Dylen Roberts is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 65 credential and one year of industry experience. Prior to joining Confluence, he worked at Carnegie Mellon and Capistrano Valley Christian School. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a long-term, objectives-based investment approach with separate management paths for larger and smaller accounts, while also serving retirement plan sponsors through specialized programs.

Paul Partridge Jr. is a financial advisor with Capital Analysts based in Canonsburg, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Key Investment Services LLC since 2016 and has also held roles at KeyBank and PNC Investments. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through a combination of in-house model portfolios, third-party managers, and custom solutions.

Robert Lauro is a financial advisor with Blackridge Asset Management, LLC in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. He has worked at Blackridge since 2017 and is also associated with PEAK Brokerage Services, LLC and Gateway Strategies, Inc. Outside of his advisory roles, he owns a marketing organization and insurance agency involved in health, long-term care, disability, medical, and life insurance sales. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting, using tailored asset-allocation proposals and a combination of third-party and advisor-created models.

James Kaiser is a financial advisor at Good Life Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with LPL Financial, Waddell & Reed, and various insurance carriers. Kaiser’s career includes roles spanning investment advisory and insurance services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor advice and offers a variety of programmatic solutions alongside educational seminars and planning subscription services.

David Brinkman is a CFP® and CFA® with 13 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to build diversified portfolios and provides both discretionary and non-discretionary management, along with retirement plan consulting and tax-aware planning strategies.

David Graver is a financial advisor at Confluence Financial Partners with 19 years of industry experience. He holds a Series 63 designation and has worked at firms including USI Securities, Fort Pitt Capital Group, Kestra Financial, Global Retirement Partners, and LPL Financial. Confluence Financial Partners serves a diverse client base including high-net-worth individuals, business owners, corporate executives, and institutional clients. The firm provides comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, utilizing a fiduciary, goals-based approach with a combination of active and passive strategies.

Scott Rogowicz is a Series 66-registered advisor with 18 years of industry experience, currently with Confluence Financial Partners since 2022. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Advisors LLC. Outside of advising, he manages rental property in Pittsburgh, Pennsylvania. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a blend of active and passive investment strategies, serving both larger and smaller accounts through proprietary Separately Managed Accounts and the Compass model, while also offering retirement plan consulting and insurance products.

Patrick Sweeney II is a CFP® with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Kyle Smith is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at NewEdge Advisors LLC, New Edge Wealth, NewEdge Securities, Inc., and Mid Atlantic Financial Management, Inc. Smith serves as a financial executive for an investment-related business focused on ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm emphasizes asset allocation and investor behavior, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting, while integrating advanced technology and multiple investment platforms.

Michael Samuels is a financial advisor at BFC Planning, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 43 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Samuels serves as Treasurer for the Graham Place Community Association and holds several nonprofit board and committee roles focused on scholarship distribution and services for disabled individuals. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and referrals to external managers, employing a range of investment strategies across stocks, bonds, mutual funds, and ETFs.

Gregg Daily is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Fragasso Financial Advisors and PNC Bank NA. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm combines manager research and risk-tolerance reviews to construct diversified portfolios and manages approximately $2.9 billion in assets across 21 advisors.

Eric Matsko is a CFP® professional with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as the house manager for the Fort Macintosh Club, a private social club. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, employing an in-house research team and investment committee to guide portfolio construction using mutual funds, ETFs, and other pooled products.

James Scanlon is a CFP® with 17 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2025. Prior to this, he worked for nine years at Spire Investment Partners, LLC. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a range of investment strategies, combining passive and active management with various analytical approaches tailored to client objectives.

Sean Gibbon is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with JFS Wealth Advisors, LLC since 2016. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to guide investment decisions, offering both discretionary and non-discretionary account management.

Richard Carlin is a financial advisor with Sound Income Strategies, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, Edward Jones, and Fisher Investments. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and registered advisors, offering asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies with active portfolio management and also provides insurance planning and educational workshops through affiliated entities.

Steven Bertolo is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at BPU Investment Management and Questar Asset Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

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® with seven years of experience in financial advising. He is currently with Confluence Financial Partners, where he has worked since 2019, following a prior role at Raymond James Financial Services. Morgan is also a licensed insurance agent. Confluence Financial Partners serves individuals, professionals, business owners, corporate executives, and retirement plan sponsors with wealth management, financial planning, and retirement plan consulting. The firm employs a blend of active and passive investment strategies tailored through separately managed accounts and model portfolios, and it includes assets held directly with product sponsors in client reporting.