William Rees is a financial advisor at Waldron Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Northern Trust Securities, Inc. and Northern Trust Bank for over two decades. 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’s investment process focuses on strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

Jacob Vranish is a CFP® professional at Waldron Private Wealth with two years of industry experience. His prior roles include positions at UPS, First National Bank of Pennsylvania, and BNY Mellon. 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’s investment process emphasizes strategic asset allocation across various asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Alex Hendrickson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Waldron Private Wealth since 2020 and previously held roles at Legend Financial Advisors, Inc. and EmergingWealth Investment Management, Inc. Hendrickson is also a licensed insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a broad range of clients, including individuals, trusts, and charitable organizations, employing a strategic asset allocation approach across various asset classes and utilizing third-party managers and alternative strategies.

Katrina Brown is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Allegheny Investments, Ltd since 2015. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and risk control through diversification, and it manages approximately $4.9 billion in regulatory assets under management across 28 advisors.

Justin Binion is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo. Binion serves as a board member of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, tax and estate structuring, and business consulting services, utilizing a long-term asset allocation approach within an open-architecture investment framework.

Jesse Leax is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Davis-Fetch Corp of PA. Outside of finance, he is a co-owner of a real estate development and leasing business. Sequent Planning, LLC operates under the name Futurity First Wealth Management and provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations through a network of approximately 97 investment adviser representatives.

Kimberly Gannis is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, government entities, and other investment advisers. The firm employs a range of analytical approaches and may use various trading strategies to align portfolios with client goals, while also offering specialized planning and fiduciary services.

Daniel Coursey is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at BNY Mellon and Henderson Brothers, as well as experience in education and lawn care. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee to guide investment decisions, typically employing diversified portfolios with mutual funds, ETFs, and cash management.

Christopher Keller is a CFP® with 26 years of experience in the financial services industry. He has worked at Waldron Private Wealth since 2011 and previously spent five years at Purshe Kaplan Sterling Investments. Keller holds the Series 63 and Series 65 licenses. 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 approach emphasizes strategic asset allocation across a diversified range of asset classes, utilizing mutual funds, ETFs, and third-party managers, and offers an extensive suite of family-office services.

Will Meyer is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently affiliated with Mariner Independent through Mariner Platform Solutions and Strategic Path Retirement. Meyer has prior experience at Farmers National Bank and extensive involvement with the Pittsburgh Field Club. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through its network of investment adviser representatives and affiliated businesses.

Robert Feldman is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Capital Advisors since 2015. Outside of his advisory role, he is a partner in Feldman Family Partnership LLC, which invests in cryptocurrency through a Binance.US account. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, often constructing customized model portfolios and utilizing a broad range of investment tools.

Craig Galovich is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at StoneX Advisors since 2015 and StoneX Securities since 2014, as well as operating Galovich Financial Planning Services since 1992. In addition to his advisory work, he is also a licensed life insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group to offer a variety of account structures and model-based investment solutions.

Michael Waldron is a financial advisor at Waldron Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Waldron Private Wealth since 2016. Prior to his advisory role, he was employed at Ohio University for four years. 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 process focuses on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers, and offers a comprehensive suite of family-office and wealth management services.

Demetrius Kokales is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021. His prior experience includes roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors. The firm offers fee-based investment management and planning services, employing a committee-driven investment process and providing both discretionary and non-discretionary management across a range of asset types.

Gary Wargo is a financial advisor at Cape Investment Advisory, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Cape Investment Advisory since 2012, with prior experience at American Global Wealth Management. He is a partner at Blueprint Financial Solutions LLC, involved in a fixed insurance business since 2021. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client discussions, asset allocation plans, and portfolio management strategies.

Diana Hallas is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co., LLC, Mercer Allied Company, LP, and Lion Street Financial. She is also an insurance agent with United Capital Risk Management, LLC, where she processes fixed insurance and annuity business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

Paul Frey is a CFP® credentialed financial advisor with over 31 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 13 years at Stifel. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm emphasizes asset allocation and macroeconomic analysis, managing accounts on both discretionary and non-discretionary bases using a combination of active and passive strategies and access to third-party managers.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has worked at Allegheny Financial Group since 2017, including a prior three-year tenure at ITS Asset Management. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm offers investment management, financial planning, retirement plan consulting, and wrap-fee program services, often utilizing mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee.

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Staley Capital Advisers since 2014. Outside of his advisory role, he serves as a board member of Gleason Technology, Inc., a company specializing in digital technology for automated inspection and data collection. Staley Capital Advisers provides discretionary portfolio management to private account clients such as high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach while utilizing tactical strategies and manages both private accounts and a concentrated long/short limited partnership.