David Jeter is a CFP® with 34 years of industry experience, currently with Allegheny Financial Group in Pittsburgh, PA. He worked at Allegheny Investments, Ltd. from 2003 to 2024. Jeter provides pro bono financial planning through a volunteer role focused on cancer-related financial planning. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management programs, utilizing research and an investment committee to oversee diversified portfolios built primarily around mutual funds.

Ronald Yost is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JFS Wealth Advisors since 2013. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm provides comprehensive wealth management and financial planning services, utilizing a Financial Goal Plan and an internal Investment Committee that employs Modern Portfolio Theory to guide investment decisions.

Katherine Montagazzi is a CFP® with seven years of industry experience, currently advising at Confluence Financial Partners. Her prior roles include positions at Raymond James Financial Services and Hub International. She is also a licensed insurance agent managing insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm employs a combination of active and passive investment strategies, personalized portfolio management, and access to third-party managers to serve a diverse client base.

Hal Caprara is a financial advisor at BCG Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities serves institutional retirement plans and individual clients, primarily those with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and typically implements recommendations on a non-discretionary basis while utilizing independent third-party managers and a range of analytical approaches.

Jonathan Kuhn is a CFP® with over 30 years of experience in financial advising. He has been with Allegheny Financial Group since 1994 and has held multiple management roles in several affiliated fund of funds and private offerings. Kuhn is also involved as a managing member or board participant in various investment-related entities associated with the firm. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, employing both discretionary and non-discretionary mandates, with an investment approach that incorporates mutual funds, asset allocation, and diversification to manage risk.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens since 2024. His prior roles include positions at Ratio Wealth Group LLC, The Leaders Group, Inc., Northwestern Mutual Investment Management, MassMutual Life Insurance Company, and MML Investor Services LLC. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, as well as tax and estate planning, managing $8.76 billion in assets as of December 31, 2025.

John Abriola is a financial advisor with United Capital Financial Advisors and holds a Series 63 designation. He has 40 years of industry experience, including roles at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, Girard Securities, and Select Financial Group. Outside of advising, he provides income tax preparation and legal services on a limited basis. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customization through a broad affiliate network and a platform that integrates sub-advisory, consulting, and technology services for independent advisors.

David Simeone is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Financial Designs in 2023, he worked at Touchstone Capital, Inc. and Commonwealth Financial Network. Simeone is also a managing partner and wealth advisor at Firm Foundations Financial Group. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s investment approach includes asset-class model allocations and a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Shea Waldron is a financial advisor at Waldron Private Wealth with 7 years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. 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 includes strategic asset allocation across various asset classes and the use of mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office and non-investment services.

Rom Hurst is a CFP® with 29 years of industry experience, currently serving as an advisor at Allegheny Financial Group in Pittsburgh, PA. He has been with Allegheny Financial Group and its predecessor, Allegheny Investments, since 1994. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team and serves individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing a research-driven approach with both discretionary and non-discretionary mandates, including recommendations of private funds and third-party managers.

Aaron Filbeck is a financial advisor at Waldron Private Wealth with CFP® and CFA® designations. He has one year of industry experience and previously worked with the CAIA Association and The Joseph Group Capital Management. 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 emphasizes strategic asset allocation across various asset classes and offers family-office services along with management of private funds.

Kurt Kimmich is a financial advisor with Confluence Financial Partners in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing a power of attorney for his father. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and retirement plan services for ERISA plan sponsors.

Samantha Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized financial strategies that align with her clients' life goals, emphasizing areas such as family wealth management, legacy planning, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Samantha approaches her role with the philosophy that understanding a client's life priorities is essential to creating effective financial strategies that bridge the gap between financial goals and life aspirations. Samantha holds a Bachelor's Degree from Robert Morris University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also engaged in philanthropic planning, helping clients to integrate their charitable intentions with their overall financial and legacy goals. Outside of her professional life, Samantha values family highly. She enjoys spending time with her two sons and husband, whom she has known since high school. Her personal interests include camping, cooking, gardening, interior decorating, music, traveling, and yoga.

Noah Bushlow is a financial advisor at Waldron Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Thermo Fisher Scientific Inc. and the University of Pittsburgh. 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 emphasizes strategic asset allocation across multiple asset classes and offers a range of non-investment services, including family-office support.

William Rees is a financial advisor at Waldron Private Wealth with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Northern Trust Securities, Inc. and Northern Trust Bank for over two decades. 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’s investment process focuses on strategic asset allocation across multiple asset classes and offers a range of portfolio management and family-office services.

Jacob Vranish is a CFP® professional with two years of experience at Waldron Private Wealth. He previously worked at UPS and First National Bank of Pennsylvania. 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 emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside its investment solutions.

Edward Schoeb is a financial advisor with Mariner Independent who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Strategic Path Wealth Management, Householder Group Estate & Retirement Specialists, and LPL Financial. Outside the industry, he is a co-owner of Norm's Cycle Center, a motorcycle retail business. Mariner Independent serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives and a range of affiliated businesses.

Thomas Leslie is a financial advisor with Mariner Independent, holding Series 65 and Series 63 credentials and over 30 years of industry experience. His career includes roles at Wealthvest Financial Partners, The Leaders Group, Inc., World Equity Group, Inc., and other firms. He is currently affiliated with Mariner Platform Solutions and Strategic Path Retirement. 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 provides a comprehensive range of services supported by in-house resources and third-party managers, offering clients access to a variety of investment tools and affiliated businesses such as a state-chartered trust company and an institutional pension consulting affiliate.

Timothy Bandi is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has previously worked at Lincoln Investment Planning, Inc., LPL Financial, Countrywide Investment Services, and TD Ameritrade in various capacities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors. The firm combines discretionary investment management via its in-house team with non-discretionary solutions, emphasizing fiduciary standards for retirement and tax-advantaged accounts.

Gary Latuszewski is a financial advisor at BCG Securities, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Lincoln Investment and Capital Analysts. Outside of his advisory role, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities serves institutional retirement plans and individual clients with accounts typically over $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm focuses on developing written investment policy statements and tailoring recommendations to client goals, often implementing advice on a non-discretionary basis.