Rom Hurst is a financial advisor with Allegheny Financial Group in Pittsburgh, PA. He holds the CFP® and Series 66 designations and has 29 years of industry experience, including over three decades at Allegheny Investments, Ltd. and Allegheny Financial Group, Ltd. Allegheny Financial Group serves a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs an in-house research department to guide portfolio construction, offers both discretionary and non-discretionary management, and uniquely acts as adviser and general partner for certain private funds.

Samantha Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized financial strategies that align with her clients' life goals, emphasizing areas such as family wealth management, legacy planning, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Samantha approaches her role with the philosophy that understanding a client's life priorities is essential to creating effective financial strategies that bridge the gap between financial goals and life aspirations. Samantha holds a Bachelor's Degree from Robert Morris University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also engaged in philanthropic planning, helping clients to integrate their charitable intentions with their overall financial and legacy goals. Outside of her professional life, Samantha values family highly. She enjoys spending time with her two sons and husband, whom she has known since high school. Her personal interests include camping, cooking, gardening, interior decorating, music, traveling, and yoga.

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with BCG Securities since 2015 and also works at Key Wealth Management, Inc. since 2021. Outside of his advisory roles, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services primarily to retirement plans and individual clients with significant assets. The firm employs a variety of investment strategies and combines advisory services with affiliated broker-dealer activities, with a focus on pension consulting and participant education.

Katrina Brown is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Allegheny Investments, Ltd since 2015. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs a mutual-fund-based investment approach supported by in-house research and risk control through diversification, and it manages approximately $4.9 billion in regulatory assets under management across 28 advisors.

Chad Hileman is a CFP®, CFA®, and Series 65-registered advisor with 12 years of experience. He has been with Gibson Capital, LLC since 2015. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing disciplined implementation, regular rebalancing, and client collaboration to design customized, diversified portfolios primarily through mutual funds and ETFs.

Jesse Leax is a Series 66-registered financial advisor with three years of industry experience, currently with Sequent Planning, LLC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Davis-Fetch Corp of PA. Outside of his advisory work, he is a co-owner of a real estate development and leasing business. Sequent Planning, LLC (operating as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of independent advisers. The firm employs a structured risk framework and diversified investment approaches, while providing ongoing investment communications and disclosures uncommon among similarly sized multi-team firms.

Karen Fadzen is a CFP® and Series 65-registered advisor with 12 years of industry experience. She is currently with Kestra Private Wealth Services, LLC, where she has worked since 2024, following an 11-year tenure at XPYRIA Investment Advisors, Inc. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages a broad range of investment products and combines advisor discretion with institutional support, overseeing approximately $13.45 billion in client assets across 208 advisors.

Daniel Coursey is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at BNY Mellon and Henderson Brothers, as well as experience in education and lawn care. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee to guide investment decisions, typically employing diversified portfolios with mutual funds, ETFs, and cash management.

Will Meyer is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently affiliated with Mariner Independent through Mariner Platform Solutions and Strategic Path Retirement. Meyer has prior experience at Farmers National Bank and extensive involvement with the Pittsburgh Field Club. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through its network of investment adviser representatives and affiliated businesses.

Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.

Robert Feldman is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Capital Advisors since 2015. Outside of his advisory role, he is a partner in Feldman Family Partnership LLC, which invests in cryptocurrency through a Binance.US account. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, often constructing customized model portfolios and utilizing a broad range of investment tools.

Anne Volk is an investment advisor representative at Vicus Capital, Inc. with three years of industry experience. Prior to joining Vicus Capital, she held roles at Cetera Wealth Services and Marmaras & Smith LLC. Outside of financial services, she works as an independent consultant for Arbonne, a skincare, makeup, and nutrition products company. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of investment strategies, including core-satellite and ESG allocations, and places particular emphasis on retirement plan consulting and fiduciary services.

Craig Galovich is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own financial planning firm since 1992. In addition to his advisory work, he is also an insurance agent specializing in life insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver customized investment solutions.

Demetrius Kokales is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021, following prior roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process with diversified portfolios and provides specialized retirement services, including ERISA advisory and tax-aware planning.

Gary Wargo is a financial advisor at Cape Investment Advisory, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Cape Investment Advisory since 2012, with prior experience at American Global Wealth Management. He is a partner at Blueprint Financial Solutions LLC, involved in a fixed insurance business since 2021. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that incorporates client discussions, asset allocation plans, and portfolio management strategies.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has worked at Allegheny Financial Group since 2017, including a prior three-year tenure at ITS Asset Management. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm offers investment management, financial planning, retirement plan consulting, and wrap-fee program services, often utilizing mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee.

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Staley Capital Advisers since 2014. Outside of his advisory role, he serves as a board member of Gleason Technology, Inc., a company specializing in digital technology for automated inspection and data collection. Staley Capital Advisers provides discretionary portfolio management to private account clients such as high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach while utilizing tactical strategies and manages both private accounts and a concentrated long/short limited partnership.

Gary Latuszewski Jr. is a financial advisor at BCG Securities, Inc. with three years of industry experience and holds a Series 66 designation. He has been associated with BCG Securities since 2022 and also works as a tax accountant at TAS Tax and Accounting Services, providing tax preparation, payroll, bookkeeping, and general accounting services. BCG Securities 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 focuses on tailored investment recommendations, often on a non-discretionary basis, and incorporates independent third-party manager analysis alongside fundamental and technical approaches.

Brandon Sharp is a financial advisor with Fifth Third Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2023, he worked at Bank of New York Mellon, N.A. for eight years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.