John Mah is a financial advisor with Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 66 designation and 22 years of industry experience. He has worked at Centerview Wealth Advisors since 2016 and previously held roles at MML Investors Services, Inc., MassMutual Life Insurance Company, Waddell & Reed, and UBS Financial Services. Outside of his advisory work, he is a 90% owner and insurance agent of Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning, employing a range of investment vehicles and trading strategies. The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis with regular reviews.

Sara Morrison is a CFP® professional with four years of industry experience. She has been with DWD Portfolio Solutions, Inc. since 2022 and previously worked in healthcare and education roles, including positions at UPMC Hillman Cancer Center and Gerald Champion Regional Medical Center. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for both individual investors and employee benefit plans. The firm incorporates various analytical approaches and model portfolios in its individualized investment advice and offers plan-level consulting and tailored investment solutions.

James Alexander is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He has been associated with Allegheny Investments and Cunningham, Powell & Associates for over two decades. Outside of his advisory work, he serves as president of the Morgantown Kiwanis Foundation and holds leadership roles in several nonprofit and community organizations, including a senior living center and a health insurance agency. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, and retirement plans. The firm develops tailored client strategies using primarily mutual funds and offers both discretionary and non-discretionary account management.

Sharon Bowen is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Snowden Lane Partners and TIAA-CREF. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to HOA boards and treasurers on accounting and communications systems. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and specialized advisory programs, utilizing multi-team scale alongside institutional capabilities.

Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Justin Nagel is a Series 66 credentialed advisor with Kestra Private Wealth Services, LLC and has 12 years of industry experience. He previously worked at Goldman Sachs & Co. LLC for four years and spent a decade at The AYCO Company, L.P./Mercer Allied. He also serves as a Registered Field Assistant at Kindred Wealth Partners, assisting advisors with client onboarding and financial planning. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a broad range of investment products and specialized offerings, supporting both discretionary and non-discretionary account arrangements.

Caleb Boy is a CFP®-certified financial advisor with two years of industry experience. He is currently with Allegheny Financial Group and has prior experience at Key Investment Services, LLC, NewEdge Advisors, LLC, and Wealth Strategies Partners, among others. 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, employing both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles alongside standard advisory services.

Eric Vogt is a CFP® professional with 19 years of industry experience, currently serving at Waldron Private Wealth. His career at Waldron spans over a decade, with roles dating back to 2011. He is a board member of the Estate Planning Counsel of Pittsburgh and is involved in angel investing through LOBO ONE LLC. 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 emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, third-party managers, and alternative strategies, while also offering extensive family-office and non-investment services.

Benjamin Grom is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Allegheny Financial Group since 2022 and previously at Allegheny Investments from 2014 to 2022. Grom is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion across multiple advisory teams, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, combining in-house research, independent manager recommendations, and private fund advisement.

Patrick Ellsworth is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waldron Private Wealth and has previously worked at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he is also licensed as an insurance agent. Waldron Private Wealth provides discretionary and non-discretionary 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 emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside investment management.

Gregory Curtis is a financial advisor at Greycourt & Co., Inc. in Pittsburgh, PA, holding a Series 65 designation and bringing 30 years of industry experience. He has been with Greycourt and its affiliated entities since 1993. Greycourt serves ultra-high-net-worth families, family offices, and related foundations with investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm emphasizes non-discretionary, customized portfolio design and manager selection, supported by an Investment Committee and proprietary tools, distinguishing itself with its focused client base and specialized service offerings.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as an advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Covenant Church of Pittsburgh and Oakmont Capital Management, LLC. Outside of her advisory work, she assists occasionally at her family's coffee and floral shop and provides part-time special needs respite care. 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 and provides both discretionary and non-discretionary management across diversified portfolios.

Patrick Mercier is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for five years. Outside of advisory work, he is involved as a passive owner and board member in several businesses, including a software company focused on retail applications and a designer and manufacturer of lightweight campers. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, utilizing third-party managers and affiliated model strategies.

Jeffrey Potter is a financial advisor at Verity Asset Management with 21 years of industry experience. He holds a Series 66 designation and has been with Verity Asset Management since 2004. Outside of his advisory work, he coaches and scouts various Black Bear Sports hockey teams. Verity Asset Management is an SEC-registered, multi-team firm serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment approach with tactical asset allocation and offers discretionary portfolio management, retirement plan consulting, sub-advisory services, and financial planning.

Joshua Rennert is a financial advisor with Waldron Private Wealth, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at OSAIC, Sequoia Financial Group, Comerica Bank, and Huntington National Bank. Outside of his advisory work, Rennert is the founder of Reserve Private Wealth, LLC, and also provides occasional notary services. Waldron Private Wealth offers 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 approach centers on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies tailored to client needs.

Kelly Costello is a financial advisor at Waldron Private Wealth with 22 years of industry experience. Prior to joining Waldron Private Wealth in 2024, she held roles at Raymond James & Associates, Wells Fargo Clearing, and WELLS FARGO Advisors. Kelly is also licensed as an insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach includes strategic asset allocation across multiple asset classes and the use of mutual funds, ETFs, alternative strategies, and third-party managers.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

Michael Friday is a CFA® charterholder with 24 years of industry experience and has been with Staley Capital Advisers Inc. for 19 years. He holds Series 63 and Series 65 licenses and serves as a board member of The Edgewood Club, a private recreational club in Pittsburgh. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, and select institutional accounts. The firm employs an active, relative-value investment approach that combines asset allocation and security selection with passive instruments as appropriate, managing both separately managed accounts and private fund vehicles.

Jenifer Koch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Facet Wealth. She previously worked at firms including Allegheny Financial Group, Fidelity Investments, and LPL Financial. Jenifer volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet Wealth offers subscription-based financial planning and discretionary investment management to a range of individual clients, employing model-based asset allocations and technology-driven processes to deliver tax-optimized and diversified investment strategies.