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 Series 66-licensed financial advisor at Allegheny Financial Group with 21 years of industry experience. He has been with Allegheny Financial Group since 2011, following three years at Wrp Investments, Inc. Allegheny Financial Group is a multi-advisor firm managing approximately $5.59 billion across individual, trust, estate, and retirement plan clients. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of discretionary and non-discretionary mandates, third-party manager recommendations, and private fund advisory services with enhanced operational oversight.

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.

Kent Newhart is a Series 65-registered financial advisor with 24 years of industry experience. He is currently with CX Institutional, LLC and previously worked at ATA Financial Group LLC and ATA Management Strategies. He serves as president of the Whitehall Township Industrial & Commercial Development Authority. CX Institutional provides portfolio management, financial planning, and retirement plan consulting to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates technology platforms for consolidated reporting and tax-efficient asset location.

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.

Jonathan Wicker is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at VOYA Financial Advisors and Lincoln Investment. Wicker serves as treasurer and board member for a nonprofit youth lacrosse association. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships through Lincoln Investment and other partners.

Jacob Stotsky is a financial advisor at Confluence Financial Partners with a Series 65 credential and one year of industry experience. His prior experience includes roles at Allegheny Financial Group, Bank of America, BNY Mellon, and Merrill Lynch, as well as teaching positions at Allegheny College. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and institutional clients, with particular expertise in retirement plan consulting for ERISA plan sponsors. The firm uses a combination of active and passive investment strategies and emphasizes fiduciary practices and macroeconomic analysis in its portfolio management.

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.

Brian Ripley is a financial advisor at Confluence Financial Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer from 2015 to 2021 before joining Confluence Wealth Services, Inc. in 2021. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm emphasizes asset allocation and macroeconomic analysis, providing both discretionary and non-discretionary investment management along with specialized retirement plan consulting for ERISA plan sponsors.

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.

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.