Michael Riordan is a Series 65-licensed advisor with 14 years of industry experience. He serves as a Managing Director and owner of SRS Investment Services, LLC, a partnership he formed with colleagues, through which they collectively manage advisory activities. He has been with SRS Capital Advisors, Inc. since 2012. He is affiliated with Arax Advisory Partners, a multi-team firm that offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. Arax employs a fiduciary approach using in-house and external portfolio teams, model portfolios, and a mix of traditional and alternative investments.

Jason Klein is a CFA® charterholder with six years of industry experience. He currently serves as Director of Fixed Income at HBKS Wealth Advisors and is also a Portfolio Manager at Park Shore Partners. His prior experience includes roles at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios managed on a discretionary basis, employing a broad set of strategies and maintains affiliations with related businesses, including Park Shore Partners.

Joseph Marstellar is a Series 66-licensed financial advisor at Allegheny Financial Group with 21 years of industry experience. He has been with Allegheny Financial Group since 2011, following three years at Wrp Investments, Inc. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion across individual, trust, estate, and retirement plan clients. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of discretionary and non-discretionary mandates, third-party manager recommendations, and private fund advisory services with enhanced operational oversight.

Cassidy Richardson is a CFP® with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. She holds the Series 63 and Series 65 licenses and is based in Pittsburgh, PA. 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 using a research-backed approach with both discretionary and non-discretionary mandates, and it is notable for its advisory role in private funds and pooled vehicles.

Todd Luniewski is a financial advisor with Sequent Planning, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual United Of Omaha Insurance Company for 27 years and has been affiliated with Futurity First Insurance Group since 2018. He also conducts insurance agency activities alongside his advisory role. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, access to third-party model managers, and retirement-plan services. The firm employs a structured risk framework and provides diversified investment solutions through a network of independent adviser representatives.

Matthew Haller is a CFP® professional with seven years of industry experience, currently serving at Allegheny Financial Group where he has worked for ten years. He holds a Series 66 license and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team providing services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing a research department and investment committee to oversee diversified mutual fund portfolios and both discretionary and non-discretionary mandates.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Lincoln Investment and Cetera, and earlier served with AmeriCorps and in other roles. Lantzman is a board member for Miracle on Main Zelienople, a nonprofit organizing an annual charity event providing coats, food, and fundraising for community needs. 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 custom and model portfolios, and retirement-plan advice, delivered through a nationwide network of independent advisors and an in-house investment management team using a proprietary mutual-fund screening process.

Nancy Mckee is a CFP® and holds a Series 66 designation, with 19 years of industry experience. She has been with Allegheny Financial Group in Pittsburgh, PA, since 1988. 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 using a research-driven, risk-managed approach that includes discretionary and non-discretionary mandates and private fund recommendations.

Edward Kelly Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 12 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Paul Pigman Jr. is a financial advisor at First Manhattan Co. LLC with over 40 years of industry experience. He holds the ChFC® designation and previously worked at Northwestern Mutual Investment Services LLC, BNY Mellon Wealth Management, and Solenture Advisors LLC. Outside of his advisory work, he owns Pigpop Racing, where he serves as a high performance driving instructor and team management advisor, and he is president of Scouting America’s Laurel Highlands Council. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed portfolios with passive investments and integrated wealth planning.

Michael Callas is a CFP®-certified financial advisor at Janney Montgomery Scott with 10 years of industry experience, all spent at Janney since 2016. He holds Series 65 and Series 63 licenses and is based in Sewickley (Wexford), PA. 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 a range of brokerage, financial planning, and advisory services.

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Thomas Wigton is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles at PNC since 2015, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments to recommend model strategies executed with mutual funds and ETFs, with portfolio management delegated to third parties.

Elizabeth Duchak is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for six years. Duchak serves on the PR committee of the Women's Board of Pittsburgh, a charity focused on raising funds to support women and children in the area. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized investment approach supported by an internal research team and third-party managers, with additional capabilities in tax and accounting integration and financial wellness tools.

Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, Wells Fargo Advisors, and Bank of New York Mellon. Prior to his financial industry career, he was involved in the automotive sector with Distinct Automotive Appearance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Jacob Kuczynski is a financial advisor with PNC Wealth Management in Seven Fields, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with PNC Investments and related entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.