Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

Andrew Kuzemchak is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His prior experience includes roles at Vicus Capital and Law and Money Matters, LLC. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a strategic asset allocation approach across multiple asset classes and offers a broad range of services, including portfolio management and family-office support.

Michael Montileone is a financial advisor with Allegheny Financial Group in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Allegheny Investments, Ltd. since 1992. Outside of advising, Montileone serves as a trustee and as treasurer for Gunny's Ridge, a veteran and first responder assistance organization. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion and serving nearly 3,920 clients. The firm offers comprehensive financial planning and portfolio management services, often building client portfolios around mutual funds with proprietary research and may recommend third-party managers or private investments on a non-discretionary basis.

Connor Mc Lean is a Series 65-licensed financial advisor at United Capital Financial Advisors with seven years of industry experience. He has worked at United Capital since 2019 and previously spent five years at Bank of New York Mellon. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to third-party managers and alternative investments.

Ryan Kennis is a CFP® with seven years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC since 2021. Prior to joining JFS, he worked at Citizens Securities Inc., Clarfeld Financial Advisors, CITIZENS Bank, and PNC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment decisions, and offers services including tax preparation, ERISA plan management, and access to private investment funds.

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 CERTIFIED FINANCIAL PLANNER™ (CFP®) with nine years of industry experience. He has been with Allegheny Investments, Ltd since 2016. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion in assets across 31 advisors and nearly 3,920 clients. The firm provides comprehensive financial planning, portfolio management, and retirement plan consulting services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating proprietary research and third-party independent managers in their investment approach.

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 at Good Life Advisors, LLC in Pittsburgh, PA, holding a Series 66 designation with 21 years of industry experience. He has worked at multiple firms including LPL Financial, Grandview Wealth Management, and Waddell & Reed. Webb also serves as an independent agent for non-variable insurance through organizations such as the National Slovak Society and GBU Life. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Michael Dykes is a CFP® with nine years of industry experience, currently serving as an advisor at Allegheny Financial Group since 2019. His previous roles include positions at PNC Investments and Fidelity Investments. Allegheny Financial Group is a multi-team SEC-registered advisory firm with approximately 31 advisors, managing about $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, and is noted for its role as adviser and general partner to private funds as well as its employee-owned structure.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

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®-certified financial advisor with 12 years of industry experience. He has been with Allegheny Financial Group since 2013. Allegheny Financial Group is a multi-team SEC-registered advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for a range of clients, including individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating proprietary research and third-party managers in its investment process.

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 financial advisor with Allegheny Financial Group in Pittsburgh, PA, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 22 years of industry experience, all with Allegheny Financial Group and its related entity, Allegheny Investments, Ltd. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, using proprietary research and an investment committee to construct portfolios and occasionally acting as adviser or general partner to private funds.

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 with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Blackridge since 2016. In addition to his advisory role, he is president of Gateway Strategies, where he oversees the sales and service of fixed insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a network model with access to model portfolios and third-party managers, employing fundamental and technical analysis strategies within discretionary and non-discretionary account structures.