David Malone is a financial advisor with M HOLDINGS SECURITIES, Inc. in Pittsburgh, PA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been associated with M HOLDINGS SECURITIES since 2000 and has longstanding roles with Gateway Pension Planners, Inc. and Gateway Financial Group dating back to the late 1970s. Outside of advisory work, he serves on multiple boards, including F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others, reflecting broad community involvement. M HOLDINGS SECURITIES, Inc. serves a diverse client base through a nationwide network of independent firms and professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm provides both direct portfolio management and oversight of third-party sub-advisors, integrating technology platforms for trading and reporting.

James Marks Jr. is a CFP® professional with 20 years of industry experience, currently serving at Citizens Private Wealth in Pittsburgh, PA. His career includes roles at Citizens Securities, Citizens Bank, BNY Mellon Securities Corporation, and MBSC, LLC. Marks is a member of the Finance & Investment Committee for the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by both quantitative and qualitative research. Its affiliation with Citizens Bank, N.A., provides clients access to bank deposit sweep programs, securities-based lending, and other banking-related services.

Courtney Collins is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Allegheny Financial Group since 2019, following roles at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. 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 services, using a research-driven approach with both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles.

Matthew Kimmich is a CFP® with two years of industry experience, currently advising 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 offers holistic wealth management and financial planning to individual clients ranging from non-high-net-worth to high-net-worth households, as well as professionals, business owners, corporate executives, and institutional clients. The firm combines active and passive investment strategies, fiduciary oversight, and retirement plan consulting services, including plan design and participant education.

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® with 25 years of industry experience, currently serving at Confluence Financial Partners. His prior roles include positions at Raymond James Financial Services and PNC Brokerage Corp. He is also a licensed insurance agent for insurance and annuity products. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm provides investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and specialized services for ERISA plan sponsors.

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 since 2014. He holds a Series 66 license and serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates and incorporating private fund recommendations and pooled investment vehicles.

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He has four years of industry experience, including prior roles at SDAdvantage Retirement Solutions and Schneider Downs & Co., Inc., as well as service in the United States Marine Corps. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors/trustees of qualified retirement plans. The firm employs a committee-driven investment process to build diversified portfolios and offers ERISA advisory services, model-based IRA options, and tax-aware planning strategies.

Loren Fiffik is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His career includes roles at PNC Investments for 18 years and Raymond James Financial Services. He is also involved with the Sylvia J Fiffik Irrevocable Trust, active for over 30 years. Confluence Financial Partners provides wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients, with a notable focus on retirement plan consulting for ERISA plan sponsors. The firm uses a fiduciary approach combining active and passive investments, third-party managers, and proprietary portfolios, emphasizing asset allocation and macroeconomic analysis.

Jackson Elizondo is a CFP®-certified financial advisor with seven years of industry experience, currently with Confluence Financial Partners. Prior to joining Confluence Wealth Services, Inc., he worked at Raymond James Financial Services in various capacities. He serves as a Force Support Officer in the United States Air Force Reserve. Confluence Financial Partners provides comprehensive wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a particular focus on retirement plan consulting and fiduciary services. The firm employs both active and passive investment strategies, combining proprietary portfolios and third-party managers to serve a diverse client base.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience, currently serving at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments, Ltd. and Allegheny Financial Group since 2002. 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 through a structured oversight process.

Michael Bigley is a financial advisor at New Edge Wealth with 41 years of industry experience. His career includes long-term roles at Strategic Wealth Management and NewEdge Advisors. Outside of his advisory work, he serves as managing member for several family investment partnerships and trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, and portfolio management. The firm integrates independent managers and proprietary solutions with technology-driven tools, including AI-assisted analytics, to tailor client portfolios.

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP 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 to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Charles Ziants is a CFP® professional with nine years of experience in financial advising. He is currently with Confluence Financial Partners and has previously worked at Raymond James Financial Services Advisors. His background includes a year at Uber prior to entering the financial services industry. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm combines discretionary and non-discretionary account management with a mix of active and passive investment strategies and places emphasis on retirement plan consulting and fiduciary services.

Alexander Hart is a financial advisor with Trustmont Advisory Group, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. He has worked at multiple firms including Trustmont Financial Group, Inc. and PWR Planners. Outside of his advisory role, he is involved in insurance sales through related entities focusing on life, health, LTC, Medicare, and fixed annuities. Trustmont Advisory Group serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach based on a wide range of public research sources and manages approximately $1.3 billion in assets.

Michael Delgreco is a financial advisor at Prosperity Capital Advisors in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 65 credential and has been with Prosperity Capital Advisors since 2011. In addition to his advisory role, Mr. Delgreco provides administrative tax services through his separate business, DelGreco Tax & Insurance Services, and is a licensed insurance agent. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plans. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Corey Taylor is a CFP® and ChFC® affiliated with Confluence Financial Partners, with two years of industry experience. He previously worked at PNC Wealth Management and was involved with Peranis Hockey World prior to his current role. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm utilizes a fiduciary approach combining active and passive investments, proprietary managed portfolios, and third-party managers, with a notable emphasis on retirement plan consulting and ERISA plan sponsor services.

Christopher Pretsch is a CFP® and CFA® with 18 years of industry experience. He has been with Staley Capital Advisers Inc in Pittsburgh, PA since 2012. Staley Capital Advisers provides discretionary portfolio management to a range of private clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach combined with tactical responses to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Matthew Kelly is a CFP® with 18 years of industry experience, currently serving at Allegheny Financial Group since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a multi-advisor team approach, offering comprehensive financial planning and portfolio management programs that emphasize asset allocation, diversification, and oversight from a dedicated research department and investment committee.