Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2014. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and other businesses. The firm employs fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies, and operates as both a registered investment adviser and broker-dealer with a multi-faceted compensation structure.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Adam Holl is a Series 65-credentialed advisor at C2 Private Wealth with one year of industry experience. His prior work includes roles at Accurate Solution Group, PNC Bank, Penn DOT, and the University of Pittsburgh. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning. The firm employs a risk- and scenario-based investment process centered on retirement income objectives and integrates financial planning with insurance, tax, and estate coordination through affiliated partners.

Jason Nativio Jr. is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Capital A, he attended Washington and Jefferson College from 2020 to 2024. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, foundations, trusts, estates, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke and model portfolios.

Brett Dusch is a financial advisor at HBKS Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Federated Investment Counseling and its affiliated entities. Dusch also has involvement with HBK Sorce Insurance LLC in an insurance sales capacity. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using a variety of strategies and platform arrangements and provides additional services including high-net-worth offerings and third-party adviser support.

Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Christopher Rondinelli is a CFP® with 18 years of industry experience. He has been with Good Life Advisors, LLC since 2014 and also maintains an affiliation with LPL Financial since 2013. His prior experience includes a teaching role at the Community College of Allegheny County from 2012 to 2018. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing tailored investment strategies and multiple advisory platforms.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.

Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Mark Ricci is a financial advisor at Manning & Napier Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, The PNC Financial Services Group, Inc., and BNY Mellon. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts, non-discretionary advice, and retirement plan services. The firm’s investment process combines top-down macro analysis with bottom-up security selection and includes systematic strategies such as Disciplined Value and Managed ETF Portfolios.

Steven Sabo is a financial advisor with Virtue Capital Management, LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at Retirement Wealth Advisors and Executive Financial Group, where he independently sells life insurance and annuities alongside providing investment advisory services. Virtue Capital Management, LLC serves a diverse client base, including high-net-worth individuals, trusts, and institutions, offering portfolio management, financial planning, and sub-advisory services. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches supported by an investment committee.

George Balocik is a financial advisor at Capital Analysts with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Guardian Life, Cetera, and Lincoln Investment. In addition to his advisory role, he is involved in the sale and service of fixed annuities and insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at International Assets Advisory since 2017 and previously at LPL Financial. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Shawn Fodge is a CFP® with 17 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors. His prior roles include positions at Fidelity Investments, Schneider Downs Wealth Management, The Huntington National Bank, and LPL Financial. HBKS Wealth Advisors serves individuals across the wealth spectrum, retirement plans, and institutional clients, offering customized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and platforms, managing accounts primarily on a discretionary basis, and maintains affiliated businesses including accounting, brokerage, and insurance services.

Samuel Gaudio is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Good Life Advisors since 2015 and also serves as an instructor at the Community College of Allegheny County. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions alongside educational seminars and ongoing planning subscriptions.

Diane Pearson is a CFP® professional with 27 years of experience in financial advising. She has worked at CGN Advisors, LLC since 2019 and previously spent ten years at Emergingwealth Investment Management, Inc. and 25 years at Legend Financial Advisors Inc. Outside of her advisory role, she is involved with the 100 Women Who Care Pittsburgh charitable giving circle, serves on the Board of Advisors for the Robert Morris University Department of Finance, and is a member of the Garrett Planning Network Alliance. CGN Advisors provides financial planning, investment consultation, and portfolio supervision to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, often engaging institutional third-party managers while maintaining periodic portfolio reviews.

David Anton is a financial advisor at Tucker Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP. Outside of investment advisory, he operates a life insurance and fixed annuities business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning using a top-down, macroeconomic asset-allocation approach that incorporates growth, fixed income, alternative investments, and model portfolios.

Matthew Costigan is a financial advisor with HBKS Wealth Advisors in Warrendale, PA, holding CFP®, PFS™, and Series 66 credentials and bringing 18 years of industry experience. He has worked with HBK Sorce Insurance LLC since 2010 and has been involved with Hill Barth & King LLC, a public accounting firm where he holds a CPA license, since 2006. Costigan is also a board member of the North Catholic Foundation. HBKS Wealth Advisors serves individual clients across wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm utilizes a diverse range of strategies and proprietary models, supporting accounts via discretionary management and multiple platform providers.

Kelton Burgess is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2020 through KMB Financial DBA Cranberry Wealth. Burgess also owns and operates a law practice, the Law Offices of Kelton M. Burgess, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisers. The firm offers model portfolios, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.