Justin Bensema is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has worked at Fifth Third Wealth Advisors since 2023 and has prior experience at BNY Mellon. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Rylan Marx is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005. Outside of advisory services, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax and accounting returns. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes fiduciary responsibility through its in-house Investment Management & Research team and proprietary investment screening process.

Matthew Painter is a financial advisor with Capital Analysts in Allison Park, PA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment Planning, Inc. for 18 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes an in-house investment management team that utilizes proprietary screening processes and model portfolios.

William Baker is a CFA® charterholder with over 23 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Citizens Securities, Inc. and Citizens Financial Group. Baker is also involved with Riverview Wealth Partners, LLC, a DBA for Stratos advisory business. Stratos Wealth Advisors serves a range of clients including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to SEI’s investment management and custody services.

Michael Riordan is a Series 65-credentialed advisor at Arax Advisory Partners with 14 years of experience in the financial industry. He has been with SRS Capital Advisors, Inc. since 2012 and serves as a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners is a multi-team, SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Jason Klein is a CFA® charterholder with five years of experience in the financial industry. He is currently affiliated with HBKS Wealth Advisors and Park Shore Partners, where he holds roles including Director of Fixed Income and Portfolio Manager. His prior experience includes positions at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors is an enterprise firm with 73 advisors, serving clients with a range of wealth management and investment services.

Joseph Marstellar is a financial advisor at Allegheny Financial Group Ltd in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Allegheny Financial Group since 2011 and was also affiliated with Allegheny Investments Ltd from 2011 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses 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 managed account programs and private funds for qualified investors.

Cassidy Richardson is a CFP® with 10 years of industry experience, currently serving at Allegheny Financial Group Ltd since 2016. Prior to joining Allegheny, Richardson worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, and also spent six years at Rockefellers Bar and Grille. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual-fund-based portfolios supported by in-house research and an investment committee, implements client mandates through third-party Independent Managers, and manages private funds for qualified investors.

Todd Luniewski is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Sequent Planning since 2019 and previously spent 27 years with Mutual of Omaha and its affiliated entities. In addition to his advisory role, he works as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, third-party model manager access, and retirement plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications uncommon for firms of its size.

Matthew Haller is a CFP® with six years of experience in financial advising, currently serving at Allegheny Financial Group Ltd since 2016. He holds the Series 66 designation and works out of Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.

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.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

Zachary Sell is a financial advisor with Avantax Planning Partners, Inc. holding Series 66 and Series 63 designations and has 10 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Stratos Wealth Advisors, LLC. Outside of his advisory role, Sell serves as an assistant coach for pre-academy level soccer players aged 6 to 8 with Beadling SCS Soccer. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, businesses, and pension plans. The firm primarily operates through CPA firms and registered Advisor Representatives and employs tax-intelligent strategies and firm-designed style allocation models to manage approximately $7.57 billion in assets.

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. 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 customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing six years of industry experience. Prior to joining Capital Analysts, Eden worked at Lincoln Investment and Cetera, and has served in community roles including a leadership position on the Miracle on Main Zelienople nonprofit board and participation on the Pastoral Council at Saint Luke the Evangelist Parish. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through in-house model portfolios, third-party managers, and advisor-managed solutions.

David King is a financial advisor at Avantax Planning Partners, Inc. with 40 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Avantax, he spent 13 years at Gierl Augustine & Associates, LLC, where he continues to be involved in the sale of insurance and annuity products. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, utilizing firm-designed style allocation models and tax-intelligent investment strategies.

Nancy Mckee is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Allegheny Financial Group Ltd in Pittsburgh, PA since 1988. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach supported by in-house research and an investment committee, with risk control through diversification and ongoing monitoring.

Paul Pigman Jr. is a financial advisor with First Manhattan Co. LLC in Sewickley, PA, holding the ChFC® designation and Series 63 and 66 registrations. He has 39 years of industry experience, including previous roles at Northwestern Mutual and BNY Mellon Wealth Management. Outside of finance, Pigman is the owner of PigPop Racing, where he works as a high-performance driving instructor and team management advisor, and he serves as President of Scouting America, Laurel Highlands Council. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals as well as trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating individualized portfolio management with wealth planning.

Michael Callas is a CFP® professional with nine years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.