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.

Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

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.

Jean Furgiuele is a financial advisor at Pinnacle Investments, LLC with 35 years of industry experience. He has held positions at Global Investment Advisors and Essex Securities prior to joining Pinnacle Investments in 2019. Outside of his advisory role, he operates as an artist and designer under the name JMF Designer. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning and portfolio management services using fundamental and technical analysis, with accounts custodied at Charles Schwab or First Clearing.

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 Certified Financial Planner® with seven years of industry experience, currently advising at Facet since 2026. Her prior roles include positions at Allegheny Financial Group and Fidelity Investments. She volunteers with 3rd Decade, a nonprofit providing financial education and guidance. Facet serves individual members across various wealth levels, offering tiered subscription-based financial planning and discretionary investment management with a focus on ETFs. The firm uses a holistic planning approach within its Total Financial Life Resources framework and delivers technology-driven investment strategies without charging percentage-of-assets fees.

Christopher Rondinelli is a CFP® with 18 years of industry experience. He has been with Good Life Advisors, LLC since 2014 and also maintains an affiliation with LPL Financial since 2013. His prior experience includes a teaching role at the Community College of Allegheny County from 2012 to 2018. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing tailored investment strategies and multiple advisory platforms.

Brian Mcinerney is a Series 65-licensed financial advisor with Staley Capital Advisers Inc in Pittsburgh, PA, bringing 29 years of industry experience. He has been with Staley Capital Advisers since 1996 in various roles. Outside of his advisory work, Mcinerney serves on the board of The Children's Institute, a nonprofit serving children with special needs, where he oversees agency operations, finances, and the endowment fund. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutional clients. The firm employs a long-term, value-driven investment approach with tactical adjustments and manages both private accounts and a concentrated long/short limited partnership.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

Trevin Seskey is a financial advisor at Ascentis Independent Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ascentis, he was associated with ORG Partners and has worked in various roles outside finance, including as a sales clerk at Vineyard Vines and a vehicle technician at MOCO Express. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Kevin Searfoss is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Waldron Private Wealth since 2002. Outside of his advisory role, he serves as a football referee. Waldron Private Wealth provides comprehensive 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 involves strategic asset allocation across a range of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and it offers family-office services and specialized insurance product management.

Brandon Haynes is a CFP® with 27 years of industry experience, currently serving at Allegheny Financial Group Ltd in Pittsburgh, PA. He has been with Allegheny Financial Group since 1996 and Allegheny Investments, Ltd. since 1998. Outside of his advisory role, Haynes is a board member of Bridge of Hope, a nonprofit organization. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm’s investment approach emphasizes mutual-fund-based portfolios supported by in-house research and an investment committee, using diversification and ongoing monitoring for risk control. Allegheny also acts as adviser to private pooled vehicles and private funds, managing approximately $4.9 billion in regulatory assets under management across 28 advisors.

Laura Vassamillet is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. She holds Series 66 and Series 65 licenses and previously worked for BNY Mellon Wealth Management from 2006 to 2024. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients, including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing a mix of in-house and third-party managers within an integrated bank-affiliated platform.

Roselyn Wilkinson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Pittsburgh, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including 23 years at Berthel Fisher and ongoing involvement with Md & A Financial Management Co since 1999. Wilkinson is also the author of the book *It's Good to be the Queen*, which aims to engage women in their financial future. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of asset management solutions across multiple platforms through approximately 100 independent investment adviser representatives.

James Lee is a financial advisor with JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with JFS Wealth Advisors since 2016. Outside of his advisory role, he is a partner in Lee-Mortens Partnership. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a written Financial Goal Plan and an internal Investment Committee utilizing Modern Portfolio Theory to manage portfolios, offering investment management, financial planning, tax preparation, and retirement plan fiduciary services.

Mikai Thomas is a financial advisor at Heritage Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Heritage, he held roles at Osaic, Raymond James, and Elevate Financial Planning and Wealth Management. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profit organizations, and retirement plans with portfolio management, financial planning, tax preparation, and retirement-plan advisory services. The firm offers personalized asset allocation, employs a range of investment vehicles, coordinates with outside professionals, and manages multiple private investment funds and pooled vehicles.

Charles Verruggio is a financial advisor at CW Advisors, LLC in Pittsburgh, PA, holding Series 65 and Series 66 credentials with 14 years of industry experience. He previously worked for Wolf Group Capital Advisors for 13 years before joining CW Advisors. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach, combining active, passive, quantitative, and ESG strategies, while also providing sub-advisory and family office services.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. Outside of his advisory work, he has maintained a long-term association with Janoski's since 2005. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by offering asset management, financial planning, and consulting services. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis and conducts regular reviews and due diligence on recommended third-party managers.

Benjamin Greenfeld is a CFP® with 19 years of industry experience, currently serving at Waldron Private Wealth since 2011. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he acts as a co-trustee on client trusts. Waldron Private Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates third-party managers and alternative strategies.

Curtis Randle El is a financial advisor with NFSG Corporation and holds a Series 66 designation. He has 19 years of industry experience, including roles at NewBridge Securities Corporation and International Assets Advisory, LLC. Outside of his advisory work, he serves on the board of the Pittsburgh Historic Landmarks Foundation and the Greater YMCA of Pittsburgh. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.