Gregory Curtis is a financial advisor at Greycourt & Co., Inc. in Pittsburgh, PA, holding a Series 65 designation and bringing 30 years of industry experience. He has been with Greycourt and its affiliated entities since 1993. Greycourt serves ultra-high-net-worth families, family offices, and related foundations with investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm emphasizes non-discretionary, customized portfolio design and manager selection, supported by an Investment Committee and proprietary tools, distinguishing itself with its focused client base and specialized service offerings.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as an advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Covenant Church of Pittsburgh and Oakmont Capital Management, LLC. Outside of her advisory work, she assists occasionally at her family's coffee and floral shop and provides part-time special needs respite care. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process and provides both discretionary and non-discretionary management across diversified portfolios.

Patrick Mercier is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for five years. Outside of advisory work, he is involved as a passive owner and board member in several businesses, including a software company focused on retail applications and a designer and manufacturer of lightweight campers. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing third-party managers and affiliated model strategies.

Jeffrey Potter is a financial advisor at Verity Asset Management with 22 years of industry experience. He holds a Series 66 designation and has been with Verity since 2004, including its predecessor entities. Outside of his advisory role, he coaches and scouts for various Black Bear Sports hockey teams. Verity Asset Management is a multi-team advisory firm managing approximately $1.15 billion and serving individual clients, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment approach featuring tactical asset allocation and both internally managed and third-party strategies.

Kaleb Williams is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and experience beginning in 2026. His prior roles include positions at Key Bridge Compliance, ACA Group, Silver Regulatory Associates, The Colony Group, and Invision Human Services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including diversified mutual funds, ETFs, individual stocks and bonds, and may utilize independent managers or DFA funds.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

Jean Furgiuele is a financial advisor at Pinnacle Investments, LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Global Investment Advisors and Essex Securities. Outside of advisory work, he is also an artist and designer operating as a sole proprietor under JMF DESIGNER. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a comprehensive range of financial planning and portfolio management services, employing both fundamental and technical analysis in tailored investment programs.

Michael Friday is a CFA® charterholder with 24 years of industry experience and has been with Staley Capital Advisers Inc. for 19 years. He holds Series 63 and Series 65 licenses and serves as a board member of The Edgewood Club, a private recreational club in Pittsburgh. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, and select institutional accounts. The firm employs an active, relative-value investment approach that combines asset allocation and security selection with passive instruments as appropriate, managing both separately managed accounts and private fund vehicles.

Jenifer Koch is a CFP® with seven years of industry experience, currently serving at Facet since 2026. She has previously worked at Allegheny Financial Group, Fidelity Investments, and several other financial services firms. Jenifer volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels. The firm uses model-based asset allocations and technology-driven processes to deliver comprehensive planning services without charging traditional asset-based fees.

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Shane Witt is a financial advisor with OnePoint BFG Wealth Partners in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. His prior roles include seven years at Park Avenue Securities and Guardian Life Insurance, as well as experience with RoadBotics Inc and The Summit Pittsburgh. Outside of financial advising, he operates TURTLESUFERS LLC, a business that sells stickers through Amazon fulfillment. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of investment models and third-party managers tailored to client-specific objectives, supported by integrated technology and operational outsourcing.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

Brandon Haynes is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Allegheny Financial Group. He has worked with Allegheny Investments, Ltd. for 26 years and has been with Allegheny Financial Group since 1996. Outside of his advisory role, he is a board member of the nonprofit Bridge of Hope. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, utilizes both discretionary and non-discretionary mandates, and is active in advising private funds with additional regulatory oversight.

Laura Vassamillet is a financial advisor with Fifth Third Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing three years of industry experience. She previously worked for BNY Mellon Wealth Management for 18 years and Natcity Investments, Inc. for one year. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, offering portfolio management, financial planning, and access to alternative investments through a structured investment process that includes household-level investment policy statements and third-party model implementation.

Roselyn Wilkinson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Pittsburgh, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including 23 years at Berthel Fisher and ongoing involvement with Md & A Financial Management Co since 1999. Wilkinson is also the author of the book *It's Good to be the Queen*, which aims to engage women in their financial future. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of asset management solutions across multiple platforms through approximately 100 independent investment adviser representatives.

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with JFS Wealth Advisors since 2016. Outside of his advisory role, he is a partner in Lee-Mortens Partnership. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a written Financial Goal Plan and an internal Investment Committee utilizing Modern Portfolio Theory to manage portfolios, offering investment management, financial planning, tax preparation, and retirement plan fiduciary services.

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 14 years of industry experience. Prior to joining CW Advisors in 2025, he spent 13 years at Wolf Group Capital Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets for a diverse client base including individuals, families, trusts, estates, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework combining active and passive strategies across multiple asset classes, and offers services such as wealth management, retirement plan advisory, family-office solutions, and sub-advisory support.

Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. He has worked at Fortune Financial Services Inc since 2008 and has been with Prosperity Wealth Management, Inc. since 2023. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision using a variety of investment strategies and typically recommends Schwab as custodian while managing several hundred million dollars in discretionary assets.