Neil Rongaus is a CFP® professional with 23 years of industry experience. He is affiliated with Confluence Financial Partners and Confluence Wealth Services, Inc., where he has worked since 2016 and 2021, respectively. Rongaus holds a Series 66 license and has a background that includes five years at Raymond James Financial Services. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm manages assets through customized strategies that blend active and passive investments with a long-term, objectives-based approach and serves both larger and smaller accounts across multiple business lines, including retirement plan consulting.

Brent Meilinger is a CFP® with three years of industry experience, currently advising clients at Waldron Private Wealth. Prior to his current role, he worked in education at Duquesne University and Emmaus High School. 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 employs a strategic asset allocation approach across various asset classes and offers a range of family-office services alongside its investment management.

Mary Kate Burkes is a CFP® with five years of industry experience, currently serving at Allegheny Financial Group. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and UBS Financial Services. She volunteers as a financial planning advisor for the YWCA National Capital Area Foundation, providing budgeting, saving, and investing guidance to low-income individuals. Allegheny Financial Group advises a diverse clientele, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a research-driven approach to portfolio construction using mutual funds, ETFs, and other pooled products, and it also serves as an adviser and general partner to private funds, overseeing both discretionary and non-discretionary management.

Claudia Balla is a CFP® professional with one year of industry experience, currently serving at Waldron Private Wealth. She previously worked at Northern Trust and Seventy2 Capital Wealth Management. Claudia is also licensed as an insurance agent, dedicating limited time to this role. 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 employs a strategic asset allocation approach across various asset classes and offers a range of family-office and specialized investment services.

Brandon Corlett is a financial advisor at Confluence Financial Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at Confluence Wealth Services, Inc. since 2021, following prior roles at Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and Greycourt and Co, Inc. Corlett is also a licensed insurance agent addressing insurance, annuity products, and property and casualty insurance needs. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a blend of active and passive investment strategies across separate managed accounts and model portfolios, serving a diverse client base through both discretionary and non-discretionary approaches.

John Walczak is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Allegheny Investments, Ltd since 2008. Outside of his advisory role, he serves as a financial accountability board member for Hill City Church. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, and it acts as adviser to private pooled vehicles and private funds.

James Berquist is a financial advisor at New Edge Wealth with 49 years of industry experience. His prior roles include nearly three decades at Strategic Wealth Management and over three decades with NewEdge Securities Inc. He serves on the Board of Directors for The Little Lake Theater, a regional theater company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser judgment.

Jerald Lear Jr. is a financial advisor at On Investment Management CO with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Life Insurance, Vector Security, Inc., Hornor Townsend And Kent Inc, and Penn Mutual Life Insurance. Outside of his advisory role, he serves on the Borough Council of Rosslyn Farms and operates a tax preparation business focused on individual returns. On Investment Management CO is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including both discretionary and non-discretionary management, with a dual-registration model involving broker-dealer activities.

David Pensyl is a financial advisor with Capital Analysts in Pittsburgh, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lincoln Investment since 2019 and has prior experience with Citizens Securities, Citizens Bank, Robert Morris University, and Capstone Logistics. Pensyl also assists senior financial advisor Cynthia Egan at Lincoln Investment by supporting client interactions and portfolio management tasks. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through proprietary model portfolios, third-party managers, and retirement plan advisory services, managing approximately $8.8 billion across a network of several hundred advisors.

Norman Bloom is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding a Series 63 designation and over 60 years of industry experience. He has been with Spire Investment Partners, LLC since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Michael Divens is a CFA® charterholder based in Pittsburgh, PA, with nine years of experience in the financial industry. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2022. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process that includes diversified portfolios and tax-aware planning strategies.

James Roberge is a CFA® charterholder with 29 years of experience in the financial industry. He has spent the majority of his career at Staley Capital Advisers Inc, where he has worked since 1996 in various capacities. Outside of his advisory role, he serves on the board of the Coalition for Christian Outreach and chairs the Endowment Committee at Trinity Christian School, both nonprofit organizations in Pittsburgh, PA. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach that emphasizes asset allocation, security selection, and incorporates passive instruments as appropriate, managing both separately managed private accounts and a private limited partnership offered to accredited investors.

Mark Browne is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. He previously worked at Sundance Advisors from 2016 to 2024 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, offering both discretionary and non-discretionary investment solutions.

David Immonen is a CFA® charterholder with 29 years of industry experience. He has been with Manning & Napier Advisors, LLC since 2005 and currently serves in a role at Manning & Napier Advisors, LLC since 2019. Immonen is an advisory board member of the Province of St. Augustine Capuchin Franciscan Friars. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering non-discretionary advice on various funds. The firm’s investment approach combines top-down macro analysis and bottom-up security selection, supported by a team-based process and systematic strategies such as its Disciplined Value strategy.

David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting and tax-aware planning strategies.

Melissa Pirosko is a CFP® and Series 65-licensed financial advisor with Confluence Financial Partners, where she has worked since 2021. She has four years of industry experience and previously worked at Golden Court Inc. Outside of her advisory role, Pirosko is an independent consultant for Rodan & Fields and an advocate for Green Compass. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering comprehensive wealth management, investment management, and retirement plan consulting. The firm employs a fiduciary, goals-based process with a combination of active and passive strategies and provides specialized services for institutional clients.

Casey Robinson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Confluence Financial Partners. Prior to joining Confluence, he worked at Waldron Private Wealth, LLC for over a decade. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a blend of active and passive investment vehicles, managing assets through both Separately Managed Accounts and the Compass model for smaller accounts, with a long-term, objectives-based approach.

David Malone is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license. He has 42 years of industry experience and has been with M Holdings since 2000. Malone also serves as President and CEO of Gateway Financial Group and holds multiple board memberships, including positions with F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a variety of investment management and advisory services, utilizing multiple sponsored platforms and third-party managers.

James Marks Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as an advisor at Citizens Private Wealth. His career includes roles at Citizens Securities, Inc., Citizens Private Wealth, Citizens Securities, and Citizens Bank. He is a member of the Finance and Investment Committee for the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management, tax and estate structuring, and business consulting services within an open-architecture framework, leveraging its affiliation with Citizens Bank to provide unique banking and lending solutions.