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.

Diana Hallas is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co., LLC, Mercer Allied Company, LP, and Lion Street Financial. She is also an insurance agent with United Capital Risk Management, LLC, where she processes fixed insurance and annuity business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.

Joseph Clark is a CFA® charterholder with two years of industry experience. He has been with Allegheny Financial Group since 2026, having previously worked at ITS Asset Management from 2014 to 2017. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and certain pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management programs, employing both discretionary and non-discretionary mandates and utilizing a research-driven investment approach with a focus on asset allocation and diversification.

Thomas Mccrady is a financial advisor at Staley Capital Advisers Inc with 15 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 processes and data collection. 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, managing concentrated long/short equity strategies within its private fund vehicle.

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.

Rosemary Tomassi is a financial advisor with Ausdal Financial Partners, Inc. in Pittsburgh, PA, holding Series 63 and 66 licenses and 28 years of industry experience. Her prior firms include OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. She is also involved in employee benefits and insurance services through T/V Brokerage, Inc., where she manages sales, service, and bookkeeping. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities with a broad range of investment and financial planning services. The firm manages approximately $3.73 billion for over 16,000 clients and combines advisor-managed accounts with third-party managers, operating with multiple custodians and both discretionary and non-discretionary account management.

Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.

Charles Jenkins is a financial advisor with Lombard Advisers Incorporated in Pittsburgh, PA, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Lombard Securities Incorporated, Janney Montgomery Scott, and PNC Wealth Management. He serves as a Board Member and President Elect of the Downtown Rotary Club/Foundation of Pittsburgh. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets.

Glenn Coleman is a financial advisor with Geneos Wealth Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has operated Coleman Financial Services since 2006. Outside of his advisory role, he serves as a notary public and acts as an independent representative for various fixed insurance carriers. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading, and provides access to third-party money managers through model portfolios and customized accounts.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2022. Prior to this, she has been involved with Novera Financial Group, LLC and Novera Wealth Management, LLC as an owner and advisor, focusing on financial planning and income planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary approach with client approval of transactions and using a range of analytical tools in portfolio management.

Jeremy Vento is a financial advisor at Ausdal Financial Partners, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as president of an insurance agency and acts as a trustee managing estate affairs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes.

Diane Pearson is a CFP® professional with 27 years of experience in financial advising. She has worked at CGN Advisors, LLC since 2019 and previously spent ten years at Emergingwealth Investment Management, Inc. and 25 years at Legend Financial Advisors Inc. Outside of her advisory role, she is involved with the 100 Women Who Care Pittsburgh charitable giving circle, serves on the Board of Advisors for the Robert Morris University Department of Finance, and is a member of the Garrett Planning Network Alliance. CGN Advisors provides financial planning, investment consultation, and portfolio supervision to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers while maintaining periodic portfolio reviews.

Mary Kate Burkes is a CFP® and Series 66-registered financial advisor at Allegheny Financial Group with five years of industry experience. She has worked at Allegheny Financial Group and its affiliate Allegheny Investments since 2021, and previously held roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and UBS Financial Services. Burkes volunteers as a financial planning advisor for the YWCA National Capital Area Foundation, providing budgeting, saving, and investing guidance to low-income individuals. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion for individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs a comprehensive financial planning and portfolio management approach, incorporating in-house research, an investment committee, and recommendations of third-party and private fund managers.

John Walczak is a CFP® and Series 66 licensed financial advisor with 16 years of experience. He has worked at Allegheny Investments, Ltd since 2008 and currently practices at Allegheny Financial Group in Pittsburgh, PA. Walczak serves as a financial accountability board member at Hill City Church. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, high-net-worth clients, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through multiple programs, combining in-house research and external manager recommendations to construct diversified portfolios.

Jerald Lear Jr. is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ohio National Life Insurance, Vector Security, Inc., Hornor Townsend And Kent Inc, and Penn Mutual Life Insurance. He serves as a member of the Borough Council for Rosslyn Farms and operates a tax preparation business specializing in individual returns during tax season. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans alongside access to various third-party investment programs and manages a mix of discretionary and non-discretionary client accounts.

Michael Divens is a CFA® charterholder based in Pittsburgh, PA, with nine years of experience in the financial industry. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2022. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process that includes diversified portfolios and tax-aware planning strategies.

James Roberge is a CFA® charterholder with 29 years of experience in the financial industry. He has spent the majority of his career at Staley Capital Advisers Inc, where he has worked since 1996 in various capacities. Outside of his advisory role, he serves on the board of the Coalition for Christian Outreach and chairs the Endowment Committee at Trinity Christian School, both nonprofit organizations in Pittsburgh, PA. 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 that emphasizes asset allocation, security selection, and incorporates passive instruments as appropriate, managing both separately managed private accounts and a private limited partnership offered to accredited investors.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.