Stacey Brady is a financial advisor at Diversified, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, she is an independent insurance agent licensed in Pennsylvania for life, fixed annuities, long-term care, accident, and health insurance. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms.

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Zachary Zimmer is a CFP® professional with 10 years at Trebuchet Consulting, LLC and a total of 4 years of industry experience. Before joining Trebuchet Consulting, he worked in education at Thomas Jefferson High School and Kent State University for eight years. Trebuchet Consulting provides financial planning and wealth-management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm emphasizes personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with client-approved transactions.

Nicole White is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding Series 65 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at The Coury Firm, Citizens Securities, TIAA-CREF, and Merrill. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, and foundations, as well as asset management solutions to institutional clients. The firm employs a quantitative, rules-based investment process and serves as both a sub-advisor to the Catalyst Dynamic Alpha Fund and a portfolio manager in various wrap fee programs.

Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. He previously worked at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, Neiderhiser is president of the AK Football Official Chapter and officiates high school football and basketball through the PIAA. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and conducting ongoing portfolio monitoring with quarterly reviews.

Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 11 years of industry experience. He has been with the firm since 2014 and holds Series 63 and Series 66 licenses. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management along with hourly financial consulting. The firm advises across a broad range of securities and employs a client-specific investment process that combines fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with approximately one year of experience at the firm. His prior experience includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

Andy Schink is a financial advisor with BCR Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Securities Corp for 14 years before joining LPL Financial in 2024. Outside of his advisory work, Schink is a business owner of 828 Brewing. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans rather than ongoing portfolio management. The firm emphasizes analysis and planning tools to generate recommendations and uses fixed-fee engagements without managing client assets.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Timothy Johns is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation and seven years of industry experience. He previously worked at Symons Capital Management, Inc. for five years and FNB Corporation for two years. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutions, utilizing a quantitative, rules-based investment process. The firm serves both individual and institutional clients and holds roles as sub-advisor to the Catalyst Dynamic Alpha Fund while participating in several wrap fee programs.

William Belko is a CFP® and CFA® with 25 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2002 and is based in Sewickley, PA. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and utilizes a core/satellite approach with both passive and active strategies, including selective use of derivatives for hedging, tax management, and income enhancement.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 22 years of industry experience. He has been with Cookson, Peirce, and Co. since 2003 and holds Series 63 and Series 65 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm uses a quantitative, rules-based investment process and serves both as a sub-advisor to the Catalyst Dynamic Alpha Fund and as a portfolio manager in several wrap fee programs.

Siegfried Saftner is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 credential with two years of industry experience. His prior roles include positions at CADmore LLC and ZVerse Inc, as well as periods of full-time study. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients such as individuals, high-net-worth clients, trusts, and foundations, along with asset management to institutional professional advisors. The firm employs a quantitative, rules-based investment approach that includes technical analysis for equities, macroeconomic evaluation of ETFs, and fixed-income portfolio management using staggered maturities, as well as the use of third-party independent managers and option overlay strategies.

Sara Morrison is a CFP® professional with four years of industry experience. She has been with DWD Portfolio Solutions, Inc. since 2022 and previously worked in healthcare and education roles, including positions at UPMC Hillman Cancer Center and Gerald Champion Regional Medical Center. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for both individual investors and employee benefit plans. The firm incorporates various analytical approaches and model portfolios in its individualized investment advice and offers plan-level consulting and tailored investment solutions.

James Alexander is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He has been with Allegheny Investments since 2001 and also operates Cunningham Powell Alexander, a CPA, tax, and accounting firm. Alexander serves as president of the Morgantown Kiwanis Foundation and the Morgantown Kiwanis, reflecting involvement in community service organizations. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Sharon Bowen is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Snowden Lane Partners and TIAA-CREF. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to HOA boards and treasurers on accounting and communications systems. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and specialized advisory programs, utilizing multi-team scale alongside institutional capabilities.

Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.