Michael Bucci is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Schneider Downs Wealth Management Advisors since 2009. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process driven by manager research and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Alexander Papson is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Schneider Downs Wealth Management Advisors, LP since 2019 and previously held roles at Purshe Kaplan Sterling Investments, D.B. Root & Company, LLC, and Cantor Fitzgerald Wealth Partners. He is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management, financial planning, and retirement plan consulting, employing a process that includes manager research, risk-tolerance review, and diversified portfolio construction.

Nicholas Koury is a CFP® credentialed advisor with five years of industry experience, currently with Waldron Private Wealth. He has been with Waldron since 2018, with prior work experience at Gander Mountain and Campbell University. 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 broad range of family-office services alongside portfolio management and consulting.

Michael Riordan is a Series 65-credentialed advisor at Arax Advisory Partners with 14 years of experience in the financial industry. He has been with SRS Capital Advisors, Inc. since 2012 and serves as a Managing Director and owner of SRS Investment Services, LLC, a partnership involved in collective advisory efforts. Arax Advisory Partners is a multi-team, SEC-registered wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Michael Parsons is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, with nine years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Global Retirement Partners, Henderson Brothers, LPL Financial, ACA Compliance Group, and CBIZ Financial Solutions. Parsons also worked for seven years at Applebee’s before entering the financial services industry. 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 employs a Financial Goal Plan and an internal Investment Committee using Modern Portfolio Theory to guide investment allocation, offering discretionary and non-discretionary portfolio management along with related tax and accounting services.

Danielle Reitz is a CFP® with 26 years of industry experience, currently serving at Aprio Wealth Management, LLC. She previously worked at Facet Wealth, Icma Rc, and USAA Financial Advisors. Reitz holds a Series 63 license and is based in Pittsburgh, PA. Aprio Wealth Management provides discretionary and non-discretionary advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading techniques, offers financial planning and plan sponsor consulting, and maintains approximately $1.57 billion in assets under advisement as a 3(21) adviser.

Jason Klein is a CFA® charterholder with five years of experience in the financial industry. He is currently affiliated with HBKS Wealth Advisors and Park Shore Partners, where he holds roles including Director of Fixed Income and Portfolio Manager. His prior experience includes positions at JKMilne Asset Management and FNB Corporation. HBKS Wealth Advisors is an enterprise firm with 73 advisors, serving clients with a range of wealth management and investment services.

James Moyer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Prior to joining Schneider Downs, he worked at PNC Bank N.A. from 2014 to 2018. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors, providing fee-based investment management, financial planning, and retirement plan consulting through a committee-driven investment process and diversified portfolio construction.

Joseph Marstellar is a financial advisor at Allegheny Financial Group Ltd in Pittsburgh, PA, holding a Series 66 designation with 20 years of industry experience. He has been with Allegheny Financial Group since 2011 and was also affiliated with Allegheny Investments Ltd from 2011 to 2024. Allegheny Financial Group provides investment management and financial planning services to individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a mutual-fund-based investment approach supported by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management along with managed account programs and private funds for qualified investors.

Andrew Steigerwald is a CFP® professional at Waldron Private Wealth with one year of industry experience. His work history includes roles at Waldron Private Wealth since 2023, as well as prior experience at Robert Morris University and Soergel Orchards. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment process emphasizes strategic asset allocation across a range of asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, alongside an extensive suite of family-office services.

Stephen Receski is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Spire Investment Partners, LLC since 2009. Outside of his advisory role, he performs outside accounting work for businesses and individuals through a separate tax services business in the Pittsburgh area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management options including discretionary and non-discretionary services. The firm employs a diverse mix of investment strategies and offers access to proprietary risk overlays and various third-party programs.

Cassidy Richardson is a CFP® with 10 years of industry experience, currently serving at Allegheny Financial Group Ltd since 2016. Prior to joining Allegheny, Richardson worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, and also spent six years at Rockefellers Bar and Grille. 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 supported by in-house research and an investment committee, implements client mandates through third-party Independent Managers, and manages private funds for qualified investors.

Todd Luniewski is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Sequent Planning since 2019 and previously spent 27 years with Mutual of Omaha and its affiliated entities. In addition to his advisory role, he works as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, third-party model manager access, and retirement plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications uncommon for firms of its size.

Matthew Haller is a CFP® with six years of experience in financial advising, currently serving at Allegheny Financial Group Ltd since 2016. He holds the Series 66 designation and works out of Pittsburgh, PA. Allegheny Financial Group provides investment management and financial planning to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm utilizes mutual-fund-based portfolios guided by in-house research and an investment committee, offering both discretionary and non-discretionary portfolio management alongside managed account programs and private funds for qualified investors.

Stacey Brady is a financial advisor at Diversified, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, she is an independent insurance agent licensed in Pennsylvania for life, fixed annuities, long-term care, accident, and health insurance. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms.

Dale Groce is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

Tyler Mock is a financial advisor with Waldron Private Wealth holding a Series 65 designation and nearly two years of industry experience. Prior to joining Waldron, he worked at Heritage Wealth Advisors and Crawford Ellenbogen, LLC. 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 multiple asset classes, utilizing mutual funds, ETFs, interval funds, and third-party managers.

Lucas Feathers is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, Feathers is an insurance agent specializing in healthcare, life, annuity, disability, dental, vision, Medicare supplement, Medicare Advantage, long-term care, and critical illness insurance, and serves as a youth and collegiate soccer official. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers on its platform.

Kenneth Hanna is a financial advisor with United Capital Financial Advisors in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. He is also co-owner of CoStar Brewing, a Pittsburgh-based business where he assists with management. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, access to third-party managers, alternative investments, and client-facing technology.

Zachary Sell is a financial advisor with Avantax Planning Partners, Inc. holding Series 66 and Series 63 designations and has 10 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Stratos Wealth Advisors, LLC. Outside of his advisory role, Sell serves as an assistant coach for pre-academy level soccer players aged 6 to 8 with Beadling SCS Soccer. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, businesses, and pension plans. The firm primarily operates through CPA firms and registered Advisor Representatives and employs tax-intelligent strategies and firm-designed style allocation models to manage approximately $7.57 billion in assets.