Courtney Collins is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Allegheny Financial Group since 2019 and has prior experience at Mid Atlantic Capital Corporation and Mid Atlantic Capital Group. Allegheny Financial Group serves a diverse client base that includes individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary approaches and utilizing in-house research to guide portfolio construction.

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.

Jordan Fowler is a CFP® with 10 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, UBS Financial Services, and Dollar Bank. Outside of his advisory work, he is the owner of Fowler Family Holdings, a holding company for a personal investment in a roofing company where he contributes to financial reviews and marketing. Avantax Planning Partners provides investment advice and 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 overseen by an Investment Advisory Committee and offers discretionary portfolio management with tax-intelligent overlays.

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 Ltd since 2014. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as an assistant lacrosse coach at Shaler Area High School. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm employs mutual-fund-based portfolios guided by in-house research and an investment committee, with risk control through diversification and ongoing monitoring, and acts as adviser to private pooled vehicles and private funds.

Patricia Piatt is a financial advisor at Prosperity Wealth Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, W&S Brokerage Services, Western Southern Life, and The Huntington Investment Company. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment process with continuous portfolio supervision and due diligence on recommended managers.

Miles Gibson is a CFP®-certified financial advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, and has four years of industry experience. Prior to joining the firm, he served three years in the United States Marine Corps and has held roles within Schneider Downs and its affiliated entities. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven process and diversified portfolio construction.

Kelton Burgess is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2020 through KMB Financial DBA Cranberry Wealth. Burgess also owns and operates a law practice, the Law Offices of Kelton M. Burgess, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed 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.

Mathew Lind is a financial advisor at Prosperity Wealth Management, Inc. in Clinton, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services and Waste Management. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million across 1,600 clients and employs a multi-method investment approach combined with due diligence on third-party managers.

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 licenses and bringing 42 years of industry experience. He has spent over four decades with Lincoln Investment Planning, Inc., as well as extensive tenure at FANS, Milico (Al Williams Co), and Fox Chapel Area Schools. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm combines discretionary and non-discretionary portfolio management with access to third-party managers, guided by an in-house Investment Management & Research team using proprietary screening processes.

Ralph Boyd Jr. is a CFP® professional with 28 years of industry experience. He has been with Allegheny Financial Group and Allegheny Investments, Ltd since 2002. Based in Pittsburgh, PA, he holds Series 63 and Series 65 licenses. Allegheny Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm utilizes mutual funds, ETFs, and other pooled products guided by an in-house research team and investment committee, offering both discretionary and non-discretionary management while also advising private funds and acting as a general partner or sponsor in certain cases.

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Michael Delgreco is a financial advisor at Prosperity Capital Advisors in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 65 credential and has been with Prosperity Capital Advisors since 2011. In addition to his advisory role, Mr. Delgreco provides administrative tax services through his separate business, DelGreco Tax & Insurance Services, and is a licensed insurance agent. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plans. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Christopher Pretsch is a CFP® and CFA® with 18 years of industry experience. He has been with Staley Capital Advisers Inc in Pittsburgh, PA since 2012. Staley Capital Advisers provides discretionary portfolio management to a range of private clients, including high-net-worth individuals, families, endowments, and charitable organizations. The firm employs a long-term, value-driven investment approach combined with tactical responses to short-term market opportunities, managing both private accounts and a concentrated long/short limited partnership.

Matthew Kelly is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at Allegheny Financial Group Ltd since 2010. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.

Scott Bruce is a CFP® with 20 years of experience in the financial services industry. He currently works at Diversified, LLC and has previously been affiliated with Geneos Wealth Management Inc, Commonwealth Financial Network, and Integrity Wealth Consulting. He also holds a license as an independent insurance agent for life, health, disability, and long-term care insurance. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management and offers a range of services including wrap programs and access to third-party advisory platforms.

Ethan Berkebile is a CFA® charterholder with three years of industry experience. He is currently a senior investment analyst at Park Shore Partners LLC and HBKS Wealth Advisors. His prior experience includes roles at The Coury Firm and Gibson Capital LLC. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary portfolio management of private pooled funds and multi-asset strategies. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and incorporates ETFs, mutual funds, and option strategies in its portfolio construction and risk management.

Anthony Cervone is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include work at Holsinger and Maher Duessel, as well as serving as an insurance agent and producer for Smart Retirement Options LLC. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk management, tax-efficient strategies, and guaranteed-income solutions where appropriate.