Anthony Cervone is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include work at Holsinger and Maher Duessel, as well as serving as an insurance agent and producer for Smart Retirement Options LLC. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax-efficient strategies, and guaranteed-income solutions where appropriate.

David Bigger is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2019 and was previously with Citizens Securities, Inc. from 2015 to 2019. Outside of his advisory role, he has held part-time positions in sales development and consulting. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach with multiple methods of analysis to tailor advice and offers access to a variety of investment programs and educational resources.

Nicholas Urban is a CFP® with seven years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His career includes prior roles at Advanced Wealth Strategies, Geneos Wealth Management, and Merrill Lynch Wealth Management. Outside of his advisory work, he is licensed as an insurance agent. 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 emphasizes strategic asset allocation using a range of investment vehicles and offers family-office services alongside portfolio management and investment consulting.

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 10 years of industry experience. He has worked at Guggenheim Securities, LLC from 2016 to 2020 before joining Staley Capital Advisers Inc, where he has been since 2020. 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 emphasizing asset allocation and security selection, and it manages a concentrated long/short equity program within its private fund vehicle.

Stephanie Bogden is a financial advisor with Confluence Financial Partners in McMurray, PA. She holds Series 63, 65, and 66 licenses and has 14 years of industry experience. Prior to joining Confluence in 2024, she worked at EWA, LLC, NewEdge Securities, and Northwestern Mutual Investment Management among others. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm manages assets through tailored strategies for varying account sizes, combining active and passive investments with a long-term, objectives-based approach.

Stephen Schwesinger is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2023, following prior roles at Peak American Investment Advisors, Inc. and SGS Wealth Management. Schwesinger is also an independent insurance agent through SGS Wealth Management, transacting insurance products with clients. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Gregory Volitich is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes six years at SNF and ongoing roles at 3 Rivers Investment Advisors, LLC and Harbour Investments since 2013. Outside of advisory work, he is an independent insurance agent involved with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to build customized strategies and offers model-based solutions through a subscription platform.

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.

Regis Ruane is a CFP® professional with 41 years of experience in financial advising. He is currently with United Capital Financial Advisors and has previously worked at firms including Cetera Advisor Networks LLC and Girard Securities. Ruane also acts as an insurance agent through United Capital Risk Management, LLC. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm offers discretionary portfolio management with access to third-party managers and internally managed models, along with customization options for ESG and faith-based investing.

William Winkeler is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Confluence Financial Partners since 2022 and previously spent seven years at Waldron Private Wealth. Winkeler is also a licensed insurance agent for insurance, annuity products, and property and casualty insurance. 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, investment management, and retirement plan consulting, employing a fiduciary, goals-based process that combines active and passive strategies tailored to client objectives.

James Reese Jr. is a financial advisor at New Edge Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and its affiliated entities since 1985, as well as Strategic Wealth Management for 29 years. Outside of his advisory role, he serves as co-trustee and trustee for various investment-related trusts. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and technology tools, including AI-assisted analytics, to tailor portfolios.

Kristian Karidis is an advisor at Confluence Financial Partners with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Confluence, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. He is also involved with Splash Bros Detailing LLC. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm manages assets through a combination of proprietary Separately Managed Accounts and the Compass model for smaller accounts, employing a blend of active and passive investment vehicles with a long-term, objectives-based approach.

Chris Wieder is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Allegheny Financial Group Ltd since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he provides tax preparation services as an independent contractor for established clients. Allegheny Financial Group offers investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach guided by in-house research and an investment committee, employing diversification and ongoing monitoring to manage risk.

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 has worked at Private Client Services, 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, including ERISA fiduciary plan services and participant education.

Brian Hill is a CFP® with 19 years of industry experience, currently serving at Mariner Independent. His prior roles include positions at Commonwealth Financial Network, Strategic Path Retirement, Householder Group Estate & Retirement Specialists, and LPL Financial. He is also co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through independent advisers, model portfolios, and access to third-party managers, with notable integration of institutional and retirement plan resources.

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.

John Staley IV is a financial advisor at Staley Capital Advisers Inc with 29 years of industry experience. He has been with Staley Capital Advisers since 1996 and holds several board and executive roles in privately held companies specializing in electrical enclosures, laser marking technologies, title insurance, and recycled plastic products. Additionally, he serves as president of the Staley Family Foundation and manages multiple family trusts and partnerships. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional clients, including insurance companies. The firm employs an active, relative-value investment approach focusing on asset allocation, quality and value equity selection, and macroeconomic-driven fixed-income management, while managing both separately managed accounts and private fund vehicles for accredited investors.

Ariel Watson is a CFP® professional at Allegheny Financial Group Ltd with over six years of experience in financial advising. Prior to joining Allegheny, Ariel worked at Partners Financial Group and Edward Jones. Outside of advising, Ariel has held roles in residence life and student services at Penn State Behrend. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a mutual-fund-based investment approach supported by in-house research and offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.