Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Matthew Haller is a CFP® with six years of experience in financial advising, currently serving at Allegheny Financial Group Ltd since 2016. He holds the Series 66 designation and works out of Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.

Jacob Stotsky is a financial advisor at Confluence Financial Partners with a Series 65 credential and one year of industry experience. His prior experience includes roles at Allegheny Financial Group, Bank of America, BNY Mellon, and Merrill Lynch, as well as teaching positions at Allegheny College. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, with particular expertise in retirement plan consulting for ERISA plan sponsors. The firm uses a combination of active and passive investment strategies and emphasizes fiduciary practices and macroeconomic analysis in its portfolio management.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

Nicholas Curinga III is a financial advisor with Good Life Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including Waddell & Reed, Inc. and maintains various non-variable insurance agent roles alongside his advisory practice. Curinga also provides investment advisory services through Grandview Wealth Management, LLC. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. Their investment approach combines fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerance, utilizing direct management, model portfolios, and sponsored platforms.

Tyler Mock is a financial advisor with Waldron Private Wealth holding a Series 65 designation and nearly two years of industry experience. Prior to joining Waldron, he worked at Heritage Wealth Advisors and Crawford Ellenbogen, LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Lucas Feathers is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, Feathers is an insurance agent specializing in healthcare, life, annuity, disability, dental, vision, Medicare supplement, Medicare Advantage, long-term care, and critical illness insurance, and serves as a youth and collegiate soccer official. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers on its platform.

Brian Ripley is a financial advisor at Confluence Financial Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer from 2015 to 2021 before joining Confluence Wealth Services, Inc. in 2021. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm emphasizes asset allocation and macroeconomic analysis, providing both discretionary and non-discretionary investment management along with specialized retirement plan consulting for ERISA plan sponsors.

Kenneth Hanna is a financial advisor with United Capital Financial Advisors in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. He is also co-owner of CoStar Brewing, a Pittsburgh-based business where he assists with management. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, access to third-party managers, alternative investments, and client-facing technology.

Michael Curry is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Schneider Downs Wealth Management Advisors, Gateway Private Wealth Management, Helm Financial, and Gateway Financial Group. Outside of his advisory role, Curry serves as Treasurer of the National Eagle Scout Association of Pittsburgh and is a member of the Young Professional Advisor Committee at The Pittsburgh Foundation. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base, including individuals, high net worth clients, nonprofits, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

John Waldron is a financial advisor at Waldron Private Wealth with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waldron Private Wealth for over 30 years, with a five-year tenure at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member and outside business advisor for a biomedical firm, Longeviti Neuro Solutions. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, and various entities. The firm emphasizes strategic asset allocation across multiple asset classes and offers family-office services alongside portfolio management and investment consulting.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 credential. He has three years of industry experience, including previous roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, he is the sole proprietor of Annuity IQ, LLC, where he is involved in life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various organizational clients. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model that involves client approval of transactions.

Kaleigh Price is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Waldron Private Wealth since 2022 and previously worked at Lincoln Investment LLC. In addition to her advisory role, she operates as an independent insurance agent. Waldron Private Wealth provides investment management and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies, along with family-office services and specialized insurance product management.

Nancy Mckee is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Allegheny Financial Group Ltd in Pittsburgh, PA since 1988. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses a mutual-fund-based investment approach supported by in-house research and an investment committee, with risk control through diversification and ongoing monitoring.

Edward Kelly Jr. is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and serves as a qualified custodian for client assets.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Chris Jordheim is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and bringing 21 years of industry experience. He has been associated with both LPL Financial, LLC and Stratos Wealth Partners since 2016. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services through an open-architecture platform integrating multiple external tools and providers.

Martin Valentic is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also works with Penn Mutual Life Insurance Company. Outside of advising, he is a part owner of racehorses and operates insurance brokerage businesses focused on life and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Paul Pigman Jr. is a financial advisor with First Manhattan Co. LLC in Sewickley, PA, holding the ChFC® designation and Series 63 and 66 registrations. He has 39 years of industry experience, including previous roles at Northwestern Mutual and BNY Mellon Wealth Management. Outside of finance, Pigman is the owner of PigPop Racing, where he works as a high-performance driving instructor and team management advisor, and he serves as President of Scouting America, Laurel Highlands Council. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals as well as trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating individualized portfolio management with wealth planning.