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.

Eric Montgomery is a CFP® professional with seven years of industry experience, currently serving at Confluence Financial Partners. His prior experience includes roles at Cetera and Mercer County State Bank, as well as bookkeeping and leadership positions with several community organizations such as the Jackson Center Borough and Volunteer Fire Company, where he serves as treasurer. Montgomery also holds a board treasurer role with the Grove City Area Chamber of Commerce. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, business owners, and institutional clients. The firm manages discretionary and non-discretionary accounts using active and passive strategies, emphasizing retirement plan consulting and fiduciary best-practices for ERISA plan sponsors.

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 license, with nine years of experience in the financial services industry. He has worked at Allegheny Investments, Ltd since 2016. 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 asset allocation and diversification to manage risk while providing both discretionary and non-discretionary mandates.

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.

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.

Ian Cerminara is a CFP® and Series 66 credentialed advisor at Allegheny Financial Group with 12 years of industry experience. He has been with Allegheny Financial Group since 2013. 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, using a research-driven approach and asset allocation to manage risk, and provides advisory services for private funds and pooled vehicles.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Terry Knepp is a CFP® with 22 years of industry experience, currently serving at Allegheny Financial Group since 2004. He holds Series 63 and Series 66 licenses and has been involved with Allegheny Investments, Ltd. for 20 years. 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 with a focus on mutual funds, asset allocation, and diversification, while also advising private funds and managing pooled vehicles.

Gregory Weimer II is a CFP® with seven years of industry experience currently serving at Confluence Financial Partners. His background includes roles at Ernst & Young and Raymond James Financial Services Advisors, with experience spanning financial services and advisory. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, executives, and institutional clients, with a focus on retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach utilizing both active and passive investment vehicles and emphasizes asset allocation, macroeconomic analysis, and use of supervised AI tools to support client service.

Keeyan Zimmerman is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Trustmont Advisory Group, Inc. and also works with affiliated firms, including Appelman Financial and Trustmont Financial Group. Outside of his advisory roles, Zimmerman owns Columbia County Edgeworks, a local tool sharpening service, and serves as a board member for the Central Susquehanna Community Foundation. Trustmont Advisory Group serves a diverse client base, including individuals and various institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. in Pittsburgh, PA, with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Coleman Financial Services since 2014. Outside of his advisory role, he is an independent representative with various insurance carriers for fixed insurance products. 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 authority, and provides access to third-party money managers through model portfolios and customized accounts.

John Stone is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trustmont since 2015 and serves as an adjunct college professor teaching economics, finance, and management at Gannon University, SUNY Fredonia, and Saint Bonaventure University. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment approach, leveraging a variety of public research sources and offers discretionary portfolio management along with access to brokerage and insurance products.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

Seth Truesdell is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 credential and four years of industry experience. He previously worked at PNC Bank and has held roles at Dick's Sporting Goods and the North Allegheny School District. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, and offers a range of retirement and wealth management services.

Nathan Snyder is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 66 designation and has been working in the industry since 2024. His prior experience includes roles at Appleman Financial, Inj Solutions, and 3 B Consultant Services Inc. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm emphasizes a long-term investment approach using a variety of public research sources and offers services ranging from financial planning to discretionary portfolio management.