Luke Kutzer is a financial advisor with BCG Securities, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his experience includes positions in retail and service industries. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm utilizes written investment policy statements and employs a mostly non-discretionary approach, incorporating independent third-party managers and a variety of investment analyses.

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.

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.

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.

Hal Caprara is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with BCG Securities since 2015. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts, employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis across long- and short-term strategies.

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.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens. His prior roles include positions at The Leaders Group, Inc., Ratio Wealth Group LLC, MML Investor Services LLC, and MassMutual Life Insurance Company. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets.

Rom Hurst is a CFP® and holds a Series 66 designation with 28 years of industry experience. He has been with Allegheny Financial Group Ltd and its affiliated firm Allegheny Investments, Ltd. since 1994. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios supported by in-house research and an investment committee, offers both discretionary and non-discretionary portfolio management, and manages private funds for qualified investors.

Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with BCG Securities since 2015 and also works at Key Wealth Management, Inc. since 2021. Outside of his advisory roles, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services primarily to retirement plans and individual clients with significant assets. The firm employs a variety of investment strategies and combines advisory services with affiliated broker-dealer activities, with a focus on pension consulting and participant education.

Katrina Brown is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Allegheny Investments, Ltd since 2015. 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 risk control through diversification, and it manages approximately $4.9 billion in regulatory assets under management across 28 advisors.

Chad Hileman is a CFP®, CFA®, and Series 65-registered advisor with 12 years of experience. He has been with Gibson Capital, LLC since 2015. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing disciplined implementation, regular rebalancing, and client collaboration to design customized, diversified portfolios primarily through mutual funds and ETFs.

Timothy Augustine is a CFP® with 32 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His career includes roles at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine & Associates, LLC, which he has owned since 2005. Augustine is involved in tax preparation and insurance sales through his ownership of Gierl Augustine & Associates, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm employs tax-intelligent strategies and discretionary portfolio management with an emphasis on CPA-sourced referrals.

Karen Fadzen is a CFP® and Series 65-registered advisor with 12 years of industry experience. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2024, following an 11-year tenure at XPYRIA Investment Advisors, Inc. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages a broad range of investment products and combines advisor discretion with institutional support, overseeing approximately $13.45 billion in client assets across 208 advisors.

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.

Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.

Erik Gabrich is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining MissionSquare Investment Services in 2022, Erik worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as The Huntington Investment Company and Huntington National Bank. Outside of finance, he has experience working at 1810 Tavern and Rivertown Realty. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.