Catherine Kapusta is a financial advisor at Kapusta Financial Group in Pittsburgh, PA, holding a Series 65 designation with eight years of industry experience. She has been with Kapusta Financial Group since 2014. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets, offering comprehensive planning and non-discretionary portfolio management based on client-specific profiles and asset-allocation models.

Alan Popa is a financial advisor at Popa Financial Services, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been leading Popa Financial Services since its founding in 2001. In addition to his advisory role, he is president of Popa & Associates, PC, a full-service accounting firm providing tax, estate planning, auditing, and business advice to individuals and businesses. Popa Financial Services, Inc. is an independent registered investment adviser offering personalized financial planning and discretionary portfolio management to individuals, plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment approach using passive index funds and ETFs complemented by actively managed funds, along with options-based defined outcome strategies and tailored written investment policies.

Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.

Kenneth Sullivan is an investment adviser representative at Retire Pittsburgh Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related firms since 2016, including ownership and an insurance agent role at Retire Pittsburgh LLC. He is also involved with The Retirement Guys Formula, an affiliated business he has operated since 2017. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental and technical analysis to manage portfolios, employing a range of securities and strategies tailored to client goals.

Kenneth Urish is a financial advisor at Steel Tower Investments with 16 years of industry experience. He has been involved with KEBSA Family Partnership, LP since 2003 and Urish Popeck & Co., LLC since 1976. He serves on the board of directors of BlackRock, Inc., where he is the audit committee chairperson for the Equity Liquidity Fund. Steel Tower Investments advises individuals, trusts, estates, corporations, retirement plans, and municipal entities, managing approximately $300.7 million across 43 clients. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a mix of firm and third-party models, sub-advisers, and unified managed account overlays.

Bradford Hess is a CFP® with 12 years of industry experience currently serving as a financial advisor at Steel Tower Investments since 2023. He previously worked at Levy Wealth Management Group and LPL Financial from 2021 to 2023, and at Goldman Sachs from 2016 to 2021. Hess is also a licensed insurance agent. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts and estates, corporations, retirement plans, and municipal entities. The firm offers customized portfolio solutions and access to alternative investments through affiliated broker-dealer and insurance entities, managing approximately $258.6 million with a small adviser team.

Matthew Viverette is a financial advisor at Vista Investment Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Vista Investment Management since 2014. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing, focusing on portfolio management rather than standalone financial planning.

Lawrence Eakin is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, businesses, and retirement plan participants, along with limited pension consulting. The firm emphasizes fundamental, value-oriented security selection and broad diversification, using internal research and tactical allocation tools such as derivatives and exchange-traded strategies.

Douglas Woods is a financial advisor with Healthview Asset Management, Inc. He holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. Outside of his advisory work, he serves as the official scorekeeper for men's and women's basketball games at Duquesne University. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to both individual and institutional clients. The firm integrates actuarial algorithms into healthcare-centered planning and offers customized investment solutions, including Health Savings Account and Health Reimbursement Arrangement programs.

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC with nine years of industry experience. He previously worked at Merrill, UBS Financial Services, and The Vanguard Group. Outside of advisory work, he also drives passengers for Uber on a part-time basis. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm follows a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing.

Robert Richardson is a financial advisor at Winthrop Partners - WPA, LLC in Pittsburgh, PA. He holds a Series 65 designation and began his industry career in 2023 after completing 11 years as a student. Prior to joining Winthrop Partners in 2025, he worked at Forum Financial Management and EWA, LLC. Winthrop Partners provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a top-down and bottom-up fundamental approach to portfolio construction, offering a range of strategies from Ultra Conservative to Aggressive Growth, and coordinates with clients’ tax and estate advisors.

Henry Kasky is a financial advisor with Securities Brokerage Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and General American Life since 1971. In addition to his advisory role, Kasky is an independent insurance agent with a longstanding involvement in insurance services, including disability, fixed annuities, life, and long-term care products. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm offers fee-based, non-discretionary investment advisory services, institutional consulting, and tailored financial planning, managing $16.2 million in assets across 42 clients.

Anthony Landau is a financial advisor with Popa Financial Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Venn Wealth & Benefit Services from 2015 to 2018 and has been associated with K2 Financial Group since 1995, where he may spend up to half of his time. Popa Financial Services, Inc. is an independent registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment strategy combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and tailored written investment policy statements.

Yongjun Li is a financial advisor at Kailasa Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is the owner of RAV Group LLC, which invests in early-stage technology and life science start-ups and provides business process consulting to technology companies. Kailasa Capital Management offers wealth management, investment management, financial planning, and advisory services to individuals, family offices, institutions, and pooled investment vehicles. The firm employs a primarily long-term, fundamentals-based investment approach and combines individual equities, fixed income, ETFs, mutual funds, and derivatives for portfolio construction and risk management.

Olivia Knecht is a financial advisor at Compass Investments LLC with five years of industry experience. She holds a Series 65 designation and has worked at Compass Investments since 2021. Outside of her advisory role, she is involved with Bright Horizons, Crossroads Counseling, Inc., and the University of Pittsburgh. Compass Investments advises individual investors, high-net-worth individuals, trusts, estates, charitable organizations, self-employed persons, and other business entities. The firm offers discretionary asset management with tailored portfolios based on client objectives and risk tolerance, combining fundamental and selective technical analysis alongside active and passive strategies.

Pegler Swift is a financial advisor with Compass Investments LLC based in Pittsburgh, PA. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. He has worked with Northwestern Mutual Investment Services, LLC since 2007 and with Keith Dragoo since 2006. Compass Investments serves individual and institutional clients, including high net worth households, trusts, estates, charitable organizations, and self-employed persons. The firm delivers tailored asset management primarily on a discretionary basis, combining financial planning and account consolidation with an investment process that incorporates fundamental and technical analysis alongside active and passive strategies.

John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.

Kurtis Savage is a financial advisor at MacDougall Financial Counseling with 13 years of industry experience. He holds a Series 65 license and has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management for individual clients, trusts, charities, and organizations, serving both non-high-net-worth and high-net-worth households. The firm emphasizes portfolios constructed with no-load mutual funds and ETFs, focusing on diversification and equity bias, while managing roughly $425 million in client assets across several hundred accounts.

Robert Finn is a CFP® professional with five years of industry experience, currently serving at Beacon Light Wealth Management since 2025. Prior to this, he worked for Northwestern Mutual in multiple roles from 2019 to 2025. Beacon Light Wealth Management provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, families, and small businesses. The firm employs a goals-based approach with strategic, diversified asset allocation and tax-aware implementation, managing approximately $39.1 million on a discretionary basis.

Glen Rolofson is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Compass Investments since 2007. Compass Investments serves a diverse client base including high net worth individuals, trusts, estates, charitable organizations, and professionals across various fields. The firm offers tailored asset management with a focus on individualized investment processes, combining fundamental and technical analysis alongside active and passive strategies, while emphasizing tax efficiency and intergenerational planning.