & Reed. Outside of advising, he owns and manages rental properties. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, using a range of investment strategies including fundamental and quantitative analysis. The firm manages over $1.2 billion in discretionary assets across multiple advisory teams.

Evan Hufnagle is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians such as Schwab and Fidelity.

Gabriella Lo Tito is a financial advisor at Marion Wealth Management with a Series 65 credential and one year of industry experience. Prior to her current role, she worked at JW Synder LLC and has held positions in both education and retail. Marion Wealth Management is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets using a combination of fundamental, technical, and modern-portfolio approaches and offers services including portfolio management, financial planning, pension consulting, and donor-advised fund services.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Joseph Lux II is a financial advisor with Gradient Advisors, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 16 years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Blackridge Asset Management and has operated The Joe Lux Financial Team, LLC since 2021, which provides financial literacy programs to corporate clients. Outside of financial advisory, Lux has experience in financial education and corporate financial literacy initiatives. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with client approval required for transactions.

Garret Rigatti is a financial advisor at Trustmont Advisory Group, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at #1 Cochran for 9 years. Outside of his role at Trustmont, he is involved with Horizon Financial Advisors, where he engages in sales and service of mutual funds. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm emphasizes a long-term investment outlook and utilizes a range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Trustmont Advisory Group and its related entities since 2010 and has been self-employed since 1986. Outside of his advisory work, he provides educational services on financial and health literacy, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and related Pittsburgh connections. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook drawing on a broad range of public research sources and offers discretionary portfolio management alongside other advisory services.

Peter Dochinez is a CFP® with 44 years of industry experience, currently serving at Trustmont Advisory Group, Inc., where he has worked since 1997. He has been involved with Trustmont Financial Group, Inc. since 1986. Beyond advising, he is an owner and managing partner in The Pulmonary Institute at Redstone LLC, a critical care facility development, and serves as assistant treasurer for the Export Volunteer Fire Department. Trustmont Advisory Group, Inc. provides financial advice to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and businesses. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion in assets, offering discretionary portfolio management alongside other financial services.

James Ault is a financial advisor with Trustmont Advisory Group, Inc. in Beaver Falls, PA, holding a Series 63 designation and 40 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2009. Outside of his advisory role, he owns United Equity, an insurance business specializing in life, health, accident, disability insurance, and fixed annuities. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook using public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Steven Hagofsky is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Trustmont Advisory Group since 2008 and its affiliated Trustmont Financial Group since 2007. Outside of his advisory work, he owns Hagofsky Farms, which produces sweet corn, and is involved in natural gas and solar energy leases as a landowner. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research, industry reports, and adviser judgment.

David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.