Nicholas Colaizzi is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Waldron Private Wealth since 2016 and worked concurrently at Robert Morris University from 2015 to 2019. Waldron Private Wealth provides 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 utilizes a strategic asset allocation approach across a range of asset classes and offers additional services including family-office support and management of private funds.

Jared Nicholson is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Lifestyle Marketing and a decade-long tenure with the Upper St Clair School District. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients, with a particular focus on retirement plan consulting for ERISA plan sponsors. The firm employs a combination of active and passive investment strategies, emphasizes asset allocation and macroeconomic analysis, and incorporates supervised AI tools to support client service and operational efficiency.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2022. Prior to this, she has been involved with Novera Financial Group, LLC and Novera Wealth Management, LLC as an owner and advisor, focusing on financial planning and income planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary approach with client approval of transactions and using a range of analytical tools in portfolio management.

Jeremy Vento is a financial advisor at Ausdal Financial Partners, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, American Portfolios Financial Services, Inc., and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as president of an insurance agency and acts as a trustee managing estate affairs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes.

Cynthia Egan is a financial advisor with Capital Analysts, holding a Series 63 license and bringing 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1998 and serves as President and owner of Egan Wealth Management. In addition to her advisory work, she maintains long-term roles with the University of Pittsburgh and other local organizations. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm utilizes an in-house investment research team and proprietary screening methods to support its fiduciary advisory services.

William Groom is a CFP® with seven years of industry experience, currently serving at Waldron Private Wealth. His prior experience includes roles at McKesson and The Polesky Agency. He serves on the Board of Advisors for the Finance/Financial Planning Department at Robert Morris University. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and offers a comprehensive suite of family-office and wealth management services.

Neil Rongaus is a CFP® professional with 23 years of industry experience, currently affiliated with Confluence Financial Partners. He has worked with Confluence Financial Partners since 2016 and previously served at Raymond James Financial Services. Rongaus is also a licensed insurance agent involved in insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients. The firm offers a range of investment management and retirement plan consulting services, combining active and passive strategies with fiduciary oversight.

Brent Meilinger is a CFP® with three years of industry experience, currently advising clients at Waldron Private Wealth. Prior to his current role, he worked in education at Duquesne University and Emmaus High School. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a strategic asset allocation approach across various asset classes and offers a range of family-office services alongside its investment management.

Mary Kate Burkes is a CFP® with five years of industry experience, currently serving at Allegheny Financial Group. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade, and UBS Financial Services. She volunteers as a financial planning advisor for the YWCA National Capital Area Foundation, providing budgeting, saving, and investing guidance to low-income individuals. Allegheny Financial Group advises a diverse clientele, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a research-driven approach to portfolio construction using mutual funds, ETFs, and other pooled products, and it also serves as an adviser and general partner to private funds, overseeing both discretionary and non-discretionary management.

Brandon Corlett is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and Greycourt and Co, Inc. In addition to his advisory work, he is a licensed insurance agent offering insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients. The firm emphasizes fiduciary management, combining active and passive investment vehicles, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

John Walczak is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Allegheny Investments, Ltd since 2008. Outside of his advisory role, he serves as a financial accountability board member for Hill City Church. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm employs an in-house research team and investment committee to construct portfolios primarily using mutual funds, ETFs, and other pooled products, and provides both discretionary and non-discretionary management services. Allegheny also acts as adviser or sponsor to private funds, engaging in fund syndication and managing related compliance requirements.

James Berquist is a financial advisor at New Edge Wealth with 49 years of industry experience. His prior roles include nearly three decades at Strategic Wealth Management and over three decades with NewEdge Securities Inc. He serves on the Board of Directors for The Little Lake Theater, a regional theater company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser judgment.

Jerald Lear Jr. is a financial advisor with ON Investment Management Company and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Life Insurance, Vector Security, Inc., Hornor Townsend And Kent Inc, and Penn Mutual Life Insurance. He serves as a member of the Borough Council of Rosslyn Farms and operates a tax preparation business focused on individual income tax returns. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches.

David Pensyl is a financial advisor with Capital Analysts who holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at Lincoln Investment, Citizens Securities, Citizens Bank, and Robert Morris University. He also assists Senior Financial Advisor Cynthia Egan by supporting client communications, portfolio building, and account management. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and institutions, providing discretionary and non-discretionary portfolio management through a variety of programs and custom solutions driven by an in-house investment research team.

Norman Bloom is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding a Series 63 designation and over 60 years of industry experience. He has been with Spire Investment Partners, LLC since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Michael Divens is a CFA® charterholder based in Pittsburgh, PA, with nine years of experience in the financial industry. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2022. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm offers fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process that includes diversified portfolios and tax-aware planning strategies.

James Roberge is a CFA® charterholder with 29 years of experience in the financial industry. He has spent the majority of his career at Staley Capital Advisers Inc, where he has worked since 1996 in various capacities. Outside of his advisory role, he serves on the board of the Coalition for Christian Outreach and chairs the Endowment Committee at Trinity Christian School, both nonprofit organizations in Pittsburgh, PA. 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 that emphasizes asset allocation, security selection, and incorporates passive instruments as appropriate, managing both separately managed private accounts and a private limited partnership offered to accredited investors.

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.