Christopher McCoy is a Vice President and Financial Consultant at Fidelity Investments. He brings a comprehensive approach to his role by combining an in-depth understanding of financial markets with holistic financial planning to assist clients in navigating markets and developing financial plans tailored to their unique needs. His professional experience spans several roles within the financial services industry. Christopher has been with Fidelity Investments since 2020, progressing from Investment Consultant to Financial Consultant, and currently holds the position of Vice President, Financial Consultant. Prior to that, he worked as a Financial Advisor at UBS Financial Services from 2017 to 2020, and at Hefren Tillotson from 2016 to 2017. He began his career as a Trader at Hefren Tillotson from 2014 to 2016.

Eric Montgomery is a CFP® professional with seven years of industry experience, currently serving at Confluence Financial Partners. His prior experience includes roles at Cetera and Mercer County State Bank, as well as bookkeeping and leadership positions with several community organizations such as the Jackson Center Borough and Volunteer Fire Company, where he serves as treasurer. Montgomery also holds a board treasurer role with the Grove City Area Chamber of Commerce. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, business owners, and institutional clients. The firm manages discretionary and non-discretionary accounts using active and passive strategies, emphasizing retirement plan consulting and fiduciary best-practices for ERISA plan sponsors.

Christopher Smith is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Allegheny Investments, Ltd since 2016. Allegheny Financial Group provides investment management, financial planning, retirement plan consulting, and wrap-fee program services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses mutual funds, ETFs, and other pooled products guided by an in-house research department and investment committee, and it also advises private funds and acts as a general partner or sponsor for certain pooled vehicles.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

Philip Webb is a financial advisor with Good Life Advisors, LLC in Reading, PA, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial and Grandview Wealth Management, among other firms. Webb also serves as an independent insurance agent for organizations including the National Slovak Society and GBU Life. 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 utilizes a team approach and multiple methods of analysis to deliver tailored advice, offering access to various programmatic solutions and educational seminars.

Michael Dykes is a CFP® with eight years of industry experience, currently serving as a financial advisor at Allegheny Financial Group Ltd since 2019. His prior experience includes roles at PNC Investments and Fidelity Investments. 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 offers both discretionary and non-discretionary portfolio management, including private funds for qualified investors.

Charles Ross is a financial advisor with On Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, Ross is involved in selling fixed annuities and life, accident, and health insurance through a fraternal organization. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary investment programs.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. 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 with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.

Ian Cerminara is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has been with Allegheny Financial Group Ltd in Pittsburgh, PA, since 2013. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary management along with private funds for qualified investors.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Terry Knepp is a CFP® professional with 22 years of experience in financial advising. He has been with Allegheny Financial Group Ltd since 2004 and also worked at Allegheny Investments, Ltd. from 2004 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual-fund-based portfolios guided by in-house research and an investment committee, and it manages private funds for qualified investors alongside discretionary and non-discretionary portfolio management.

Gregory Weimer II is a CFP® with seven years of industry experience currently serving at Confluence Financial Partners. His background includes roles at Ernst & Young and Raymond James Financial Services Advisors, with experience spanning financial services and advisory. Confluence Financial Partners provides wealth management and financial planning to individuals, professionals, business owners, executives, and institutional clients, with a focus on retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach utilizing both active and passive investment vehicles and emphasizes asset allocation, macroeconomic analysis, and use of supervised AI tools to support client service.

Madison Daggett is a CFP® with six years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Craig Fiedler. She is also licensed as an insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, and other entities. The firm utilizes a strategic asset allocation approach across various asset classes and offers a range of family-office services and specialized private fund management.

Michael Coleman is a financial advisor at Geneos Wealth Management, Inc. in Pittsburgh, PA, with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Coleman Financial Services since 2014. Outside of his advisory role, he is an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Brian Breisinger is a financial advisor at Blackridge Asset Management, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has served as President of Gateway Strategies since 2007, focusing on sales and service of fixed insurance products. Brian has been with Blackridge Asset Management since 2016. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing a combination of third-party and advisor-created models and emphasizes due diligence in selecting sub-managers and model providers.

Judith Villella is a financial advisor with Gibbs Wealth Management, LLC in Bridgeville, PA. She holds a Series 65 credential and has one year of experience in the industry. She also owns and operates Smart Retirement Options LLC, where she serves as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s process focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Cassidy Fowler is an Investment Adviser Representative at Avantax Planning Partners, Inc. with one year of industry experience. Prior to joining Avantax Planning Partners in 2024, she worked at Mariner Finance from 2015 to 2019 and has operated her own accounting service since 2019, providing payroll processing, bookkeeping, and tax document preparation. Avantax Planning Partners offers investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and integrates tax-intelligent overlays where applicable.

Michael Krol is a CFP® with 21 years of industry experience and is currently with Waldron Private Wealth in Bridgeville, PA. He has been with Waldron Private Wealth since 2007. 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 an extensive suite of family-office services.

Thomas Frank is a CFP® professional with 42 years of industry experience, currently affiliated with O.N. Investment Management Company. His prior experience includes roles at Ohio National Financial Services, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. He is also actively involved in multiple insurance brokerage businesses, focusing on life, disability, medical, long-term care, annuity, homeowner, and automobile insurance. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms and investment programs that combine third-party discretionary options with adviser-directed managed accounts.

Seth Truesdell is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 credential and four years of industry experience. He previously worked at PNC Bank and has held roles at Dick's Sporting Goods and the North Allegheny School District. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, and offers a range of retirement and wealth management services.