Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

James Danko is a financial advisor with Fragasso Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Fragasso Financial Advisors since 2012 and previously spent 18 years at LPL Financial LLC. Outside of his advisory role, Danko serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and incorporates fundamental analysis, offering a range of investment options and ongoing portfolio management.

Jacob Dachille is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Networth Advisors, LLC and previously worked at Allegheny Financial Group and PNC Investments LLC. Outside of his advisory work, Jacob has experience in community-related roles, including a position with Peters Township Parks and Recreations. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory to create customized investment strategies and also engages in local media and educational outreach.

Sara Morrison is a CFP® professional with four years of industry experience. She has been with DWD Portfolio Solutions, Inc. since 2022 and previously worked in healthcare and education roles, including positions at UPMC Hillman Cancer Center and Gerald Champion Regional Medical Center. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for both individual investors and employee benefit plans. The firm incorporates various analytical approaches and model portfolios in its individualized investment advice and offers plan-level consulting and tailored investment solutions.

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Hefren-Tillotson for six years before joining Confluence in 2022. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm operates as a fiduciary, employing a mix of active and passive investment strategies and emphasizes asset allocation and macroeconomic analysis in portfolio construction.

Eric Vogt is a CFP® professional with 19 years of industry experience, currently serving at Waldron Private Wealth. His career at Waldron spans over a decade, with roles dating back to 2011. He is a board member of the Estate Planning Counsel of Pittsburgh and is involved in angel investing through LOBO ONE LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, third-party managers, and alternative strategies, while also offering extensive family-office and non-investment services.

Patrick Ellsworth is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waldron Private Wealth and has previously worked at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he is also licensed as an insurance agent. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside investment management.

Joshua Rennert is a financial advisor with Waldron Private Wealth, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at OSAIC, Sequoia Financial Group, Comerica Bank, and Huntington National Bank. He is the founder of Reserve Private Wealth, LLC, and provides ad-hoc notary services through Reserve Notary. Waldron Private Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and utilizes mutual funds, ETFs, interval funds, and third-party managers, along with a range of family-office services.

Kelly Costello is a financial advisor at Waldron Private Wealth with 22 years of industry experience. Prior to joining Waldron Private Wealth in 2024, she held roles at Raymond James & Associates, Wells Fargo Clearing, and WELLS FARGO Advisors. Kelly is also licensed as an insurance agent. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach includes strategic asset allocation across multiple asset classes and the use of mutual funds, ETFs, alternative strategies, and third-party managers.

Robert Malcolm IV is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Focus4Financial, and LPL Financial. Outside of advisory work, he is a co-owner of Bebco, Inc., a commercial real estate management entity. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and retirement plan services through a platform that integrates institutional resources and third-party managers.

Brody Mull is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Confluence, he spent four years at the University of Pittsburgh. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers a range of services including investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with both discretionary and non-discretionary account management.

Kevin Searfoss is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Waldron Private Wealth since 2002. Outside of his advisory role, he serves as a football referee. Waldron Private Wealth provides comprehensive investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment process involves strategic asset allocation across a range of asset classes using mutual funds, ETFs, interval funds, and third-party managers, and it offers family-office services and specialized insurance product management.

Roselyn Wilkinson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Pittsburgh, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including 23 years at Berthel Fisher and ongoing involvement with Md & A Financial Management Co since 1999. Wilkinson is also the author of the book *It's Good to be the Queen*, which aims to engage women in their financial future. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of asset management solutions across multiple platforms through approximately 100 independent investment adviser representatives.

Samantha Sheetz is a CFP® and Series 66-registered financial advisor at Confluence Financial Partners with 10 years of industry experience. She previously worked at Waldron Private Wealth, LLC, Summit Bank, and Raymond James Financial Services. Outside of her investment advisory role, she is also licensed as an insurance agent. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers tailored investment management, retirement plan consulting, and insurance referrals, employing a combination of active and passive strategies alongside proprietary and third-party portfolio management.

Benjamin Greenfeld is a CFP® with 19 years of industry experience, currently serving at Waldron Private Wealth since 2011. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he acts as a co-trustee on client trusts. Waldron Private Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base, including individuals, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation across multiple asset classes and incorporates third-party managers and alternative strategies.

Nathaniel Ecoff is a CFA® charterholder with eight years of industry experience. He has worked at Waldron Private Wealth since 2019 and previously was employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he is involved in technology consulting with AlphaSights. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm emphasizes strategic asset allocation across a broad range of asset classes and offers family-office services along with management of private investment vehicles and alternative strategies.

Bryan Waldron is a CFP® professional with eight years of experience, currently serving at Waldron Private Wealth. His entire career has been with the firm in various capacities since 2016. He also acts as a trustee for a limited number of clients, managing trusts on their behalf. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm employs a strategic asset allocation approach across multiple asset classes and offers family-office services, investment consulting, and access to third-party managers and private investment vehicles.

Spencer Mc Kee is a CFP® with three years of industry experience currently advising at Waldron Private Wealth. He has held positions at Waldron Private Wealth since 2022 and previously worked at Somerset Trust Company. Waldron Private Wealth offers investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation across multiple asset classes using mutual funds, ETFs, third-party managers, and may include private investment vehicles and alternative strategies.

Michael Touscany is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm operates as a fiduciary, using a combination of active and passive investment approaches, with a notable focus on retirement plan consulting and access to third-party managers.

Stephen Kajmo is a CFP® professional with one year of experience at Waldron Private Wealth. Prior to joining Waldron, he worked at Hirtle Callaghan & Co and Financial Independence Planning, LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm’s investment process includes strategic asset allocation across multiple asset classes and employs mutual funds, ETFs, third-party managers, and alternative strategies.