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.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.

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.

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.

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 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.

Angela Ferrante is a financial advisor with Leonard Advisory Group LLC in Wexford, PA, holding a Series 63 license and 38 years of industry experience. She has held roles at Leonard Advisory Group since 2015 and serves as president of Laurel Highlands Risk Management, a risk management firm specializing in life, health, accident, long-term care, and annuities. In addition, she owns and operates a family farm, A.M. Cattle Company. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, and business clients, including investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, incorporates third-party investment platforms and managers, and maintains discretionary trading authority with quarterly reviews.

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.

Nathan Thompson is a financial advisor at 4th River Financial Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and also serves as an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and business entities. The firm manages approximately $66.6 million across 301 client relationships, operating primarily on a non-discretionary basis with a focus on individualized Investment Policy Statements, a mix of analytical approaches, and quarterly account reviews.

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.

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.

Peter Belcastro is a CFP® with 18 years of experience in the financial services industry. He has been with Leonard Advisory Group LLC since 2023 and previously worked at Bill Few Associates, Inc. from 2015 to 2023. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, and it also selects and monitors third-party investment platforms and managers on behalf of its clients.

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.