Mark Trauman is a CFP® professional with Commonwealth Financial Network, based in Sewickley, PA, and has 33 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and has owned and operated Reliance Financial Advisors since 1996. In addition to his advisory work, he provides tax preparation services through Reliance Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, and compliance support while allowing advisors discretion in constructing client portfolios.

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.

Jennifer Hall is a CFP® professional at Lange Financial Group, LLC with five years of industry experience. She has worked at Lange Financial Group since 2021 and is also the owner of Pittsburgh CPA Services, PLLC, where she prepares individual tax returns during tax season. Lange Financial Group serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and consulting services that integrate tax-related planning. The firm refers clients to independent investment managers for portfolio implementation and emphasizes coordinated planning supported by a team that includes CPAs and a CFP® professional.

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.

James Lange is the principal of Lange Financial Group, LLC in Pittsburgh, PA, with 24 years of experience in financial advising. He also owns and supervises three affiliated businesses: a CPA firm, a law office, and a life and health insurance firm. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning and consulting, including tax-related planning. The firm coordinates implementation through independent investment managers and offers educational programming such as newsletters and seminars.

James Holtzman is a financial advisor at Legend Financial Advisors Inc with over 22 years of industry experience. He holds the CFP® designation and Series 66 license. Holtzman has worked at EmergingWealth Investment Management, Inc. for 15 years and has been with Legend Financial Advisors since 2001. Legend Financial Advisors serves individuals, retirement plans, trusts, nonprofits, and corporate entities, managing approximately $390 million in discretionary assets. The firm uses proprietary, tactically managed portfolios combining fundamental, technical, cyclical, and economic analysis to tailor strategies to clients’ risk tolerance, time horizon, and tax circumstances.

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®-certified financial advisor with six years of industry experience. He is currently with Beacon Light Wealth Management, where he has worked for one year, following five years at Northwestern Mutual in various wealth management and investment services roles. Beacon Light Wealth Management provides goals-based wealth management and retirement plan consulting to individuals, families, and small businesses. The firm combines strategic, diversified asset allocation with active and passive investment management, emphasizing tax-aware strategies and individualized financial planning.

Debra Rea is a financial advisor with NFI, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with NFI since 2005. NFI, LLC provides financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets primarily on a discretionary basis, employing a mix of proprietary and third-party research and various investment analyses, with an emphasis on diversification, quality investments, and long-term account review.

Daniel Rea is a CFP® with 28 years of industry experience, currently serving as an advisor at Nfi, Llc since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, selling insurance policies on an as-needed basis. NFI provides financial planning, consulting, and investment management to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a blend of fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios.

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.

Sean Ohara is a financial advisor at Kelley Investments with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Kelley Investments since 2000. Outside of his advisory role, he works as a flight instructor. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across over 200 client relationships, employing proprietary portfolio strategies with a growth-at-a-reasonable-price style and a buy-and-hold approach.

Ronald Heakins is a financial advisor with Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is the majority owner of Oakmont Investment Advisors, Inc., which operates as Oak Tree Investment Advisors, and has involvement in expert services through his companies R.E. Heakins Expert Services, Inc. and C.P.A.A + Inc. Oak Tree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of macroeconomic analysis, fundamental company research, technical indicators, and a distinctive weekly-rebalanced Zacks “Black Box” trading strategy, and may incorporate covered-call strategies for income.

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 Series 66 credentials and over 25 years of industry experience. His career includes roles at multiple firms such as Blackridge Asset Management and PNC Wealth Management. Outside his advisory work, he is a business owner of East Coast Sports Association, LLC. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm utilizes a combination of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.

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 27 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 licenses. His prior roles include positions at Opus Financial Solutions LLC, Sanitas Wealth Management, and H.D. Vest Advisory Services. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, offering financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm emphasizes documented investment policies, tax-conscious strategies, and discretionary trading aligned with client objectives and risk tolerance.

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® 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.