Brian Breisinger is a financial advisor at Blackridge Asset Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Blackridge since 2016. In addition to his advisory role, he is president of Gateway Strategies, where he oversees the sales and service of fixed insurance products. 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 a network model with access to model portfolios and third-party managers, employing fundamental and technical analysis strategies within discretionary and non-discretionary account structures.

Judith Villella is a financial advisor with Gibbs Wealth Management, LLC in Bridgeville, PA. She holds a Series 65 credential and has one year of experience in the industry. She also owns and operates Smart Retirement Options LLC, where she serves as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s process focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Michael Krol is a CFP® with 21 years of industry experience and is currently with Waldron Private Wealth in Bridgeville, PA. He has been with Waldron Private Wealth since 2007. 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 employs a strategic asset allocation approach across various asset classes and offers an extensive suite of family-office services.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

Seth Truesdell is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 credential and four years of industry experience. He previously worked at PNC Bank and has held roles at Dick's Sporting Goods and the North Allegheny School District. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including banking institutions, pension plans, and government entities. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection, and offers a range of retirement and wealth management services.

Nichole Barilla is a CFP® and Series 66 credentialed advisor with seven years of industry experience. She has worked at Snowden Lane Partners since 2018 and was previously employed by BNY Mellon from 2012 to 2018. Barilla serves as treasurer for the Riverview Ridge Condominium Association and is a notary public. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while maintaining client oversight.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has held roles at BCG Securities since 2017 and has been affiliated with Hart, McConahy & Martz, Inc. since 1993, where he serves as president. Outside of his advisory work, Martz is an independent insurance agent and serves as vice president of a local condominium association. BCG Securities serves institutional retirement plans and individual clients, typically with accounts above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes written investment policy statements and non-discretionary advice, utilizing independent third-party managers and a range of analytic approaches across various strategies.

Matthew Helfrich is a CFP® with 22 years of experience in financial advisory, currently with Waldron Private Wealth. He has been with the firm since 2002. Helfrich serves on several nonprofit boards including the Propel Schools Foundation and Pace School, and participates in advisory roles at Duquesne University and the YPO Pittsburgh Chapter. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, and third-party managers, while also offering an extensive range of family-office services.

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.

Randall Holcombe is a financial advisor with Confluence Financial Partners, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Confluence Financial Partners since 2014 and has worked at Raymond James Financial Services and HUB International. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting with a focus on fiduciary standards, asset allocation, and macroeconomic analysis.

Edith Meyer is a financial advisor at Mariner Independent with 18 years of industry experience. She holds Series 63 and Series 66 credentials 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., and a partner/advisor at Strategic Path, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives using a variety of investment tools and affiliated businesses.

Dylen Roberts is a financial advisor at Confluence Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Carnegie Mellon and Capistrano Valley Christian School. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, business owners, professionals, and institutional clients, including retirement plan consulting for ERISA plan sponsors. The firm manages accounts using a blend of active and passive investments and emphasizes asset allocation, macroeconomic analysis, and the use of AI tools to support client service.

Ryan Papp is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Lincoln Investment, Cambridge Investment Research, and Northwestern Mutual Investment Services LLC. Outside of advising, he works as an independent contractor assisting with tax preparation and supports financial planning activities for another advisor. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and businesses, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary portfolio management from its internal Investment Management & Research team with non-discretionary services through advisors and third-party managers.

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.

Paul Partridge Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has held positions at Keybank and PNC Bank and its affiliated investment entities. Capital Analysts serves a diverse client base including individual and 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 network of independent advisors and in-house investment management using a proprietary mutual-fund screening process.

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.

Justin Kovac is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst and Young LLP from 2015 to 2020. Outside of advising, he is a partner at ATI Financial Services LLC, which provides accounting, tax, and payroll services including IRS representation. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, operating across a nationwide network of independent advisors.

Robert Lauro is a financial advisor with Blackridge Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Blackridge since 2017 and maintains roles with PEAK Brokerage Services and Gateway Strategies, where he is also owner of a marketing organization focused on insurance products. 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 operates a network of investment adviser representatives using a variety of portfolio management strategies, including discretionary models supported by an affiliated turnkey asset management platform.

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.