Andrew Scibetta is a financial advisor at Cross Border Wealth, LLC in Pittsburgh, PA, with 18 years of industry experience. He holds the Series 66 designation and has worked at Tiaa from 2015 to 2022 before joining Cross Border Wealth in 2022. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. He previously worked at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, Neiderhiser is president of the AK Football Official Chapter and officiates high school football and basketball through the PIAA. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and conducting ongoing portfolio monitoring with quarterly reviews.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with approximately one year of experience at the firm. His prior experience includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

Andy Schink is a financial advisor with BCR Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Securities Corp for 14 years before joining LPL Financial in 2024. Outside of his advisory work, Schink is a business owner of 828 Brewing. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans rather than ongoing portfolio management. The firm emphasizes analysis and planning tools to generate recommendations and uses fixed-fee engagements without managing client assets.

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Timothy Johns is a financial advisor at Cookson Peirce Wealth Management with seven years of industry experience. He holds a Series 65 designation and previously worked at Symons Capital Management, Inc. and FNB Corporation. He has been with Cookson Peirce since 2022. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management services. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

William Belko is a CFP® and CFA® with 25 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2002 and is based in Sewickley, PA. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and utilizes a core/satellite approach with both passive and active strategies, including selective use of derivatives for hedging, tax management, and income enhancement.

James Danko is a financial advisor with Fragasso Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Fragasso Financial Advisors since 2012 and previously spent 18 years at LPL Financial LLC. Outside of his advisory role, Danko serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and incorporates fundamental analysis, offering a range of investment options and ongoing portfolio management.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Cookson, Peirce, and Co. since 2003. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Siegfried Saftner is a Series 65-licensed financial advisor at Cookson Peirce Wealth Management with two years of industry experience. He has worked at Cookson Peirce since 2021, with additional experience at CADmore LLC and ZVerse Inc. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning services to private clients, including individuals, high-net-worth households, trusts, and foundations, as well as asset management to professional advisors and institutional sponsors. The firm uses a quantitative, technically based investment approach focusing on equities, ETFs, and fixed-income securities, and serves a diverse client base that includes state and municipal entities.

John Mah is a financial advisor with Centerview Wealth Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Centerview Wealth Advisors since 2016 and has prior experience at MML Investors Services, Inc. and MassMutual Life Insurance Company dating back to 2007. Outside of financial services, he is the majority owner of Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning across a variety of investment vehicles. The firm employs multiple analytical methods and trading strategies and emphasizes coordination of tax and insurance matters within its advisory team.

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 25 years of industry experience. He has been with Allegheny Investments since 2001 and also operates Cunningham Powell Alexander, a CPA, tax, and accounting firm. Alexander serves as president of the Morgantown Kiwanis Foundation and the Morgantown Kiwanis, reflecting involvement in community service organizations. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

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.

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 financial advisor with Kestra Private Wealth Services, LLC in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Nagel is also involved with Kindred Wealth Partners as a Registered Field Assistant, supporting advisors with client onboarding and financial analysis. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.