Michael Giammatteo is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at XPYRIA Investment Advisors, Inc. for 18 years. Outside of his advisory role, he serves as president of the Scott Townships Athletic Association, a youth sports organization. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Dawn Porto is a financial advisor at &PARTNERS with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Jesse Taylor is a CFP® with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Northwestern Mutual and Miller McCurry before joining Commonwealth in 2019. He is also the owner of JLT Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Micah Kelley is a financial advisor with Stratos Wealth Partners, Ltd in Sewickley, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015 and previously worked at Ameriprise from 2009 to 2015. He is also a partner at The Kelley Financial Group Accounting and Consulting, providing tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm combines individualized asset allocation with access to both proprietary and third-party strategies, supported by a large network of investment adviser representatives and a range of institutional and niche services.

Joseph Kamon is a financial advisor with Kestra Advisory in Pittsburgh, PA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Kestra Advisory and Kestra Investment Services, as well as teaching positions at Strayer University and La Roche University. He serves as a board member for the ADGG Foundation, where he participates in fundraising and event facilitation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, supporting various management platforms and third-party solutions.

Kyle Mayo is a financial advisor with Truist Advisory Services in Pittsburgh, PA, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Truist Advisory Services since 2016 and Truist Bank since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research to support manager selection and ongoing oversight.

Aaron Leaman is a CFA® charterholder and holds a Series 66 license with over 20 years of industry experience. He is currently affiliated with Kestra Advisory and has held roles at Signature Select Wealth, Signature Financial Planning, and Kestra Investment Services. Outside of his advisory work, he serves on several boards including the Film Pittsburgh board as secretary, where he participates in film selection and speaks at screenings, and holds multiple finance committee positions for nonprofit organizations in Pittsburgh. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutions and sovereign wealth funds.

Laura Hyser Stigner is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Valic Financial Advisors since 2017. Prior to that, she was employed at CR Gibson and Ivy Tech Community College. Outside of her advisory work, she serves on the board of the Indiana American Saddlebred Horse Association, a horse show organization focused on promoting the American Saddlebred breed in Indiana. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers portfolio management, financial planning, and consulting services via a large network of advisors.

Bernard Heigl III is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, PNC Investments LLC, and Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture platform that incorporates third-party and proprietary investment models.

Robert Palmer is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Heritage Wealth Advisors and Hefren-Tillotson, Inc. prior to joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

Jack Kremer is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at PNC for three years. He holds a degree from the University of Pittsburgh. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

Negar Altieri is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, she worked for Technology Publishing Company for seven years and Modern Woodman of America for one year. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and municipalities, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Dale Dominick is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has served at NewEdge Advisors since 2021. He has also worked with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2012. Outside of advisory work, he serves as a board member for the nonprofit organization Pittsburgh Cares. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Zachary Lemasters is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and other firms. Outside of his advisory role, he is also an independent insurance agent. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Amy Porado is a financial advisor with Eagle Strategies (NY Life) based in Gibsonia, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked with NYLIFE Securities LLC and New York Life Insurance Co since 2019 and has a background in rehabilitation services. Outside of advisory roles, she is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis and maintains relationships with a wide range of institutional plan sponsors.

Edward Lewis is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ic Advisory Services Inc and The Investment Center, among other firms, and is co-owner of Synergy Staffing, Inc., a staffing company. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Bryan Gleghorn is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2022. He has been with The Huntington Investment Company since 2022 and has also worked with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through an open-architecture model that includes multiple wrap-fee programs and proprietary Private Bank models.

Michael Culhane II is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with The Huntington Investment Company. He has held roles at The Huntington Investment Company and Huntington National Bank since 2015 and has recently worked at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers a variety of wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

Leigh Ann Chapman is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her previous work includes roles at Merrill Lynch, Bank of America, and UPMC, as well as entrepreneurial experience with Codependent Cocktails + Coffee. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple wrap programs and unified managed accounts.

Paul Brahim is a financial advisor with Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes more than two decades at BPU Investment Management Inc. and roles with LPL Financial and multiple Wealth Enhancement entities since 2020. In addition to his advisory work, he develops and delivers continuing legal education to attorneys and has engaged in investment-related speaking activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee.