Tucker Veenis is a financial advisor at Fifth Third Wealth Advisors LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management for eight years. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including high-net-worth individuals, trusts, pension plans, and institutional clients. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a household-level investment policy approach and leveraging affiliated bank resources for capital market analysis and security selection.

Jason Staley is a CFA® credentialed financial advisor with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Staley serves as a board member of the Mercyhurst University Alumni Board in Erie, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors. The firm offers fee-based investment management, financial planning, and retirement consulting through a committee-driven process, managing over $3.3 billion with a team of 22 advisors.

Spencer Mc Kee is a CFP® with three years of industry experience currently advising at Waldron Private Wealth. He has held positions at Waldron Private Wealth since 2022 and previously worked at Somerset Trust Company. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation across multiple asset classes using mutual funds, ETFs, third-party managers, and may include private investment vehicles and alternative strategies.

Michael Touscany is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm operates as a fiduciary, using a combination of active and passive investment approaches, with a notable focus on retirement plan consulting and access to third-party managers.

Wyatt Sten is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Investments since 2012. 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, offering both discretionary and non-discretionary portfolio management along with various managed account programs.

Maria Koedel is a CFP® professional with two years of industry experience. She is currently with Allegheny Financial Group in Pittsburgh, PA, where she has worked since 2021. Prior to joining Allegheny, she was employed by The Scion Group and has also held positions at The Pennsylvania State University. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, utilizing an in-house research team and investment committee to guide portfolio construction and manager selection. Allegheny also acts as an adviser and general partner to private funds, a distinction that involves additional operational and compliance features.

Stephen Kajmo is a CFP® professional with one year of experience at Waldron Private Wealth. Prior to joining Waldron, he worked at Hirtle Callaghan & Co and Financial Independence Planning, LLC. 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’s investment process includes strategic asset allocation across multiple asset classes and employs mutual funds, ETFs, third-party managers, and alternative strategies.

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.

Jacob Filipowski is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Trajan Wealth, L.L.C. and has previously worked at Fisher Investments, PNC Investments, and Cambridge Investment Research. His background includes a mix of investment advisory roles and early work outside finance. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients and charitable organizations. The firm employs a long-term, disciplined investment approach centered on stocks, ETFs, and mutual funds, with portfolios customized to clients’ risk tolerances and other specific circumstances.

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.