Matthew Viverette is a financial advisor at Vista Investment Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Vista Investment Management since 2014. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing, focusing on portfolio management rather than standalone financial planning.

Lawrence Eakin is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 65 designation and has worked at Vista since 2018, following four years at Guyasuta Investment Advisors, Inc. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, businesses, and retirement plan participants, along with limited pension consulting. The firm emphasizes fundamental, value-oriented security selection and broad diversification, using internal research and tactical allocation tools such as derivatives and exchange-traded strategies.

Douglas Woods is a financial advisor with Healthview Asset Management, Inc. He holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. Outside of his advisory work, he serves as the official scorekeeper for men's and women's basketball games at Duquesne University. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to both individual and institutional clients. The firm integrates actuarial algorithms into healthcare-centered planning and offers customized investment solutions, including Health Savings Account and Health Reimbursement Arrangement programs.

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC with nine years of industry experience. He previously worked at Merrill, UBS Financial Services, and The Vanguard Group. Outside of advisory work, he also drives passengers for Uber on a part-time basis. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm follows a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing.

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.

Ronald Smith is a financial advisor with 16 years of industry experience, currently serving at 4 Th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has worked at Whitney & Associates since 2016. In addition to his advisory role, he is also an insurance agent involved with Whitney & Associates and Financial Independence Group, focusing on insurance and annuity products. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes non-discretionary management guided by tailored Investment Policy Statements and offers an active newsletter with buy/sell recommendations and complimentary educational seminars.

Robert Richardson is a financial advisor at Winthrop Partners - WPA, LLC in Pittsburgh, PA. He holds a Series 65 designation and began his industry career in 2023 after completing 11 years as a student. Prior to joining Winthrop Partners in 2025, he worked at Forum Financial Management and EWA, LLC. Winthrop Partners provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a top-down and bottom-up fundamental approach to portfolio construction, offering a range of strategies from Ultra Conservative to Aggressive Growth, and coordinates with clients’ tax and estate advisors.

Henry Kasky is a financial advisor with Securities Brokerage Services in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and General American Life since 1971. In addition to his advisory role, Kasky is an independent insurance agent with a longstanding involvement in insurance services, including disability, fixed annuities, life, and long-term care products. Securities Brokerage Services is a state-registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm offers fee-based, non-discretionary investment advisory services, institutional consulting, and tailored financial planning, managing $16.2 million in assets across 42 clients.

Christopher Campanella is a financial advisor at Keystone Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Keystone since 2009. Keystone Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside financial planning services including retirement, tax, education, and estate planning. The firm employs a core-and-satellite investment approach using primarily passive index funds and ETFs, operates on a fee-only basis, and offers both ongoing asset management and limited-scope financial planning engagements.

Anthony Landau is a financial advisor with Popa Financial Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Venn Wealth & Benefit Services from 2015 to 2018 and has been associated with K2 Financial Group since 1995, where he may spend up to half of his time. Popa Financial Services, Inc. is an independent registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment strategy combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and tailored written investment policy statements.

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.

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.

John Cully is a financial advisor at Aspire Wealth Architects in Wexford, PA, holding Series 63 and Series 65 designations with 47 years of industry experience. He worked at Wealthcare Capital Management LLC for ten years before joining Aspire Wealth Architects in 2018. 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 uses a goals-based investment process with Monte Carlo simulation to guide portfolio management, emphasizing diversified, low-cost, tax-efficient indexed ETFs and offering specialized options such as direct indexing for qualifying clients.

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 Holtzman is a CFP® with 21 years of industry experience. He has worked at Legend Financial Advisors Inc. since 2001 and has been with EmergingWealth Investment Management, Inc. since 2009. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, qualified and non-qualified retirement plans, non-profit organizations, and corporate entities. The firm manages client portfolios on a discretionary basis using tailored strategies that emphasize strategic asset allocation and active adjustments, employing mutual funds, ETFs, and individual securities when appropriate.

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.

Robert Finn is a CFP® professional with five years of industry experience, currently serving at Beacon Light Wealth Management since 2025. Prior to this, he worked for Northwestern Mutual in multiple roles from 2019 to 2025. Beacon Light Wealth Management provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, families, and small businesses. The firm employs a goals-based approach with strategic, diversified asset allocation and tax-aware implementation, managing approximately $39.1 million on a discretionary basis.