Jamie Drennen is a Series 65 licensed financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. Prior to joining Fifth Third Wealth Advisors, Jamie worked at Strassburger McKenna Gutnick & Gefsky and held various roles including positions at ADEX/Crown Castle, Cafardi Ferguson Wyrick Weis & Gabriel, and Schneider Downs. Jamie’s background also includes legal experience gained while attending law school full-time from 2015 to 2018. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a mix of in-house oversight and third-party managers to implement household-level Investment Policy Statements.

George Sanders is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial services industry. He has been with HBKS Wealth Advisors since 2020. Prior to that, he worked at Freedom Mortgage and held roles at OPER and Washington University in St. Louis. HBKS Wealth Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a range of investment strategies and manages portfolios on a discretionary basis using proprietary models, sub-advisors, and multiple platform arrangements.

Christopher Smith is a CFP® professional with nine years of industry experience, currently serving at Allegheny Financial Group. He worked previously at Allegheny Investments, Ltd for eight years. Allegheny Financial Group manages approximately $5.59 billion across a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management through various programs, incorporating both discretionary and non-discretionary mandates, and is notable for its involvement with private funds and pooled vehicles.

Kevin Renne is a CFP® with 20 years of industry experience and is currently an advisor at JFS Wealth Advisors, LLC. He previously worked at The Huntington Investment Company from 2011 to 2017 before joining JFS Wealth Advisors. 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 provides wealth management, financial planning, and investment advisory services based on a written Financial Goal Plan and an internal Investment Committee, utilizing Modern Portfolio Theory in portfolio construction.

Michael Dykes is a CFP® professional at Allegheny Financial Group with nine years of experience in the financial industry. He has worked at Allegheny Financial Group since 2019 and previously held positions at PNC Investments, United Healthcare, and Fidelity Investments. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates, and distinguishes itself by advising private funds and managing pooled vehicles.

Anthony Pratt is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stratos Wealth Advisors since 2018, following prior roles at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. Outside of his advisory work, he is part owner of Revelations Counseling & Wellness, a mental health counseling and wellness business founded by his two daughters. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs with customized asset allocations and discretionary account management.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Graham Friday is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Staley Capital Advisers Inc. He previously worked at PNC Financial Services, Inc. for seven years. Staley Capital Advisers provides discretionary investment management to high-net-worth individuals, families, retirement plans, endowments, charitable organizations, corporations, and select institutional accounts. The firm employs an active, relative-value investment approach with an emphasis on asset allocation and security selection, managing both separately managed accounts and a private long/short equity fund offered to accredited investors.

Ian Cerminara is a CFP® and Series 66 credentialed advisor at Allegheny Financial Group with 12 years of industry experience. He has been with Allegheny Financial Group since 2013. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, using a research-driven approach and asset allocation to manage risk, and provides advisory services for private funds and pooled vehicles.

Constantine Kartsonas is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Staley Capital Advisers since 2018 and previously held roles at Raymond James Financial Services and Shorebridge Wealth Management. He serves as Vice Chair and Board Member of the Western Pennsylvania School for the Deaf, a nonprofit educational institution. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, and institutions, managing both private accounts and a concentrated long/short limited partnership. The firm employs a long-term, value-driven investment approach combined with tactical adjustments and utilizes pooled investment vehicles and private partnerships within client portfolios.

Terry Knepp is a CFP® professional with 23 years of industry experience. He has been with Allegheny Financial Group since 2004. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team, serving individuals, high-net-worth clients, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing both discretionary and non-discretionary mandates alongside independent manager recommendations and private fund advisory services.

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.

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.

James Bower is an investment advisor representative at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including LifePro Asset Management, Gradient Advisors, and Questar Asset Management. Outside of his advisory role, he is also a territory manager in commercial gym equipment sales in western Pennsylvania. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities, offering advisory services that range from financial planning to managed account platforms. The firm employs a fund-of-funds strategy utilizing ETFs, mutual funds, and individual securities, and integrates technology solutions and operational support for other advisers.

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.

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 at SEIA in Pittsburgh, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. She previously worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC, and has also been associated with LPL Enterprise. Outside of her advisory work, she is a member of Stonewall Alliance, a nonprofit focused on recreational sports and community outreach. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical and security selection, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

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.