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.

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.

Benjamin Pearce is a financial advisor with Guardian Capital, LLC in Wexford, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Guardian Capital in 2025, he worked at PNC Investments for seven years and had roles at Edward Jones Investments and Quicken Loans Inc. Guardian Capital, LLC is a fee-based investment adviser managing approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

Ryan Suess is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Kapusta Financial Group in Pittsburgh, PA. His previous roles include positions at Alight Financial Solutions and Scottrade Inc. He has been with Kapusta Financial Group since 2021. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers non-discretionary advice tailored to client goals and risk tolerance, employing Modern Portfolio Theory and a diverse mix of investment vehicles.

Angela Ferrante is a financial advisor with Leonard Advisory Group LLC in Wexford, PA, holding a Series 63 license and 38 years of industry experience. She has held roles at Leonard Advisory Group since 2015 and serves as president of Laurel Highlands Risk Management, a risk management firm specializing in life, health, accident, long-term care, and annuities. In addition, she owns and operates a family farm, A.M. Cattle Company. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, and business clients, including investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, incorporates third-party investment platforms and managers, and maintains discretionary trading authority with quarterly reviews.

Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.

Nathan Thompson is a financial advisor with 17 years of industry experience, currently practicing at 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides investment supervisory services and financial planning to individuals—including high-net-worth clients—and business entities. The firm manages approximately $66.6 million in assets across 301 client relationships, operating primarily on a non-discretionary basis with a blend of technical and fundamental investment analyses.

William Knight is a CFP® with 12 years of industry experience, currently serving as an advisor at Legend Financial Advisors Inc. He previously worked with Inpax Academy LLC and was self-employed before joining Legend Financial Advisors. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios with tailored strategies emphasizing strategic asset allocation and active adjustments, utilizing mutual funds, ETFs, and individual securities as appropriate.

Peter Belcastro is a CFP® with 18 years of experience in the financial services industry. He has been with Leonard Advisory Group LLC since 2023 and previously worked at Bill Few Associates, Inc. from 2015 to 2023. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, and it also selects and monitors third-party investment platforms and managers on behalf of its clients.

Bernard Campbell III is a financial advisor at ETCH Financial with a Series 65 designation and one year of industry experience. Prior to joining ETCH Financial, he held roles at College Aid Pro, Inc. and Student Loans Gotta Go LLC, both of which focus on student loan and college aid advising. ETCH Financial serves individual clients, small businesses, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes student loan and college-planning expertise and manages portfolios using client-specific investment policies with a mix of passive and active vehicles.

Ralph Servati is a financial advisor with Securities Brokerage Services in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Securities Brokerage Services since 2011. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm offers fee-based, non-discretionary investment advisory services, institutional consulting, and one-time financial planning, managing over $16 million in assets for 42 clients.

Barry Fasenmyer is a financial advisor with Securities Brokerage Services, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior firms include Cetera, MetLife Securities, and Legacy Consulting Group. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm provides non-discretionary, fee-based investment advisory and consulting services tailored to client objectives, with all accounts custodied through Pershing via Cetera.

Ryan Galiotto is a CFP® professional with 15 years of industry experience, currently serving at ETCH Financial. His prior experience includes roles at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of his advisory work, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and he is also a co-owner of a craft beer microbrewery, Fueled By Hops, LLC. ETCH Financial primarily serves individual clients, including both high-net-worth and non-HNW households, as well as small businesses and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, with a notable focus on student loan and college-planning expertise.

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.

Michael Dudkowski is a financial advisor at VAM Group, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Hightree Advisors and Willis Towers Watson. He serves as a volunteer board member for Achieva Family Trust, a nonprofit supporting individuals with disabilities. VAM Group, LLC provides portfolio management services to individuals, pension and profit-sharing plans, and state or municipal government entities. The firm employs a variety of investment methods and conducts monthly account reviews, serving a relatively small client base with discretionary assets under management.

Matthew Arndt is a CFP® and CFA® with 18 years of industry experience. He has been with Gallatin Investments, LLC since 2012. Outside of his advisory role, he is also a CPA and provides tax return services through a separate accounting practice. Gallatin Financial Advisors serves primarily individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a disciplined investment approach based on asset allocation and security analysis, providing clients with discretionary account management and tiered subscription planning options.

Michael Trauman is a financial advisor at Reliance Financial Advisors with a Series 66 designation and three years of industry experience. His background includes roles at Commonwealth Financial Network, Deloitte, and the Ohio Society of CPAs. Outside of financial advising, he is involved in tax preparation through a CPA practice. Reliance Financial Advisors is a small firm providing tailored financial planning services to individuals, trusts, non-profits, and businesses. The firm offers a broad scope of planning services and generally delivers non-discretionary advice through hourly or fixed-fee engagements, with implementation services directed through affiliated broker-dealer platforms.

Jillian Gisoni is a CFP® with five years of industry experience, currently serving as a financial advisor at Kapusta Financial Group. She has previously worked at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC, among others. Kapusta Financial Group provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets using a non-discretionary approach that incorporates Modern Portfolio Theory and a range of investment vehicles, supported by quarterly reviews and research from sources such as Morningstar and Standard & Poor’s.

Theodore Staats III is a financial advisor with Securities Brokerage Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, and Cetera Advisor Networks. He also holds a license as a fixed insurance agent, selling life insurance. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofits, and business entities. The firm offers non-discretionary, fee-based advisory services, institutional consulting, and tailored financial planning, managing client accounts through a dual brokerage and advisory model.

Thomas Boris is a financial advisor with Guardian Capital, LLC, where he has worked for 14 years. He holds legal credentials and has also practiced law at the Elder Law Offices of Shields & Boris for over 22 years. Outside of his financial advisory role, he maintains an active legal practice specializing in elder law and insurance services. Guardian Capital, LLC manages approximately $128 million for about 240 clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services using a variety of investment strategies and third-party model services.