Cassidy Richardson is a CFP® with 10 years of industry experience, currently serving at Allegheny Financial Group since 2016. She holds the Series 63 and Series 65 licenses and is based in Pittsburgh, PA. 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-backed approach with both discretionary and non-discretionary mandates, and it is notable for its advisory role in private funds and pooled vehicles.

Todd Luniewski is a financial advisor with Sequent Planning, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual United Of Omaha Insurance Company for 27 years and has been affiliated with Futurity First Insurance Group since 2018. He also conducts insurance agency activities alongside his advisory role. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, access to third-party model managers, and retirement-plan services. The firm employs a structured risk framework and provides diversified investment solutions through a network of independent adviser representatives.

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Matthew Haller is a CFP® professional with seven years of industry experience, currently serving at Allegheny Financial Group where he has worked for ten years. He holds a Series 66 license and is based in Pittsburgh, PA. Allegheny Financial Group manages approximately $5.59 billion through a multi-advisor team providing services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management, utilizing a research department and investment committee to oversee diversified mutual fund portfolios and both discretionary and non-discretionary mandates.

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 14 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of advising, he serves as a youth and collegiate soccer official and works as an insurance agent specializing in healthcare, life, and various other insurance lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and primarily delivers managed solutions through platform relationships with Envestnet and Pershing.

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.

John Waldron is a financial advisor at Waldron Private Wealth with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waldron Private Wealth for over 30 years, with a five-year tenure at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member and outside business advisor for a biomedical firm, Longeviti Neuro Solutions. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, and various entities. The firm emphasizes strategic asset allocation across multiple asset classes and offers family-office services alongside portfolio management and investment consulting.

Christopher Sidoni is a CFP® and CFA® with 19 years of industry experience. He has been with Gibson Capital, LLC since 2011 and continues to serve as an advisor at the firm. Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm follows a strategic asset-allocation philosophy, emphasizing customized, diversified portfolios implemented primarily through mutual funds and ETFs, disciplined rebalancing, and client involvement in the design process.

Anthony Fontana II is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has three years of industry experience, including prior roles at Brookstone Capital Management and AE Wealth Management. In addition to his advisory work, Fontana operates Annuity IQ, LLC, where he focuses on life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model while using multiple analytical approaches to guide portfolio management.

Brian Sommers is a CFA® charterholder with 23 years of industry experience. He is currently a principal and Chief Investment Officer at HBKS Wealth Advisors and Park Shore Partners, having worked at HBKS since 2014 and Park Shore Partners since 2023. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios and a broad range of strategies, including fixed income, alternatives, and cryptocurrency exposure, with services delivered primarily on a discretionary basis.

Kaleigh Price is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Waldron Private Wealth since 2022 and previously worked at Lincoln Investment LLC. In addition to her advisory role, she operates as an independent insurance agent. Waldron Private Wealth provides investment management and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm’s investment approach includes strategic asset allocation across multiple asset classes, utilizing mutual funds, ETFs, third-party managers, and alternative strategies, along with family-office services and specialized insurance product management.

Nancy Mckee is a CFP® and holds a Series 66 designation, with 19 years of industry experience. She has been with Allegheny Financial Group in Pittsburgh, PA, since 1988. 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, risk-managed approach that includes discretionary and non-discretionary mandates and private fund recommendations.

Edward Kelly Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 12 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Martin Valentic is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Hornor, Townsend & Kent since 2015. Outside of his advisory role, Valentic is a part-owner of racehorses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates dual registrations as an SEC-registered adviser and FINRA-member broker-dealer.

Paul Pigman Jr. is a financial advisor at First Manhattan Co. LLC with over 40 years of industry experience. He holds the ChFC® designation and previously worked at Northwestern Mutual Investment Services LLC, BNY Mellon Wealth Management, and Solenture Advisors LLC. Outside of his advisory work, he owns Pigpop Racing, where he serves as a high performance driving instructor and team management advisor, and he is president of Scouting America’s Laurel Highlands Council. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed portfolios with passive investments and integrated wealth planning.

Jason Laux is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2019 and has been involved with Synergy Financial since 2013. Outside of his advisory roles, he is the owner and president of Synergy Group, Inc., where he manages operations and human resources, and he also presents courses and administers the website pghretirementcourses.com. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions using various investment approaches.