Matthew Viverette is a financial advisor at Vista Investment Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Vista Investment Management since 2014. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing, focusing on portfolio management rather than standalone financial planning.

Lawrence Eakin Jr. is a financial advisor at Vista Investment Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. and two years at Strong Capital Management Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm follows a fundamental, value-oriented equity strategy combined with broad diversification and ongoing rebalancing, managing approximately $324 million in client assets as of March 2026.

Douglas Woods is a financial advisor at Healthview Asset Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. In addition to his advisory work, Woods serves as the official scorekeeper for Duquesne University’s men's and women's basketball teams. Healthview Asset Management provides fee-based investment management services to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using fundamental and technical analysis, automated rebalancing, and retirement- and healthcare-focused programs, including unique actuarial-style solutions for long-term care funding and income planning.

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and The Vanguard Group. Outside of advising, Dunlop works part-time as an independent contractor for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy combined with broad diversification and ongoing rebalancing.

Robert Richardson is a financial advisor with Winthrop Partners - WPA, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Forum Financial Management and EWA, LLC, and was a student for eleven years prior to entering the industry. Winthrop Partners – WPA, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities, offering portfolio management, comprehensive financial planning, and a subscription planning service. The firm employs a combined top-down and bottom-up approach to asset allocation and security selection, coordinating with clients’ tax and estate advisors and applying tax-efficient strategies where appropriate.

Dominic Bonaccorsi is a financial advisor at Lange Financial Group, LLC with six years at the firm and a total of 11 years of industry experience. Prior to joining Lange Financial Group, he worked at R.D. Hoag and Associates for five years. Bonaccorsi also operates a tax preparation business, Bonaccorsi Tax and Accounting Service, in Pittsburgh. Lange Financial Group provides comprehensive financial planning and consulting to individuals, trusts, estates, and charitable organizations, focusing on coordinated implementation through independent investment managers. The firm is noted for its integrated tax and planning guidance supported by a team that includes multiple CPAs and CFP® professionals.

John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.

Jennifer Hall is a CFP® professional at Lange Financial Group, LLC with five years of industry experience. She has worked at Lange Financial Group since 2021 and is also the owner of Pittsburgh CPA Services, PLLC, where she prepares individual tax returns during tax season. Lange Financial Group serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and consulting services that integrate tax-related planning. The firm refers clients to independent investment managers for portfolio implementation and emphasizes coordinated planning supported by a team that includes CPAs and a CFP® professional.

Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

James Lange is the principal of Lange Financial Group, LLC in Pittsburgh, PA, with 24 years of experience in financial advising. He also owns and supervises three affiliated businesses: a CPA firm, a law office, and a life and health insurance firm. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning and consulting, including tax-related planning. The firm coordinates implementation through independent investment managers and offers educational programming such as newsletters and seminars.

Kurtis Savage is a financial advisor at MacDougall Financial Counseling with 13 years of industry experience. He holds a Series 65 license and has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management for individual clients, trusts, charities, and organizations, serving both non-high-net-worth and high-net-worth households. The firm emphasizes portfolios constructed with no-load mutual funds and ETFs, focusing on diversification and equity bias, while managing roughly $425 million in client assets across several hundred accounts.

Ronald Heakins is a financial advisor at Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He is the majority owner of Oakmont Investment Advisors, which operates as Oak Tree Investment Advisors, and has been involved in expert services and fiduciary auditing through related entities. Oak Tree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of macroeconomic analysis, fundamental company research, and technical indicators to construct diversified portfolios, including a distinctive weekly-rebalanced Zacks trading strategy and tactical covered-call approaches.

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His career includes roles at multiple firms such as Blackridge Asset Management and PNC Wealth Management. Outside his advisory work, he is a business owner of East Coast Sports Association, LLC. 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 utilizes a combination of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.

Samuel Kramer is the sole advisor at Kramer Fiduciary Services in Pittsburgh, PA, with 30 years of experience at the firm. He holds credentials as a CPA and provides financial planning, investment consultation, and income tax preparation. Kramer Fiduciary Services serves a limited number of individual investors, trusts, estates, and businesses, focusing on education, written asset allocation reports, and consultation with a long-term, tax-efficient investment approach. The firm combines CPA and registered investment adviser roles, offering fee structures based on consultation and hourly engagements rather than asset-based fees.

Cameron Tobias is a financial advisor with Chapel Hill Investment Analysts Inc. He holds a Series 65 designation and has five years of industry experience. Prior to joining the firm, he worked in the automotive sector at Acent Auto and Malinish Auto Wrecking. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach with diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with accounting firms, law firms, and insurance providers.

Bradley Roth is a financial advisor at McDowell Associates Investments, LP with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UX Wealth Partners, Thor Financial Technologies, Sardonyx Capital Management, Hatrick Capital, and Kattan Ferretti Financial. He is a licensed insurance agent and a co-owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension plans, and pooled investment vehicles. The firm manages individualized portfolios using a long-term trading approach that incorporates charting, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary arrangements.

Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.

Daniel Eller is a CFP® professional with three years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has been with WMS Wealth Planners since 2020 and previously worked at an aesthetic skin and laser center. WMS Wealth Planners offers investment management and comprehensive financial planning to individuals and various institutional clients, utilizing a total portfolio approach that incorporates both active and passive strategies. The firm employs a proprietary investment model combining fundamental, technical, and cyclical analysis, and provides tailored portfolios that include ESG and Charitable Endowment options.

Scott Coy is the president and sole advisor at Coy Capital Management in Monroeville, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Invicta Advisors, LLC and Trustmont Financial Group, Inc. Outside of investment advisory, he leads a real estate consulting firm and a fixed insurance business, both based in the Pittsburgh area. Coy Capital Management provides financial planning and portfolio management services to individuals, small businesses, and small pension and profit-sharing plans, including high-net-worth clients. The firm also advises qualified investors on private real estate pooled investment vehicles and generally manages client accounts on a non-discretionary basis using model portfolios and a range of equity and event-driven strategies.

Clinton Guyaux is a CERTIFIED FINANCIAL PLANNER™ at Centerview Wealth Advisors, LLC, with 20 years of industry experience. He has worked at Centerview since 2014 and previously held positions at MassMutual Life Insurance Company and Guardian Life. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a disciplined investment process that includes discretionary trading authority and integrates various analytical methods to tailor investment strategies.