David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting and tax-aware planning strategies.

Melissa Pirosko is a CFP® and Series 65-licensed financial advisor with Confluence Financial Partners, where she has worked since 2021. She has four years of industry experience and previously worked at Golden Court Inc. Outside of her advisory role, Pirosko is an independent consultant for Rodan & Fields and an advocate for Green Compass. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering comprehensive wealth management, investment management, and retirement plan consulting. The firm employs a fiduciary, goals-based process with a combination of active and passive strategies and provides specialized services for institutional clients.

Casey Robinson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Confluence Financial Partners. Prior to joining Confluence, he worked at Waldron Private Wealth, LLC for over a decade. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a blend of active and passive investment vehicles, managing assets through both Separately Managed Accounts and the Compass model for smaller accounts, with a long-term, objectives-based approach.

David Malone is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license. He has 42 years of industry experience and has been with M Holdings since 2000. Malone also serves as President and CEO of Gateway Financial Group and holds multiple board memberships, including positions with F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a variety of investment management and advisory services, utilizing multiple sponsored platforms and third-party managers.

James Marks Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as an advisor at Citizens Private Wealth. His career includes roles at Citizens Securities, Inc., Citizens Private Wealth, Citizens Securities, and Citizens Bank. He is a member of the Finance and Investment Committee for the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management, tax and estate structuring, and business consulting services within an open-architecture framework, leveraging its affiliation with Citizens Bank to provide unique banking and lending solutions.

Mary Keegan is a financial advisor at Waldron Private Wealth with seven years of industry experience. She has held roles at Waldron since 2022 and has prior experience at Moralis Technologies, MFA Wealth Advisors, and Hardin Compliance Consulting. 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 using a variety of investment vehicles and may include private investment strategies and family-office services.

Courtney Collins is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Allegheny Financial Group since 2019 and has prior experience at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary approaches and utilizing in-house research to guide portfolio construction.

Matthew Kimmich is a CFP® with two years of industry experience, currently serving as a financial advisor at Confluence Financial Partners. His prior work includes roles at The Intelligence and Security Academy, Bon Appetit Management Co, and Grove City College. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a long-term, objectives-based investment approach using a mix of active and passive strategies and serves clients through multiple business lines, including retirement plan consulting and proprietary Separately Managed Accounts.

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with access to private equity and tax-aware strategies.

Nathan Garcia is a CFP® professional with 24 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2019, following an 18-year tenure at PNC Brokerage Corp. Garcia holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm provides holistic wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, using a fiduciary, goals-based approach that incorporates both active and passive strategies.

Thomas Wilson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA. He has been with the firm since 2014. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a written Financial Goal Plan for each client and uses Modern Portfolio Theory through an internal Investment Committee to guide investment decisions.

Matthew Jaspert is a CFP® with nine years of industry experience and has been with Allegheny Financial Group Ltd since 2014. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, with risk control through diversification and ongoing monitoring, and acts as adviser to private pooled vehicles and private funds.

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, and has four years of industry experience. Prior to joining the firm, he served three years in the United States Marine Corps and has held roles within Schneider Downs and its affiliated entities. 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 process and diversified portfolio construction.

Loren Fiffik is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His prior work includes roles at Raymond James Financial Services and PNC Investments. He is also involved as a licensed insurance agent related to insurance, annuity products, and property and casualty insurance. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm offers comprehensive wealth management and financial planning using a fiduciary, goals-based process that incorporates both active and passive investment strategies and detailed retirement plan consulting.

Aidan Mills is a CFP® with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His background includes roles in education and healthcare alongside his work in wealth management. 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 various asset classes using mutual funds, ETFs, interval funds, and third-party managers, along with family-office and specialized advisory services.

Jackson Elizondo is a CFP® professional with six 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 2019 to 2021 and serves as a Force Support Officer in the United States Air Force Reserve. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering holistic wealth management, investment management, and retirement plan consulting through a fiduciary, goals-based process that emphasizes long-term asset allocation and tailored portfolio management.

Mathew Lind is a financial advisor at Prosperity Wealth Management, Inc. in Clinton, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services and Waste Management. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million across 1,600 clients and employs a multi-method investment approach combined with due diligence on third-party managers.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience. He has been with Allegheny Financial Group and Allegheny Investments, Ltd since 2002. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm utilizes mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee, offering both discretionary and non-discretionary management while also advising private funds and acting as a general partner or sponsor in certain cases.

Michael Bigley is a financial advisor at New Edge Wealth with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Strategic Wealth Management and NewEdge Advisors. Outside of advisory work, he serves as managing member for multiple family investment partnerships and trusts involving active administration and oversight. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm provides comprehensive advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human supervision.