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.

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.

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.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Janney Montgomery Scott LLC. In addition to advisory services, he is also licensed to provide insurance sales on a limited basis. Wexford Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business-sponsored pension and profit-sharing plans. The firm employs a customized, long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, with selective use of individual securities, and provides ongoing fiduciary oversight and integrated financial planning.

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.

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.

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.

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.

Eric Carlson is a financial advisor at Sewickley Financial LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sewickley Financial since 2014. Outside of his advisory role, he serves as a volunteer board member and treasurer of the finance and endowment committee at the Sewickley Library. Sewickley Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing mainly on U.S. equities within a long-term trading framework.

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.