Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.

Mark Browne is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. He previously worked at Sundance Advisors from 2016 to 2024 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, offering both discretionary and non-discretionary investment solutions.

David Immonen is a CFA® charterholder with 29 years of industry experience. He has been with Manning & Napier Advisors, LLC since 2005 and currently serves in a role at Manning & Napier Advisors, LLC since 2019. Immonen is an advisory board member of the Province of St. Augustine Capuchin Franciscan Friars. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities, while also managing discretionary separately managed accounts and offering non-discretionary advice on various funds. The firm’s investment approach combines top-down macro analysis and bottom-up security selection, supported by a team-based process and systematic strategies such as its Disciplined Value strategy.

Eric Longstreth is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Daniel Napierkowski is a CFP® with 21 years of industry experience, currently serving at Schneider Downs Wealth Management Advisors, LP since 2005. He holds the Series 66 designation and is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans, providing fee-based investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a committee-driven investment process and offers specialized retirement plan consulting and tax-aware planning strategies.

David Malone is a financial advisor with M HOLDINGS SECURITIES, Inc. in Pittsburgh, PA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been associated with M HOLDINGS SECURITIES since 2000 and has longstanding roles with Gateway Pension Planners, Inc. and Gateway Financial Group dating back to the late 1970s. Outside of advisory work, he serves on multiple boards, including F.N.B. Corporation, the Snee-Reinhardt Charitable Foundation, and Robert Morris University, among others, reflecting broad community involvement. M HOLDINGS SECURITIES, Inc. serves a diverse client base through a nationwide network of independent firms and professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm provides both direct portfolio management and oversight of third-party sub-advisors, integrating technology platforms for trading and reporting.

James Marks Jr. is a CFP® professional with 20 years of industry experience, currently serving at Citizens Private Wealth in Pittsburgh, PA. His career includes roles at Citizens Securities, Citizens Bank, BNY Mellon Securities Corporation, and MBSC, LLC. Marks is a member of the Finance & Investment Committee for the Women's Center & Shelter of Greater Pittsburgh. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by both quantitative and qualitative research. Its affiliation with Citizens Bank, N.A., provides clients access to bank deposit sweep programs, securities-based lending, and other banking-related services.

George Emanuele Jr. is a CFA® charterholder with two years of experience in the financial industry. He has worked at Fifth Third Wealth Advisors LLC since 2024 and previously spent 17 years at BNY Mellon. He has also taught Finance 301 as an adjunct professor during the summer at Pennsylvania State University Behrend. 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 typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

Mary Keegan is a financial advisor at Waldron Private Wealth with seven years of industry experience. She has held roles at Waldron since 2022 and has prior experience at Moralis Technologies, MFA Wealth Advisors, and Hardin Compliance Consulting. 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 emphasizes strategic asset allocation across multiple asset classes using a variety of investment vehicles and may include private investment strategies and family-office services.

James Lamperski is a CFP® professional with two years of experience at Fifth Third Wealth Advisors LLC and 15 years previously at BNY Mellon Wealth Management. He is president and co-owner of Lamperski Enterprises, Inc., which operates a franchised Super Wash car wash. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and institutional investors, utilizing customized strategic asset allocation frameworks and a mix of in-house and third-party management resources.

Courtney Collins is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Allegheny Financial Group since 2019, following roles at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, using a research-driven approach with both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles.

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with access to private equity and tax-aware strategies.

Thomas Wilson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA. He has been with the firm since 2014. 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, estates, businesses, retirement plans, and municipal government entities. The firm follows a written Financial Goal Plan for each client and uses Modern Portfolio Theory through an internal Investment Committee to guide investment decisions.

Matthew Jaspert is a CFP® with nine years of industry experience and has been with Allegheny Financial Group since 2014. He holds a Series 66 license and serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates and incorporating private fund recommendations and pooled investment vehicles.

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. He has four years of industry experience, including prior roles at SDAdvantage Retirement Solutions and Schneider Downs & Co., Inc., as well as service in the United States Marine Corps. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors/trustees of qualified retirement plans. The firm employs a committee-driven investment process to build diversified portfolios and offers ERISA advisory services, model-based IRA options, and tax-aware planning strategies.

Aidan Mills is a CFP® with two years of industry experience, currently serving as a financial advisor at Waldron Private Wealth. His background includes roles in education and healthcare alongside his work in wealth management. 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 emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, interval funds, and third-party managers, along with family-office and specialized advisory services.

Zachary Wardle is a financial advisor at Blackridge Asset Management, LLC in Pittsburgh, PA, holding a Series 65 designation. He has worked in various industries since 2014, including positions at Gateway Strategies Inc., Clingan Construction, Republic First National, Victorian Finance, and PNC Bank. 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 offers tailored portfolio management through a network of investment adviser representatives and utilizes a combination of fundamental, technical, and charting analysis in its investment process.

Eric Demico is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has been with Gibson Capital, LLC since 2014. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide, focusing on strategic asset allocation through customized, diversified portfolios primarily using mutual funds and ETFs. The firm emphasizes disciplined implementation, regular rebalancing, and client collaboration rather than short-term market timing.

Jerald Wozniak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and has been involved with FANS, Milico (Al Williams Co), and Fox Chapel Area Schools over four decades. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.