Yongjun Li is a financial advisor at Kailasa Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is the owner of RAV Group LLC, which invests in early-stage technology and life science start-ups and provides business process consulting to technology companies. Kailasa Capital Management offers wealth management, investment management, financial planning, and advisory services to individuals, family offices, institutions, and pooled investment vehicles. The firm employs a primarily long-term, fundamentals-based investment approach and combines individual equities, fixed income, ETFs, mutual funds, and derivatives for portfolio construction and risk management.

Olivia Knecht is a financial advisor at Compass Investments LLC with five years of industry experience. She holds a Series 65 designation and has worked at Compass Investments since 2021. Outside of her advisory role, she is involved with Bright Horizons, Crossroads Counseling, Inc., and the University of Pittsburgh. Compass Investments advises individual investors, high-net-worth individuals, trusts, estates, charitable organizations, self-employed persons, and other business entities. The firm offers discretionary asset management with tailored portfolios based on client objectives and risk tolerance, combining fundamental and selective technical analysis alongside active and passive strategies.

Pegler Swift is a financial advisor with Compass Investments LLC based in Pittsburgh, PA. He holds the ChFC® designation and Series 66 license and has 18 years of industry experience. He has worked with Northwestern Mutual Investment Services, LLC since 2007 and with Keith Dragoo since 2006. Compass Investments serves individual and institutional clients, including high net worth households, trusts, estates, charitable organizations, and self-employed persons. The firm delivers tailored asset management primarily on a discretionary basis, combining financial planning and account consolidation with an investment process that incorporates fundamental and technical analysis alongside active and passive strategies.

Dominic Bonaccorsi is a financial advisor at Lange Financial Group, LLC with six years at the firm and a total of 11 years of industry experience. Prior to joining Lange Financial Group, he worked at R.D. Hoag and Associates for five years. Bonaccorsi also operates a tax preparation business, Bonaccorsi Tax and Accounting Service, in Pittsburgh. Lange Financial Group provides comprehensive financial planning and consulting to individuals, trusts, estates, and charitable organizations, focusing on coordinated implementation through independent investment managers. The firm is noted for its integrated tax and planning guidance supported by a team that includes multiple CPAs and CFP® professionals.

John Frankola is a CFA® charterholder with 36 years of industry experience, currently serving at Vista Investment Management, LLC since 2002. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. Vista Investment Management, LLC provides discretionary investment management to individuals, trusts, estates, businesses, and retirement plan participants, with a focus on fundamental, value-oriented security selection and broad diversification. The firm distinguishes itself through its documented use of derivatives and exchange-traded strategies for tactical allocation and limited pension consulting services.

Jennifer Hall is a CFP® professional at Lange Financial Group, LLC with five years of industry experience. She has worked at Lange Financial Group since 2021 and is also the owner of Pittsburgh CPA Services, PLLC, where she prepares individual tax returns during tax season. Lange Financial Group serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and consulting services that integrate tax-related planning. The firm refers clients to independent investment managers for portfolio implementation and emphasizes coordinated planning supported by a team that includes CPAs and a CFP® professional.

Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

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.

James Holtzman is a financial advisor at Legend Financial Advisors Inc with over 22 years of industry experience. He holds the CFP® designation and Series 66 license. Holtzman has worked at EmergingWealth Investment Management, Inc. for 15 years and has been with Legend Financial Advisors since 2001. Legend Financial Advisors serves individuals, retirement plans, trusts, nonprofits, and corporate entities, managing approximately $390 million in discretionary assets. The firm uses proprietary, tactically managed portfolios combining fundamental, technical, cyclical, and economic analysis to tailor strategies to clients’ risk tolerance, time horizon, and tax circumstances.

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.

Ryan Naugle is a CFP® with 25 years of industry experience. He is affiliated with Advice & Planning Services LLC, where he has worked since 2016. Prior to this, he spent time with Purshe Kaplan Sterling Investments. Additionally, he holds a role as a licensed insurance broker through Ash Brokerage, offering clients life, disability, and long-term care coverage as needed. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in assets and employs a long-term trading approach using model portfolios and various analytical techniques, mainly recommending ETFs and conducting regular account reviews.

Robert White Jr. is a Series 65-licensed financial advisor at Legend Financial Advisors Inc. in Pittsburgh, PA, with four years of industry experience. He has been with Legend Financial Advisors since 2015, including its current iteration since 2019, and previously worked at Union Savings Bank. Legend Financial Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios on a discretionary basis using strategic asset allocation and active adjustments, employing mutual funds, ETFs, and individual securities, and offers additional services such as expert testimony and educational outreach.

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.