Alexander Papson is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Schneider Downs Wealth Management Advisors, LP since 2019 and previously held roles at Purshe Kaplan Sterling Investments, D.B. Root & Company, LLC, and Cantor Fitzgerald Wealth Partners. He is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting, employing a process that includes manager research, risk-tolerance review, and diversified portfolio construction.

Nicholas Koury is a CFP® credentialed advisor with five years of industry experience, currently with Waldron Private Wealth. He has been with Waldron since 2018, with prior work experience at Gander Mountain and Campbell University. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes strategic asset allocation across multiple asset classes and offers a broad range of family-office services alongside portfolio management and consulting.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Parsons also worked for seven years at Applebee’s before entering the financial services industry. 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 Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment allocation, offering discretionary and non-discretionary portfolio management along with related tax and accounting services.

Danielle Reitz is a CFP® with 26 years of industry experience, currently serving at Aprio Wealth Management, LLC. She previously worked at Facet Wealth, Icma Rc, and USAA Financial Advisors. Reitz holds a Series 63 license and is based in Pittsburgh, PA. Aprio Wealth Management provides discretionary and non-discretionary advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and plan sponsor consulting, and maintains approximately $1.57 billion in assets under advisement as a 3(21) adviser.

James Moyer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Prior to joining Schneider Downs, he worked at PNC Bank N.A. from 2014 to 2018. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process and diversified portfolio construction.

Andrew Steigerwald is a CFP® professional at Waldron Private Wealth with one year of industry experience. His work history includes roles at Waldron Private Wealth since 2023, as well as prior experience at Robert Morris University and Soergel Orchards. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment process emphasizes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, alongside an extensive suite of family-office services.

Jonathan Wicker is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior work at VOYA Financial Advisors and Lincoln Investment. Outside of his advisory role, he serves as treasurer and board member for the Canon McMillan Girls Youth Lacrosse Association, a nonprofit youth sports organization. Capital Analysts serves a diverse client base, including individual investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides various customized investment solutions.

Jacob Stotsky is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds a Series 65 designation and has recently started his advisory career, joining Confluence in 2025. His prior experience includes roles at Allegheny Financial Group, Bank of America, BNY Mellon, Merrill Lynch, and work at Allegheny College. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm utilizes a combination of actively and passively managed portfolios with a long-term, objectives-based approach and offers specialized services including retirement plan consulting and investment management through proprietary strategies and model portfolios.

Nicholas Curinga III is a financial advisor with Good Life Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including Waddell & Reed, Inc. and maintains various non-variable insurance agent roles alongside his advisory practice. Curinga also provides investment advisory services through Grandview Wealth Management, LLC. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. Their investment approach combines fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerance, utilizing direct management, model portfolios, and sponsored platforms.

Tyler Mock is a financial advisor with Waldron Private Wealth holding a Series 65 designation and nearly two years of industry experience. Prior to joining Waldron, he worked at Heritage Wealth Advisors and Crawford Ellenbogen, 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 approach emphasizes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Lucas Feathers is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, Feathers is an insurance agent specializing in healthcare, life, annuity, disability, dental, vision, Medicare supplement, Medicare Advantage, long-term care, and critical illness insurance, and serves as a youth and collegiate soccer official. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers on its platform.

Brian Ripley is a financial advisor with Confluence Financial Partners in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Oppenheimer for six years before joining Confluence Wealth Services in 2021. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm offers holistic wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, using a fiduciary, goals-based approach with both active and passive strategies.

Kenneth Hanna is a financial advisor with United Capital Financial Advisors in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. He is also co-owner of CoStar Brewing, a Pittsburgh-based business where he assists with management. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, access to third-party managers, alternative investments, and client-facing technology.

Michael Curry is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Schneider Downs Wealth Management Advisors, Gateway Private Wealth Management, Helm Financial, and Gateway Financial Group. Outside of his advisory role, Curry serves as Treasurer of the National Eagle Scout Association of Pittsburgh and is a member of the Young Professional Advisor Committee at The Pittsburgh Foundation. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base, including individuals, high net worth clients, nonprofits, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

John Waldron is a financial advisor at Waldron Private Wealth with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waldron Private Wealth for over 30 years, with a five-year tenure at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member and outside business advisor for a biomedical firm, Longeviti Neuro Solutions. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, and various entities. The firm emphasizes strategic asset allocation across multiple asset classes and offers family-office services alongside portfolio management and investment consulting.

Kaleigh Price is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Waldron Private Wealth since 2022 and previously worked at Lincoln Investment LLC. In addition to her advisory role, she operates as an independent insurance agent. Waldron Private Wealth provides investment management and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies, along with family-office services and specialized insurance product management.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Chris Jordheim is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and bringing 21 years of industry experience. He has been associated with both LPL Financial, LLC and Stratos Wealth Partners since 2016. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services through an open-architecture platform integrating multiple external tools and providers.

Martin Valentic is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also works with Penn Mutual Life Insurance Company. Outside of advising, he is a part owner of racehorses and operates insurance brokerage businesses focused on life and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Lawrence Hunt is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott in various capacities since 1983. Janney Montgomery Scott LLC is a large, dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.