James Lange is the principal of Lange Financial Group, LLC in Pittsburgh, PA, with 24 years of experience in financial advising. He also owns and supervises three affiliated businesses: a CPA firm, a law office, and a life and health insurance firm. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning and consulting, including tax-related planning. The firm coordinates implementation through independent investment managers and offers educational programming such as newsletters and seminars.

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.

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.

Dennis Criteser is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bayside Financial, LLC since 1999. Outside of finance, he has been involved with the Blue Bear School of American Music since 1982. Compass Investments serves a diverse client base including high net worth individuals, trusts, charitable organizations, and professionals from various fields. The firm offers tailored asset management with an individualized investment process that combines fundamental and technical analysis, active and passive strategies, and emphasizes tax efficiency and account consolidation.

Sean Ohara is a financial advisor at Kelley Investments with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Kelley Investments since 2000. Outside of his advisory role, he works as a flight instructor. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across over 200 client relationships, employing proprietary portfolio strategies with a growth-at-a-reasonable-price style and a buy-and-hold approach.

Ronald Heakins is a financial advisor at Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He is the majority owner of Oakmont Investment Advisors, which operates as Oak Tree Investment Advisors, and has been involved in expert services and fiduciary auditing through related entities. Oak Tree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of macroeconomic analysis, fundamental company research, and technical indicators to construct diversified portfolios, including a distinctive weekly-rebalanced Zacks trading strategy and tactical covered-call approaches.

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His career includes roles at multiple firms such as Blackridge Asset Management and PNC Wealth Management. Outside his advisory work, he is a business owner of East Coast Sports Association, LLC. 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 utilizes a combination of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.

Samuel Kramer is the sole advisor at Kramer Fiduciary Services in Pittsburgh, PA, with 30 years of experience at the firm. He holds credentials as a CPA and provides financial planning, investment consultation, and income tax preparation. Kramer Fiduciary Services serves a limited number of individual investors, trusts, estates, and businesses, focusing on education, written asset allocation reports, and consultation with a long-term, tax-efficient investment approach. The firm combines CPA and registered investment adviser roles, offering fee structures based on consultation and hourly engagements rather than asset-based fees.

Christian Halas is a financial advisor with Venn Wealth & Benefit Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Venn Wealth since 2006 and also owns Halas Consulting, a separate business offering insurance planning and tax preparation. Additionally, Mr. Halas has provided fitness training to individuals for over 10 years on a part-time basis. Venn Wealth & Benefit Services is an independent, fee-based Pennsylvania registered investment adviser serving individuals, trusts, and ERISA-qualified plans. The firm manages discretionary and non-discretionary portfolios using unified managed accounts, model allocations, and third-party managers, while also offering ERISA fiduciary services to plan sponsors.

Elizabeth Urish is a financial advisor at Steel Tower Investments with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Up Strategic Wealth Investment Advisors, LLC since 2013. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers customized portfolios and model portfolios with access to various investment vehicles and supports institutional and offshore accounts, managing approximately $258.6 million for a small client base with a team of four advisors.

Nicole Cosnotti is a financial advisor at Atmos Advisory, LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Atmos Advisory since 2015. Prior to that, she worked at Gateway Financial Group and M Holdings Securities, Inc. Cosnotti is also a Pennsylvania notary public. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets, focusing on ETF-based asset-allocation models guided by modern portfolio theory, with an emphasis on diversification, tax efficiency, and tailored risk tolerance.

Kevin Siebert is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Atmos Advisory, LLC, where he has worked since 2012, and has prior experience at UBS/The LRM Group and The Leaders Group, Inc. Outside of advisory work, he dedicates time as an insurance producer identifying potential clients. Atmos Advisory, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using ETF-based, diversified portfolios guided by modern portfolio theory and tailors allocations to client risk tolerance and time horizon.

Cameron Tobias is a financial advisor with Chapel Hill Investment Analysts Inc. He holds a Series 65 designation and has five years of industry experience. Prior to joining the firm, he worked in the automotive sector at Acent Auto and Malinish Auto Wrecking. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach with diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with accounting firms, law firms, and insurance providers.

Alex Patterson is a financial advisor at Financial Planning Advisors Inc. in Pittsburgh, PA, holding a Series 63 designation with five years of industry experience. Prior to joining Financial Planning Advisors, he worked at The PNC Financial Services Group, Inc. He is also involved in tax preparation through a related accounting practice, FPA Tax Services, LLC. Financial Planning Advisors, Inc. is a Pennsylvania state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, customized managed advisory programs, and both discretionary and non-discretionary portfolio management through platforms such as LPL’s Strategic Wealth Management and third-party asset managers.

Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.

Daniel Eller is a CFP® professional with three years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has been with WMS Wealth Planners since 2020 and previously worked at an aesthetic skin and laser center. WMS Wealth Planners offers investment management and comprehensive financial planning to individuals and various institutional clients, utilizing a total portfolio approach that incorporates both active and passive strategies. The firm employs a proprietary investment model combining fundamental, technical, and cyclical analysis, and provides tailored portfolios that include ESG and Charitable Endowment options.

Kimberly Forrest is a financial advisor at Bokeh Capital Partners LLC with seven years at the firm and a total of 19 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Bokeh Capital Partners, she worked for 14 years at Fort Pitt Capital Group. Bokeh Capital Partners provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as other registered investment advisers. The firm employs a combined fundamental and technical analysis approach, utilizing both top-down and bottom-up security selection and various strategies tailored to client restrictions.

Scott Coy is the president and sole advisor at Coy Capital Management in Monroeville, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Invicta Advisors, LLC and Trustmont Financial Group, Inc. Outside of investment advisory, he leads a real estate consulting firm and a fixed insurance business, both based in the Pittsburgh area. Coy Capital Management provides financial planning and portfolio management services to individuals, small businesses, and small pension and profit-sharing plans, including high-net-worth clients. The firm also advises qualified investors on private real estate pooled investment vehicles and generally manages client accounts on a non-discretionary basis using model portfolios and a range of equity and event-driven strategies.

Clinton Guyaux is a CERTIFIED FINANCIAL PLANNER™ at Centerview Wealth Advisors, LLC, with 20 years of industry experience. He has worked at Centerview since 2014 and previously held positions at MassMutual Life Insurance Company and Guardian Life. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a disciplined investment process that includes discretionary trading authority and integrates various analytical methods to tailor investment strategies.

Roblyn Kelly is a financial advisor at Henderson Brothers Financial Partners LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, Global Retirement Partners, LLC, and GWFS Equities, Inc. since 2012. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and products, including direct portfolio management and third-party programs, serving both non-high-net-worth and high-net-worth clients.