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 over 30 years of experience in financial advising. He has been with Allegheny Financial Group since 1994 and has held multiple management roles in several affiliated fund of funds and private offerings. Kuhn is also involved as a managing member or board participant in various investment-related entities associated with the firm. 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 services, employing both discretionary and non-discretionary mandates, with an investment approach that incorporates mutual funds, asset allocation, and diversification to manage risk.

John Abriola is a financial advisor with United Capital Financial Advisors and holds a Series 63 designation. He has 40 years of industry experience, including roles at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, Girard Securities, and Select Financial Group. Outside of advising, he provides income tax preparation and legal services on a limited basis. United Capital Financial Advisors offers 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 supports customization through a broad affiliate network and a platform that integrates sub-advisory, consulting, and technology services for independent advisors.

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.

Douglas Warzinski is a CFP® professional at Carnegie Investment Counsel with 11 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and previously held positions at PNC Investments and Fi360, Inc. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, and government entities. The firm employs a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Shea Waldron is a financial advisor at Waldron Private Wealth with 7 years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across various asset classes and the use of mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office and non-investment services.

Rom Hurst is a CFP® with 29 years of industry experience, currently serving as an advisor at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Financial Group and its predecessor, Allegheny Investments, since 1994. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing a research-driven approach with both discretionary and non-discretionary mandates, including recommendations of private funds and third-party managers.

Aaron Filbeck is a financial advisor at Waldron Private Wealth with CFP® and CFA® designations. He has one year of industry experience and previously worked with the CAIA Association and The Joseph Group Capital Management. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers family-office services along with management of private funds.

Kurt Kimmich is a financial advisor with Confluence Financial Partners in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing a power of attorney for his father. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and retirement plan services for ERISA plan sponsors.

Eric Glod is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 38 years of industry experience. His prior work includes positions at Osaic Wealth, Inc., MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a youth basketball official. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and third-party money manager selection.

Noah Bushlow is a financial advisor at Waldron Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Thermo Fisher Scientific Inc. and the University of Pittsburgh. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across multiple asset classes and offers a range of non-investment services, including family-office support.

William Rees is a financial advisor at Waldron Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Northern Trust Securities, Inc. and Northern Trust Bank for over two decades. Waldron Private Wealth provides discretionary and non-discretionary 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 process focuses on strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

Jacob Vranish is a CFP® professional at Waldron Private Wealth with two years of industry experience. His prior roles include positions at UPS, First National Bank of Pennsylvania, and BNY Mellon. Waldron Private Wealth provides discretionary and non-discretionary 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 process emphasizes strategic asset allocation across various asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Thomas Leslie is a financial advisor with Mariner Independent, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Strategic Path Retirement, World Equity Group, Inc., The Leaders Group, Inc., and other firms. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary management.

Alex Hendrickson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Waldron Private Wealth since 2020 and previously held roles at Legend Financial Advisors, Inc. and EmergingWealth Investment Management, Inc. Hendrickson is also a licensed insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a broad range of clients, including individuals, trusts, and charitable organizations, employing a strategic asset allocation approach across various asset classes and utilizing third-party managers and alternative strategies.

Katrina Brown is a CFP® and holds a Series 66 license, currently working with Allegheny Financial Group in Pittsburgh, PA. She has nine years of industry experience, including over eleven years at Allegheny Investments, Ltd. 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 using a variety of programs, with an investment approach centered on mutual funds, asset allocation, diversification, and both discretionary and non-discretionary mandates.

Justin Binion is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo. Binion serves as a board member of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, tax and estate structuring, and business consulting services, utilizing a long-term asset allocation approach within an open-architecture investment framework.

Kimberly Gannis is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, government entities, and other investment advisers. The firm employs a range of analytical approaches and may use various trading strategies to align portfolios with client goals, while also offering specialized planning and fiduciary services.

Daniel Coursey is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at BNY Mellon and Henderson Brothers, as well as experience in education and lawn care. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee to guide investment decisions, typically employing diversified portfolios with mutual funds, ETFs, and cash management.