Jerald Wozniak is a financial advisor with Capital Analysts who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and has a long-standing involvement with organizations including FANS, Milico (Al Williams Co), and Fox Chapel Area Schools. Capital Analysts serves a diverse client base including individual and 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 nationwide network of independent advisors and its in-house Investment Management & Research team.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience, currently serving at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Investments, Ltd. and Allegheny Financial Group since 2002. 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 incorporates private fund recommendations through a structured oversight process.

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.

Brian Pitell is a financial advisor with Capital Analysts, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company of America, and Equitable Advisors. Outside of advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president for Safari Club International, a nonprofit dedicated to hunting and conservation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 18 years of industry experience, currently serving at Allegheny Financial Group since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a multi-advisor team approach, offering comprehensive financial planning and portfolio management programs that emphasize asset allocation, diversification, and oversight from a dedicated research department and investment committee.

Ethan Berkebile is a CFA® charterholder with three years of industry experience. He is currently a senior investment analyst at Park Shore Partners LLC and HBKS Wealth Advisors. His prior experience includes roles at The Coury Firm and Gibson Capital LLC. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary portfolio management of private pooled funds and multi-asset strategies. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and incorporates ETFs, mutual funds, and option strategies in its portfolio construction and risk management.

Maggie Wenzelburger is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and six years of industry experience. She has been with Foundations Investment Advisors since 2020 and is also affiliated with Secure Money Advisors, where she has worked since 2008. In addition to her advisory work, she has an insurance agent role involving sales of various insurance products. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and works with third-party sub-advisers and custodians.

Shane Kaler is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has three years of industry experience and previously worked at Berthel, Fisher & Company Financial Services, Inc. He is also the owner and operator of Kaler Financial Solutions LLC, which focuses on fixed insurance, investments, and notary services. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual and institutional clients. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, providing flexible fee arrangements and a range of investment platforms through a network of independent advisors.

Andrew Roberge is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Staley Capital Advisers Inc in Pittsburgh, PA, where he has worked since 2020. Prior to that, he spent four years at Guggenheim Securities, LLC. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional clients. The firm employs an active, relative-value investment approach that emphasizes asset allocation and security selection with a focus on quality and value in equities and macroeconomic analysis in fixed income.

Michael Deluca is a financial advisor with Prosperity Wealth Management, Inc. in Beaver Falls, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services, Inc. since 2010, where he also serves as a compliance officer. Additionally, he is an officer of Gabauer Enterprises, Inc., managing accounting for life and fixed annuity commissions. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Craig Preisendefer is a CFP® professional with 13 years of industry experience, currently serving at Latitude Advisors, LLC since 2015. He is also engaged in business consulting through VisionWide Consulting and involved in insurance sales. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

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.

Samuel Berdine is a CFP® professional affiliated with Western Wealth Management LLC with two years of industry experience. He has worked at Western Wealth Management and LPL Financial since 2022 and has prior experience in various roles including at Robert Morris University and United Parcel Service. Berdine provides administrative support to Western Wealth Management and Jumet Financial, LLC. Western Wealth Management LLC serves individuals, charitable and corporate entities, advisers, and retirement plan sponsors through portfolio management, financial planning, consulting, and institutional investment management. The firm operates a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Chris Wieder is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at Allegheny Financial Group since 2006. He also provides tax preparation services on a limited basis for established clients. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, offering services to individuals, trusts, estates, and retirement plans with a focus on comprehensive financial planning and portfolio management that includes discretionary and non-discretionary mandates and private fund recommendations.

Meagan Roberts is a financial advisor at Heritage Wealth Advisors with four years of industry experience. She previously worked for seven years at PricewaterhouseCoopers. Roberts is based in Wexford, PA. Heritage Wealth Advisors offers investment advisory and consulting services to individuals, families, trusts, business entities, nonprofit organizations, and retirement plans. The firm focuses on customized asset allocation strategies and manages portfolios using a variety of investment vehicles, while also serving as an affiliated private fund adviser and operator.

Gary Casciola is a financial advisor at AssuredPartners Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Advisor Group, LLC and LPL Financial. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management alongside educational services for plan participants.

David Mcginley is a financial advisor with WesBanco Securities, Inc. in Zelienople, Pennsylvania, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. His prior roles include positions at Citizens Securities, Essex National Securities, and Uvest Financial Services Group. He spends a portion of his time soliciting life insurance and fixed annuity products. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm employs a tailored investment approach combining fundamental and technical analysis, with implementation supported by third-party program sponsors, operating as a subsidiary of a bank holding company with affiliated trust and insurance services.

Luke Constantakis is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Federated Hermes Inc and Peoples Natural Gas. He also worked at the Fox Chapel Golf Club and has a background that includes time at Pennsylvania State University and North Allegheny School District. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.

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.