Richard Hurt is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has a lengthy career history including roles at NewEdge Securities Inc, Mid Atlantic Capital Corporation, and Strategic Wealth Management Group, Ltd. Outside of his advisory work, Hurt serves as president of the church council at Trinity Lutheran Church of Franklin Park Borough. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, managing tailored portfolios through multi-manager solutions and integrating AI-assisted analytics alongside adviser judgment.

Jason Domenick is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds the Series 63 and Series 65 designations and has been with Schneider Downs since 2026. Prior to joining the firm, he worked at Ed Isabella's State Farm Insurance Agency and has experience in catering and retail. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors, offering fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that includes diversified portfolios and tax-aware strategies.

Connor Mc Lean is a Series 65-licensed financial advisor at United Capital Financial Advisors with seven years of industry experience. He has worked at United Capital since 2019 and previously spent five years at Bank of New York Mellon. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to third-party managers and alternative investments.

Ryan Kennis is a CFP® with seven years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC since 2021. Prior to joining JFS, he worked at Citizens Securities Inc., Clarfeld Financial Advisors, CITIZENS Bank, and PNC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, and offers services including tax preparation, ERISA plan management, and access to private investment funds.

Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

Eric Montgomery is a CFP® professional with seven years of industry experience, currently serving at Confluence Financial Partners. His prior experience includes roles at Cetera and Mercer County State Bank, as well as bookkeeping and leadership positions with several community organizations such as the Jackson Center Borough and Volunteer Fire Company, where he serves as treasurer. Montgomery also holds a board treasurer role with the Grove City Area Chamber of Commerce. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, business owners, and institutional clients. The firm manages discretionary and non-discretionary accounts using active and passive strategies, emphasizing retirement plan consulting and fiduciary best-practices for ERISA plan sponsors.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Gregory Weimer II is a CFP® with seven years of industry experience currently serving at Confluence Financial Partners. His background includes roles at Ernst & Young and Raymond James Financial Services Advisors, with experience spanning financial services and advisory. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, executives, and institutional clients, with a focus on retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach utilizing both active and passive investment vehicles and emphasizes asset allocation, macroeconomic analysis, and use of supervised AI tools to support client service.

Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. in Pittsburgh, PA, with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Coleman Financial Services since 2014. Outside of his advisory role, he is an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

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.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

Seth Truesdell is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 credential and four years of industry experience. He previously worked at PNC Bank and has held roles at Dick's Sporting Goods and the North Allegheny School District. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, and offers a range of retirement and wealth management services.

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.

Sarah Amey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2013. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, offering a range of services including ongoing portfolio management, fiduciary retirement plan services, tax preparation, and access to private investment opportunities.

Heather Brinker is a financial advisor at SEIA in Pittsburgh, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, and has also been associated with LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical and security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Randall Holcombe is a financial advisor with Confluence Financial Partners, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Confluence Financial Partners since 2014 and has worked at Raymond James Financial Services and HUB International. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting with a focus on fiduciary standards, asset allocation, and macroeconomic analysis.

Edith Meyer is a financial advisor at Mariner Independent with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and LPL Financial, LLC. Meyer is also a co-owner of BCMJ Futures, LLC and Bebco, Inc., and a partner/advisor at Strategic Path, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives using a variety of investment tools and affiliated businesses.

Dylen Roberts is a financial advisor at Confluence Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Carnegie Mellon and Capistrano Valley Christian School. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, business owners, professionals, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm manages accounts using a blend of active and passive investments and emphasizes asset allocation, macroeconomic analysis, and the use of AI tools to support client service.