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.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

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.

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

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.

Andrew Faderewski is a CFA charterholder and the principal of Vindicta Investment Advisors LLC, with over 16 years of industry experience. Prior to founding Vindicta, he worked at C.S. McKee Investment Managers from 2007 to 2023. He also holds a concurrent role as an investment manager at The Pittsburgh Foundation, a nonprofit organization. Vindicta Investment Advisors provides discretionary asset management and financial planning services to high-net-worth individuals, institutions, small businesses, and not-for-profit organizations. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, implementing various strategies in separately managed accounts.

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 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.

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.