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 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 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.

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.

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.

Quinn Mc Cracken is a CFP® professional at River’s Edge Wealth Management with five years of industry experience. Prior to joining River’s Edge in 2021, he held roles at EWA, LLC, Ken Mixter, Inc., Dunn & Associates, and other firms. Outside of advisory work, he has worked as a rideshare driver. River’s Edge Wealth Management serves individual and high-net-worth clients, emphasizing physicians and owners of closely held businesses. The firm manages approximately $157 million across 217 client relationships and employs an evidence-based, goal-driven investment approach with a focus on tax efficiency, direct indexing, and client communication supported by technology.

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.

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.

Kenneth Eirkson is a financial advisor with Synergy Investment Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked at StoneX Securities Inc since 2012 and has been involved with Arriba Investment & Exchange Inc since 2009. Outside of his advisory work, he serves on the financial endowment committee at Salem United Methodist Church and is president of a nonprofit providing off-campus student housing at Indiana University of PA. Synergy Investment Group, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm manages portfolios on a discretionary basis, using a mix of mutual funds, ETFs, equities, and fixed income tailored to client risk profiles, and offers ongoing advice along with comprehensive to limited financial planning options.

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.

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.