Stephen Blahovec is a financial advisor at North River Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for nine years before joining North River Wealth Advisors. North River Wealth Advisors provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach combining passive and active management with strategic asset allocation, integrating risk management and tax-aware planning across various financial areas.

Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.

Cassandra Kirby is a financial advisor with Braun-Bostich & Associates Inc. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Braun-Bostich & Associates in 2017, she worked at Ameriprise Financial Services, Inc. for 12 years. Outside of advisory services, she owns Personal Ledgers, LLC, a tax preparation business. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on fiduciary discretionary investment management and financial planning. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other assets when appropriate.

Tammy Pompei is a CFP®-certified financial advisor with nine years of industry experience. She has been with Braun-Bostich & Associates Inc. since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Braun-Bostich & Associates provides advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, employing a primarily long-term investment approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and other holdings as appropriate.

Nicholas Lewandowski is a financial advisor at Wyze Wealth Advisors, LLC with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes multiple roles at Allegheny Financial Group and a brief tenure at True Wealth Design, LLC. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational entities with services ranging from comprehensive wealth management to standalone financial planning and business- and employee-benefit consulting. The firm employs an evidence-based "All-Season" investment approach emphasizing diversification, factor exposures, cost and tax awareness, and disciplined rebalancing, with strategies that include traditional and alternative investments as well as a proprietary concentrated direct-stock portfolio.

Ryan Galiotto is a CFP® professional with 15 years of industry experience, currently serving at ETCH Financial. His prior experience includes roles at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of his advisory work, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and he is also a co-owner of a craft beer microbrewery, Fueled By Hops, LLC. ETCH Financial primarily serves individual clients, including both high-net-worth and non-HNW households, as well as small businesses and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, with a notable focus on student loan and college-planning expertise.

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.

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.

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.

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.

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.

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.

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.

Ryan Knoll is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Nav Wealth Partners since 2024. He previously worked at Ameriprise Financial Services LLC and PNC Investments, LLC. Knoll is also a licensed insurance agent. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to create diversified portfolios aligned with client investment policy statements.

Elizabeth Genter is a financial advisor at Schenley Capital, Inc. with 17 years of industry experience and holds Series 65 and Series 63 licenses. She has worked at Schenley Capital since 1989. Outside of her advisory role, she serves as an Edgeworth Borough Councilwoman and is a board member of BOSS Controls, LLC. Schenley Capital primarily serves individual investors, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and an automated advisory option through Schwab Institutional Intelligent Portfolios, combining hands-on planning with automated strategies and selective private fund recommendations.

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.