Ryan Galiotto is a CFP® with 15 years of industry experience, currently serving as a financial advisor at ETCH Financial. His prior roles include work at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of advising, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and co-owns Fueled By Hops, a craft beer microbrewery. ETCH Financial serves individual clients—including both high-net-worth and non-HNW households—as well as small businesses and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm features a distinctive concentration in student loan and college-planning expertise, combining personalized investment strategies with specialized educational resources.

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.

Gary Storie is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of experience in the financial services industry. He has led Storie Financial Advisory LLC since 2010 and also operates a tax preparation business as an Enrolled Agent, providing tax return preparation and support. In addition, he advises clients on life insurance and annuity products, though he does not sell insurance. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning, investment management, and federal and state income tax preparation. The firm uses a Core+Satellite investment approach with non-discretionary management and offers services on an hourly fee basis, including a 20% discount for U.S. military veterans.

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.

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.

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.

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.

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 17 years of industry experience. He is also the managing partner of Urish Popeck & Co., an accounting firm, and serves on the board of directors of BlackRock, Inc., where he chairs the audit committee for the Equity Liquidity Fund. He has held leadership roles in various family partnerships and accounting businesses since the 1970s. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, corporations, and retirement plans. The firm offers customized portfolios and access to multiple investment platforms, serving a client base that includes high-net-worth, institutional, and offshore accounts.

Bradford Hess is a CFP® with 12 years of industry experience, currently serving as an advisor at Steel Tower Investments. His prior roles include positions at Goldman Sachs, Levy Wealth Management Group, LPL Financial, and VOYA Financial Advisors. He is also an independent licensed insurance agent. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, trusts, corporations, retirement plans, and municipal entities. The firm offers customized portfolio solutions and access to alternative investments, serving both domestic and significant non-U.S. clients through a small team with multiple affiliated services.

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 Jr. is a financial advisor at Vista Investment Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. and two years at Strong Capital Management Inc. 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 combined with broad diversification and ongoing rebalancing, managing approximately $324 million in client assets as of March 2026.

Darla Main is a CFP® professional with 36 years of industry experience, currently with Main Advisory, Inc. She previously worked at The STRATEGIC FINANCIAL ALLIANCE, INC. and Cetera Advisors LLC. Outside of advisory services, she is a fixed insurance agent. Main Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary investment management and financial planning. The firm combines fundamental and technical analysis with a long-term investment approach and provides ERISA retirement-plan advisory services as a 3(21) fiduciary.

Amy Braun Bostich is a CFP® professional with 35 years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. for 12 years. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm follows a primarily long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and other assets, supported by a technology-assisted subadvisor platform and regular client contact.

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.

Christine Musuneggi is a financial advisor with MFG Private Wealth in Canonsburg, PA, holding Series 63 and 66 licenses and possessing 26 years of industry experience. She has been with MFG Private Wealth since 2025 and leads The Musuneggi Financial Group, LLC, an independent investment advisory firm. Musuneggi also serves on the NSS Life Advisory Board as a nonprofit board member and conducts seminars through Single Steps Strategies. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory-based investment approach, offering discretionary portfolio management supported by formal Investment Policy Statements and access to third-party managers and specified custodians.

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and The Vanguard Group. Outside of advising, Dunlop works part-time as an independent contractor for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy combined with broad diversification and ongoing rebalancing.

Robert Richardson is a financial advisor with Winthrop Partners - WPA, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Forum Financial Management and EWA, LLC, and was a student for eleven years prior to entering the industry. Winthrop Partners – WPA, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities, offering portfolio management, comprehensive financial planning, and a subscription planning service. The firm employs a combined top-down and bottom-up approach to asset allocation and security selection, coordinating with clients’ tax and estate advisors and applying tax-efficient strategies where appropriate.