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.

Nicholas Koury is a CFP® credentialed advisor with five years of industry experience, currently with Waldron Private Wealth. He has been with Waldron since 2018, with prior work experience at Gander Mountain and Campbell University. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes strategic asset allocation across multiple asset classes and offers a broad range of family-office services alongside portfolio management and consulting.

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.

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.

Andrew Steigerwald is a CFP® professional at Waldron Private Wealth with one year of industry experience. His work history includes roles at Waldron Private Wealth since 2023, as well as prior experience at Robert Morris University and Soergel Orchards. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment process emphasizes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, alongside an extensive suite of family-office services.

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.

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.

Matthew Haller is a CFP® professional with seven years of industry experience, currently serving at Allegheny Financial Group where he has worked for ten years. He holds a Series 66 license and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team providing services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing a research department and investment committee to oversee diversified mutual fund portfolios and both discretionary and non-discretionary mandates.

Jonathan Wicker is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at VOYA Financial Advisors and Lincoln Investment. Wicker serves as treasurer and board member for a nonprofit youth lacrosse association. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships through Lincoln Investment and other partners.

Jacob Stotsky is a financial advisor at Confluence Financial Partners with a Series 65 credential and one year of industry experience. His prior experience includes roles at Allegheny Financial Group, Bank of America, BNY Mellon, and Merrill Lynch, as well as teaching positions at Allegheny College. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, with particular expertise in retirement plan consulting for ERISA plan sponsors. The firm uses a combination of active and passive investment strategies and emphasizes fiduciary practices and macroeconomic analysis in its portfolio management.

Tyler Mock is a financial advisor with Waldron Private Wealth holding a Series 65 designation and nearly two years of industry experience. Prior to joining Waldron, he worked at Heritage Wealth Advisors and Crawford Ellenbogen, LLC. 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, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Lucas Feathers is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of advising, he serves as a youth and collegiate soccer official and works as an insurance agent specializing in healthcare, life, and various other insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and primarily delivers managed solutions through platform relationships with Envestnet and Pershing.

Brian Ripley is a financial advisor at Confluence Financial Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer from 2015 to 2021 before joining Confluence Wealth Services, Inc. in 2021. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm emphasizes asset allocation and macroeconomic analysis, providing both discretionary and non-discretionary investment management along with specialized retirement plan consulting for ERISA plan sponsors.

Kenneth Hanna is a financial advisor with United Capital Financial Advisors in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. He is also co-owner of CoStar Brewing, a Pittsburgh-based business where he assists with management. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, access to third-party managers, alternative investments, and client-facing technology.

Michael Curry is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Schneider Downs Wealth Management Advisors, Gateway Private Wealth Management, Helm Financial, and Gateway Financial Group. Outside of his advisory role, Curry serves as Treasurer of the National Eagle Scout Association of Pittsburgh and is a member of the Young Professional Advisor Committee at The Pittsburgh Foundation. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base, including individuals, high net worth clients, nonprofits, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.