Brady Petersen is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry. He is affiliated with Larson Financial Group, LLC and has held roles at Petersen Financial LLC since 2019 and Larson Financial Securities since 2011. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and customized discretionary programs with strategic and tactical approaches, including option overlays and separately managed accounts, while incorporating AI-assisted tools alongside human review.

Kevion Latham is a CFP® with 14 years of industry experience currently advising at Northwest Asset Management. His prior roles include positions at The Colony Group, LLC, Kailasa Capital Management LLC, and Raymond James Financial Services. In addition to financial advising, he owns and oversees GreenRose Tax & Accounting, providing accounting services and client coordination. Northwest Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm focuses on customized investment management based on strategic asset allocation and Modern Portfolio Theory, offering a range of services including retirement planning, tax preparation, and sub-advisory support.

William Stotz is a financial advisor at Staley Capital Advisers Inc with 25 years of industry experience. He holds a Series 65 designation and has been with Staley Capital Advisers since 1998. Outside of his advisory role, he serves as a board member of Virtech Bio, Inc., a company developing an oxygenating solution for trauma treatment and organ preservation. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, charitable organizations, corporations, and profit-sharing plans. The firm employs a long-term, value-driven investment approach while tactically addressing short-term market dislocations, managing both private accounts and a concentrated long/short limited partnership.

Morgan Lee is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Confluence Financial Partners. Prior to his current role beginning in 2019, he held positions at Raymond James Financial Services and Bank of America Merrill Lynch. Confluence Financial Partners provides comprehensive wealth management and financial planning for individuals, professionals, business owners, and institutional clients. The firm manages portfolios using a combination of active and passive strategies and offers specialized retirement plan consulting services to ERISA plan sponsors.

Nicklaus Proud is a financial advisor at Confluence Financial Partners with five years of industry experience. He holds a Series 66 credential and has worked at Confluence Wealth Services, Raymond James Financial, and Coast 2 Coast Companies. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting. The firm manages accounts on discretionary and non-discretionary bases, utilizing a blend of active and passive investment vehicles, proprietary portfolios, and third-party managers.

George Epitropoulos is a Certified Financial Planner® with two years of experience in the industry. He currently works at Confluence Financial Partners and previously spent eight years at BNY Mellon. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers investment management, retirement plan consulting, and fiduciary services, utilizing a combination of active and passive strategies alongside proprietary and third-party managed portfolios.

Jonathan Jordan is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Raymond James Financial Services and Pike Run Country Club. Confluence Financial Partners offers holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach that combines active and passive investment management, proprietary portfolios, and third-party managers, with an emphasis on asset allocation and macroeconomic analysis.

Lindsay Wilcox is a CFP®, ChFC®, and holds a Series 66 license with six years of industry experience. She has worked at Waldron Private Wealth since 2021 and previously held roles at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory work, Wilcox has experience in fitness instruction, having worked with Pure Barre Peters Township for eight years. 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 approach emphasizes strategic asset allocation across a variety of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and offers an extensive suite of family-office services.

Michael Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors since 2009. 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 by manager research and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Timothy Cashdollar is a financial advisor at Confluence Financial Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and operated CashDollar & Associates, LLC. Outside of his advisory role, he works as an independent insurance agent specializing in fixed annuities and life products. Confluence Financial Partners provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, business owners, and institutional clients. The firm offers investment management, retirement plan consulting, and insurance referrals, utilizing a fiduciary approach with a blend of active and passive investment strategies.

Alexander Papson is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Schneider Downs Wealth Management Advisors, LP since 2019 and previously held roles at Purshe Kaplan Sterling Investments, D.B. Root & Company, LLC, and Cantor Fitzgerald Wealth Partners. He is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting, employing a process that includes manager research, risk-tolerance review, and diversified portfolio construction.

Nicholas Koury is a CFP® credentialed advisor with five years of industry experience, currently with Waldron Private Wealth. He has been with Waldron since 2018, with prior work experience at Gander Mountain and Campbell University. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes strategic asset allocation across multiple asset classes and offers a broad range of family-office services alongside portfolio management and consulting.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Parsons also worked for seven years at Applebee’s before entering the financial services industry. 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 employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment allocation, offering discretionary and non-discretionary portfolio management along with related tax and accounting services.

Danielle Reitz is a CFP® with 26 years of industry experience, currently serving at Aprio Wealth Management, LLC. She previously worked at Facet Wealth, Icma Rc, and USAA Financial Advisors. Reitz holds a Series 63 license and is based in Pittsburgh, PA. Aprio Wealth Management provides discretionary and non-discretionary advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and plan sponsor consulting, and maintains approximately $1.57 billion in assets under advisement as a 3(21) adviser.

James Moyer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Prior to joining Schneider Downs, he worked at PNC Bank N.A. from 2014 to 2018. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process and diversified portfolio construction.

Andrew Steigerwald is a CFP® professional at Waldron Private Wealth with one year of industry experience. His work history includes roles at Waldron Private Wealth since 2023, as well as prior experience at Robert Morris University and Soergel Orchards. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment process emphasizes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, alongside an extensive suite of family-office services.

Howard Shear is a financial advisor with Good Life Advisors, LLC in Monroeville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with Good Life Advisors since 2014. Outside of his advisory role, he is involved with Shear Capital Group, LLC, providing financial planning and wealth management services. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple sponsored advisory programs.

Stephen Receski is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Spire Investment Partners, LLC since 2009. Outside of his advisory role, he performs outside accounting work for businesses and individuals through a separate tax services business in the Pittsburgh area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management options including discretionary and non-discretionary services. The firm employs a diverse mix of investment strategies and offers access to proprietary risk overlays and various third-party programs.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Jacob Stotsky is a financial advisor at Confluence Financial Partners with a Series 65 credential and one year of industry experience. His prior experience includes roles at Allegheny Financial Group, Bank of America, BNY Mellon, and Merrill Lynch, as well as teaching positions at Allegheny College. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, with particular expertise in retirement plan consulting for ERISA plan sponsors. The firm uses a combination of active and passive investment strategies and emphasizes fiduciary practices and macroeconomic analysis in its portfolio management.