Sarah Amey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2013. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm uses a Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, offering a range of services including ongoing portfolio management, fiduciary retirement plan services, tax preparation, and access to private investment opportunities.

Heather Brinker is a financial advisor with SEIA in Pittsburgh, PA, holding Series 63 and 65 designations and nine years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and committee.

Edith Meyer is a financial advisor at Mariner Independent with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network and LPL Financial, LLC. Meyer is also a co-owner of BCMJ Futures, LLC and Bebco, Inc. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform that integrates institutional and retirement plan resources.

Kelli Mc Ginnis is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and over 10 years of industry experience. Her prior roles include positions at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory work, she operates an Etsy shop where she designs and sells handmade jewelry. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams serving both individuals and institutional clients. The firm provides access to a wide range of investment products and platforms, with a focus on advisor-managed accounts and specialized offerings such as annuity subaccount management and 529 plan services.

Jonathan Grebosky is a CFP® and CFA® at Gibson Capital, LLC with one year of industry experience. He has worked at Gibson Capital since 2023 and previously held positions at PNC, Viatris, Duquesne Fund Services, and Auto-Owners Insurance. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm uses a strategic asset allocation approach focused on broad diversification via mutual funds and ETFs, involves clients in decision-making, and maintains policies to limit conflicts of interest.

Jacob Roberge is a financial advisor with Staley Capital Advisers Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Staley Capital Advisers in 2026, he worked for seven years at William Blair and spent four years at Northwestern University. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts, including insurance companies. The firm employs an active, relative-value investment approach emphasizing asset allocation and security selection alongside passive instruments, with portfolio managers given discretionary authority and coordination through an investment committee.

Robert Lauro is a financial advisor with Blackridge Asset Management, LLC in Pittsburg, PA, holding Series 63, Series 65, and Series 66 licenses. He has 31 years of industry experience and has been with Blackridge since 2017. In addition to his advisory roles, Lauro is owner of Gateway Strategies Inc, a marketing organization focused on insurance products, and a partner at Senior Insurance Consultants LLC. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolio management primarily through an affiliated turnkey asset management platform and offers a range of wrap-fee programs and third-party manager referrals.

David Brinkman is a CFP® and CFA® with 13 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2016. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to build diversified portfolios and provides both discretionary and non-discretionary management, along with retirement plan consulting and tax-aware planning strategies.

Kaitlyn Kocuba is a financial advisor at Heritage Wealth Advisors in Wexford, PA, holding a Series 66 designation with eight years of industry experience. She previously worked at Hefren Tillotson and Ameriprise Financial Services, Inc. / Premier Wealth Partners. Kaitlyn has been with Heritage Wealth Advisors since 2021. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, estates, business entities, non-profits, and retirement plans through portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm constructs personalized asset-allocation models incorporating multiple investment strategies and offers discretionary and non-discretionary management, coordinating with outside professionals as needed.

Kyle Smith is a financial advisor with New Edge Wealth who holds a Series 63 designation and has 35 years of industry experience. He has worked at NewEdge Securities, Inc. since 1999 and has been with New Edge Wealth and NewEdge Advisors LLC since 2020 and 2021, respectively. Kyle serves as a financial executive for an investment-related business focused on ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm emphasizes asset allocation and investor behavior in its investment approach, tailoring portfolios through independent managers, model strategies, and proprietary investment solutions, while integrating technology tools and AI-assisted analytics alongside human review.

Michael Samuels is a financial advisor at BFC Planning, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 43 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisor, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Samuels serves as Treasurer for the Graham Place Community Association and holds several nonprofit board and committee roles focused on scholarship distribution and services for disabled individuals. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and referrals to external managers, employing a range of investment strategies across stocks, bonds, mutual funds, and ETFs.

Brian Daniels is a financial advisor with Prosperity Wealth Management, Inc. in New Brighton, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and at Fortune Financial Services since 2006. Outside of advisory work, Daniels is president and owner of Daniels Trading Company, LLC, a business focused on importing goods from Paraguay, and he also provides tax preparation services through Forte Financial Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with quarterly reviews, employing a diverse set of analytical methods and oversight of third-party managers.

Gregg Daily is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Fragasso Financial Advisors and PNC Bank NA. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm combines manager research and risk-tolerance reviews to construct diversified portfolios and manages approximately $2.9 billion in assets across 21 advisors.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Eric Matsko is a CFP® professional with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as the house manager for the Fort Macintosh Club, a private social club. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, employing an in-house research team and investment committee to guide portfolio construction using mutual funds, ETFs, and other pooled products.

James Scanlon is a CFP® professional with 18 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at Spire Investment Partners, KAPP/SCANLON FINANCIAL GROUP, and UBS Financial Services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios using a mix of active and passive strategies tailored to client objectives. The firm is noted for its scale, breadth of institutional work, and use of a variety of analytical approaches and third-party tools to customize client allocations.

Sean Gibbon is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with JFS Wealth Advisors, LLC since 2016. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to guide investment decisions, offering both discretionary and non-discretionary account management.

Mitchell Woods is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and AXA Advisors. Woods also conducts activities as an insurance agent, offering insurance products to clients. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations.

Wiley Belknap is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Motley Fool Wealth Management, TMF Investments, Ayco/Goldman Sachs, and United Capital Financial Advisers. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Steven Bertolo is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at BPU Investment Management and Questar Asset Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.