Ryan Knoll is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Nav Wealth Partners since 2024. He previously worked at Ameriprise Financial Services LLC and PNC Investments, LLC. Knoll is also a licensed insurance agent. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to create diversified portfolios aligned with client investment policy statements.

Elizabeth Genter is a financial advisor at Schenley Capital, Inc. with 17 years of industry experience and holds Series 65 and Series 63 licenses. She has worked at Schenley Capital since 1989. Outside of her advisory role, she serves as an Edgeworth Borough Councilwoman and is a board member of BOSS Controls, LLC. Schenley Capital primarily serves individual investors, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and an automated advisory option through Schwab Institutional Intelligent Portfolios, combining hands-on planning with automated strategies and selective private fund recommendations.

Jake Mccracken is a CFP® professional with 13 years of experience in the financial services industry. He has worked at River's Edge Wealth Management since 2021 and previously held roles at Northwestern Mutual from 2011 to 2020. His credentials also include the Series 66 designation. River’s Edge Wealth Management serves individual and high-net-worth clients, with a focus on physicians and owners of closely held businesses. The firm manages approximately $157 million across about 217 client relationships, employing an evidence-based, goal-driven investment approach that includes discretionary portfolio management, direct indexing strategies, and educational seminars.

Caitlin Cully is a financial advisor at Aspire Wealth Architects with 18 years of industry experience. She holds a Series 66 designation and has worked at Aspire since 2018, following eight years at Wealthcare Capital Management LLC. Aspire Wealth Architects provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a goals-based investment process using Monte Carlo simulation to guide portfolio equity exposure, emphasizing broadly diversified, low-cost, tax-efficient indexed ETFs and offering services such as direct indexing and management of held-away assets.

John Mccarthy is a financial advisor at Gallatin Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Premier College Planning. Outside of advisory services, he is also a licensed insurance agent selling fixed life insurance. Gallatin Financial Advisors serves primarily individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm integrates accounting and insurance services within its advisory team and provides investment management guided by asset allocation and security analysis.

Kevin Phillis is a ChFC® credentialed financial advisor with 43 years of industry experience. He is affiliated with Centauri Advisory Group, Inc. and has worked with Trustmont Financial Group, Inc. since 2007. Phillis is a part-owner of Jack L. Bonus Insurance Company, where he sells property and casualty insurance as well as life and health insurance. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million for about 383 clients through four advisors. The firm emphasizes conservative to moderate risk investment profiles using a model-portfolio approach centered on a core plus satellite strategy.

Alexander Gough is a CFP® professional with over eight years of industry experience. He has worked at Nav Wealth Partners since 2026 and previously spent seven years at Allegheny Financial Group. Prior to his advisory roles, he was employed at Robert Morris University for three years. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to clients' investment policy statements.

Melissa Corso is a financial advisor with JMS Capital Group Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at JMS Capital Group since 2015 and previously at PWA Securities, Inc. and Private Wealth Advisors, Inc. from 2010 to 2017. In addition to her advisory role, she is an independent insurance agent. JMS Capital Group Wealth Services LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and government entities. The firm manages approximately $161 million across about 410 client relationships and employs a personalized investment approach combining fundamental, technical, and asset-allocation analysis.

Greg Miller is a financial advisor with Guardian Capital, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Guardian Capital since 2010 and also operates Greg Miller & Associates, where he provides estate planning services and insurance products. Additionally, he is a franchise owner of SportsClips in Pennsylvania. 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 offers discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

Lynn Johnson is a financial advisor with 17 years of industry experience, currently with 4th River Financial Group, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2009. Johnson serves as President and Chairman of the Board for a nonprofit organization focused on educating teens about the hazards of distracted driving, which hosts a hockey tournament to raise funds for student attendance at the National Teen Safe Driving Conference. 4th River Financial Group provides investment supervisory services and financial planning to individuals and business entities, managing approximately $66.6 million in non-discretionary assets across about 301 client relationships. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, and is noted for its client newsletter with specific trade recommendations and its educational seminars.

Ronald Smith is a financial advisor with 16 years of industry experience, currently serving at 4 Th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has worked at Whitney & Associates since 2016. In addition to his advisory role, he is also an insurance agent involved with Whitney & Associates and Financial Independence Group, focusing on insurance and annuity products. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes non-discretionary management guided by tailored Investment Policy Statements and offers an active newsletter with buy/sell recommendations and complimentary educational seminars.

Bryan Vescio is a financial advisor at VAM Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has formerly operated several advisory practices, including Vescio Asset Management and Bryan Advisory Services. VAM Group LLC provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis, employing both long- and short-term trading strategies tailored to client needs.

Christopher Campanella is a financial advisor at Keystone Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Keystone since 2009. Keystone Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside financial planning services including retirement, tax, education, and estate planning. The firm employs a core-and-satellite investment approach using primarily passive index funds and ETFs, operates on a fee-only basis, and offers both ongoing asset management and limited-scope financial planning engagements.

Mark Trauman is a CFP® professional with Commonwealth Financial Network, based in Sewickley, PA, and has 33 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and has owned and operated Reliance Financial Advisors since 1996. In addition to his advisory work, he provides tax preparation services through Reliance Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, and compliance support while allowing advisors discretion in constructing client portfolios.

Tyler Falk is a financial advisor at Centauri Advisory Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Centauri Advisory Group since 2016. Outside of his advisory role, he coaches junior varsity baseball and basketball at Riverside High School and has served as treasurer for a state senate campaign. Centauri Advisory Group provides financial planning and portfolio management to individuals, trusts, and small businesses, focusing on conservative to moderate risk profiles. The firm employs a model-portfolio approach combining core and satellite strategies, utilizing mutual funds, ETFs, and other investment vehicles, and offers additional services such as income optimization and longevity planning.

John Cully is a financial advisor at Aspire Wealth Architects in Wexford, PA, holding Series 63 and Series 65 designations with 47 years of industry experience. He worked at Wealthcare Capital Management LLC for ten years before joining Aspire Wealth Architects in 2018. Aspire Wealth Architects provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a goals-based investment process with Monte Carlo simulation to guide portfolio management, emphasizing diversified, low-cost, tax-efficient indexed ETFs and offering specialized options such as direct indexing for qualifying clients.

James Holtzman is a CFP® with 21 years of industry experience. He has worked at Legend Financial Advisors Inc. since 2001 and has been with EmergingWealth Investment Management, Inc. since 2009. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, qualified and non-qualified retirement plans, non-profit organizations, and corporate entities. The firm manages client portfolios on a discretionary basis using tailored strategies that emphasize strategic asset allocation and active adjustments, employing mutual funds, ETFs, and individual securities when appropriate.

Debra Rea is a financial advisor at Nfi, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with Nfi since 2005. Nfi provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, managing portfolios with a combination of fundamental, technical, and cyclical analysis.

Daniel Rea is a CFP® with 28 years of industry experience, currently serving as an advisor at Nfi, Llc since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, selling insurance policies on an as-needed basis. NFI provides financial planning, consulting, and investment management to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a blend of fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with three years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Northwestern Mutual in various roles, as well as having studied at Yale. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses, providing customized, risk-adjusted, tax-aware investment management and financial planning. The firm employs a blend of active and passive strategies and offers both discretionary and non-discretionary portfolio management.