Chris Roe is a financial advisor at Magnolia Private Wealth, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. His prior roles include long tenures at Waldron Private Wealth and Rx Wealth Advisors, LLC. Outside of advisory work, he operates a CPA practice and manages several business ventures including real estate and tax advisory services. Magnolia Private Wealth is an SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers customized financial planning and portfolio management, combining fundamental and technical analysis, and provides access to private fund investments for qualified clients.

Kenneth Urish is a financial advisor at Steel Tower Investments with 17 years of industry experience. He is also the managing partner of Urish Popeck & Co., an accounting firm, and serves on the board of directors of BlackRock, Inc., where he chairs the audit committee for the Equity Liquidity Fund. He has held leadership roles in various family partnerships and accounting businesses since the 1970s. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, corporations, and retirement plans. The firm offers customized portfolios and access to multiple investment platforms, serving a client base that includes high-net-worth, institutional, and offshore accounts.

Bradford Hess is a CFP® certificant with 12 years of industry experience. He is currently an advisor at Steel Tower Investments, where he has worked since 2023. Prior to that, he held positions at Levy Wealth Management Group, LPL Financial, Goldman Sachs, and VOYA Financial Advisors. He is also an independent licensed insurance agent based in Philadelphia. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting to a range of clients including individuals, trusts, corporations, and retirement plans. The firm offers customized portfolios and access to alternative investments, serving a notable non-U.S. client base alongside its domestic clientele.

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.

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, among other roles. Outside of his advisory duties, he is also licensed as an insurance agent, selling life insurance. Gallatin Financial Advisors serves primarily individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and consulting through subscription retainer wealth-planning and company-sponsored retirement plan services. The firm uses asset-allocation planning and security analysis across discretionary accounts and provides ongoing planning access via tiered subscription options.

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 at Healthview Asset Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. In addition to his advisory work, Woods serves as the official scorekeeper for Duquesne University’s men's and women's basketball teams. Healthview Asset Management provides fee-based investment management services to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using fundamental and technical analysis, automated rebalancing, and retirement- and healthcare-focused programs, including unique actuarial-style solutions for long-term care funding and income planning.

Dylan Dunlop is a financial advisor at Vista Investment Management, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and The Vanguard Group. Outside of advising, Dunlop works part-time as an independent contractor for Uber Technologies, Inc. Vista Investment Management provides discretionary investment management to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy combined 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 at 4th River Financial Group, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as President and Chairman of the Board for a nonprofit focused on educating teens about the hazards of distracted driving, organizing fundraising events such as a hockey tournament. 4th River Financial Group provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and business entities. The firm manages approximately $66.6 million across about 301 client relationships, operating primarily on a non-discretionary basis and employing a blend of charting, fundamental, technical, and cyclical analysis within both long- and short-term trading strategies.

Ronald Smith is a financial advisor at 4 Th River Financial Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 4 Th River Financial Group and Financial Independence Group since 2009, as well as Whitney & Associates since 2016. He is also active as an insurance agent for Whitney & Associates and Financial Independence Group, spending approximately 10 hours per month on insurance and annuity marketing. 4th River Financial Group provides investment supervisory services and financial planning to individuals and business entities, managing around $66.6 million in assets across approximately 301 client relationships. The firm operates primarily on a non-discretionary basis, employing a combination of charting, fundamental, technical, and cyclical analysis, and offers services such as personalized Investment Policy Statements, a client newsletter with trade recommendations, and periodic educational seminars.

Robert Richardson is a financial advisor with Winthrop Partners - WPA, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Forum Financial Management and EWA, LLC, and was a student for eleven years prior to entering the industry. Winthrop Partners – WPA, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities, offering portfolio management, comprehensive financial planning, and a subscription planning service. The firm employs a combined top-down and bottom-up approach to asset allocation and security selection, coordinating with clients’ tax and estate advisors and applying tax-efficient strategies where appropriate.

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.

Bryan Vescio is a financial advisor at VAM Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has formerly operated several advisory practices, including Vescio Asset Management and Bryan Advisory Services. VAM Group LLC provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis, employing both long- and short-term trading strategies tailored to client needs.

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.

Dominic Bonaccorsi is a financial advisor at Lange Financial Group, LLC with six years at the firm and a total of 11 years of industry experience. Prior to joining Lange Financial Group, he worked at R.D. Hoag and Associates for five years. Bonaccorsi also operates a tax preparation business, Bonaccorsi Tax and Accounting Service, in Pittsburgh. Lange Financial Group provides comprehensive financial planning and consulting to individuals, trusts, estates, and charitable organizations, focusing on coordinated implementation through independent investment managers. The firm is noted for its integrated tax and planning guidance supported by a team that includes multiple CPAs and CFP® professionals.