Barry Dervin is a financial advisor with Capital Analysts based in Pittsburgh, PA, holding a Series 63 designation and 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves on the board of trustees for the Beth Hamedrash Hagadol-Beth Jacob Congregation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Craig Galovich is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own financial planning firm since 1992. In addition to his advisory work, he is also an insurance agent specializing in life insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver customized investment solutions.

Michael Waldron is a financial advisor at Waldron Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at Waldron Private Wealth since 2016. Prior to his advisory role, he was employed at Ohio University for four years. 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’s investment process focuses on strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers, and offers a comprehensive suite of family-office and wealth management services.

Demetrius Kokales is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Schneider Downs Wealth Management Advisors, LP, where he has worked since 2021, following prior roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Society of Financial Service Professionals’ Pittsburgh Chapter. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, offering fee-based investment management, financial planning, and retirement consulting. The firm employs a committee-driven investment process with diversified portfolios and provides specialized retirement services, including ERISA advisory and tax-aware planning.

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.

Paul Frey is a CFP® credentialed financial advisor with over 31 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 13 years at Stifel. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional plan sponsors. The firm emphasizes asset allocation and macroeconomic analysis, managing accounts on both discretionary and non-discretionary bases using a combination of active and passive strategies and access to third-party managers.

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 with Ausdal Financial Partners, Inc. in Pittsburgh, PA, holding Series 63 and 66 licenses and 28 years of industry experience. Her prior firms include OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. She is also involved in employee benefits and insurance services through T/V Brokerage, Inc., where she manages sales, service, and bookkeeping. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities with a broad range of investment and financial planning services. The firm manages approximately $3.73 billion for over 16,000 clients and combines advisor-managed accounts with third-party managers, operating with multiple custodians and both discretionary and non-discretionary account management.

Devin Burgess is a financial advisor at Waldron Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes positions at Cleveland City Hall, Vivint, Fedora Intertech, and The Rubinoff Company. 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 a range of family-office and non-investment services.

Sean Mc Guigan is a Series 65-credentialed advisor at Waldron Private Wealth with one year of industry experience. His prior work includes roles at Aflac and University of Pittsburgh. 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’s investment approach incorporates strategic asset allocation across various asset classes and utilizes multiple investment vehicles, including mutual funds, ETFs, and alternative strategies.

Valerie Visconti is a financial advisor with Capital Analysts in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes long tenures at Valic and Valic Investment Services Company, as well as concurrent roles with Lincoln Investment since 2020. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that employs a proprietary mutual-fund screening process.

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.

Jose Rizal Pangilinan is a financial advisor with Good Life Advisors, LLC in Reading, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously affiliated with Waddell & Reed, INC. and various insurance carriers. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscription services.

Carmen Palmieri is a CFA® charterholder with 11 years of experience in financial advisory. She has been with Waldron Private Wealth since 2015 and currently serves in their Bridgeville, PA office. Outside of her advisory role, she is involved in managing a rental property. Waldron Private Wealth offers discretionary and non-discretionary 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’s investment approach includes strategic asset allocation across multiple asset classes using a variety of investment vehicles and incorporates both independent managers and alternative strategies.

Sophia Kann is a CFP® professional at Confluence Financial Partners with two years of industry experience. She has been affiliated with Confluence Financial Partners since 2020, with intermittent periods as a student. Confluence Financial Partners offers holistic wealth management and financial planning services to a diverse client base, including individuals, professionals, business owners, corporate executives, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, employing both active and passive strategies supported by proprietary portfolios and third-party managers.

Glenn Coleman is a financial advisor with Geneos Wealth Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has operated Coleman Financial Services since 2006. Outside of his advisory role, he serves as a notary public and acts as an independent representative for various fixed insurance carriers. 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, and provides access to third-party money managers through model portfolios and customized accounts.