Nezamkhon Khodjaev is a financial advisor at Mons Olympus LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior work history includes roles at Keystone Imperial LLC and Morty, Inc. Outside of advising, he is involved as a mortgage loan originator for an online mortgage company and manages back-office operations at a trucking firm. Mons Olympus LLC offers discretionary and non-discretionary investment management and financial advice primarily through mutual funds and exchange-traded funds, serving individuals, households, high-net-worth clients, and small businesses with a focus on Modern Portfolio Theory and fundamental analysis.

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 in Pittsburgh, PA, with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at PNC for eight years before founding Prosper Wisely in 2021. He is also a licensed insurance agent in Pennsylvania. Prosper Wisely provides investment planning and consulting services to individuals, trusts, estates, corporations, and other business entities. The firm focuses on tailored planning engagements that include 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® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

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.

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, 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.

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 with 17 years of industry experience, currently practicing at 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is 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 in assets across 301 client relationships, operating primarily on a non-discretionary basis with a blend of technical and fundamental investment analyses.

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.

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.

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.