Camillo Schmidt is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with Potomac Investment Management, Inc. since 1987. The firm provides discretionary portfolio management primarily for individual investors and families, administering individually managed accounts and managing a large charitable trust. Potomac Investment Management follows a conservative, buy-and-hold investment approach focused on capital preservation, utilizing value-oriented equity selections and U.S. Treasury fixed-income allocations.

Jasper Saberi is the sole advisor at Saberi Investments, LLC, an independent firm based in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked for the United States Patent and Trademark Office for 13 years and served in the United States Army and Army Reserve for 21 years. Outside of advisory work, he manages investment property as a property manager. Saberi Investments provides discretionary investment management through separately managed accounts for individuals, high-net-worth individuals, and small businesses. The firm employs an active, value-oriented approach focused on fundamental analysis and concentrated common-stock holdings, with a long-term buy-and-hold strategy.

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.

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.

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.

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.

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.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Wexford, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Janney Montgomery Scott, LPL Financial, and Merrill prior to establishing his independent practice in 2017. Outside of advisory services, he provides insurance sales on a limited basis. Wexford Wealth Advisors is an independent, single-advisor firm serving individuals, high-net-worth clients, trusts, estates, and corporate and pension plan sponsors. The firm focuses on customized, fundamentally driven portfolios using primarily low-cost mutual funds and ETFs, and offers retirement plan consulting and ERISA fiduciary oversight services alongside investment management and financial planning.

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.

David Cawley is a CFP® professional with eight years of experience in the financial services industry. He is currently the sole advisor at Paraplan OnDemand, an independent firm where he provides paraplanning and analytical support. His previous roles include positions at Legend Financial Advisors Inc, TIAA-CREF Individual and Institutional Services, and PNC Wealth Management. Outside of advisory work, he is involved with G4G Glass LLC. Paraplan OnDemand offers outsourced paraplanning and analytical services to financial advisors and firms on a business-to-business basis. The firm specializes in project-based financial modeling, scenario analysis, and meeting support, without providing portfolio management or direct client advisory services.

Frank Burnette III is an advisor at Morrison Fiduciary Advisors, Inc. in Pittsburgh, PA, with 9 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Morrison Fiduciary Advisors since 2003, following 9 years at Garrison Institutional Asset Management. 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 discretionary and non-discretionary ERISA consulting arrangements, focusing on customized Investment Policy Statements and ongoing portfolio monitoring.

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.

Ronald Leonard is the sole advisor at RCL Capital Management in Wexford, PA, with 29 years of experience at the firm. He has been managing personalized financial planning and investment strategies since 1997. RCL Capital Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach that combines passive index funds and ETFs with selective active funds and individual securities, serving approximately 84 clients with about $38.4 million in assets under management.

Kelly Reddy Heffner is a CFP®-certified financial advisor with eight years of industry experience. She is the owner of Steel City Wealth Collaborative, LLC, a financial coaching, mediation, and divorce planning practice, and currently serves as an advisor at 80 West Asset Management, LLC. Her prior roles include positions at Your Financial Pharmacist and KBH Communications - financialogiq. 80 West Asset Management provides discretionary and non-discretionary investment management and financial planning services for individual and business clients. The firm combines fundamental analysis with passive, low-cost fund implementation and a buy-and-hold strategy, tailoring portfolios to clients’ time horizons, liquidity needs, and risk tolerances.

Nezamkhon Khodjaev is the principal of Mons Olympus LLC, an independent advisory firm based in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has one year of experience in the financial industry. Outside of advising, Khodjaev works as a mortgage loan originator with Morty, Inc. and manages back-office operations at JNP Logistics LLC, a trucking company. Mons Olympus LLC provides discretionary and non-discretionary investment management and financial advice primarily through mutual funds and exchange-traded funds for individuals, households, high-net-worth clients, and small businesses. The firm emphasizes Modern Portfolio Theory and fundamental analysis, relying mainly on passive, diversified portfolios with selective active allocations in certain asset classes.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

Dominic Necciai is a financial advisor at Prosper Wisely, LLC with seven years of industry experience. He has previously worked at PNC, Morgan Stanley, and PNC Wealth Management. He is a licensed insurance agent in Pennsylvania. Prosper Wisely provides investment planning and consulting services to individuals, trusts, estates, corporations, and other business entities through a fixed-fee planning model that includes written investment summaries and ongoing support. The firm focuses on cash flow analysis, tax and legacy planning, asset allocation, and risk management without managing client assets or sponsoring wrap-fee programs.