Mark Moretti II is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of MedWealth Advisors, an independent firm based in Pittsburgh, PA. Prior to founding MedWealth Advisors, Moretti worked at Flower City Capital, Cooper Haims, and Waldron Private Wealth. He also provides credit consulting services as an independent contractor with Superior Tradelines. MedWealth Advisors offers personalized investment management and comprehensive financial planning primarily for medical doctors, employing a combination of fundamental and technical analysis within a Modern Portfolio Theory framework. The firm manages diversified portfolios on a discretionary basis, providing tailored billing arrangements and maintaining a small client roster.

Matthew Salcedo is the founder of Salcedo Financial Services in McKeesport, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at T. Rowe Price, Craig & Treff Financial Services, and Kestra Investment Services. Salcedo Financial Services offers investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and small businesses. The firm employs an asset-allocation-driven, discretionary investment approach guided by client-specific Investment Policy Statements and provides flexible fee arrangements beyond standard percentage-of-AUM billing.

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 holds a Series 66 license with 16 years of industry experience. He has worked at Rockcliff Capital, LLC since 2013 and previously at Morgan Stanley and Bill Few Associates, Inc. Rockcliff Capital provides tailored investment and wealth management, as well as financial planning and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and a multi-faceted asset allocation approach, primarily using ETFs and diversified equity exposure, with both discretionary and non-discretionary portfolio management.

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.

Joshua Bryant is a financial advisor at FreedomTrust LLC in McDonald, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KPMG, Google, Govini, and Highmark Health Solutions. Outside of his advisory role, he maintains substantial employment in a non-investment technology position. FreedomTrust LLC provides non-advisory digital asset management, administration, and financial consulting primarily for institutional clients and registered investment advisers. The firm’s approach centers on digital-asset strategies tailored to clients’ objectives and risk tolerance, using qualified custodians and third-party trading technology, and offers both discretionary and non-discretionary arrangements as well as sub-advisory services.

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.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has led Zimmer Financial Planning since 2012, operating as the firm's sole adviser. Zimmer Financial Planning offers comprehensive financial planning services for high-net-worth individuals, focusing on investment, retirement, tax, estate, insurance, and debt/credit planning through fixed-fee and hourly engagements. The firm does not provide ongoing portfolio management or take custody of client assets, emphasizing written investment policies, quarterly reviews, and a variety of investment analysis methods without charging percentage-of-assets fees.

David Cawley is a CFP® professional with eight years of experience currently serving as the sole advisor at Paraplan OnDemand in Pittsburgh, PA. His prior experience includes roles at Legend Financial Advisors, Northwestern Mutual Investment Services, and TIAA, among others. Outside of his advisory work, he is involved with G4G Glass LLC. Paraplan OnDemand provides outsourced paraplanning and analytical support to financial advisors and firms, delivering project-based financial modeling and planning materials without managing client accounts or providing portfolio management. The firm operates exclusively on a business-to-business basis with fixed, pre-agreed fees.

Frank Burnette III is the sole advisor at Morrison Fiduciary Advisors, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 credentials with nine years of industry experience. He has worked at Morrison Fiduciary Advisors since 2003 and previously spent nine years at Garrison Institutional Asset Management. Morrison Fiduciary Advisors provides investment consulting and portfolio management services primarily to institutional clients, including public pension plans, Taft-Hartley plans, foundations, endowments, corporations, trusts, and not-for-profit entities, as well as 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 focused on client goals, strategic asset allocation, and ongoing account 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.

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 designations and one year of industry experience. He has held roles at Keystone Imperial LLC and Morty, Inc., where he also works as a mortgage loan originator. Additionally, he is involved in back-office management and partial ownership of a trucking company. Mons Olympus LLC provides discretionary and non-discretionary investment management and financial advice primarily using mutual funds and exchange-traded funds. The firm serves individuals, households, high-net-worth clients, and small businesses, employing an investment approach based on Modern Portfolio Theory and fundamental analysis that emphasizes diversified passive portfolios with selective active allocations.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.

Dominic Necciai is a financial advisor at Prosper Wisely, LLC in Pittsburgh, PA, holding Series 63, 65, and 66 licenses with seven years of industry experience. Prior to founding Prosper Wisely in 2021, he worked at PNC and Morgan Stanley, including roles in wealth management. He is also a licensed insurance agent in Pennsylvania. Prosper Wisely offers investment planning and consulting services to individuals, trusts, estates, corporations, and other business entities. The firm employs a fixed-fee planning model that incorporates cash flow analysis, tax and legacy planning, asset allocation, and risk management to create customized strategies without managing client assets or sponsoring wrap-fee programs.

David Schleis is the principal of DS Wealth Advisors, Inc., an independent advisory firm based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Schleis is also an accountant and licensed insurance agent with ownership interests in related businesses, including DS Financial Advisors, Inc. and D.W. Schleis, LLC, and he is a partner in DS Tax Advisors, LP. DS Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes long-term trading and diversified allocations using mutual funds and ETFs, employing various analysis methods alongside modern portfolio theory, with client portfolios reviewed at least quarterly.

George Bernard Jr. is a financial advisor at Bennington Asset Management, LLC with 49 years of industry experience. His career includes roles at Healthview Asset Management, Advisory Group Equity Services, and Veravest Investment Advisors. He also serves as an independent medical consultant and outside board member for WorldCare North America. Bennington Asset Management LLC provides fee-based, discretionary investment management and financial planning to individuals and institutional clients, offering customized portfolios that range from Aggressive Growth to Capital Preservation through fundamental and technical analysis.