Shiv Sethi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in March 2020. His practice centers on assisting sophisticated individuals, families, and businesses with preserving and growing their wealth to support their goals. Shiv focuses on creating bespoke wealth strategies that encompass comprehensive advice on investing, generational wealth transfer, and philanthropic giving, along with providing access to banking and borrowing services through Bank of America. He has specialized experience in managed solutions, alternative investments, and liquidity management. Before rejoining Merrill, Shiv held the position of Vice President at JP Morgan Private Bank and worked in the North American Investment Banking division at Macquarie Capital. He originally began his career at Merrill in 2009, undertaking various roles within the Global Wealth Management division over six years. Shiv holds a BBA in Finance (Cum Laude) from Temple University and an MBA from Columbia Business School. He also holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. As a second-generation American, Shiv is committed to supporting diversity and inclusion in both his professional and personal life. He serves on the board of directors for the August Wilson African American Cultural Center and is a member of the Professional Advisors Council at Lincoln Center for the Performing Arts in New York City. Additionally, he is an avid animal lover and participates in animal welfare charities and shelters.

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.

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. with five years of industry experience. Prior to joining the firm, he worked at LPL Financial, The PNC Financial Services Group, and Herbein & Company. He is involved with FPA Tax Services, LLC, providing tax preparation and accounting services. Financial Planning Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations with comprehensive financial planning and customized managed investment advisory programs. The firm employs a client-centric advisory process, utilizing a range of discretionary and non-discretionary strategies and maintains affiliations with related accounting and investment advisory entities.

Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.

Daniel Eller is a CFP® professional with three years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has been with WMS Wealth Planners since 2020 and previously worked at an aesthetic skin and laser center. WMS Wealth Planners offers investment management and comprehensive financial planning to individuals and various institutional clients, utilizing a total portfolio approach that incorporates both active and passive strategies. The firm employs a proprietary investment model combining fundamental, technical, and cyclical analysis, and provides tailored portfolios that include ESG and Charitable Endowment options.

Kimberly Forrest is a financial advisor at Bokeh Capital Partners LLC with five years of industry experience and holds the Series 65 and Series 66 designations. She has worked at Bokeh Capital Partners since 2019 and previously spent 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 and also serves other registered investment advisers. The firm uses a combination of fundamental and technical analysis with both top-down and bottom-up security selection, employing long- and short-term positions alongside options and margin strategies when appropriate.

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 also worked with Whitney and Associates and Financial Independence Group. Additionally, he is 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 in assets across about 301 client relationships, employing a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term trading strategies.