Mary Keegan is a financial advisor at Waldron Private Wealth with seven years of industry experience. She has held roles at Waldron since 2022 and has prior experience at Moralis Technologies, MFA Wealth Advisors, and Hardin Compliance Consulting. 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 emphasizes strategic asset allocation across multiple asset classes using a variety of investment vehicles and may include private investment strategies and family-office services.

Courtney Collins is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Allegheny Financial Group since 2019 and has prior experience at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary approaches and utilizing in-house research to guide portfolio construction.

Matthew Kimmich is a CFP® with two years of industry experience, currently serving as a financial advisor at Confluence Financial Partners. His prior work includes roles at The Intelligence and Security Academy, Bon Appetit Management Co, and Grove City College. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a long-term, objectives-based investment approach using a mix of active and passive strategies and serves clients through multiple business lines, including retirement plan consulting and proprietary Separately Managed Accounts.

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with access to private equity and tax-aware strategies.

Nathan Garcia is a CFP® professional with 24 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2019, following an 18-year tenure at PNC Brokerage Corp. Garcia holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm provides holistic wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, using a fiduciary, goals-based approach that incorporates both active and passive strategies.

Thomas Wilson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA. He has been with the firm since 2014. 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 follows a written Financial Goal Plan for each client and uses Modern Portfolio Theory through an internal Investment Committee to guide investment decisions.

Matthew Jaspert is a CFP® with nine years of industry experience and has been with Allegheny Financial Group Ltd since 2014. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, with risk control through diversification and ongoing monitoring, and acts as adviser to private pooled vehicles and private funds.

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, and has four years of industry experience. Prior to joining the firm, he served three years in the United States Marine Corps and has held roles within Schneider Downs and its affiliated entities. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process and diversified portfolio construction.

Loren Fiffik is a CFP® with 25 years of industry experience, currently serving at Confluence Financial Partners. His prior work includes roles at Raymond James Financial Services and PNC Investments. He is also involved as a licensed insurance agent related to insurance, annuity products, and property and casualty insurance. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm offers comprehensive wealth management and financial planning using a fiduciary, goals-based process that incorporates both active and passive investment strategies and detailed retirement plan consulting.

Aidan Mills is a CFP® with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His background includes roles in education and healthcare alongside his work in wealth management. 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 emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, interval funds, and third-party managers, along with family-office and specialized advisory services.

Jackson Elizondo is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Confluence Financial Partners since 2021. He previously worked at Raymond James Financial Services from 2019 to 2021 and serves as a Force Support Officer in the United States Air Force Reserve. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering holistic wealth management, investment management, and retirement plan consulting through a fiduciary, goals-based process that emphasizes long-term asset allocation and tailored portfolio management.

Mathew Lind is a financial advisor at Prosperity Wealth Management, Inc. in Clinton, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services and Waste Management. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million across 1,600 clients and employs a multi-method investment approach combined with due diligence on third-party managers.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience. He has been with Allegheny Financial Group and Allegheny Investments, Ltd since 2002. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm utilizes mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee, offering both discretionary and non-discretionary management while also advising private funds and acting as a general partner or sponsor in certain cases.

Michael Bigley is a financial advisor at New Edge Wealth with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Strategic Wealth Management and NewEdge Advisors. Outside of advisory work, he serves as managing member for multiple family investment partnerships and trusts involving active administration and oversight. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm provides comprehensive advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human supervision.

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Charles Ziants is a CFP® professional with nine years of experience in financial advisory. He has worked at Confluence Financial Partners since 2017 and previously held roles at Raymond James Financial Services Advisors Inc. from 2017 to 2021. Outside of advisory work, he is a licensed insurance agent involved in insurance and annuity products. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a blend of active and passive investment strategies across separate management paths and offers services including retirement plan consulting and insurance products through an affiliated entity.

Michael Delgreco is a financial advisor at Prosperity Capital Advisors in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 65 credential and has been with Prosperity Capital Advisors since 2011. In addition to his advisory role, Mr. Delgreco provides administrative tax services through his separate business, DelGreco Tax & Insurance Services, and is a licensed insurance agent. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plans. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Corey Taylor is a CFP® and ChFC® at Confluence Financial Partners with two years of industry experience. He previously worked at PNC Wealth Management and was involved with Peranis Hockey World. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a combination of discretionary and non-discretionary investment management strategies, blending active and passive vehicles with a long-term, objectives-based approach.

Christopher Pretsch is a CFP® and CFA® with 18 years of industry experience. He has been with Staley Capital Advisers Inc in Pittsburgh, PA since 2012. Staley Capital Advisers provides discretionary portfolio management to a range of private clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach combined with tactical responses to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Matthew Kelly is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at Allegheny Financial Group Ltd since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.