Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

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.

Nathan Snyder is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 66 designation and has been working in the industry since 2024. His prior experience includes roles at Appleman Financial, Inj Solutions, and 3 B Consultant Services Inc. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm emphasizes a long-term investment approach using a variety of public research sources and offers services ranging from financial planning to discretionary portfolio management.

Nichole Barilla is a CFP® and Series 66 credentialed advisor with seven years of industry experience. She has worked at Snowden Lane Partners since 2018 and was previously employed by BNY Mellon from 2012 to 2018. Barilla serves as treasurer for the Riverview Ridge Condominium Association and is a notary public. 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, and financial planning, utilizing customized model portfolios and third-party managers while maintaining client oversight.

James Bower is an investment advisor representative at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LifePro Asset Management, Gradient Advisors, and Questar Asset Management. Outside of his advisory role, he is also a territory manager in commercial gym equipment sales in western Pennsylvania. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities, offering advisory services that range from financial planning to managed account platforms. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and integrates technology solutions and operational support for other advisers.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has held roles at BCG Securities since 2017 and has been affiliated with Hart, McConahy & Martz, Inc. since 1993, where he serves as president. Outside of his advisory work, Martz is an independent insurance agent and serves as vice president of a local condominium association. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes written investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytic approaches across various strategies.

Laura Abbott Decarolis is a CFP® with 38 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2004. She previously worked at Horizon Financial Advisors for 25 years. In addition to her advisory role, she serves as treasurer of a homeowners association. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term investment approach using multiple public research sources and manages discretionary accounts totaling approximately $1.3 billion as of year-end 2025.

Sarah Amey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. She has been with JFS Wealth Advisors, LLC 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 uses a Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, offering a range of services including ongoing portfolio management, fiduciary retirement plan services, tax preparation, and access to private investment opportunities.

Heather Brinker is a financial advisor at SEIA in Pittsburgh, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, and has also been associated with LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical and security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Randall Holcombe is a financial advisor with Confluence Financial Partners, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Confluence Financial Partners since 2014 and has worked at Raymond James Financial Services and HUB International. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting with a focus on fiduciary standards, asset allocation, and macroeconomic analysis.

Edith Meyer is a financial advisor at Mariner Independent with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and LPL Financial, LLC. Meyer is also a co-owner of BCMJ Futures, LLC and Bebco, Inc., and a partner/advisor at Strategic Path, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives using a variety of investment tools and affiliated businesses.

Dylen Roberts is a financial advisor at Confluence Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Carnegie Mellon and Capistrano Valley Christian School. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, business owners, professionals, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm manages accounts using a blend of active and passive investments and emphasizes asset allocation, macroeconomic analysis, and the use of AI tools to support client service.

Ryan Papp is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Lincoln Investment, Cambridge Investment Research, and Northwestern Mutual Investment Services LLC. Outside of advising, he works as an independent contractor assisting with tax preparation and supports financial planning activities for another advisor. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and businesses, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary portfolio management from its internal Investment Management & Research team with non-discretionary services through advisors and third-party managers.

Kelli Mc Ginnis is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and over 10 years of industry experience. Her prior roles include positions at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory work, she operates an Etsy shop where she designs and sells handmade jewelry. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving both individuals and institutional clients. The firm provides access to a wide range of investment products and platforms, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount management and 529 plan services.

Jonathan Grebosky is a CFP® and CFA® at Gibson Capital, LLC with one year of industry experience. He has worked at Gibson Capital since 2023 and previously held positions at PNC, Viatris, Duquesne Fund Services, and Auto-Owners Insurance. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm uses a strategic asset allocation approach focused on broad diversification via mutual funds and ETFs, involves clients in decision-making, and maintains policies to limit conflicts of interest.

Jacob Roberge is a financial advisor with Staley Capital Advisers Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Staley Capital Advisers in 2026, he worked for seven years at William Blair and spent four years at Northwestern University. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts, including insurance companies. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection alongside passive instruments, with portfolio managers given discretionary authority and coordination through an investment committee.

Justin Kovac is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst and Young LLP from 2015 to 2020. Outside of advising, he is a partner at ATI Financial Services LLC, which provides accounting, tax, and payroll services including IRS representation. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, operating across a nationwide network of independent advisors.

Michelle Adelsperger is a financial advisor with Trustmont Advisory Group, Inc. in Murrysville, PA, holding a Series 63 license and 22 years of industry experience. She is also a shareholder and treasurer at Scarano, Trump & Adelspenger, a certified public accounting firm, where she manages client financial statements, tax returns, and staff. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Douglas Smith is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Trustmont Advisory Group and its related entity since 2007. Additionally, Smith is an insurance agent involved in the sale of accident and health, disability, life insurance, and fixed annuities. Trustmont Advisory Group advises a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment outlook and utilizes a broad range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

David Brinkman is a CFP® and CFA® with 13 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to build diversified portfolios and provides both discretionary and non-discretionary management, along with retirement plan consulting and tax-aware planning strategies.