Justin Binion is a financial advisor with Citizens Private Wealth in Pittsburgh, PA, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Citizens Bank, Bank of America, Merrill, Wells Fargo Clearing, Key Investment Services, and LPL Financial. He serves on the board of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm’s investment approach centers on long-term, goal-based asset allocation within an open-architecture framework, combining discretionary portfolio management and tactical adjustments informed by quantitative and qualitative research.

Robert Depalma is a financial advisor at OneSeven with 22 years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services and Patrick Capital Markets/McDuff Capital. He is also involved in providing insurance advice tailored to client needs. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments. The firm utilizes both discretionary and non-discretionary management and has affiliation with MGO Inc. for specialized pension consulting.

Jesse Leax is a Series 66-registered financial advisor with three years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Davis-Fetch Corp of PA. Outside of his advisory work, he is a co-owner of a real estate development and leasing business. Sequent Planning, LLC (operating as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of independent advisers. The firm employs a structured risk framework and diversified investment approaches, while providing ongoing investment communications and disclosures uncommon among similarly sized multi-team firms.

Karen Fadzen is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. She is currently with Kestra Private Wealth Services, LLC and previously spent 11 years at XPYRIA Investment Advisors, Inc. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm offers a broad range of investment products and platforms, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount management and 529 plan services.

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.

Will Meyer is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently affiliated with Mariner Independent through Mariner Platform Solutions and Strategic Path Retirement. Meyer has prior experience at Farmers National Bank and extensive involvement with the Pittsburgh Field Club. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through its network of investment adviser representatives and affiliated businesses.

Ryan Hicks is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and MassMutual Life Insurance Company. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, proprietary models, and technology-driven operational support to tailor investment solutions to clients’ specific objectives and risk tolerances.

Robert Feldman is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Capital Advisors since 2015. Outside of his advisory role, he is a partner in Feldman Family Partnership LLC, which invests in cryptocurrency through a Binance.US account. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, often constructing customized model portfolios and utilizing a broad range of investment tools.

Barry Dervin is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation in Pittsburgh. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and its own investment management team that employs a proprietary fund screening process.

Joseph Sinclair is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Trustmont Advisory Group since 2009 and has been associated with Trustmont Financial Group since 2006. Outside of advisory work, Sinclair is involved in insurance and fixed annuity sales, including marketing and illustrations for executive benefits. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Craig Galovich is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own financial planning firm since 1992. In addition to his advisory work, he is also an insurance agent specializing in life insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver customized investment solutions.

Demetrius Kokales is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021, following prior roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. 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 with diversified portfolios and provides specialized retirement services, including ERISA advisory and tax-aware planning.

Gary Wargo is a financial advisor at Cape Investment Advisory, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Cape Investment Advisory since 2012, with prior experience at American Global Wealth Management. He is a partner at Blueprint Financial Solutions LLC, involved in a fixed insurance business since 2021. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client discussions, asset allocation plans, and portfolio management strategies.

Diana Hallas is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co., LLC, Mercer Allied Company, LP, and Lion Street Financial. She is also an insurance agent with United Capital Risk Management, LLC, where she processes fixed insurance and annuity business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

Paul Frey is a CFP® credentialed financial advisor with over 31 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 13 years at Stifel. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm emphasizes asset allocation and macroeconomic analysis, managing accounts on both discretionary and non-discretionary bases using a combination of active and passive strategies and access to third-party managers.

C Pavlikowski is a financial advisor with Trustmont Advisory Group, Inc. in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Trustmont Advisory Group in 2017, Pavlikowski worked at Summit Brokerage Services for one year. Outside of securities advisory, Pavlikowski is also licensed as an insurance agent, selling life, health, and accident insurance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach that integrates public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Alissa Conklin is a financial advisor with Trustmont Advisory Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. She has worked with Trustmont Advisory Group since 2007 and has owned Appelman Financial since 1999, where she provides office management, tax preparation, and life insurance services. Conklin is also a Chartered Special Needs Consultant as of 2024. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook supported by public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has been with Allegheny Financial Group since 2026, having previously worked at ITS Asset Management from 2014 to 2017. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and certain pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management programs, employing both discretionary and non-discretionary mandates and utilizing a research-driven investment approach with a focus on asset allocation and diversification.

Gerald Cibik is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2004. In addition to his advisory role, he is also an insurance agent involved in the sale of life insurance and fixed annuities and provides tax preparation services during tax season. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and utilizes public research, industry reports, and adviser judgment rather than relying on a single proprietary method.

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Staley Capital Advisers since 2014. Outside of his advisory role, he serves as a board member of Gleason Technology, Inc., a company specializing in digital technology for automated inspection processes and data collection. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection, managing concentrated long/short equity strategies within its private fund vehicle.