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.

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.

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.

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.

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.

John Mccarthy is a financial advisor at Gallatin Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Premier College Planning. Outside of advisory services, he is also a licensed insurance agent selling fixed life insurance. Gallatin Financial Advisors serves primarily individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm integrates accounting and insurance services within its advisory team and provides investment management guided by asset allocation and security analysis.

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.