David Schleis is the principal of DS Wealth Advisors, Inc., an independent advisory firm based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Schleis is also an accountant and licensed insurance agent with ownership interests in related businesses, including DS Financial Advisors, Inc. and D.W. Schleis, LLC, and he is a partner in DS Tax Advisors, LP. DS Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes long-term trading and diversified allocations using mutual funds and ETFs, employing various analysis methods alongside modern portfolio theory, with client portfolios reviewed at least quarterly.

George Bernard Jr. is a financial advisor with Bennington Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes long tenures at Healthview Asset Management and Advisory Group Equity Services. Outside of advising, he serves as an independent medical consultant and outside board member for WorldCare North America and is involved in independent marketing services as managing director at Bennington Asset Management. Bennington Asset Management LLC provides fee-based discretionary investment management services to individuals and institutional clients, offering customized portfolio options and healthcare-focused financial solutions. The firm combines fundamental and technical analysis in a primarily long-only investment approach with both discretionary and client-directed service models.

Dennis Poland is a financial advisor at DPCM in Pittsburgh, PA, holding a Series 65 credential with 17 years of industry experience. He has been 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 follows an investment approach that replicates the advisor’s long-term personal portfolio across client accounts, focusing on conservatively financed, profitable, and competitively dominant common stocks for multi-year ownership.

Ryan Suess is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Kapusta Financial Group in Pittsburgh, PA. His previous roles include positions at Alight Financial Solutions and Scottrade Inc. He has been with Kapusta Financial Group since 2021. 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 offers non-discretionary advice tailored to client goals and risk tolerance, employing Modern Portfolio Theory and a diverse mix of investment vehicles.

John Iannucci is a financial advisor at ILG Private Wealth, Inc. with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Horter Investment Management LLC and Penn Mutual Life Insurance Company. In addition to his advisory role, Mr. Iannucci founded and practices law at The Iannucci Law Group, PC, a firm he has operated since 1996. ILG Private Wealth serves individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers, financial planning, and pension consulting. The firm employs a detailed due-diligence process to evaluate and monitor a broad range of managers, aiming to provide disciplined oversight and manager selection.

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 CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with WMS Wealth Planners in Pittsburgh, PA, and has held advisory roles at Wealth Management Strategies, Inc. and Kestra Financial Services, Inc. Outside of his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a financial media outlet featuring interviews about personal money experiences, and serves on the board of Trail Pittsburgh, where he contributes to web content and community trail maintenance. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm employs a total portfolio approach that blends active and passive strategies, using a proprietary model combining fundamental, technical, and cyclical analysis, and offers ESG variants and charitable endowment strategies.

William Knight is a CFP® with 12 years of industry experience, currently serving as an advisor at Legend Financial Advisors Inc. He previously worked with Inpax Academy LLC and was self-employed before joining Legend Financial Advisors. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios with tailored strategies emphasizing strategic asset allocation and active adjustments, utilizing mutual funds, ETFs, and individual securities as appropriate.

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.

Stephen Blahovec is a financial advisor at North River Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for nine years before joining North River Wealth Advisors. North River Wealth Advisors provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach combining passive and active management with strategic asset allocation, integrating risk management and tax-aware planning across various financial areas.

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.

Cassandra Kirby is a financial advisor with Braun-Bostich & Associates Inc. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Braun-Bostich & Associates in 2017, she worked at Ameriprise Financial Services, Inc. for 12 years. Outside of advisory services, she owns Personal Ledgers, LLC, a tax preparation business. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on fiduciary discretionary investment management and financial planning. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other assets when appropriate.

Tammy Pompei is a CFP®-certified financial advisor with nine years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, employing a primarily long-term investment approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and other holdings as appropriate.

Ryan Galiotto is a CFP® professional with 15 years of industry experience, currently serving at ETCH Financial. His prior experience includes roles at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of his advisory work, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and he is also a co-owner of a craft beer microbrewery, Fueled By Hops, LLC. ETCH Financial primarily serves individual clients, including both high-net-worth and non-HNW households, as well as small businesses and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, with a notable focus on student loan and college-planning expertise.

Rebekah Kiger is an investment adviser representative at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Investments and Citizens Securities. Outside of her advisory role, she is a Certified High Performance Coach and serves as a brand ambassador for health products with Xendurance. 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 employs a mix of fundamental and technical analyses and uses model portfolios aligned with clients’ goals, managing approximately $62.9 million in discretionary assets.

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.