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.

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.

Lindsay Wilcox is a CFP®, ChFC®, and holds a Series 66 license with six years of industry experience. She has worked at Waldron Private Wealth since 2021 and previously held roles at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory work, Wilcox has experience in fitness instruction, having worked with Pure Barre Peters Township for eight years. 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 a variety of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and offers an extensive suite of family-office services.

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 Riordan is a Series 65-licensed advisor with 14 years of industry experience. He serves as a Managing Director and owner of SRS Investment Services, LLC, a partnership he formed with colleagues, through which they collectively manage advisory activities. He has been with SRS Capital Advisors, Inc. since 2012. He is affiliated with Arax Advisory Partners, a multi-team firm that offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. Arax employs a fiduciary approach using in-house and external portfolio teams, model portfolios, and a mix of traditional and alternative investments.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Outside of finance, Parsons has experience working in the hospitality industry with Applebee's. 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 uses a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of investment options including mutual funds, ETFs, private investment funds, and retirement plan fiduciary services.

Danielle Reitz is a CFP® with 26 years of industry experience, currently serving at Aprio Wealth Management, LLC. She previously worked at Facet Wealth, Icma Rc, and USAA Financial Advisors. Reitz holds a Series 63 license and is based in Pittsburgh, PA. Aprio Wealth Management provides discretionary and non-discretionary advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and plan sponsor consulting, and maintains approximately $1.57 billion in assets under advisement as a 3(21) adviser.

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.

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.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

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.