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 CFP® professional with 25 years of industry experience, currently serving as an advisor at Allegheny Financial Group Ltd since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides tax preparation services as an independent contractor for established clients. Allegheny Financial Group offers investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach guided by in-house research and an investment committee, employing diversification and ongoing monitoring to manage risk.

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 at Allegheny Financial Group Ltd with over six years of experience in financial advising. Prior to joining Allegheny, Ariel worked at Partners Financial Group and Edward Jones. Outside of advising, Ariel has held roles in residence life and student services at Penn State Behrend. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a mutual-fund-based investment approach supported by in-house research and offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.

Blake Curle is a CFP® and CFA® with six years of experience in the financial advisory industry. He has been with Gibson Capital, LLC since 2016, including a prior position at Fragasso Financial Advisors from 2015 to 2016. 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 customized, diversified portfolios implemented primarily through mutual funds and ETFs, with an emphasis on disciplined rebalancing and manager due diligence.

Sean Menzies is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Good Life Advisors since 2014, also maintaining an association with LPL Financial since 2013. Outside of his advisory role, he is involved with the NSS Life Fraternal Order as an agent for non-variable insurance. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team-based approach using multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and planning subscription services.

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.

Michael Montileone is a financial advisor with Allegheny Financial Group Ltd in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Allegheny Investments, Ltd. since 1992. Outside of advising, Montileone serves as a trustee and is treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and an investment committee, and it acts as adviser to private pooled vehicles and private funds, managing approximately $4.9 billion in assets across 28 advisors.

Ryan Kennis is a CFP® with six years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC since 2021. His prior experience includes roles 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, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and Modern Portfolio Theory to guide investment decisions and offers a range of services including continuous investment management, retirement plan fiduciary services, 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® and holds a Series 66 designation with nine years of industry experience. He has been with Allegheny Investments, Ltd since 2016. Allegheny Financial Group provides investment management, financial planning, retirement plan consulting, and wrap-fee program services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses mutual funds, ETFs, and other pooled products guided by an in-house research department and investment committee, and it also advises private funds and acts as a general partner or sponsor for certain 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® with eight years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd since 2019. His prior experience includes roles at PNC Investments and Fidelity Investments. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.

Anthony Pratt is a financial advisor with Stratos Wealth Advisors LLC in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Stratos in 2018, he worked at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. He is also a part owner of Revelations Counseling & Wellness, a mental health and wellness business founded by his two daughters. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios and maintaining relationships with multiple subadvisers and custodians.

Charles Ross is a financial advisor with On Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, Ross is involved in selling fixed annuities and life, accident, and health insurance through a fraternal organization. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary investment programs.

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.

Ian Cerminara is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has been with Allegheny Financial Group Ltd in Pittsburgh, PA, since 2013. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary management along with private funds for qualified investors.