Nicklaus Proud is a financial advisor at Confluence Financial Partners with five years of industry experience. He holds a Series 66 credential and has worked at Confluence Wealth Services, Raymond James Financial, and Coast 2 Coast Companies. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, including retirement plan consulting. The firm manages accounts on discretionary and non-discretionary bases, utilizing a blend of active and passive investment vehicles, proprietary portfolios, and third-party managers.

George Epitropoulos is a Certified Financial Planner® with two years of experience in the industry. He currently works at Confluence Financial Partners and previously spent eight years at BNY Mellon. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers investment management, retirement plan consulting, and fiduciary services, utilizing a combination of active and passive strategies alongside proprietary and third-party managed portfolios.

Danielle Stevenson is a financial advisor at Allegheny Financial Group in Pittsburgh, PA, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Stratos Wealth Partners, LPL Financial LLC, Equitable, Wells Fargo Clearing, Merrill, and BNY Mellon. Allegheny Financial Group manages approximately $5.59 billion for individuals, trusts, estates, retirement plans, and pooled investment vehicles through a multi-advisor team. The firm offers comprehensive financial planning, portfolio management, and IRA consulting, employing a research-driven approach with both discretionary and non-discretionary mandates and notable involvement in private fund advisory and pooled vehicles.

Rylan Marx is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory role, he is a partner at ATI Financial Position, where he provides tax and accounting services. 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 through discretionary in-house teams and non-discretionary advisors, utilizing proprietary mutual fund screening processes and providing retirement-plan advice.

Matthew Painter is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008. 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 advisors and its in-house investment management team.

William Baker is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2018. His prior experience includes roles at Citizens Securities, Inc., Citizens Financial Group, and Select Financial Group, LLC. He is also involved with Riverview Wealth Partners, LLC, which operates as a DBA for Stratos advisory services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing both customized asset allocations and model portfolios.

Jonathan Jordan is a financial advisor with Confluence Financial Partners in McMurray, PA, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Raymond James Financial Services and Pike Run Country Club. Confluence Financial Partners offers holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm employs a fiduciary approach that combines active and passive investment management, proprietary portfolios, and third-party managers, with an emphasis on asset allocation and macroeconomic analysis.

Michael Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors since 2009. Schneider Downs Wealth Management Advisors 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 by manager research and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Timothy Cashdollar is a financial advisor at Confluence Financial Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisor Networks LLC and operated CashDollar & Associates, LLC. Outside of his advisory role, he works as an independent insurance agent specializing in fixed annuities and life products. Confluence Financial Partners provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, business owners, and institutional clients. The firm offers investment management, retirement plan consulting, and insurance referrals, utilizing a fiduciary approach with a blend of active and passive investment strategies.

Alexander Papson is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Schneider Downs Wealth Management Advisors, LP since 2019 and previously held roles at Purshe Kaplan Sterling Investments, D.B. Root & Company, LLC, and Cantor Fitzgerald Wealth Partners. He is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting, employing a process that includes manager research, risk-tolerance review, and diversified portfolio construction.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Outside of finance, Parsons held a role at Applebee's for seven years. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee to guide investment decisions, applying Modern Portfolio Theory and offering a range of services including continuous investment management, business retirement plan fiduciary services, tax preparation, and accounting-related solutions.

Danielle Reitz is a CFP® professional with 26 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Facet Wealth, Icma Rc, and USAA Financial Advisors. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored portfolios aligned with clients’ objectives and risk tolerance, emphasizing asset allocation and long-term purchasing-power preservation through diversified investment strategies.

Merle Koon is a CFP® professional with 26 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2009. His prior experience includes two years with Osaic FA, Inc. He is also active as an insurance agent and provides business consulting services focused on business improvement, systems, cost control, and customer service. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, institutions, and business entities, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach using a broad range of public research and manages approximately $1.3 billion as of year-end 2025.

James Moyer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Prior to joining Schneider Downs, he worked at PNC Bank N.A. from 2014 to 2018. 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 investment process and diversified portfolio construction.

Joseph Marstellar is a Series 66-licensed financial advisor at Allegheny Financial Group with 21 years of industry experience. He has been with Allegheny Financial Group since 2011, following three years at Wrp Investments, Inc. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion across individual, trust, estate, and retirement plan clients. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of discretionary and non-discretionary mandates, third-party manager recommendations, and private fund advisory services with enhanced operational oversight.

Kent Newhart is a Series 65-registered financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and previously worked at ATA Financial Group LLC and ATA Management Strategies. He serves as president of the Whitehall Township Industrial & Commercial Development Authority. CX Institutional provides portfolio management, financial planning, and retirement plan consulting to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates technology platforms for consolidated reporting and tax-efficient asset location.

Cassidy Richardson is a CFP® with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. She holds the Series 63 and Series 65 licenses and is based in Pittsburgh, PA. 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 using a research-backed approach with both discretionary and non-discretionary mandates, and it is notable for its advisory role in private funds and pooled vehicles.

Todd Luniewski is a financial advisor with Sequent Planning, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual United Of Omaha Insurance Company for 27 years and has been affiliated with Futurity First Insurance Group since 2018. He also conducts insurance agency activities alongside his advisory role. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, access to third-party model managers, and retirement-plan services. The firm employs a structured risk framework and provides diversified investment solutions through a network of independent adviser representatives.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Eric Porter is a CFP® with 29 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2010. He is also the managing partner of WPK Enterprises LLC and has been involved with Century Insurance Consultants, Ltd. since 1993, where he engages in the sale of various insurance products. Trustmont Advisory Group serves a diverse client base including individuals and institutional clients such as pension plans, trusts, and charitable organizations, providing financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.