Terry Knepp is a CFP® professional with 22 years of experience in financial advising. He has been with Allegheny Financial Group Ltd since 2004 and also worked at Allegheny Investments, Ltd. from 2004 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm uses mutual-fund-based portfolios guided by in-house research and an investment committee, and it manages private funds for qualified investors alongside discretionary and non-discretionary portfolio management.

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 been with Blackridge since 2016. Additionally, he serves as president of Gateway Strategies, where he is involved in 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 through a network of investment adviser representatives. The firm utilizes model-based portfolio management and offers services via an online platform, often managing client accounts through affiliated turnkey asset management and wrap-fee programs.

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 a financial advisor at Simplicity Wealth with 17 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Gradient Advisors, Woodbury Financial Services, and Questar Asset Management. Outside the advisory field, he works as a territory manager selling commercial gym equipment in western Pennsylvania. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides a technology-driven platform for advisors featuring model portfolios, risk management, and operational support.

Robert Martz is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at BCG Securities since 2017 and previously held roles at Voya Financial Advisors and Renshaw, Hart, Grae & McConahy Inc. Martz is also president of Hart, McConahy & Martz, Inc., an insurance sales and service firm, and serves as vice president of the Safe Harbor Condominium Association. BCG Securities serves institutional retirement plans and individual clients with accounts typically above $25,000, offering services including portfolio management, financial planning, and pension consulting. The firm focuses on customized investment policy statements, predominantly manages assets on a non-discretionary basis, and utilizes independent third-party managers alongside various analytical approaches.

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.

Jena Reinheimer is a financial advisor at Avantax Planning Partners, Inc. with one year of industry experience. She holds the Series 65 designation and has worked previously at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., and GA Investment Management. Outside of finance, she has experience working in the food service industry at Mac's Cafe and spent eight years affiliated with Butler High School and Slippery Rock University. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, and insurance entities.

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.

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.

Joseph Matusz is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior work includes roles at Fortune Financial Services, Inc. and Golden Triangle. He is also an independent insurance agent. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision and employs multiple methods of analysis, including fundamental, technical, charting, and cyclical approaches.