Andrew Roberge is a CFA® charterholder with 10 years of industry experience. He has worked at Guggenheim Securities, LLC from 2016 to 2020 before joining Staley Capital Advisers Inc, where he has been since 2020. 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 emphasizing asset allocation and security selection, and it manages a concentrated long/short equity program within its private fund vehicle.

Stephanie Bogden is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at firms including EWA, LLC, NewEdge Securities, and Northwestern Mutual Investment Management. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm uses a combination of active and passive investment vehicles, proprietary managed portfolios, and third-party managers to serve a diverse client base.

Mary Hixenbaugh is a financial advisor at Trustmont Advisory Group, Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Trustmont since 2010, having previously worked at its affiliated firm, Trustmont Financial Group, Inc. Outside of her advisory role, she serves as an administrator and financial officer for Alpha Ministries, Inc., a nonprofit religious organization. Trustmont Advisory Group serves individual and institutional clients by providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach using a combination of public research, industry reports, and adviser judgment.

Craig Preisendefer is a CFP® professional with 13 years of industry experience, currently serving at Latitude Advisors, LLC since 2015. He is also engaged in business consulting through VisionWide Consulting and involved in insurance sales. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jason Knapp is a financial advisor with Arete Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at MDS Securities, MDS Energy Development, and ownership in The Allegheny Valley Conglomerate. Outside of advisory work, he serves as a Pennsylvania State Constable, is involved with the Allegheny County Constables Association, and is an officer/director of the Jason C. Knapp Foundation, a public charity. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Regis Ruane is a CFP® professional with 41 years of experience in financial advising. He is currently with United Capital Financial Advisors and has previously worked at firms including Cetera Advisor Networks LLC and Girard Securities. Ruane also acts as an insurance agent through United Capital Risk Management, LLC. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customization options for ESG and faith-based investing.

William Winkeler Jr. is a CFP® and CFA® with 13 years of industry experience. He currently works at Confluence Financial Partners, joining the firm in 2022 after seven years at Waldron Private Wealth. In addition to his advisory role, he is a licensed insurance agent involved with insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm emphasizes fiduciary management, combining active and passive investment strategies, retirement plan consulting, and the use of proprietary and third-party investment solutions.

James Reese Jr. is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and over 41 years of industry experience. His career includes long tenures at NewEdge Advisors and Strategic Wealth Management. Outside of advising, he serves in fiduciary roles as a co-trustee and trustee for various trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, employing a combination of independent managers, model strategies, and proprietary solutions, supplemented by AI-assisted analytics reviewed by advisors.

Kristian Karidis is a financial advisor at Confluence Financial Partners with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Confluence, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Kristian is also involved with Splash Bros Detailing LLC. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm combines active and passive investment strategies, fiduciary management, and uses proprietary portfolios alongside third-party managers to serve a diverse client base.

Chris Wieder is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at Allegheny Financial Group since 2006. He also provides tax preparation services on a limited basis for established clients. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, offering services to individuals, trusts, estates, and retirement plans with a focus on comprehensive financial planning and portfolio management that includes discretionary and non-discretionary mandates and private fund recommendations.

Brian Hill is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Commonwealth Financial Network, Strategic Path Retirement, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also 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 retirement plans. The firm offers portfolio management through independent advisers, model portfolios, and access to third-party managers, with notable integration of institutional and retirement plan resources.

Hannah Roth is a Certified Financial Planner® with five years of industry experience, currently with JFS Wealth Advisors, LLC. Prior to joining JFS Wealth Advisors in 2025, she worked at Dimensional Fund Advisors for four years and has additional experience at Hills Bank and Trust Company and the University of Iowa. She serves on the Investment Committee of the Mennonite Education Agency, overseeing endowment and scholarship funds for affiliated educational and religious institutions. 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, estates, businesses, retirement plans, and municipal entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide portfolio management, offering services that include continuous investment management, retirement plan fiduciary services, and access to private investment funds.

John Staley IV is a financial advisor at Staley Capital Advisers Inc with 29 years of industry experience. He has been with Staley Capital Advisers since 1996 and holds several board and executive roles in privately held companies specializing in electrical enclosures, laser marking technologies, title insurance, and recycled plastic products. Additionally, he serves as president of the Staley Family Foundation and manages multiple family trusts and partnerships. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional clients, including insurance companies. The firm employs an active, relative-value investment approach focusing on asset allocation, quality and value equity selection, and macroeconomic-driven fixed-income management, while managing both separately managed accounts and private fund vehicles for accredited investors.

Ariel Watson is a CFP® professional with experience at Allegheny Financial Group since 2021, including roles at Partners Financial Group and Edward Jones earlier in her career. She has also held positions related to residence life and student services at Penn State Behrend. Allegheny Financial Group manages over $5.5 billion through a multi-advisor team serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a research-driven investment approach with both discretionary and non-discretionary mandates and offers comprehensive financial planning and portfolio management services.

Nathan Freshwater is a CFP® with five years of industry experience, currently serving as a financial advisor at New Edge Wealth. He has previous experience at Waldron Private Wealth, Wells Fargo Advisors, and has held roles in education and entrepreneurial activities. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, integrating independent managers, model strategies, and AI-assisted analytics in its investment approach.

Richard Hurt is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has a lengthy career history including roles at NewEdge Securities Inc, Mid Atlantic Capital Corporation, and Strategic Wealth Management Group, Ltd. Outside of his advisory work, Hurt serves as president of the church council at Trinity Lutheran Church of Franklin Park Borough. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, managing tailored portfolios through multi-manager solutions and integrating AI-assisted analytics alongside adviser judgment.

Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

Jason Domenick is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds the Series 63 and Series 65 designations and has been with Schneider Downs since 2026. Prior to joining the firm, he worked at Ed Isabella's State Farm Insurance Agency and has experience in catering and retail. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors, offering fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that includes diversified portfolios and tax-aware strategies.

Michael Montileone is a financial advisor at Allegheny Financial Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and spent 32 years at Allegheny Investments, Ltd. Montileone serves as a trustee and is treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, emphasizing asset allocation and diversification, and provides both discretionary and non-discretionary mandates including oversight of private fund recommendations.

Connor Mc Lean is a Series 65-licensed financial advisor at United Capital Financial Advisors with seven years of industry experience. He has worked at United Capital since 2019 and previously spent five years at Bank of New York Mellon. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to third-party managers and alternative investments.