Michael Marion is a CFP® with 35 years of industry experience, currently serving at Marion Wealth Management since 2021. He has previously worked at firms including United Planners' Financial Services of America, WealthPointe Financial LLC (where he is a managing partner), Wells Fargo Advisors, and Ferris, Baker Watts, LLC. In addition to his advisory roles, Michael is also an independent insurance agent specializing in non-variable insurance. Marion Wealth Management is a SEC-registered advisory firm with a five-advisor team managing approximately $543 million in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, employing a range of portfolio management strategies, including discretionary and non-discretionary approaches, and incorporates third-party sub-advisors and derivatives within separately managed accounts.

Charles Mertz III is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with seven years of industry experience. He holds a Series 65 designation and has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm offers a range of investment options and employs a disciplined process that includes fundamental, technical, and quantitative analysis, along with active trading strategies when appropriate.

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.

Jeffrey Lott is a financial advisor with Marion Wealth Management in Monroeville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. His prior roles include positions at United Planners' Financial Services of America, Wells Fargo Advisors Financial Network, and Ferris, Baker Watts. In addition to advising, he is a partner and owner of WealthPointe Financial LLC and works as an independent insurance agent focusing on non-variable insurance products. Marion Wealth Management is a SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets and offers services such as portfolio management, financial planning, pension consulting, and donor-advised fund services, employing a variety of investment strategies including the use of derivatives and held-away account implementation.

Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Sarah Veverka is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Guyasuta Investment Advisors, Incorporated and previously worked at Waldron Private Wealth, LLC. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based approach combining top-down macro analysis with bottom-up fundamental research, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 20 years of industry experience. He has been with Guyasuta Investment Advisors since 2005. Beukema holds a Series 65 designation. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is notable for its work with municipal and institutional clients.

Erin Britton is a financial advisor at Marion Wealth Management with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2016 to 2023. Marion Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets and employs a mix of fundamental, technical, and modern-portfolio investment approaches, also utilizing third-party sub-advisors and derivatives within separately managed accounts.

Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Riverside, he worked at Saxony Securities, Saxony Capital Management, and Trinity Wealth Securities. He is also involved in fixed insurance sales through McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers customized investment strategies to a limited client base.

Ronald Bartosh Jr. is a financial advisor with Guyasuta Investment Advisors, Incorporated, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Guyasuta Investment Advisors since 1999. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based investment approach that integrates top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.

Patrick Cortazzo Jr. is a CFP® and ChFC® professional with six years of industry experience. He is currently with Embree Financial Group and previously worked at Waldron Private Wealth and Treloar & Heisel Wealth Management. Outside of advising, he is an independent insurance agent, dedicating approximately one hour per month to that activity. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves a diverse client base including high net worth individuals, families, and corporations, employing a fiduciary approach with a combination of fundamental, technical, and cyclical analysis.

Paul Magovern is a financial advisor with Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 66 designation and has 19 years of industry experience, all of which have been with Guyasuta since 2007. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofits, corporations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.

Evan Hufnagle is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians such as Schwab and Fidelity.

Kimberli Marino is a financial advisor at Guyasuta Investment Advisors, Incorporated with 12 years of industry experience. She holds a Series 65 designation and has been with Guyasuta since 2009. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofit organizations, corporations, and government entities. The firm manages separate discretionary accounts through a team-based approach that combines macroeconomic analysis with fundamental research, emphasizing concentrated equity portfolios and laddered fixed-income strategies.

Jimil Wilson is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Guyasuta in 2022, he was self-employed and worked at Maitri Medicinals. He serves as a trustee for Washington & Jefferson College, a nonprofit. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to individuals, families, trusts, institutions, and government entities. The firm employs a team-based approach to managing separate discretionary accounts, combining macroeconomic analysis with fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.

Gabriella Lo Tito is a financial advisor at Marion Wealth Management with a Series 65 credential and one year of industry experience. Prior to her current role, she worked at JW Synder LLC and has held positions in both education and retail. Marion Wealth Management is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets using a combination of fundamental, technical, and modern-portfolio approaches and offers services including portfolio management, financial planning, pension consulting, and donor-advised fund services.

Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.