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.

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.

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.

Ronald Heakins is a financial advisor at Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 65 and Series 63 licenses with 26 years of industry experience. He has been involved with Oakmont Investment Advisors, Inc., doing business as OakTree Investment Advisors, since 2000 and also holds ownership in the firm. Outside of his advisory role, he provides fiduciary auditing and consulting services through his firm. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a blend of macroeconomic analysis, fundamental company research, and technical indicators, offering portfolio management through model portfolios, sub-advised accounts, and a unique weekly-screened Zacks “Black Box” trading strategy.

Matthew Yanni is a CFP® and CFA® with 19 years of experience in the financial industry. He has been the sole advisor at Yanni & Associates Investment Advisors, LLC since 2007. In addition to his advisory role, he is individually licensed to sell life, long-term care, and short-term disability insurance products. Yanni & Associates Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and one-time portfolio analyses for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term trading approach using mutual funds, ETFs, individual securities, and limited niche allocations, supported by a combination of fundamental, technical, charting, and cyclical analysis.

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has worked with Retire Pittsburgh Management and affiliated firms since 2016 and owns East Coast Sports Association, LLC. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $62.9 million in discretionary assets. The firm combines fundamental and technical analysis to implement a variety of investment strategies and is affiliated with an insurance agency offering commissionable insurance and annuity products.

James Shields is a financial advisor at Guardian Capital, LLC with 14 years of industry experience. He holds a Series 63 designation and has been with Guardian Capital since 2012. In addition to his advisory role, Shields is a managing partner and attorney at the Elder Care Offices of Shields & Boris, where he manages the law firm and provides legal representation, focusing on estate planning and related legal services. Guardian Capital, LLC manages 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 using a range of investment strategies and tools.

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.

Samuel Kramer is the sole advisor at Kramer Fiduciary Services in Pittsburgh, PA, with 30 years of experience at the firm. He holds credentials as a CPA and provides financial planning, investment consultation, and income tax preparation. Kramer Fiduciary Services serves a limited number of individual investors, trusts, estates, and businesses, focusing on education, written asset allocation reports, and consultation with a long-term, tax-efficient investment approach. The firm combines CPA and registered investment adviser roles, offering fee structures based on consultation and hourly engagements rather than asset-based fees.

Christopher Kirkwood is a CFP® with nine years of industry experience. He currently serves as a financial advisor at Beacon Light Wealth Management, having joined the firm in 2026. Prior to this, he spent a decade with Northwestern Mutual in various capacities including wealth management and investment services. Beacon Light Wealth Management provides goals-based wealth management and financial planning to individuals, families, and small businesses. The firm combines strategic, diversified asset allocation using primarily ETFs and mutual funds with tax-aware implementation, and offers both discretionary portfolio management and retirement plan consulting services.

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.

Kenneth Eirkson is a ChFC® with 31 years of industry experience and serves as an investment advisor representative at Synergy Investment Group, LLC. He has worked at StoneX Securities Inc. since 2012 and Arriba Investment & Exchange Inc. since 2009. Outside of his advisory role, he participates on the financial endowment committee of Salem United Methodist Church and serves as president of a nonprofit providing off-campus student housing. Synergy Investment Group, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary managed account portfolio management alongside various levels of financial planning. The firm customizes portfolios using a combination of mutual funds, ETFs, equities, and fixed income based on client risk profiles and financial information.

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.

Robert White Jr. is a Series 65-licensed financial advisor at Legend Financial Advisors Inc. in Pittsburgh, PA, with four years of industry experience. He has been with Legend Financial Advisors since 2015, including its current iteration since 2019, and previously worked at Union Savings Bank. Legend Financial Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios on a discretionary basis using strategic asset allocation and active adjustments, employing mutual funds, ETFs, and individual securities, and offers additional services such as expert testimony and educational outreach.

Jonathan Stasko is a financial advisor at Yanni & Associates Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Kurt J Lesker Company for three years before entering the financial advisory field. Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals, trusts, estates, corporations, and retirement plan participants, typically starting with household portfolios around $250,000. The firm employs a proprietary mix of core and niche investments, uses multiple analytical methods, and offers ongoing monitoring with quarterly reviews.

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.

Michael Rausch is a CFA® charterholder with three years of industry experience. He has worked at North River Wealth Advisors since 2022 and previously spent 15 years at BNY Mellon. North River Wealth Advisors provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a blend of passive and active managers guided by Modern Portfolio Theory, incorporating risk management and tax-aware strategies across various planning areas.