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® professional with 42 years of industry experience, currently affiliated with O.N. Investment Management Company. His prior experience includes roles at Ohio National Financial Services, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. He is also actively involved in multiple insurance brokerage businesses, focusing on life, disability, medical, long-term care, annuity, homeowner, and automobile insurance. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms and investment programs that combine third-party discretionary options with adviser-directed managed accounts.

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 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.

Matthew Helfrich is a CFP® with 21 years of industry experience, currently serving at Waldron Private Wealth. He has been with the firm since 2002. Helfrich participates in several community and educational boards, including the Propel Schools Foundation, Pace School, and the Duquesne University Investment Center Advisory Council. 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 range of portfolio management and 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.

Heather Brinker is a financial advisor at SEIA with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, LPL Enterprise, and Pruco Securities. Outside of her advisory role, she is involved with Stonewall Alliance, a nonprofit organization supporting recreational sports and community outreach in Pittsburgh. SEIA provides investment advisory and planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven investment process supported by a dedicated research group and offers various managed account programs alongside modular and comprehensive financial planning services.

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.

Ryan Papp is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Lincoln Investment and Cambridge Investment Research. He also provides tax preparation services through ATI Financial Services on a seasonal basis. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team that employs proprietary screening processes and various portfolio management options.

Kelli Mc Ginnis is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. She previously worked at Morgan Stanley, PNC Capital Markets, and Merrill. Outside of her advisory role, she operates an Etsy shop where she designs and sells jewelry as a hobby. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, and placement-agent services for private funds, utilizing both discretionary and non-discretionary investment approaches across multiple platforms.

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.

Justin Kovac is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2021 and was previously with Ernst and Young LLP from 2015 to 2020. Outside of his advisory role, Kovac is a partner at ATI Financial Services LLC, where he is involved in accounting, tax, and payroll services including IRS representation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management utilizing an in-house Investment Management & Research team and maintains close affiliations with Lincoln Investment and Pershing/BNY.

Robert Lauro is a financial advisor with Blackridge Asset Management, LLC in Pittsburgh, PA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. He has worked at Blackridge since 2017 and is also associated with PEAK Brokerage Services, LLC and Gateway Strategies, Inc. Outside of his advisory roles, he owns a marketing organization and insurance agency involved in health, long-term care, disability, medical, and life insurance sales. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, discretionary and non-discretionary portfolio management, and consulting, using tailored asset-allocation proposals and a combination of third-party and advisor-created models.

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.

Patrick Sweeney II is a CFP® with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.