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.

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

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.

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.

Jake Mccracken is a CFP® professional with 13 years of experience in the financial services industry. He has worked at River's Edge Wealth Management since 2021 and previously held roles at Northwestern Mutual from 2011 to 2020. His credentials also include the Series 66 designation. River’s Edge Wealth Management serves individual and high-net-worth clients, with a focus on physicians and owners of closely held businesses. The firm manages approximately $157 million across about 217 client relationships, employing an evidence-based, goal-driven investment approach that includes discretionary portfolio management, direct indexing strategies, and educational seminars.

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 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.

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.

Alexander Gough is a CFP® professional with over eight years of industry experience. He has worked at Nav Wealth Partners since 2026 and previously spent seven years at Allegheny Financial Group. Prior to his advisory roles, he was employed at Robert Morris University for three years. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to clients' investment policy statements.

Melissa Corso is a financial advisor with JMS Capital Group Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at JMS Capital Group since 2015 and previously at PWA Securities, Inc. and Private Wealth Advisors, Inc. from 2010 to 2017. In addition to her advisory role, she is an independent insurance agent. JMS Capital Group Wealth Services LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and government entities. The firm manages approximately $161 million across about 410 client relationships and employs a personalized investment approach combining fundamental, technical, and asset-allocation analysis.

Greg Miller is a financial advisor with Guardian Capital, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Guardian Capital since 2010 and also operates Greg Miller & Associates, where he provides estate planning services and insurance products. Additionally, he is a franchise owner of SportsClips in Pennsylvania. Guardian Capital, LLC is a fee-based investment adviser managing approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

Lynn Johnson is a financial advisor with 17 years of industry experience, currently with 4th River Financial Group, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2009. Johnson serves as President and Chairman of the Board for a nonprofit organization focused on educating teens about the hazards of distracted driving, which hosts a hockey tournament to raise funds for student attendance at the National Teen Safe Driving Conference. 4th River Financial Group provides investment supervisory services and financial planning to individuals and business entities, managing approximately $66.6 million in non-discretionary assets across about 301 client relationships. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, and is noted for its client newsletter with specific trade recommendations and its educational seminars.