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.

Elizabeth Debowski is a financial advisor at Storie Financial Advisory LLC in Canonsburg, PA. She holds a Series 65 designation and has been a homemaker since 2010, beginning her advisory career with no prior industry experience. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning and investment management. The firm uses a Core+Satellite investment strategy and offers tax return preparation through an Enrolled Agent, providing services on a non-discretionary basis and billing primarily by hourly fees.

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.

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.

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.

Albert Fletcher is a financial advisor at Santori & Peters with two years of industry experience. He holds a Series 65 designation and previously worked at CooksonPeirce. His background includes roles outside finance, such as at Mish farms Meat Market Inc. and Hazlett Contracting. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and financial planning, employing a discretionary investment process that integrates fundamental, technical, and cyclical analysis.

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.

Ryan Neupaver is a CFP® with 15 years of industry experience, currently serving as an advisor at Santori & Peters since 2017. He previously worked at Royal Alliance from 2010 to 2017 and is president of Lintel Financial, LLC. Neupaver is a member of the Pittsburgh Zoo and Aquarium’s board of directors and endowment committee, where he assists with donor relations and monitors endowment investments. He also serves on the board of the Financial Planning Association’s Pittsburgh chapter. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis alongside discretionary, customized asset allocation programs.

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.