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 at Ausdal Financial Partners, Inc. with 28 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Lincoln Financial Securities Corporation, American Portfolios Financial Services, Inc., and OSAIC. In addition to her advisory role, 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, overseeing approximately $3.73 billion for more than 16,000 clients. The firm provides a broad range of services including advisor-managed accounts, third-party manager access, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to client objectives and risk tolerance.

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.

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.