Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Samantha Sheetz is a CFP® and Series 66-registered financial advisor at Confluence Financial Partners with 10 years of industry experience. She previously worked at Waldron Private Wealth, LLC, Summit Bank, and Raymond James Financial Services. Outside of her investment advisory role, she is also licensed as an insurance agent. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers tailored investment management, retirement plan consulting, and insurance referrals, employing a combination of active and passive strategies alongside proprietary and third-party portfolio management.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. He has worked at Fortune Financial Services Inc since 2008 and has been with Prosperity Wealth Management, Inc. since 2023. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision using a variety of investment strategies and typically recommends Schwab as custodian while managing several hundred million dollars in discretionary assets.

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.

Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Alexander Park is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at The Bank of New York Mellon for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed accounts, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Nathaniel Ecoff is a CFA® charterholder with eight years of industry experience. He has worked at Waldron Private Wealth since 2019 and previously was employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he is involved in technology consulting with AlphaSights. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes strategic asset allocation across a broad range of asset classes and offers family-office services along with management of private investment vehicles and alternative strategies.

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Bart Carletto is a financial advisor at Fifth Third Wealth Advisors LLC with a Series 65 credential. He has over 37 years of experience, having previously worked at BNY Mellon from 1988 to 2025 before joining his current firm. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Scott Shoup is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Vicus Capital, Inc., where he has worked since 2003, and has also been affiliated with Cetera Wealth Services, LLC since 2013. Shoup holds a Series 63 license and has experience as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and places an emphasis on retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Bryan Waldron is a CFP® professional with eight years of experience, currently serving at Waldron Private Wealth. His entire career has been with the firm in various capacities since 2016. He also acts as a trustee for a limited number of clients, managing trusts on their behalf. 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 employs a strategic asset allocation approach across multiple asset classes and offers family-office services, investment consulting, and access to third-party managers and private investment vehicles.

Tucker Veenis is a financial advisor at Fifth Third Wealth Advisors LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at BNY Mellon Wealth Management and Mid Atlantic Financial Management, Inc. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, and institutional clients. The firm uses household-level Investment Policy Statements to guide portfolio construction and rebalancing, integrating in-house and third-party resources, and is distinguished by its ownership by Fifth Third Bank and operational integration with affiliated entities.

Jason Staley is a CFA® credentialed financial advisor with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Staley serves as a board member of the Mercyhurst University Alumni Board in Erie, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and retirement plan sponsors. The firm offers fee-based investment management, financial planning, and retirement consulting through a committee-driven process, managing over $3.3 billion with a team of 22 advisors.

Spencer Mc Kee is a CFP® with three years of industry experience currently advising at Waldron Private Wealth. He has held positions at Waldron Private Wealth since 2022 and previously worked at Somerset Trust Company. Waldron Private Wealth offers 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 focuses on strategic asset allocation across multiple asset classes using mutual funds, ETFs, third-party managers, and may include private investment vehicles and alternative strategies.

Michael Touscany is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm operates as a fiduciary, using a combination of active and passive investment approaches, with a notable focus on retirement plan consulting and access to third-party managers.

Wyatt Sten is a CFP®-certified financial advisor with 12 years of experience, currently with Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments since 2012. 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 across several programs, utilizing research and an investment committee to oversee mutual fund-based portfolios with a focus on asset allocation and diversification.

Nicholas Carosella Jr. is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Waldron Private Wealth. His prior experience includes roles at Nuclear Electric Insurance Limited and MyCIO WEALTH PARTNERS, LLC. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, with additional family-office services and specialized offerings for private and insurance-related investment products.

Austen Lunt is a CFP® professional with five years of industry experience, currently serving at Capital Analysts in Wexford, PA. His prior experience includes roles at Lincoln Investment and positions outside finance at Sewickley Car Store and Leones Pet Supply. He has also been affiliated with La Roche University for nine years. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary investment management.

Maria Koedel is a CFP® professional at Allegheny Financial Group with two years of industry experience. Prior to joining Allegheny, she worked at The Scion Group and held positions at The Pennsylvania State University. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion and 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 incorporates private fund advisory and pooled vehicle management as part of its services.