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 at Marion Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. Outside of his advisory work, he is a partner and owner of WealthPointe Financial LLC, an independent insurance agency specializing in non-variable insurance. Marion Wealth Management is an SEC-registered 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 with a team of five advisors and employs a mix of fundamental, technical, and modern-portfolio strategies, including the use of derivatives and third-party sub-advisors, to construct diversified portfolios.

Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.

Scott Lucas is a financial advisor with Invicta Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes roles at Invicta Capital, Wisdom Wealth Investment Advisors LLC, Lucas Financial Service, Inc., and ProEquities, Inc. Outside of advising, he organizes and hosts a large annual New Year's Eve event in Columbus, Ohio. Invicta Advisors offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of advisory arrangements and an investment process that integrates fundamental, quantitative, and qualitative analysis.

Gregory Teal is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Invicta Advisors LLC since 2018 and previously worked at Trustmont Advisory Group, Inc. from 2007 to 2018. Outside of his advisory role, he serves as an elder at Valley Point Church, where he manages business matters and prepares the congregation’s budget, and he owns a company that develops family-oriented mobile applications. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, and qualitative analysis to support both long- and short-term investment strategies and offers a range of advisory arrangements including discretionary and non-discretionary services.

Erin Britton is a financial advisor at Marion Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and UBS Securities. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm offers tailored investment solutions across a range of risk profiles and integrates third-party implementation to manage held-away accounts.

Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with six years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Trinity Wealth Securities L.L.C., Saxony Securities, Inc., and Saxony Capital Management, LLC. In addition to his advisory work, he is an insurance agent with McMullen Industries, Limited. Riverside Financial Advisors LLC is a small advisory team that provides discretionary asset management and financial planning services. The firm uses quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning, managing approximately $22.4 million for a limited client base.

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.

Lutelles White is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at TIAA and Waddell & Reed. Outside of advising, he owns and manages rental properties. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, using a range of investment strategies including fundamental and quantitative analysis. The firm manages over $1.2 billion in discretionary assets across multiple advisory teams.

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.

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.

Eric Smith is a financial advisor with Invicta Advisors LLC in Oakmont, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Invicta Advisors since 2018 and is also associated with 1682 Wealth Management, where he provides ancillary and business operating services. Invicta Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis to offer both discretionary portfolio management and consultative financial planning tailored to clients’ objectives and risk tolerances.

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.

Joseph Lux II is a financial advisor with Gradient Advisors, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 16 years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Blackridge Asset Management and has operated The Joe Lux Financial Team, LLC since 2021, which provides financial literacy programs to corporate clients. Outside of financial advisory, Lux has experience in financial education and corporate financial literacy initiatives. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with client approval required for transactions.

Bradley Shear is a financial advisor at Good Life Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and operated Shear Capital Group. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Garret Rigatti is a financial advisor at Trustmont Advisory Group, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at #1 Cochran for 9 years. Outside of his role at Trustmont, he is involved with Horizon Financial Advisors, where he engages in sales and service of mutual funds. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm emphasizes a long-term investment outlook and utilizes a range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Trustmont Advisory Group and its related entities since 2010 and has been self-employed since 1986. Outside of his advisory work, he provides educational services on financial and health literacy, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and related Pittsburgh connections. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook drawing on a broad range of public research sources and offers discretionary portfolio management alongside other advisory services.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Peter Dochinez is a CFP® with 44 years of industry experience, currently serving at Trustmont Advisory Group, Inc., where he has worked since 1997. He has been involved with Trustmont Financial Group, Inc. since 1986. Beyond advising, he is an owner and managing partner in The Pulmonary Institute at Redstone LLC, a critical care facility development, and serves as assistant treasurer for the Export Volunteer Fire Department. Trustmont Advisory Group, Inc. provides financial advice to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and businesses. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion in assets, offering discretionary portfolio management alongside other financial services.

Dennis Burd is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His career includes roles at Verity Asset Management, Questar Capital Corporation, and ownership of Burd Financial Group, an insurance agency. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.