Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

Eric Smith is a financial advisor with Invicta Advisors LLC in Oakmont, PA, holding Series 65 and Series 63 designations and 21 years of industry experience. He has been with Invicta Advisors since 2018 and also operates 1682 Wealth Management, LLC, where he provides ancillary and business operating services. Invicta Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a combination of fundamental, quantitative, and qualitative analysis, offering both discretionary management programs and consultative financial planning tailored to client objectives and risk tolerance.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.

John Mah is a financial advisor with Centerview Wealth Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Centerview Wealth Advisors since 2016 and has prior experience at MML Investors Services, Inc. and MassMutual Life Insurance Company dating back to 2007. Outside of financial services, he is the majority owner of Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning across a variety of investment vehicles. The firm employs multiple analytical methods and trading strategies and emphasizes coordination of tax and insurance matters within its advisory team.

Thomas Reading is a financial advisor at Courier Capital, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HNP Capital LLC from 2016 to 2023. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, which operates Holiday Valley Resort, a year-round facility offering skiing, snowboarding, golf, and tennis. Courier Capital, LLC provides investment advisory services to individuals, banking institutions, charitable endowments, and pension plans. The firm employs an asset-allocation approach with Investment Committee oversight and offers discretionary management, financial planning, and access to alternative investments.

Dennis Travis is a financial advisor at On Investment Management Company with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at The ON Equity Sales Company and Ohio National Financial Services. Outside of advising, he also prepares tax returns and provides tax consulting. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plans. The firm provides a range of advisory programs, including fee-based planning and managed accounts, serving both discretionary and non-discretionary client relationships.

Samantha Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized financial strategies that align with her clients' life goals, emphasizing areas such as family wealth management, legacy planning, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Samantha approaches her role with the philosophy that understanding a client's life priorities is essential to creating effective financial strategies that bridge the gap between financial goals and life aspirations. Samantha holds a Bachelor's Degree from Robert Morris University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also engaged in philanthropic planning, helping clients to integrate their charitable intentions with their overall financial and legacy goals. Outside of her professional life, Samantha values family highly. She enjoys spending time with her two sons and husband, whom she has known since high school. Her personal interests include camping, cooking, gardening, interior decorating, music, traveling, and yoga.

Kelly Racicot is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2022. He is also the owner of Novera Wealth Management, LLC and Novera Financial Group, LLC, where he provides financial planning and income planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor strategies and provides ongoing portfolio services on a non-discretionary basis.

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Pinnacle Investments since 2019 and has concurrent experience with Global Investment Advisors, LLC and Essex Securities LLC since 2010. Outside of advising, Snyder manages and works as a bartender and cook at Stanley's Bar & Grille. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and about 50 advisors serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across a range of investment products.

James Bower is a financial advisor at Simplicity Wealth with 17 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Gradient Advisors, Woodbury Financial Services, and Questar Asset Management. Outside the advisory field, he works as a territory manager selling commercial gym equipment in western Pennsylvania. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides a technology-driven platform for advisors featuring model portfolios, risk management, and operational support.

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

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.

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Todd Seagrave is a financial advisor with GWN Securities Inc. in Valencia, PA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has been with GWN Securities since 2010. In addition to his advisory role, he provides life insurance, long-term care, and fixed and equity/indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Carrie Mccollim is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Prosperity Wealth Management, Fortune Financial Services, and PNC Investments. Outside of her advisory role, she is involved with Everharvest, LLC, providing online shop consulting and designer consulting services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

William Kinmonth Jr. is a CFP® and ChFC® with 28 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he serves as a soccer official. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Debra Dragich is a CFP® with 29 years of industry experience. She is currently with &PARTNERS, where she has worked since 2026, following an 11-year tenure at Raymond James & Associates. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing proprietary and third-party investment strategies through platforms like Envestnet, and operates in multiple roles including RIA, broker-dealer, and municipal advisor.

Geoffrey Skadra is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he held positions at Citizens Securities, Northwestern Mutual, Symmetry Financial Group, and Experior Financial Group. Outside of his advisory work, he is the owner and president of Catchpoint, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by advisor recommendations and ongoing monitoring, and it operates as part of the KeyCorp group with connections to related banking and capital markets entities.