Demetrius Kokales is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021, following prior roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process with diversified portfolios and provides specialized retirement services, including ERISA advisory and tax-aware planning.

Gary Wargo is a financial advisor at Cape Investment Advisory, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Cape Investment Advisory since 2012, with prior experience at American Global Wealth Management. He is a partner at Blueprint Financial Solutions LLC, involved in a fixed insurance business since 2021. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client discussions, asset allocation plans, and portfolio management strategies.

Diana Hallas is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co., LLC, Mercer Allied Company, LP, and Lion Street Financial. She is also an insurance agent with United Capital Risk Management, LLC, where she processes fixed insurance and annuity business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

Paul Frey is a CFP® credentialed financial advisor with over 31 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 13 years at Stifel. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm emphasizes asset allocation and macroeconomic analysis, managing accounts on both discretionary and non-discretionary bases using a combination of active and passive strategies and access to third-party managers.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has been with Allegheny Financial Group since 2026, having previously worked at ITS Asset Management from 2014 to 2017. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and certain pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management programs, employing both discretionary and non-discretionary mandates and utilizing a research-driven investment approach with a focus on asset allocation and diversification.

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Staley Capital Advisers since 2014. Outside of his advisory role, he serves as a board member of Gleason Technology, Inc., a company specializing in digital technology for automated inspection processes and data collection. 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, managing concentrated long/short equity strategies within its private fund vehicle.

Rosemary Tomassi is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Lincoln Financial Securities Corporation, American Portfolios Financial Services, Inc., and OSAIC. In addition to her advisory role, she is involved with T/V Brokerage, Inc., where she handles sales, service, and processing of group benefits and insurance needs as well as bookkeeping. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for more than 16,000 clients. The firm provides a broad range of services including advisor-managed accounts, third-party manager access, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to client objectives and risk tolerance.

Devin Burgess is a financial advisor at Waldron Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes positions at Cleveland City Hall, Vivint, Fedora Intertech, and The Rubinoff Company. 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 non-investment services.

Sean Mc Guigan is a Series 65-credentialed advisor at Waldron Private Wealth with one year of industry experience. His prior work includes roles at Aflac and University of Pittsburgh. 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’s investment approach incorporates strategic asset allocation across various asset classes and utilizes multiple investment vehicles, including mutual funds, ETFs, and alternative strategies.

Valerie Visconti is a financial advisor at Capital Analysts with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include long-term positions at Valic Investment Services Company and related firms from 1995 through 2020. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and businesses. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house management teams.

Charles Jenkins is a financial advisor with Lombard Advisers Incorporated in Pittsburgh, PA, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Lombard Securities Incorporated, Janney Montgomery Scott, and PNC Wealth Management. He serves as a Board Member and President Elect of the Downtown Rotary Club/Foundation of Pittsburgh. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets.

Carmen Palmieri is a CFA® charterholder with 11 years of experience in financial advisory. She has been with Waldron Private Wealth since 2015 and currently serves in their Bridgeville, PA office. Outside of her advisory role, she is involved in managing a rental property. Waldron Private Wealth offers discretionary and non-discretionary 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 approach includes strategic asset allocation across multiple asset classes using a variety of investment vehicles and incorporates both independent managers and alternative strategies.

Sophia Kann is a CFP® professional at Confluence Financial Partners with three years of industry experience. She has been with Confluence Financial Partners since 2020, with brief intervals as a student during that period. Confluence Financial Partners provides holistic wealth management and financial planning to a diverse client base including individual households, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm employs a fiduciary approach with a combination of active and passive investment strategies, emphasizing asset allocation, macroeconomic analysis, and periodic portfolio rebalancing.

Glenn Coleman is a financial advisor with Geneos Wealth Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has operated Coleman Financial Services since 2006. Outside of his advisory role, he serves as a notary public and acts as an independent representative for various fixed insurance carriers. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading, and provides access to third-party money managers through model portfolios and customized accounts.

Nicholas Colaizzi is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Waldron Private Wealth since 2016 and worked concurrently at Robert Morris University from 2015 to 2019. Waldron Private Wealth provides discretionary and non-discretionary 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 utilizes a strategic asset allocation approach across a range of asset classes and offers additional services including family-office support and management of private funds.

Jared Nicholson is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Lifestyle Marketing and a decade-long tenure with the Upper St Clair School District. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients, with a particular focus on retirement plan consulting for ERISA plan sponsors. The firm employs a combination of active and passive investment strategies, emphasizes asset allocation and macroeconomic analysis, and incorporates supervised AI tools to support client service and operational efficiency.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2022. Prior to this, she has been involved with Novera Financial Group, LLC and Novera Wealth Management, LLC as an owner and advisor, focusing on financial planning and income planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary approach with client approval of transactions and using a range of analytical tools in portfolio management.

Jeremy Vento is a financial advisor at Ausdal Financial Partners, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as president of an insurance agency and acts as a trustee managing estate affairs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes.

Cynthia Egan is a financial advisor with Capital Analysts, holding a Series 63 designation and 37 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 1998 and operates her own firm, Egan Wealth Management, focusing on financial advisory and investment services. In addition to her advisory work, she has longstanding affiliations with the University of Pittsburgh and the Pittsburgh Press Company. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches.

William Groom is a CFP® with seven years of industry experience, currently serving at Waldron Private Wealth. His prior experience includes roles at McKesson and The Polesky Agency. He serves on the Board of Advisors for the Finance/Financial Planning Department at Robert Morris University. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and offers a comprehensive suite of family-office and wealth management services.