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.

Stephen Kajmo is a CFP® professional with one year of experience at Waldron Private Wealth. Prior to joining Waldron, he worked at Hirtle Callaghan & Co and Financial Independence Planning, LLC. 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 process includes strategic asset allocation across multiple asset classes and employs mutual funds, ETFs, third-party managers, and alternative strategies.

Montana Nietert is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Enterprise, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he is a private investor in the manufacturing sector. Schneider Downs Wealth Management Advisors 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 incorporating diversified portfolios and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Chase Conti is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked continuously at Waldron Private Wealth since 2013. Conti also maintains a license as an insurance agent, dedicating limited time to this role alongside his advisory work. Waldron Private Wealth offers 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 and incorporates both discretionary and non-discretionary solutions, including independent managers and alternative strategies.

Luke Kutzer is a financial advisor with BCG Securities, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his experience includes positions in retail and service industries. BCG Securities, Inc. serves institutional retirement plans and individual clients with accounts generally above $25,000, offering portfolio management, financial planning, pension consulting, and related advisory services. The firm utilizes written investment policy statements and employs a mostly non-discretionary approach, incorporating independent third-party managers and a variety of investment analyses.

Wade Rashilla is a financial advisor at Waldron Private Wealth with CFP®, CFA®, and Series 65 credentials and four years of industry experience. He previously worked at Fort Pitt Capital Group and held teaching roles at Saint Vincent College, Ligonier Valley High School, and Westmoreland County Community College. 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 multiple asset classes and offers a range of family-office services along with portfolio management and investment consulting.

Derek Eichelberger is a CFP® and CFA® with 22 years of industry experience, currently serving as Managing Partner and Director of Investment Strategy at Schneider Downs Wealth Management Advisors, LP. He has been with Schneider Downs since 2015 in various roles. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans through a process that emphasizes manager research, risk tolerance, and individualized portfolio construction. The firm manages approximately $2.9 billion in assets and offers both discretionary and non-discretionary services, integrating tax-aware strategies and access to private equity investments.

Dennis Travis is a financial advisor with ON Investment Management CO in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked with The ON Equity Sales Company and Ohio National Financial Services for over 15 years. Outside of advisory services, he prepares tax returns and provides tax consulting. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and operates under a dual-registration model with both advisory and broker-dealer activities.

Darin Hawn is a CFP® with 26 years of industry experience, currently serving at Allegheny Financial Group since 2000. He holds Series 63 and Series 65 licenses and has worked within affiliated firms since 2000. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles with comprehensive financial planning and diversified portfolio management strategies.

Jacob Filipowski is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Trajan Wealth, L.L.C. and has previously worked at Fisher Investments, PNC Investments, and Cambridge Investment Research. His background includes a mix of investment advisory roles and early work outside finance. Trajan Wealth, L.L.C. offers discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients and charitable organizations. The firm employs a long-term, disciplined investment approach centered on stocks, ETFs, and mutual funds, with portfolios customized to clients’ risk tolerances and other specific circumstances.

Patrick Kovach is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He holds a Series 65 credential and has one year of experience in the industry. Prior to joining Schneider Downs in 2026, he worked at Hapanowicz Financial for one year and was not employed in the financial sector from 2016 to 2025. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process that utilizes diversified portfolios including mutual funds, ETFs, bonds, and private equity when appropriate.

Jason Graper is a CFP® with 19 years of experience, currently serving as a financial advisor at Allegheny Financial Group since 2007. He previously worked at Allegheny 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 incorporates private fund recommendations alongside oversight by its research department and investment committee.

Robert Wyche is a Series 65-licensed advisor at Waldron Private Wealth with 11 years of industry experience. He has worked at Waldron Private Wealth since 2015. Outside of his advisory role, he serves as a trustee of a life insurance trust, overseeing policy reviews and premium payments. 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, utilizing mutual funds, ETFs, interval funds, and third-party managers.

David Jeter is a CFP® with 34 years of industry experience, currently with Allegheny Financial Group in Pittsburgh, PA. He worked at Allegheny Investments, Ltd. from 2003 to 2024. Jeter provides pro bono financial planning through a volunteer role focused on cancer-related financial planning. 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 programs, utilizing research and an investment committee to oversee diversified portfolios built primarily around mutual funds.

Ronald Yost is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JFS Wealth Advisors since 2013. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm provides comprehensive wealth management and financial planning services, utilizing a Financial Goal Plan and an internal Investment Committee that employs Modern Portfolio Theory to guide investment decisions.

Hal Caprara is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with BCG Securities since 2015. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts, employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis across long- and short-term strategies.

Jonathan Kuhn is a CFP® with over 30 years of experience in financial advising. He has been with Allegheny Financial Group since 1994 and has held multiple management roles in several affiliated fund of funds and private offerings. Kuhn is also involved as a managing member or board participant in various investment-related entities associated with the firm. 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 services, employing both discretionary and non-discretionary mandates, with an investment approach that incorporates mutual funds, asset allocation, and diversification to manage risk.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens since 2024. His prior roles include positions at Ratio Wealth Group LLC, The Leaders Group, Inc., Northwestern Mutual Investment Management, MassMutual Life Insurance Company, and MML Investor Services LLC. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, as well as tax and estate planning, managing $8.76 billion in assets as of December 31, 2025.

John Abriola is a financial advisor with United Capital Financial Advisors and holds a Series 63 designation. He has 40 years of industry experience, including roles at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, Girard Securities, and Select Financial Group. Outside of advising, he provides income tax preparation and legal services on a limited basis. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and a platform that integrates sub-advisory, consulting, and technology services for independent advisors.

David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.