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.

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.

Christopher Musuneggi is a financial advisor at MFG Private Wealth with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Grove Point Advisors, LLC, and LPL Financial. Outside of advisory work, he is co-owner of a tax preparation and accounting business. MFG Private Wealth provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a modern portfolio theory approach with long-term trading strategies and offers discretionary portfolio management tailored to client goals and risk tolerances.

Glen Rolofson is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Compass Investments since 2007. Compass Investments serves a diverse client base including high net worth individuals, trusts, estates, charitable organizations, and professionals across various fields. The firm offers tailored asset management with a focus on individualized investment processes, combining fundamental and technical analysis alongside active and passive strategies, while emphasizing tax efficiency and intergenerational planning.

Evan Steinfeld is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at LiftPoint Family Wealth Advisors, LLC and also supports Allora Solutions, LLC by providing business analytics to assist medical device sales representatives. His prior experience includes roles at LPL Financial, Morgan Stanley, and NewEdge Advisors. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments, and coordinates planning with clients’ tax, estate, and insurance professionals.

Dennis Criteser is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bayside Financial, LLC since 1999. Outside of finance, he has been involved with the Blue Bear School of American Music since 1982. Compass Investments serves a diverse client base including high net worth individuals, trusts, charitable organizations, and professionals from various fields. The firm offers tailored asset management with an individualized investment process that combines fundamental and technical analysis, active and passive strategies, and emphasizes tax efficiency and account consolidation.

Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.

Jaco Jordaan is a financial advisor at Riverchase Wealth Management, LLC with 26 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Riverchase Wealth Management in 2024, he worked at Opus Financial Solutions LLC, Sanitas Wealth Management, LLC, and H.D. Vest Advisory Services. Riverchase Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm integrates tax preparation and IRS representation services alongside its advisory offerings and manages portfolios using diversified, tax-efficient strategies tailored to client objectives.

Elizabeth Debowski is a financial advisor at Storie Financial Advisory LLC in Canonsburg, PA. She holds a Series 65 designation and has been a homemaker since 2010, beginning her advisory career with no prior industry experience. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning and investment management. The firm uses a Core+Satellite investment strategy and offers tax return preparation through an Enrolled Agent, providing services on a non-discretionary basis and billing primarily by hourly fees.

Christopher Kirkwood is a CFP® professional with 10 years of industry experience. He is currently with Beacon Light Wealth Management and previously spent a decade with Northwestern Mutual in various roles across wealth management, investment services, and life insurance. Beacon Light Wealth Management provides goals-based wealth management and financial planning services to individuals, families, and small businesses. The firm emphasizes a written investment plan with a strategic active/passive asset allocation approach, primarily using ETFs and mutual funds, along with tax-aware investment strategies.

Eugene Root III is a CFP® with two years of experience at Templeton Financial Planning and additional prior experience spanning over two decades at his own practice and other firms. He holds a Series 63 license and is based in Pittsburgh, PA. Templeton Financial Planning serves individuals and families with comprehensive, fee-only financial planning services including investment advice, tax planning, and estate reviews. The firm works with a small client base, emphasizes tax-related services, and typically provides investment recommendations on a non-discretionary basis using primarily indexed strategies and no-load funds.

Hayden Gaus is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Beacon Light Wealth Management and previously held roles at Northwestern Mutual Wealth Management Co and related entities from 2018 to 2025. Prior to his financial industry career, he worked at the Wheeling YMCA for two years. Beacon Light Wealth Management provides wealth management and financial planning services to individuals, families, and small businesses. The firm uses a goals-based approach with strategic, diversified asset allocation and emphasizes tax-aware implementation, managing approximately $39.1 million on a discretionary basis.

Karen Iannucci is a financial advisor at ILG Private Wealth, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at ILG Private Wealth since 2019. In addition to her advisory role, Ms. Iannucci serves as a project director in the Corporate Compliance Department of UPMC’s insurance division services. ILG Private Wealth provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers. The firm employs a structured manager-selection process with ongoing due diligence, including office visits and performance monitoring.

Jon Erdner is a financial advisor at Its Asset Management, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Its Asset Management since 1976. Outside of his advisory work, Erdner has been involved in harness racing with shared ownership in several standardbred horses since 1984. Its Asset Management provides model-based portfolio management to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm uses a Disciplined Active Portfolio Management framework and primarily implements strategies through mutual funds and ETFs, managing approximately $282.8 million in discretionary assets.

Christian Halas is a financial advisor with Venn Wealth & Benefit Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Venn Wealth since 2006 and also owns Halas Consulting, a separate business offering insurance planning and tax preparation. Additionally, Mr. Halas has provided fitness training to individuals for over 10 years on a part-time basis. Venn Wealth & Benefit Services is an independent, fee-based Pennsylvania registered investment adviser serving individuals, trusts, and ERISA-qualified plans. The firm manages discretionary and non-discretionary portfolios using unified managed accounts, model allocations, and third-party managers, while also offering ERISA fiduciary services to plan sponsors.

Albert Fletcher is a financial advisor at Santori & Peters with two years of industry experience. He holds a Series 65 designation and previously worked at CooksonPeirce. His background includes roles outside finance, such as at Mish farms Meat Market Inc. and Hazlett Contracting. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and financial planning, employing a discretionary investment process that integrates fundamental, technical, and cyclical analysis.

John Schneider is a Certified Financial Planner® with 33 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He has prior experience with Pwa Securities, Inc. and Private Wealth Advisors, Inc. In addition to his financial advisory work, Schneider owns and operates a real estate brokerage, PWA Real Estate, and is involved in several construction and manufacturing businesses. JMS Capital Group Wealth Services is an SEC-registered adviser providing portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm serves a diverse client base, including high-net-worth and institutional investors, and employs a comprehensive investment approach combining fundamental, technical, and asset-allocation analysis across multiple asset classes.

Scott Miller is a CFP® with 26 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He previously worked at Pwa Securities, Inc. and Private Wealth Advisors, Inc. His credentials also include the Series 66 designation. JMS Capital Group Wealth Services LLC is a small advisory team managing approximately $161 million across 410 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base, employing a personalized investment approach that integrates fundamental, technical, and asset-allocation analysis.

Elizabeth Urish is a financial advisor at Steel Tower Investments with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Up Strategic Wealth Investment Advisors, LLC since 2013. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers customized portfolios and model portfolios with access to various investment vehicles and supports institutional and offshore accounts, managing approximately $258.6 million for a small client base with a team of four advisors.