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.

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.

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.

Blake Curle is a CFP® and CFA® with seven years of industry experience. He has been with Gibson Capital, LLC since 2016 and currently practices in Wexford, PA. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm employs a strategic asset allocation approach focusing on broad diversification through mutual funds and ETFs, involving clients in decision-making and conducting regular account reviews.

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.

Ryan Kennis is a CFP® with seven years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC since 2021. Prior to joining JFS, he worked at Citizens Securities Inc., Clarfeld Financial Advisors, CITIZENS Bank, and PNC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, and offers services including tax preparation, ERISA plan management, and access to private investment funds.

Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

John Mcdonough is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at Trustmark Financial Group, Inc. since 2000. Outside of advisory work, he operates a tax preparation business during tax season and is licensed to sell fixed insurance products. 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 utilizing public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 2024.

Cherie Grecko is a financial advisor with Trustmont Advisory Group, Inc. and holds a Series 65 designation. She has two years of industry experience and has worked at PWR Planners, LLC since 2015. Outside of her advisory role, she is involved in the hospitality industry as a bartender and server at Jiggers Pub. 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, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Christopher Smith is a CFP® professional with nine years of industry experience, currently serving at Allegheny Financial Group. He worked previously at Allegheny Investments, Ltd for eight years. 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 through various programs, incorporating both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. 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 provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

Michael Dykes is a CFP® professional at Allegheny Financial Group with nine years of experience in the financial industry. He has worked at Allegheny Financial Group since 2019 and previously held positions at PNC Investments, United Healthcare, and Fidelity Investments. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates, and distinguishes itself by advising private funds and managing pooled vehicles.

Anthony Pratt is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Advisors since 2018, following prior roles at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. Outside of his advisory work, he is part owner of Revelations Counseling & Wellness, a mental health counseling and wellness business founded by his two daughters. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs with customized asset allocations and discretionary account management.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. 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 with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.