Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Federated Hermes Inc and Peoples Natural Gas. He also worked at the Fox Chapel Golf Club and has a background that includes time at Pennsylvania State University and North Allegheny School District. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.

Kevin Savona is a CFP® with five years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2023. Prior to this, he worked at BNY Mellon for 15 years. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly uses third-party managers alongside affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Ariel Watson is a CFP® professional with experience at Allegheny Financial Group since 2021, including roles at Partners Financial Group and Edward Jones earlier in her career. She has also held positions related to residence life and student services at Penn State Behrend. Allegheny Financial Group manages over $5.5 billion through a multi-advisor team serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a research-driven investment approach with both discretionary and non-discretionary mandates and offers comprehensive financial planning and portfolio management services.

Blake Curle is a CFP® and CFA® with seven years of industry experience. He has been with Gibson Capital, LLC since 2016 and currently practices in Wexford, PA. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm employs a strategic asset allocation approach focusing on broad diversification through mutual funds and ETFs, involving clients in decision-making and conducting regular account reviews.

Kellie Gillespie is a financial advisor with Vicus Capital, Inc. in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Vicus Capital since 2016 and also has affiliations with Cetera Wealth Services, LLC and Pennsylvania Financial Group. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides both fiduciary consulting and specialized program features.

Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

Michael Montileone is a financial advisor at Allegheny Financial Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and spent 32 years at Allegheny Investments, Ltd. Montileone serves as a trustee and is treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, emphasizing asset allocation and diversification, and provides both discretionary and non-discretionary mandates including oversight of private fund recommendations.

Jamie Drennen is a Series 65 licensed financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. Prior to joining Fifth Third Wealth Advisors, Jamie worked at Strassburger McKenna Gutnick & Gefsky and held various roles including positions at ADEX/Crown Castle, Cafardi Ferguson Wyrick Weis & Gabriel, and Schneider Downs. Jamie’s background also includes legal experience gained while attending law school full-time from 2015 to 2018. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a mix of in-house oversight and third-party managers to implement household-level Investment Policy Statements.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Christopher Smith is a CFP® professional with nine years of industry experience, currently serving at Allegheny Financial Group. He worked previously at Allegheny Investments, Ltd for eight years. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, incorporating both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles.

Michael Dykes is a CFP® professional at Allegheny Financial Group with nine years of experience in the financial industry. He has worked at Allegheny Financial Group since 2019 and previously held positions at PNC Investments, United Healthcare, and Fidelity Investments. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates, and distinguishes itself by advising private funds and managing pooled vehicles.

Anthony Pratt is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Advisors since 2018, following prior roles at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. Outside of his advisory work, he is part owner of Revelations Counseling & Wellness, a mental health counseling and wellness business founded by his two daughters. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs with customized asset allocations and discretionary account management.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Ian Cerminara is a CFP® and Series 66 credentialed advisor at Allegheny Financial Group with 12 years of industry experience. He has been with Allegheny Financial Group since 2013. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, using a research-driven approach and asset allocation to manage risk, and provides advisory services for private funds and pooled vehicles.

Terry Knepp is a CFP® professional with 23 years of industry experience. He has been with Allegheny Financial Group since 2004. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, high-net-worth clients, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates alongside independent manager recommendations and private fund advisory services.

Brian Breisinger is a financial advisor at Blackridge Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Blackridge since 2016. In addition to his advisory role, he is president of Gateway Strategies, where he oversees the sales and service of fixed insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a network model with access to model portfolios and third-party managers, employing fundamental and technical analysis strategies within discretionary and non-discretionary account structures.

Nichole Barilla is a CFP® and Series 66 credentialed advisor with seven years of industry experience. She has worked at Snowden Lane Partners since 2018 and was previously employed by BNY Mellon from 2012 to 2018. Barilla serves as treasurer for the Riverview Ridge Condominium Association and is a notary public. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while maintaining client oversight.

James Bower is an investment advisor representative at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LifePro Asset Management, Gradient Advisors, and Questar Asset Management. Outside of his advisory role, he is also a territory manager in commercial gym equipment sales in western Pennsylvania. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities, offering advisory services that range from financial planning to managed account platforms. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and integrates technology solutions and operational support for other advisers.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has held roles at BCG Securities since 2017 and has been affiliated with Hart, McConahy & Martz, Inc. since 1993, where he serves as president. Outside of his advisory work, Martz is an independent insurance agent and serves as vice president of a local condominium association. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes written investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytic approaches across various strategies.

Bridget Hommey is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Her career includes roles at LPL Financial, Mutual Service Corporation, Ameriprise Advisor Services, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives offering comprehensive portfolio management and a broad range of strategies, combining firm-designed models with access to multiple sponsored programs and third-party managers.