Ishaan Shah is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. Outside of advising, he is the owner of Shah Ventures, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party managers and its SAM program, and provides ERISA fiduciary services through credentialed representatives.

Robert Kerber is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Hefren Tillotson, Inc. for 17 years before joining Robert Baird & Co. in 2022. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and technology-driven investment processes.

Matthew Sasala is a CFP® professional affiliated with Cetera, holding the Series 66 designation and bringing four years of industry experience. He has worked at Cetera and its affiliates since 2022 and previously held a position at EY from 2018 to 2020. Sasala also serves as a financial planning analyst at DSF Wealth Management Group, LLC. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a broad range of portfolio management and financial planning services with over 10,000 advisors and more than $256 billion in assets under management.

James Herrington is the principal and sole advisor at Herrington Investment Solutions in Pittsburgh, PA, holding the CFA® designation and Series 66 license with 24 years of industry experience. Since 2008, he has also served as Head of Private and Public Equity at the West Virginia Investment Management Board, where he selects and monitors outside investment managers. Herrington Investment Solutions provides discretionary portfolio management and investment advisory services to a small client base of individual households, including both high-net-worth and non-HNW clients. The firm is characterized by its single-advisor structure and hands-on management approach.

Joo Won Chang is a Series 65 licensed advisor at Elm Capital Management LLC with one year of industry experience. Prior to joining Elm Capital Management, he worked in the North Allegheny School District and spent several years as a homemaker. Elm Capital Management provides investment advisory services to individuals, pension plans, trusts, estates, and corporations with a focus on non-discretionary portfolio management and pension consulting. The firm uses fundamental analysis and Modern Portfolio Theory in its advisory process, offering tailored strategies and firm-developed model portfolios.

Joseph Beck is a financial advisor at Elm Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Elder Law Management since 2002. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios and a combination of fundamental analysis, modern portfolio theory, and trading approaches, with client approval required for transactions.

Mary Stanek is a financial advisor at Elm Capital Management LLC in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. She previously worked at West Chester Capital Advisors, Inc. for 10 years and currently serves as Chief Investment Officer at both Elm Capital Management and Eastern Financial Group, Inc. Additionally, she has a role as a document processing specialist at NPC Inc. Elm Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, focusing on non-discretionary portfolio management and pension consulting using fundamental analysis and Modern Portfolio Theory.

George Sweeney is a financial advisor at Elm Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elm Capital since 2020. He is also affiliated with Eastern Financial Group, Inc. dba Elder Law Management, where he provides estate and insurance planning services. Elm Capital Management LLC operates as a six-advisor team offering non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies within firm-developed model portfolios.

Ronald Jones is a financial advisor at Elm Capital Management LLC with 30 years of industry experience. He holds a Series 63 designation and has a background that includes ownership of law firms specializing in estate and tax planning, as well as serving as an adjunct professor at Penn State University since 1991. Jones has been with Elm Capital Management since 2020. Elm Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, focusing on non-discretionary portfolio management and pension consulting. The firm employs a tailored advisory approach using fundamental analysis and Modern Portfolio Theory, offering both long- and short-term strategies, and maintains formal affiliations with legal and elder-law entities.

Kenneth Summit is a financial advisor with Elm Capital Management LLC in Pittsburgh, PA, holding a Series 65 designation and 11 years of industry experience. He has worked at Elder Law Management since 2015. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension plans, trusts, estates, and corporate clients. The firm uses model portfolios combined with fundamental analysis and modern portfolio theory, delivering advice primarily on a non-discretionary basis.

Sanggi (David) Jeon is a Series 65 licensed advisor with Elm Capital Management LLC, where he has worked since 2020. He has four years of industry experience and has also been involved with Eastern Financial Group, Inc. dba Elder Law Management since 2015. Elm Capital Management LLC is a six-advisor team providing non-discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses firm-developed model portfolios combined with fundamental analysis and modern portfolio theory, offering clients transaction approval and ongoing monitoring aligned with their objectives.