Kyle Smith is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at NewEdge Advisors LLC, New Edge Wealth, NewEdge Securities, Inc., and Mid Atlantic Financial Management, Inc. Smith 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, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting, while integrating advanced technology and multiple investment platforms.

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.

Aaron Zitalone is a financial advisor at Heritage Wealth Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Cetera Investors. Heritage Wealth Advisors serves high-net-worth individuals, families, trusts, business entities, non-profits, and retirement plans, offering portfolio management, financial planning, tax preparation, and retirement-plan advisory. The firm utilizes personalized asset allocation models and manages private investment funds, providing integrated consulting and coordinating with outside professionals as needed.

Eric Matsko is a CFP® professional with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. He holds the Series 66 designation and is based in Pittsburgh, PA. Outside of his advisory role, he serves as the house manager for the Fort Macintosh Club, a private social club. Allegheny Financial Group advises a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management and financial planning services, employing an in-house research team and investment committee to guide portfolio construction using mutual funds, ETFs, and other pooled products.

James Scanlon is a CFP® with 17 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2025. Prior to this, he worked for nine years at Spire Investment Partners, LLC. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm employs a range of investment strategies, combining passive and active management with various analytical approaches tailored to client objectives.

Sean Gibbon is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with JFS Wealth Advisors, LLC since 2016. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to guide investment decisions, offering both discretionary and non-discretionary account management.

Richard Carlin is a financial advisor with Sound Income Strategies, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. His prior roles include positions at LPL Financial, Northwest Bank, Edward Jones, and Fisher Investments. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and registered advisors, offering asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies with active portfolio management and also provides insurance planning and educational workshops through affiliated entities.

Mitchell Woods is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, AXA Advisors, and Tom Lange Company. Outside of his advisory role, he is also licensed as an insurance agent, offering insurance products to clients. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and a range of retirement-plan services through a network of approximately 97 advisers using a structured risk framework and diversified investment strategies.

Wiley Belknap is a financial advisor at Compound Planning, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Motley Fool Wealth Management, TMF Investments, Ayco/Goldman Sachs, and United Capital Financial Advisers. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-based investment approach incorporating fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Steven Bertolo is a financial advisor at Citizens Private Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at BPU Investment Management and Questar Asset Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Brady Petersen is a Certified Financial Planner (CFP®) with 16 years of experience in the financial industry. He is affiliated with Larson Financial Group, LLC and has held roles at Petersen Financial LLC since 2019 and Larson Financial Securities since 2011. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model portfolios and customized discretionary programs with strategic and tactical approaches, including option overlays and separately managed accounts, while incorporating AI-assisted tools alongside human review.

Kevion Latham is a CFP® with 14 years of industry experience currently advising at Northwest Asset Management. His prior roles include positions at The Colony Group, LLC, Kailasa Capital Management LLC, and Raymond James Financial Services. In addition to financial advising, he owns and oversees GreenRose Tax & Accounting, providing accounting services and client coordination. Northwest Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm focuses on customized investment management based on strategic asset allocation and Modern Portfolio Theory, offering a range of services including retirement planning, tax preparation, and sub-advisory support.

William Stotz is a financial advisor at Staley Capital Advisers Inc with 25 years of industry experience. He holds a Series 65 designation and has been with Staley Capital Advisers since 1998. Outside of his advisory role, he serves as a board member of Virtech Bio, Inc., a company developing an oxygenating solution for trauma treatment and organ preservation. Staley Capital Advisers provides discretionary portfolio management to high-net-worth individuals, families, endowments, charitable organizations, corporations, and profit-sharing plans. The firm employs a long-term, value-driven investment approach while tactically addressing short-term market dislocations, managing both private accounts and a concentrated long/short limited partnership.

Donna Kline is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at HBKS Wealth Advisors, HBK Sorce Insurance LLC, and Purshe Kaplan Sterling Investments since 2015. Kline is also the author of *The Fundamentals of the Futures Market*. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm uses a range of strategies and proprietary models to tailor portfolios and offers additional services including pension consulting and a high-net-worth service branded as Level 3.

Justin Bensema is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. He has worked at Fifth Third Wealth Advisors since 2023 and has prior experience at BNY Mellon. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Rylan Marx is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005. Outside of advisory services, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax and accounting returns. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes fiduciary responsibility through its in-house Investment Management & Research team and proprietary investment screening process.

Matthew Painter is a financial advisor with Capital Analysts in Allison Park, PA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment Planning, Inc. for 18 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and emphasizes an in-house investment management team that utilizes proprietary screening processes and model portfolios.

William Baker is a CFA® charterholder with over 23 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Citizens Securities, Inc. and Citizens Financial Group. Baker is also involved with Riverview Wealth Partners, LLC, a DBA for Stratos advisory business. Stratos Wealth Advisors serves a range of clients including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to SEI’s investment management and custody services.

Lindsay Wilcox is a CFP®, ChFC®, and holds a Series 66 license with six years of industry experience. She has worked at Waldron Private Wealth since 2021 and previously held roles at Wells Fargo Clearing and UBS Financial Services. Outside of her advisory work, Wilcox has experience in fitness instruction, having worked with Pure Barre Peters Township for eight years. 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 a variety of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and offers an extensive suite of family-office services.