Craig Galovich is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at StoneX Advisors since 2015 and StoneX Securities since 2014, as well as operating Galovich Financial Planning Services since 1992. In addition to his advisory work, he is also a licensed life insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group to offer a variety of account structures and model-based investment solutions.

Michael Waldron is a financial advisor at Waldron Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Waldron Private Wealth since 2016. Prior to his advisory role, he was employed at Ohio University for four 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 process focuses on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers, and offers a comprehensive suite of family-office and wealth management services.

Demetrius Kokales is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021. His prior experience includes 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. The firm offers fee-based investment management and planning services, employing a committee-driven investment process and providing both discretionary and non-discretionary management across a range of asset types.

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 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.

Robert Dummer is a financial advisor with WesBanco Securities, Inc. in Beaver, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining WesBanco in 2021, he worked at Citizens Bank and Citizens Securities from 2015 to 2021. Outside of finance, he is involved in a shoe sales business, Gordon Shoes, which he has operated since 2014. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, utilizing various investment strategies and analytical methods.

Rosemary Tomassi is a financial advisor with Ausdal Financial Partners, Inc. and holds Series 66 and Series 63 licenses. She has 28 years of industry experience, including prior roles at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of her advisory work, she is involved with T/V Brokerage, Inc., where she handles sales, service, and processing of group benefits and insurance needs as well as bookkeeping. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients across a large network of advisors. The firm offers a wide range of managed account solutions and financial planning services, with investment strategies tailored to client objectives and risk tolerances.

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.

Samuel Gaudio is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Good Life Advisors since 2015 and also serves as an instructor at the Community College of Allegheny County. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions alongside educational seminars and ongoing planning subscriptions.

Devin Burgess is a financial advisor at Waldron Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes positions at Cleveland City Hall, Vivint, Fedora Intertech, and The Rubinoff Company. 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 employs a strategic asset allocation approach across various asset classes and offers a range of family-office and non-investment services.

Stephanie Hunter is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Benchmark Financial Advisors, and ORG Partners. Hunter is also licensed to sell insurance. Concurrent Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach, utilizing ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Sean Mc Guigan is a Series 65-credentialed advisor at Waldron Private Wealth with one year of industry experience. His prior work includes roles at Aflac and University of Pittsburgh. 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 incorporates strategic asset allocation across various asset classes and utilizes multiple investment vehicles, including mutual funds, ETFs, and alternative strategies.

Charles Jenkins is a financial advisor with Lombard Advisers Incorporated in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Lombard Securities Incorporated since 2016 and Janney Montgomery Scott LLC since 2013. Jenkins serves as a board member and president-elect of the Downtown Rotary Club/Foundation of Pittsburgh, a nonprofit networking and development organization. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a mix of fundamental, technical, charting, and cyclical analysis, with a majority of assets managed on a non-discretionary basis, allowing clients to retain final trading authority.

Carmen Palmieri is a CFA® charterholder with 11 years of experience in financial advisory. She has been with Waldron Private Wealth since 2015 and currently serves in their Bridgeville, PA office. Outside of her advisory role, she is involved in managing a rental property. Waldron Private Wealth offers 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’s investment approach includes strategic asset allocation across multiple asset classes using a variety of investment vehicles and incorporates both independent managers and alternative strategies.

Nicholas Colaizzi is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Waldron Private Wealth since 2016 and worked concurrently at Robert Morris University from 2015 to 2019. 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 utilizes a strategic asset allocation approach across a range of asset classes and offers additional services including family-office support and management of private funds.

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.