Bryan Waldron is a CFP® professional with eight years of experience, currently serving at Waldron Private Wealth. His entire career has been with the firm in various capacities since 2016. He also acts as a trustee for a limited number of clients, managing trusts on their behalf. Waldron Private Wealth provides discretionary and non-discretionary 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 employs a strategic asset allocation approach across multiple asset classes and offers family-office services, investment consulting, and access to third-party managers and private investment vehicles.

Tucker Veenis is a financial advisor with Fifth Third Wealth Advisors LLC in Pittsburgh, PA. He holds Series 65 and Series 66 licenses and has nine years of industry experience. Prior to his current role at Fifth Third Wealth Advisors, he worked at BNY Mellon Wealth Management and Mid Atlantic Financial Management, Inc. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a broad range of clients, including high-net-worth individuals, trusts, pension plans, and institutional clients. The firm employs a household-level investment policy approach, combining in-house oversight and third-party managers to construct and rebalance portfolios, and leverages its affiliation with Fifth Third Bank for investment insights and integrated services.

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®-certified financial advisor with 12 years of experience, currently with Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments since 2012. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management across several programs, utilizing research and an investment committee to oversee mutual fund-based portfolios with a focus on asset allocation and diversification.

Maria Koedel is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Allegheny Financial Group in Pittsburgh, PA. Prior to joining Allegheny, she worked at The Scion Group and had brief engagements with The Pennsylvania State University. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals—including high-net-worth clients—trusts, estates, retirement plans, and certain pooled investment vehicles. The firm offers comprehensive financial planning, portfolio management, IRA and retirement consulting, and oversees both discretionary and non-discretionary mandates with a focus on asset allocation and diversification.

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.

Donna Wren is a financial advisor with Capital Analysts in Allison Park, PA, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is the president of Donna L. Wren, LLC, a tax and accounting entity. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team.

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 four years of industry experience. He previously worked at Fort Pitt Capital Group and held teaching roles at Saint Vincent College, Ligonier Valley High School, and Westmoreland County Community 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 employs a strategic asset allocation approach across multiple asset classes and offers a range of family-office services along with portfolio management and investment consulting.

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 with ON Investment Management CO in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked with The ON Equity Sales Company and Ohio National Financial Services for over 15 years. Outside of advisory services, he prepares tax returns and provides tax consulting. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and operates under a dual-registration model with both advisory and broker-dealer activities.

Darin Hawn is a CFP® with 26 years of industry experience, currently serving at Allegheny Financial Group since 2000. He holds Series 63 and Series 65 licenses and has worked within affiliated firms since 2000. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles with comprehensive financial planning and diversified portfolio management strategies.

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® with 19 years of experience, currently serving as a financial advisor at Allegheny Financial Group since 2007. He previously worked at Allegheny Investments. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates, and incorporates private fund recommendations alongside oversight by its research department and investment committee.

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.