Montana Nietert is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Enterprise, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he is a private investor in the manufacturing sector. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach incorporating diversified portfolios and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Chase Conti is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked continuously at Waldron Private Wealth since 2013. Conti also maintains a license as an insurance agent, dedicating limited time to this role alongside his advisory work. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates both discretionary and non-discretionary solutions, including independent managers and alternative strategies.

Wade Rashilla is a financial advisor at Waldron Private Wealth with CFP®, CFA®, and Series 65 credentials and three years of industry experience. His prior experience includes working at Fort Pitt Capital Group and a collegiate background at Saint Vincent College. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers a range of family-office services, investment consulting, and access to private investment vehicles.

Derek Eichelberger is a CFP® and CFA® with 22 years of industry experience, currently serving as Managing Partner and Director of Investment Strategy at Schneider Downs Wealth Management Advisors, LP. He has been with Schneider Downs since 2015 in various roles. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans through a process that emphasizes manager research, risk tolerance, and individualized portfolio construction. The firm manages approximately $2.9 billion in assets and offers both discretionary and non-discretionary services, integrating tax-aware strategies and access to private equity investments.

Dennis Travis is a financial advisor at On Investment Management Company with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at The ON Equity Sales Company and Ohio National Financial Services. Outside of advising, he also prepares tax returns and provides tax consulting. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plans. The firm provides a range of advisory programs, including fee-based planning and managed accounts, serving both discretionary and non-discretionary client relationships.

Darin Hawn is a CFP® professional with 25 years of experience in the financial industry. He has been with Allegheny Financial Group Ltd. and Allegheny Investments, Ltd. since 2000. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach guided by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management along with managed account programs and private funds for qualified investors.

Patrick Kovach is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds a Series 65 credential and has one year of experience in the industry. Prior to joining Schneider Downs in 2026, he worked at Hapanowicz Financial for one year and was not employed in the financial sector from 2016 to 2025. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that utilizes diversified portfolios including mutual funds, ETFs, bonds, and private equity when appropriate.

Jason Graper is a CFP® professional with 18 years of experience, currently serving at Allegheny Financial Group Ltd since 2007. He holds Series 63 and Series 65 licenses and has been associated with Allegheny Investments from 2007 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm emphasizes mutual-fund-based portfolios supported by in-house research and an investment committee, utilizing both discretionary and non-discretionary management, and acts as adviser to private pooled vehicles and private funds.

Joseph Tabaka Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Confluence Wealth Services, Inc., where he has worked since 2021, and previously spent five years at Raymond James Financial Services. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers individualized investment management and retirement plan consulting, using a fiduciary approach that combines active and passive strategies with extensive resources including proprietary portfolios and third-party managers.

Zachery Saunders is a CFP® with nine years of industry experience, currently serving as a financial advisor at Confluence Financial Partners since 2021. He previously worked at Raymond James Financial Services from 2017 to 2021 and spent a year at the University of Pittsburgh. Saunders is also a licensed insurance agent in related insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting, emphasizing fiduciary standards, asset allocation, and the use of both proprietary and third-party investment strategies.

Steven Hykes is a financial advisor at Confluence Financial Partners with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Cetera and CashDollar & Associates. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers investment management and retirement plan consulting, managing assets through a combination of active and passive strategies and maintaining a focus on asset allocation and macroeconomic analysis.

Thomas Fitzsimmons is a financial advisor at Confluence Financial Partners with a Series 65 designation and no prior industry experience. His work history includes roles at Cashdollar & Associates and Milliport Sigma, as well as academic positions at Grove City College and the University of Wyoming. He is also involved with Krummholz Holdings LLC. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm emphasizes a fiduciary approach, combining active and passive investment strategies with retirement plan consulting and utilizes proprietary managed portfolios alongside third-party managers.

Robert Wyche is a Series 65-licensed advisor at Waldron Private Wealth with 11 years of industry experience. He has worked at Waldron Private Wealth since 2015. Outside of his advisory role, he serves as a trustee of a life insurance trust, overseeing policy reviews and premium payments. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm employs a strategic asset allocation approach across various asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Richard Wingertsahn is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors LLC and BNY Mellon, N.A., as well as experience outside finance at Panera Bread Co. Confluence Financial Partners offers holistic wealth management and financial planning services to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm operates as a fiduciary, employing a mix of active and passive investment strategies, and maintains a notable focus on retirement plan consulting for ERISA plan sponsors.

David Jeter is a CFP® with 34 years of industry experience, currently serving as an advisor at Allegheny Financial Group Ltd since 2003. He holds a Series 63 license and volunteers pro bono financial planning services for cancer-related causes. Allegheny Financial Group provides investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities, using mutual-fund-based portfolios guided by in-house research and an investment committee. The firm offers discretionary and non-discretionary management, managed account programs, and sponsors private funds for qualified investors.

Ronald Yost is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JFS Wealth Advisors 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 provides comprehensive wealth management and financial planning services, utilizing a Financial Goal Plan and an internal Investment Committee that employs Modern Portfolio Theory to guide investment decisions.

Katherine Montagazzi is a CFP® with seven years of industry experience, currently advising at Confluence Financial Partners. Her prior roles include positions at Raymond James Financial Services and Hub International. She is also a licensed insurance agent managing insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm employs a combination of active and passive investment strategies, personalized portfolio management, and access to third-party managers to serve a diverse client base.

Jonathan Kuhn is a CFP® with 29 years of industry experience, currently serving at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Investments, Ltd. and Allegheny Financial Group, Ltd. since 1994. Outside of his advisory role, Kuhn is involved in managing and operating several private fund entities affiliated with the firm. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and an investment committee, utilizing diversification and ongoing monitoring to manage risk, and frequently implements client mandates through third-party Independent Managers.

John Abriola is a financial advisor with United Capital Financial Advisors, holding a Series 63 designation and having 39 years of industry experience. His prior work includes roles at Integrity Alliance, Lion Street Financial, CETERA Advisor Networks, and Select Financial Group. Outside of financial advising, he owns a tax preparation business and provides legal services. United Capital Financial Advisors delivers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of investment options and supports customization through an affiliate network and technology platform, FinLife Partners.

David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.