Nicholas Koury is a CFP® credentialed advisor with five years of industry experience, currently with Waldron Private Wealth. He has been with Waldron since 2018, with prior work experience at Gander Mountain and Campbell University. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm emphasizes strategic asset allocation across multiple asset classes and offers a broad range of family-office services alongside portfolio management and consulting.

Michael Riordan is a Series 65-credentialed advisor at Arax Advisory Partners with 14 years of experience in the financial industry. He has been with SRS Capital Advisors, Inc. since 2012 and serves as a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners is a multi-team, SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Parsons also worked for seven years at Applebee’s before entering the financial services industry. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment allocation, offering discretionary and non-discretionary portfolio management along with related tax and accounting services.

Danielle Reitz is a CFP® with 26 years of industry experience, currently serving at Aprio Wealth Management, LLC. She previously worked at Facet Wealth, Icma Rc, and USAA Financial Advisors. Reitz holds a Series 63 license and is based in Pittsburgh, PA. Aprio Wealth Management provides discretionary and non-discretionary advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and plan sponsor consulting, and maintains approximately $1.57 billion in assets under advisement as a 3(21) adviser.

James Moyer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Prior to joining Schneider Downs, he worked at PNC Bank N.A. from 2014 to 2018. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process and diversified portfolio construction.

Joseph Marstellar is a financial advisor with Allegheny Financial Group in Pittsburgh, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Allegheny Financial Group since 2011 and previously at Wrp Investments, Inc. from 2008 to 2011. Allegheny Financial Group is an SEC-registered multi-team advisory firm with approximately 31 advisors and $5.6 billion in assets under management. The firm provides comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, and institutional accounts, and is notable for its role as adviser and occasional general partner to private funds, as well as its management of pooled investment vehicles.

Andrew Steigerwald is a CFP® professional at Waldron Private Wealth with one year of industry experience. His work history includes roles at Waldron Private Wealth since 2023, as well as prior experience at Robert Morris University and Soergel Orchards. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment process emphasizes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, alongside an extensive suite of family-office services.

Cassidy Richardson is a CFP® professional with 10 years of experience in the financial services industry. She has worked with Allegheny Financial Group since 2016 and previously spent time at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, and pension plans, often incorporating proprietary research and third-party manager recommendations into their investment approach.

Todd Luniewski is a financial advisor with Sequent Planning, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual United Of Omaha Insurance Company for 27 years and has been affiliated with Futurity First Insurance Group since 2018. He also conducts insurance agency activities alongside his advisory role. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, access to third-party model managers, and retirement-plan services. The firm employs a structured risk framework and provides diversified investment solutions through a network of independent adviser representatives.

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® and holds a Series 66 license with seven years of industry experience. He has been with Allegheny Financial Group in Pittsburgh, PA, since 2016. Allegheny Financial Group is an SEC-registered multi-team advisory firm managing approximately $5.6 billion for nearly 3,920 clients. The firm provides comprehensive financial planning and portfolio management services for individuals, high-net-worth clients, trusts, estates, pension plans, and pooled investment vehicles, often incorporating proprietary research and independent third-party managers.

Jonathan Wicker is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts and Lincoln Investment since 2017, following three years at VOYA Financial Advisors. Outside of his advisory role, he serves as treasurer and board member for the Canon McMillan Girls Youth Lacrosse Association, a nonprofit youth sports organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management, utilizing proprietary screening tools and tax-aware strategies.

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 14 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of advising, he serves as a youth and collegiate soccer official and works as an insurance agent specializing in healthcare, life, and various other insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and primarily delivers managed solutions through platform relationships with Envestnet and Pershing.

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.