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.

Jillian Gisoni is a CFP® with five years of industry experience, currently serving as a financial advisor at Kapusta Financial Group. She has previously worked at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC, among others. Kapusta Financial Group provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets using a non-discretionary approach that incorporates Modern Portfolio Theory and a range of investment vehicles, supported by quarterly reviews and research from sources such as Morningstar and Standard & Poor’s.

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.

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.

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.

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.

Caitlin Cully is a financial advisor at Aspire Wealth Architects with 18 years of industry experience. She holds a Series 66 designation and has worked at Aspire since 2018, following eight years at Wealthcare Capital Management LLC. Aspire Wealth Architects provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a goals-based investment process using Monte Carlo simulation to guide portfolio equity exposure, emphasizing broadly diversified, low-cost, tax-efficient indexed ETFs and offering services such as direct indexing and management of held-away 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.

Chris Roe is a financial advisor at Magnolia Private Wealth, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. His prior roles include long tenures at Waldron Private Wealth and Rx Wealth Advisors, LLC. Outside of advisory work, he operates a CPA practice and manages several business ventures including real estate and tax advisory services. Magnolia Private Wealth is an SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers customized financial planning and portfolio management, combining fundamental and technical analysis, and provides access to private fund investments for qualified clients.

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 at Healthview Asset Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. In addition to his advisory work, Woods serves as the official scorekeeper for Duquesne University’s men's and women's basketball teams. Healthview Asset Management provides fee-based investment management services to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using fundamental and technical analysis, automated rebalancing, and retirement- and healthcare-focused programs, including unique actuarial-style solutions for long-term care funding and income planning.

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.

Lynn Johnson is a financial advisor at 4th River Financial Group, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as President and Chairman of the Board for a nonprofit focused on educating teens about the hazards of distracted driving, organizing fundraising events such as a hockey tournament. 4th River Financial Group provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and business entities. The firm manages approximately $66.6 million across about 301 client relationships, operating primarily on a non-discretionary basis and employing a blend of charting, fundamental, technical, and cyclical analysis within both long- and short-term trading strategies.

Ronald Smith is a financial advisor at 4 Th River Financial Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 4 Th River Financial Group and Financial Independence Group since 2009, as well as Whitney & Associates since 2016. He is also active as an insurance agent for Whitney & Associates and Financial Independence Group, spending approximately 10 hours per month on insurance and annuity marketing. 4th River Financial Group provides investment supervisory services and financial planning to individuals and business entities, managing around $66.6 million in assets across approximately 301 client relationships. The firm operates primarily on a non-discretionary basis, employing a combination of charting, fundamental, technical, and cyclical analysis, and offers services such as personalized Investment Policy Statements, a client newsletter with trade recommendations, and periodic educational seminars.

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.