Craig Ellis is a CFP® with 18 years of experience in the financial advisory industry. He is the principal of CS Ellis, an independent firm founded in 2025, and previously worked at Centauri Advisory Group, Inc. for 14 years and Trustmont Advisory Group, Inc. for 3 years. Ellis is also a licensed insurance agent involved in the sale of various insurance products, including fixed indexed annuities. CS Ellis provides financial planning, ongoing portfolio management, and advisor-selection services to individuals and small businesses. The firm uses a non-discretionary investment approach focused on personalized core portfolios aligned with clients’ risk tolerance and long-term goals, combining public research sources with third-party managers and selective sector exposures.

George Bernard Jr. is a financial advisor at Bennington Asset Management, LLC with 49 years of industry experience. His career includes roles at Healthview Asset Management, Advisory Group Equity Services, and Veravest Investment Advisors. He also serves as an independent medical consultant and outside board member for WorldCare North America. Bennington Asset Management LLC provides fee-based, discretionary investment management and financial planning to individuals and institutional clients, offering customized portfolios that range from Aggressive Growth to Capital Preservation through fundamental and technical analysis.

Dennis Poland is a financial advisor at Dpcm with 17 years of industry experience. He holds the Series 65 designation and has been associated with Decade Perspective Capital Management, LLC since 2009. Dpcm provides separately managed accounts and investment advice primarily to individual investors with a multi-year horizon. The firm replicates the adviser’s long-term personal portfolio across client accounts, focusing on conservatively financed, profitable, competitively dominant common stocks intended for multi-year ownership.

Ryan Suess is a CFP® professional with 12 years of industry experience. He is currently with Kapusta Financial Group in Pittsburgh, PA, where he has worked since 2021. His prior experience includes roles at Alight Financial Solutions and Scottrade Inc. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm primarily offers non-discretionary advice using client profiles and asset-allocation models based on Modern Portfolio Theory, managing approximately $200 million in assets across about 200 client relationships.

Devin Faddoul is a CFP® certificant with four years of industry experience, currently serving as an advisor at Atmos Advisory, LLC. His career includes roles at EWA, LLC, Origin Financial, Adda Financial, and PNC Financial Services. He is the owner and author of the newsletter "Paid in Full" and hosts a podcast by the same name, featuring interviews with entrepreneurs and creators on topics related to financial markets and life experiences. Atmos Advisory serves individual investors, pension plans, trusts, and estates by providing discretionary portfolio management, financial planning, and consulting. The firm employs ETF-focused, modern portfolio theory–based asset allocation with an emphasis on low turnover, tax awareness, and periodic rebalancing.

Kathleen Skowronek is a CFP® professional with two years of industry experience. She is currently with Integrated Planning & Wealth Management, LLC and has previously worked at CrossPoint Wealth Partners, Capital Asset Management Group, Duraloy Technologies, Virginia Tech, and Southwest Regional Tax Bureau. Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric practice owners. The firm offers discretionary investment management, financial planning, and business consulting, using diversified, risk-based portfolios and a combination of fundamental analysis and modern portfolio theory.

Aaron Kahn is a CFP® with 14 years of experience in financial advising. He is currently with WMS Wealth Planners in Pittsburgh, PA, and has previously worked at Kestra Financial Services, Inc. In addition to his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a platform focused on interviews about personal financial experiences, and serves on the board of Trail Pittsburgh, where he contributes to web content and community trail activities. WMS Wealth Planners provides investment management and comprehensive financial planning for individuals and various institutional clients. The firm employs a total portfolio approach using a proprietary investment model that blends active and passive strategies tailored to clients' risk tolerance and includes ESG options and charitable endowment strategies.

Bernard Campbell III is a financial advisor at ETCH Financial with a Series 65 designation and one year of industry experience. Prior to joining ETCH Financial, he held roles at College Aid Pro, Inc. and Student Loans Gotta Go LLC, both of which focus on student loan and college aid advising. ETCH Financial serves individual clients, small businesses, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes student loan and college-planning expertise and manages portfolios using client-specific investment policies with a mix of passive and active vehicles.

Ralph Servati is a financial advisor with Securities Brokerage Services in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Securities Brokerage Services since 2011. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm offers fee-based, non-discretionary investment advisory services, institutional consulting, and one-time financial planning, managing over $16 million in assets for 42 clients.

Barry Fasenmyer is a financial advisor with Securities Brokerage Services, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior firms include Cetera, MetLife Securities, and Legacy Consulting Group. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm provides non-discretionary, fee-based investment advisory and consulting services tailored to client objectives, with all accounts custodied through Pershing via Cetera.

Christina Bryner is a Series 65-licensed advisor with nine years of industry experience. She has been with Advice & Planning Services LLC since 2017 and also has a background with East Pittsburgh Courier Services, LLC. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in client assets, employs a range of analytical techniques including modern portfolio theory and quantitative analysis, and typically recommends ETFs with a long-term trading approach.

Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

Ryan Galiotto is a CFP® with 15 years of industry experience, currently serving as a financial advisor at ETCH Financial. His prior roles include work at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of advising, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and co-owns Fueled By Hops, a craft beer microbrewery. ETCH Financial serves individual clients—including both high-net-worth and non-HNW households—as well as small businesses and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm features a distinctive concentration in student loan and college-planning expertise, combining personalized investment strategies with specialized educational resources.

Rebekah Kiger is a financial advisor at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments and LPL Financial. Outside of her advisory roles, Kiger is a Certified High Performance Coach and a brand ambassador for Xendurance, promoting health products through direct sales. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a mix of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.

Samuel Abraham is a CFP®, ChFC®, and Series 65-licensed advisor with 14 years of industry experience. He has been with Qualified Planning since 2016 and previously worked at OnPointe Advisory and Financial Services, LLC. In addition to his advisory role, he owns and operates an insurance agency, Abraham Financial Planning, where he is an insurance agent. Qualified Planning provides investment advisory services primarily to individual clients, as well as pension/profit-sharing plans and corporations. The firm emphasizes passive, asset-allocation-driven portfolios using exchange-traded funds and mutual funds, and offers discretionary model portfolio management alongside a manager-of-managers program.

Richard Lerach is a CFP® with 24 years of industry experience, currently serving at Atmos Advisory, LLC. His prior work includes roles at UBS/The LRM Group, M Holdings Securities, and Gateway Financial Group. He is involved in several community organizations, including serving as chair of the investment committee for the Children's Museum of Pittsburgh and Mt. Lebanon Community Foundation, and volunteering as a ski patroller. Atmos Advisory serves a diverse client base that includes individual investors across wealth tiers, pension plans, trusts, and estates. The firm employs ETF-focused, modern portfolio theory–based strategies with a discretionary approach, emphasizing tax awareness, low turnover, and periodic rebalancing, while managing a concentrated client roster through a small advisory team.

Jillian Gisoni is a CFP® with five years of industry experience, currently serving as a financial advisor at Kapusta Financial Group. She has previously worked at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC, among others. Kapusta Financial Group provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets using a non-discretionary approach that incorporates Modern Portfolio Theory and a range of investment vehicles, supported by quarterly reviews and research from sources such as Morningstar and Standard & Poor’s.

Theodore Staats III is a financial advisor with Securities Brokerage Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, and Cetera Advisor Networks. He also holds a license as a fixed insurance agent, selling life insurance. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofits, and business entities. The firm offers non-discretionary, fee-based advisory services, institutional consulting, and tailored financial planning, managing client accounts through a dual brokerage and advisory model.

Catherine Kapusta is a financial advisor at Kapusta Financial Group in Pittsburgh, PA, holding a Series 65 designation with eight years of industry experience. She has been with Kapusta Financial Group since 2014. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets, offering comprehensive planning and non-discretionary portfolio management based on client-specific profiles and asset-allocation models.