Valerie Visconti is a financial advisor at Capital Analysts with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include long-term positions at Valic Investment Services Company and related firms from 1995 through 2020. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and businesses. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house management teams.

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.

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.

Cynthia Egan is a financial advisor with Capital Analysts, holding a Series 63 designation and 37 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 1998 and operates her own firm, Egan Wealth Management, focusing on financial advisory and investment services. In addition to her advisory work, she has longstanding affiliations with the University of Pittsburgh and the Pittsburgh Press Company. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches.

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.

Kiersten Ambrose is a financial advisor at OnePoint BFG Wealth Partners in Pittsburgh, PA, with eight years of industry experience. She holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, MassMutual, and Burstin Frantz & Hicks. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment models and integrates technology and operational outsourcing to support its service offerings.

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 at ON Investment Management Company with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Hornor Townsend and Kent Inc., Penn Mutual Life Insurance, and Vector Security, Inc. Outside of his advisory role, he serves as a member of the Borough Council of Rosslyn Farms and operates a tax preparation business. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides 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 and access to a variety of third-party investment programs, managing client assets through both discretionary and non-discretionary arrangements.

David Pensyl is a financial advisor with Capital Analysts in Pittsburgh, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lincoln Investment since 2019 and previously held positions at Citizens Securities, Citizens Bank, Robert Morris University, and Capstone Logistics. He also assists senior financial advisor Cynthia Egan with client communications, portfolio building, and account reviews. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a national network of independent advisors and in-house investment management utilizing a proprietary mutual fund screening process.

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.

Mark Browne is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. He previously worked at Sundance Advisors from 2016 to 2024 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, offering both discretionary and non-discretionary investment solutions.

David Immonen is a CFA® charterholder with 29 years of industry experience. He has been with Manning & Napier Advisors, LLC since 2005 and currently serves in a role at Manning & Napier Advisors, LLC since 2019. Immonen is an advisory board member of the Province of St. Augustine Capuchin Franciscan Friars. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering non-discretionary advice on various funds. The firm’s investment approach combines top-down macro analysis and bottom-up security selection, supported by a team-based process and systematic strategies such as its Disciplined Value strategy.

David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting and tax-aware planning strategies.

David Malone is a financial advisor with M HOLDINGS SECURITIES, Inc. in Pittsburgh, PA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been associated with M HOLDINGS SECURITIES since 2000 and has longstanding roles with Gateway Pension Planners, Inc. and Gateway Financial Group dating back to the late 1970s. Outside of advisory work, he serves on multiple boards, including F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others, reflecting broad community involvement. M HOLDINGS SECURITIES, Inc. serves a diverse client base through a nationwide network of independent firms and professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm provides both direct portfolio management and oversight of third-party sub-advisors, integrating technology platforms for trading and reporting.

James Marks Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Citizens Private Wealth. His career includes roles at Citizens Securities, Citizens Bank, BNY Mellon Securities Corporation, and MBSC, LLC. He serves on the Finance and Investment Committee of the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, along with pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers a range of discretionary and non-discretionary investment management and advisory services.