Timothy Bandi is a financial advisor with Capital Analysts in Allison Park, PA, holding Series 63 and Series 66 credentials with 45 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes an in-house investment management team and a proprietary mutual-fund screening process to deliver discretionary and non-discretionary portfolio management through multiple program structures.

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.

Alex Hendrickson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Waldron Private Wealth since 2020 and previously held roles at Legend Financial Advisors, Inc. and EmergingWealth Investment Management, Inc. Hendrickson is also a licensed insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a broad range of clients, including individuals, trusts, and charitable organizations, employing a strategic asset allocation approach across various asset classes and utilizing third-party managers and alternative strategies.

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.

Justin Binion is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Wells Fargo. Binion serves as a board member of All For Children. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm provides discretionary and non-discretionary investment management, tax and estate structuring, and business consulting services, utilizing a long-term asset allocation approach within an open-architecture investment framework.

Timothy Augustine is a CFP® with 32 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. His career includes roles at Cetera Wealth Services, Stratos Wealth Advisors, and Gierl Augustine & Associates, LLC, which he has owned since 2005. Augustine is involved in tax preparation and insurance sales through his ownership of Gierl Augustine & Associates, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses, primarily through a network of CPA firms and registered Advisor Representatives. The firm employs tax-intelligent strategies and discretionary portfolio management with an emphasis on CPA-sourced referrals.

Karen Fadzen is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently affiliated with Kestra Private Wealth Services, LLC and has previously worked at XPYRIA Investment Advisors, Inc. for 11 years. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, and supports advisors with multiple platform options and both in-house and third-party managed solutions.

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.

Christopher Keller is a CFP® with 26 years of experience in the financial services industry. He has worked at Waldron Private Wealth since 2011 and previously spent five years at Purshe Kaplan Sterling Investments. Keller holds the Series 63 and Series 65 licenses. 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 approach emphasizes strategic asset allocation across a diversified range of asset classes, utilizing mutual funds, ETFs, and third-party managers, and offers an extensive suite of family-office services.

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.

Barry Dervin is a financial advisor with Capital Analysts in Pittsburgh, PA, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. He serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team to manage portfolios using proprietary screening processes, offering both discretionary and non-discretionary portfolio management alongside customized advisory services.

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 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.