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.

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.

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.

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

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 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.

Andrew Faderewski is a CFA® charterholder and the sole advisor at 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 serves 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 combines fundamental and technical analysis with modern portfolio theory to offer tailored investment strategies across various asset classes.

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.

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.

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 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.

Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.