David Cawley is a CFP® professional with eight years of experience in the financial services industry. He is currently the sole advisor at Paraplan OnDemand, an independent firm where he provides paraplanning and analytical support. His previous roles include positions at Legend Financial Advisors Inc, TIAA-CREF Individual and Institutional Services, and PNC Wealth Management. Outside of advisory work, he is involved with G4G Glass LLC. Paraplan OnDemand offers outsourced paraplanning and analytical services to financial advisors and firms on a business-to-business basis. The firm specializes in project-based financial modeling, scenario analysis, and meeting support, without providing portfolio management or direct client advisory services.

Frank Burnette III is an advisor at Morrison Fiduciary Advisors, Inc. in Pittsburgh, PA, with 9 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Morrison Fiduciary Advisors since 2003, following 9 years at Garrison Institutional Asset Management. Morrison Fiduciary Advisors provides investment consulting and portfolio management services primarily to institutional clients such as public pension plans, Taft-Hartley plans, foundations, endowments, corporations, trusts, and not-for-profit entities, while also serving high-net-worth individuals. The firm offers both discretionary and non-discretionary ERISA consulting arrangements, focusing on customized Investment Policy Statements and ongoing portfolio monitoring.

Michael Donnelly is a CFA® charterholder and principal of Blue Devil Advisors LLC, an independent advisory firm based in Pittsburgh, PA. He has over 19 years of experience in the investment industry, including prior work at CS McKee and his ongoing role with Blue Devil Capital, a private investment business he founded and manages. He dedicates a significant portion of his time to this affiliated investment activity. Blue Devil Advisors is a single-advisor firm providing discretionary asset management and financial planning reviews primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis tailored to client objectives and maintains a boutique approach with a limited client roster.

Carl Emerick is a Certified Financial Planner™ (CFP®) with 26 years of industry experience. He has been the principal of Emerick Financial Planning, LLC since 2015. The firm serves individuals, high-net-worth clients, and small businesses by providing comprehensive financial planning and investment consultation. Emerick Financial Planning operates under a fiduciary standard and applies fundamental analysis alongside Modern Portfolio Theory, focusing on long-term, buy-and-hold strategies primarily using mutual funds and ETFs. The firm offers services on an hourly or fixed-fee basis and emphasizes educational workshops available to the public.

Daniel Power is the sole advisor at Daniel Power, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He founded Daniel Power, LLC in 2022 after an extended period outside the financial industry. The firm provides portfolio management services primarily for individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. Daniel Power, LLC generally recommends mutual funds tailored to clients’ risk tolerance and time horizon and operates under a fiduciary standard without accepting discretionary authority, requiring clients to maintain a custody relationship with Schwab Institutional.

Nathan Hopkins is a financial advisor with Iron Link Capital LLC in Pittsburgh, PA. He holds Series 63 and Series 65 credentials and has 17 years of industry experience, including six years at Morgan Stanley prior to founding Iron Link Capital in 2022. Hopkins also works as a licensed insurance agent, dedicating a portion of his time to insurance-related activities. Iron Link Capital provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm combines retail asset management with retirement-plan advisory work, utilizing tools such as Monte Carlo analysis and employing sub-advisors where appropriate, with an investment approach that includes ongoing monitoring and portfolio adjustments based on client circumstances and market conditions.

Bo Zhang is a financial advisor at Finease Consulting in Pittsburgh, PA, holding a Series 65 license with two years of industry experience. Prior to entering the financial advisory field, he worked at Google LLC for four years and has additional experience with IQ Inc and PNC Bank NA. Bo Zhang also has an academic background, including a doctoral degree. Finease Consulting provides financial planning and consulting services to individuals, families, and high-net-worth households, primarily through fixed-fee engagements. The firm does not manage client assets but conducts due diligence and ongoing monitoring of third-party investment advisers, integrating fundamental and technical analysis as well as public research in its assessments.

Ronald Leonard is the sole advisor at RCL Capital Management in Wexford, PA, with 29 years of experience at the firm. He has been managing personalized financial planning and investment strategies since 1997. RCL Capital Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach that combines passive index funds and ETFs with selective active funds and individual securities, serving approximately 84 clients with about $38.4 million in assets under management.

Kelly Reddy Heffner is a CFP®-certified financial advisor with eight years of industry experience. She is the owner of Steel City Wealth Collaborative, LLC, a financial coaching, mediation, and divorce planning practice, and currently serves as an advisor at 80 West Asset Management, LLC. Her prior roles include positions at Your Financial Pharmacist and KBH Communications - financialogiq. 80 West Asset Management provides discretionary and non-discretionary investment management and financial planning services for individual and business clients. The firm combines fundamental analysis with passive, low-cost fund implementation and a buy-and-hold strategy, tailoring portfolios to clients’ time horizons, liquidity needs, and risk tolerances.

Nezamkhon Khodjaev is the principal of Mons Olympus LLC, an independent advisory firm based in Pittsburgh, PA. He holds Series 65 and Series 63 licenses and has one year of experience in the financial industry. Outside of advising, Khodjaev works as a mortgage loan originator with Morty, Inc. and manages back-office operations at JNP Logistics LLC, a trucking company. Mons Olympus LLC provides discretionary and non-discretionary investment management and financial advice primarily through mutual funds and exchange-traded funds for individuals, households, high-net-worth clients, and small businesses. The firm emphasizes Modern Portfolio Theory and fundamental analysis, relying mainly on passive, diversified portfolios with selective active allocations in certain asset classes.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

Eric Carlson is a financial advisor at Sewickley Financial LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sewickley Financial since 2014. Outside of his advisory role, he serves as a volunteer board member and treasurer of the finance and endowment committee at the Sewickley Library. Sewickley Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing mainly on U.S. equities within a long-term trading framework.

Dominic Necciai is a financial advisor at Prosper Wisely, LLC with seven years of industry experience. He has previously worked at PNC, Morgan Stanley, and PNC Wealth Management. He is a licensed insurance agent in Pennsylvania. Prosper Wisely provides investment planning and consulting services to individuals, trusts, estates, corporations, and other business entities through a fixed-fee planning model that includes written investment summaries and ongoing support. The firm focuses on cash flow analysis, tax and legacy planning, asset allocation, and risk management without managing client assets or sponsoring wrap-fee programs.

Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.

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.

John Kariss III is a financial advisor at Rex Consulting, LLC with eight years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His career includes roles at firms such as Western and Southern Financial Group and NYLIFE Securities LLC. Rex Consulting is an independent registered investment adviser serving individuals and high-net-worth clients. The firm primarily manages portfolios using exchange-traded funds and offers comprehensive financial planning and consulting with a focus on fundamental analysis and long-term investment strategies.

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.

Benjamin Pearce is a financial advisor with Guardian Capital, LLC in Wexford, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Guardian Capital in 2025, he worked at PNC Investments for seven years and had roles at Edward Jones Investments and Quicken Loans Inc. Guardian Capital, LLC is a fee-based investment adviser managing approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

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.