Ian Wild is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal at All-Pro Advisors LLC, an independent firm based in Gibsonia, PA. His work history includes roles at Greenrose Wealth Management, Origin Financial, and HBKS Wealth Advisors, as well as time with the Toronto Argonauts and Winnipeg Blue Bombers football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning, including tax preparation services, to individuals and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies with discretionary asset allocation, tailoring plans to each client’s objectives without a firmwide account minimum.

Michael Dieschbourg is a financial advisor at iCapital Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Alpha Capital Family Office and Federated Investors. iCapital Advisors provides non-discretionary investment advisory and consulting services to institutional clients, family offices, trusts, nonprofits, and retirement plans. The firm offers customized portfolios across multiple asset classes, combining top-down fundamental analysis with technical analysis to guide asset allocation and security selection.

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Nicholas Terezis is a CFA® charterholder with 27 years of industry experience, serving as the sole advisor at Marathon Strategic Advisors, LLC since 1999. He is based in Pittsburgh, PA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Terezis is Vice President and a board member of the Greek Orthodox Church Foundation, a nonprofit supporting the Holy Trinity Greek Orthodox Church in Steubenville, OH. Marathon Strategic Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes investment policies tailored through detailed client interviews and uses a combination of fundamental, quantitative, qualitative, and cyclical analysis to implement portfolios on a discretionary basis.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

George Bernard Jr. is a financial advisor with Bennington Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes long tenures at Healthview Asset Management and Advisory Group Equity Services. Outside of advising, he serves as an independent medical consultant and outside board member for WorldCare North America and is involved in independent marketing services as managing director at Bennington Asset Management. Bennington Asset Management LLC provides fee-based discretionary investment management services to individuals and institutional clients, offering customized portfolio options and healthcare-focused financial solutions. The firm combines fundamental and technical analysis in a primarily long-only investment approach with both discretionary and client-directed service models.

Aaron Kahn is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He is currently with WMS Wealth Planners in Pittsburgh, PA, and has held advisory roles at Wealth Management Strategies, Inc. and Kestra Financial Services, Inc. Outside of his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a financial media outlet featuring interviews about personal money experiences, and serves on the board of Trail Pittsburgh, where he contributes to web content and community trail maintenance. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm employs a total portfolio approach that blends active and passive strategies, using a proprietary model combining fundamental, technical, and cyclical analysis, and offers ESG variants and charitable endowment strategies.

Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.

Douglas Woods is a financial advisor with Healthview Asset Management, Inc. He holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. Outside of his advisory work, he serves as the official scorekeeper for men's and women's basketball games at Duquesne University. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to both individual and institutional clients. The firm integrates actuarial algorithms into healthcare-centered planning and offers customized investment solutions, including Health Savings Account and Health Reimbursement Arrangement programs.

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.

Clinton Guyaux is a CFP® with 19 years of industry experience, currently serving as an advisor at Centerview Wealth Advisors, LLC since 2014. He has also been associated with MassMutual Life Insurance Company since 2007. Clinton is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a disciplined investment process that includes fundamental, technical, and quantitative analysis. The firm manages client assets in-house and integrates insurance offerings alongside advisory services.

Kristin Pearson is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at The Coury Firm and FSC Securities Corp. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach integrates fundamental, quantitative, and qualitative analysis and offers a variety of advisory arrangements, including both discretionary and non-discretionary services.

Aimee Toth is a financial advisor with Invicta Advisors LLC, holding 19 years of industry experience. She has worked at Invicta Advisors and Invicta Capital LLC since 2018 and was previously with Trustmont Financial Group and Trustmont Advisory Group. In addition to her advisory role, she practices law at Three Rivers Law Partners. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a variety of advisory arrangements, including discretionary and non-discretionary services.

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

Catherine Oliver Allen is a Series 63 licensed financial advisor with 33 years of industry experience. She has been with Invicta Capital LLC since 2019 and also owns and operates Relentless Ranch, where she raises and trains service dogs. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach incorporates fundamental, quantitative, and qualitative analysis, offering a range of advisory arrangements including discretionary and non-discretionary services.

Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centerview since 2015. Outside of advising, he is involved in nonprofit organizations including serving as co-chair of Emerging CPAs at the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. He also operates Capital Configuration, LLC, an unrelated business. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm integrates fundamental, technical, and quantitative analysis, and manages client assets in-house with documented investment policies and regular reviews.

Curt Knotick is a financial advisor at C2 Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at ASG Investment Management LLC and other firms. Outside of his advisory role, he is the owner and managing member of CCK Holdings LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, incorporating tax and estate coordination and requiring clients to attend a retirement education course as part of its integrated service model.

William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. He is also the owner of McMullen Industries, Limited, an insurance agency specializing in fixed insurance sales. Riverside Financial Advisors LLC is a small advisory team managing approximately $22.4 million, providing discretionary asset management and financial planning services. The firm employs quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning, offering tailored strategies across various asset classes.

Jarrod Sleppy is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2015 to 2026. Legacy Edge Advisors serves individuals, high-net-worth clients, and trusts, providing discretionary portfolio management and financial planning. The firm uses a blend of fundamental, quantitative, and technical analysis to guide investment decisions and manages over $1.2 billion in discretionary assets.