Ralph Servati is a financial advisor with Securities Brokerage Services in Carnegie, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Securities Brokerage Services since 2011. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. 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 one-time financial planning, managing over $16 million in assets for 42 clients.

Barry Fasenmyer is a financial advisor with Securities Brokerage Services, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior firms include Cetera, MetLife Securities, and Legacy Consulting Group. 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 provides non-discretionary, fee-based investment advisory and consulting services tailored to client objectives, with all accounts custodied through Pershing via Cetera.

Stephen Blahovec is a financial advisor at North River Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for nine years before joining North River Wealth Advisors. North River Wealth Advisors provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach combining passive and active management with strategic asset allocation, integrating risk management and tax-aware planning across various financial areas.

Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.

Samuel Abraham is a CFP®, ChFC®, and Series 65-licensed advisor with 14 years of industry experience. He has been with Qualified Planning since 2016 and previously worked at OnPointe Advisory and Financial Services, LLC. In addition to his advisory role, he owns and operates an insurance agency, Abraham Financial Planning, where he is an insurance agent. Qualified Planning provides investment advisory services primarily to individual clients, as well as pension/profit-sharing plans and corporations. The firm emphasizes passive, asset-allocation-driven portfolios using exchange-traded funds and mutual funds, and offers discretionary model portfolio management alongside a manager-of-managers program.

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.

Richard Lerach is a CFP® with 24 years of industry experience, currently serving at Atmos Advisory, LLC. His prior work includes roles at UBS/The LRM Group, M Holdings Securities, and Gateway Financial Group. He is involved in several community organizations, including serving as chair of the investment committee for the Children's Museum of Pittsburgh and Mt. Lebanon Community Foundation, and volunteering as a ski patroller. Atmos Advisory serves a diverse client base that includes individual investors across wealth tiers, pension plans, trusts, and estates. The firm employs ETF-focused, modern portfolio theory–based strategies with a discretionary approach, emphasizing tax awareness, low turnover, and periodic rebalancing, while managing a concentrated client roster through a small advisory team.

Stuart Strasner II is a CFA® charterholder with six years of industry experience. He is affiliated with Defiant Capital Group and has previously worked at Five Nations Capital LLC and PNC Financial Services. Defiant Capital Group provides wealth management, financial planning, and family-office style services primarily to high-net-worth individuals, families, family offices, foundations, and institutions. The firm employs an open-architecture investment approach that combines external managers and individual securities, conducts formal due diligence on third-party managers, and offers tailored investment strategies and monitoring.

Michael Dudkowski is a financial advisor at VAM Group, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Hightree Advisors and Willis Towers Watson. He serves as a volunteer board member for Achieva Family Trust, a nonprofit supporting individuals with disabilities. VAM Group, LLC provides portfolio management services to individuals, pension and profit-sharing plans, and state or municipal government entities. The firm employs a variety of investment methods and conducts monthly account reviews, serving a relatively small client base with discretionary assets under management.

Andrew Van Treeck is a CFP® professional with two years of industry experience, currently serving at Hippocratic Financial Advisors. Prior to joining Hippocratic Financial Advisors in 2023, he worked at Fort Pitt Capital Group and held roles at Jewish Family and Community Services and Compass Americorps. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing fee-only wealth management, comprehensive financial planning, and educational seminars. The firm’s investment approach is long-term and goals-based, with customized portfolios emphasizing diversification, tax-aware asset location, and cost minimization.

Matthew Arndt is a CFP® and CFA® with 18 years of industry experience. He has been with Gallatin Investments, LLC since 2012. Outside of his advisory role, he is also a CPA and provides tax return services through a separate accounting practice. Gallatin Financial Advisors serves primarily individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a disciplined investment approach based on asset allocation and security analysis, providing clients with discretionary account management and tiered subscription planning options.

Cole Harris is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at JMH Wealth Management, LLC since 2018 and previously held roles at the Ministry of Education in Spain and AeroTek. JMH Wealth Management serves high-net-worth individuals and related entities, providing customized, discretionary investment management combined with financial planning at no additional charge. The firm employs a fundamentally based investment process with centralized portfolio decision-making and manages approximately $124 million for a small client base.

Michael Trauman is a financial advisor at Reliance Financial Advisors with a Series 66 designation and three years of industry experience. His background includes roles at Commonwealth Financial Network, Deloitte, and the Ohio Society of CPAs. Outside of financial advising, he is involved in tax preparation through a CPA practice. Reliance Financial Advisors is a small firm providing tailored financial planning services to individuals, trusts, non-profits, and businesses. The firm offers a broad scope of planning services and generally delivers non-discretionary advice through hourly or fixed-fee engagements, with implementation services directed through affiliated broker-dealer platforms.

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

Theodore Staats III is a financial advisor with Securities Brokerage Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, and Cetera Advisor Networks. He also holds a license as a fixed insurance agent, selling life insurance. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofits, and business entities. The firm offers non-discretionary, fee-based advisory services, institutional consulting, and tailored financial planning, managing client accounts through a dual brokerage and advisory model.

Thomas Boris is a financial advisor with Guardian Capital, LLC, where he has worked for 14 years. He holds legal credentials and has also practiced law at the Elder Law Offices of Shields & Boris for over 22 years. Outside of his financial advisory role, he maintains an active legal practice specializing in elder law and insurance services. Guardian Capital, LLC manages approximately $128 million for about 240 clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services using a variety of investment strategies and third-party model services.

Steven Templeton is a CFP® with over 22 years of experience at Templeton Financial Planning and previously worked at Gene Root CFP for four years. He maintains a Series 63 registration and is based in Coraopolis, PA. Approximately 70% of his professional time is dedicated to comprehensive financial planning services including tax preparation, tax planning, and small business consulting. Templeton Financial Planning serves individuals and families across income levels with no minimum asset requirement, focusing on fee-only comprehensive planning that integrates investment advice with tax, retirement, education, and estate planning. The firm uses a non-discretionary approach to investment recommendations and emphasizes tax-efficient portfolio construction using no-load mutual funds, ETFs, and indexed strategies.

David Martin is a financial advisor at Financial Advisors Consortium, Inc. with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in mortgage brokerage through Independence Lending LLC and real estate brokerage with Right Direction Real Estate, LLC. Financial Advisors Consortium, Inc. serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides financial planning, consulting, and discretionary investment management using a combination of technical, fundamental, and cyclical analysis alongside modern portfolio theory.

Ryan Knoll is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Nav Wealth Partners since 2024. He previously worked at Ameriprise Financial Services LLC and PNC Investments, LLC. Knoll is also a licensed insurance agent. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to create diversified portfolios aligned with client investment policy statements.

Elizabeth Genter is a financial advisor at Schenley Capital, Inc. with 17 years of industry experience and holds Series 65 and Series 63 licenses. She has worked at Schenley Capital since 1989. Outside of her advisory role, she serves as an Edgeworth Borough Councilwoman and is a board member of BOSS Controls, LLC. Schenley Capital primarily serves individual investors, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and an automated advisory option through Schwab Institutional Intelligent Portfolios, combining hands-on planning with automated strategies and selective private fund recommendations.