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.

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.

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.

Nicole Cosnotti is a financial advisor at Atmos Advisory, LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Atmos Advisory since 2015. Prior to that, she worked at Gateway Financial Group and M Holdings Securities, Inc. Cosnotti is also a Pennsylvania notary public. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets, focusing on ETF-based asset-allocation models guided by modern portfolio theory, with an emphasis on diversification, tax efficiency, and tailored risk tolerance.

Kevin Siebert is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Atmos Advisory, LLC, where he has worked since 2012, and has prior experience at UBS/The LRM Group and The Leaders Group, Inc. Outside of advisory work, he dedicates time as an insurance producer identifying potential clients. Atmos Advisory, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using ETF-based, diversified portfolios guided by modern portfolio theory and tailors allocations to client risk tolerance and time horizon.

Christopher Conti is a CFP® professional with experience at Aspire Wealth Architects, MAI Capital Management LLC, Deloitte Tax LLP, and PricewaterhouseCoopers. He has been in the financial industry since 2022 and currently serves as an advisor at Aspire Wealth Architects. Aspire Wealth Architects provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, emphasizing fee, tax, and risk reduction.

Walter Laub is a CFP®, CFA®, and Series 65 professional with 16 years of experience in financial advising. He has been with Aspire Wealth Architects since 2018 and previously worked at Wealthcare Capital Management LLC. Aspire Wealth Architects provides comprehensive financial planning and portfolio management to individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, utilizing tools like Monte Carlo analysis and direct indexing to manage risk and tax efficiency.

Gregory Burd is a financial advisor at Keystone Investment Advisors, LLC with 22 years of industry experience. He has been with Keystone since 2009. Keystone serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside comprehensive financial planning services. The firm employs a core-and-satellite investment approach using passively managed index funds and ETFs, and offers fee-only, discretionary portfolio management with quarterly reviews.

Alex Patterson is a financial advisor at Financial Planning Advisors Inc. in Pittsburgh, PA, holding a Series 63 designation with five years of industry experience. Prior to joining Financial Planning Advisors, he worked at The PNC Financial Services Group, Inc. He is also involved in tax preparation through a related accounting practice, FPA Tax Services, LLC. Financial Planning Advisors, Inc. is a Pennsylvania state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, customized managed advisory programs, and both discretionary and non-discretionary portfolio management through platforms such as LPL’s Strategic Wealth Management and third-party asset managers.

Kimberly Forrest is a financial advisor at Bokeh Capital Partners LLC with seven years at the firm and a total of 19 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Bokeh Capital Partners, she worked for 14 years at Fort Pitt Capital Group. Bokeh Capital Partners provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as other registered investment advisers. The firm employs a combined fundamental and technical analysis approach, utilizing both top-down and bottom-up security selection and various strategies tailored to client restrictions.

Thomas Mcgahan is a CFA® charterholder with five years of industry experience. He is currently with Eamon Capital Management, LLC, where he has worked since 2017. His prior roles include positions at Alpha Capital Partners and MetLife. Eamon Capital Management provides investment management and financial planning primarily for individual and high-net-worth clients, utilizing a strategic asset allocation framework combined with both passive and active strategies. The firm offers personalized portfolio management, ongoing advisory services, and comprehensive planning engagements.

Craig Thompson is a financial advisor with 17 years of industry experience, currently affiliated with 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has a background that includes work at Whitney and Associates as well as serving as an independent insurance agent with Financial Independence Group and Whitney and Associates. 4th River Financial Group provides investment supervisory services and financial planning primarily on a non-discretionary basis to individuals and business entities, including high-net-worth clients. The firm manages approximately $66.6 million across 301 client relationships, offering portfolio management, customized investment policy statements, and educational seminars.

Daniel Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Ward operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients through written comprehensive plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets directly and focuses on fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence in its recommendations.

Christina Simmonds is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with 10 years of industry experience. She holds the Series 66 designation and has worked at Hapanowicz & Associates Financial Services, Inc. since 2015 and LPL Financial LLC since 2012. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages client accounts on a discretionary basis through LPL Financial’s SWM platform, using strategic and tactical asset allocation alongside model mutual-fund portfolios tailored to clients’ risk tolerance and objectives.

John Jones is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Bill Few Associates, Inc. since 1996 and previously spent 24 years at Bill Few Securities, Inc. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm uses a combination of fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.