Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

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.

Daniel Power is the sole advisor at Daniel Power, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He founded Daniel Power, LLC in 2022 after an extended period outside the financial industry. The firm provides portfolio management services primarily for individual and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. Daniel Power, LLC generally recommends mutual funds tailored to clients’ risk tolerance and time horizon and operates under a fiduciary standard without accepting discretionary authority, requiring clients to maintain a custody relationship with Schwab Institutional.

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

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.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

Rebekah Kiger is an investment adviser representative at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Investments and Citizens Securities. Outside of her advisory role, she is a Certified High Performance Coach and serves as a brand ambassador for health products with Xendurance. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a mix of fundamental and technical analyses and uses model portfolios aligned with clients’ goals, managing approximately $62.9 million in discretionary assets.

Ryan Codrick is a Series 65-licensed advisor at Chapel Hill Investment Analysts Inc with 8 years of industry experience. He has been with the firm since 2013. Chapel Hill Investment Analysts is an SEC-registered advisory firm serving individuals, businesses, trusts, and pension plans, managing over $400 million for approximately 1,411 clients. The firm combines a core, diversified allocation of ETFs and mutual funds with an actively traded equity sleeve and offers volatility-based portfolios, managing most accounts on a discretionary basis.

Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Cameron Roth is a financial advisor at McDowell Associates Investments, LP with eight years of industry experience. He holds a Series 65 designation and has worked with multiple firms including Kattan Ferretti Financial L.P. and Thor Financial Technologies. Roth is a 12% owner and portfolio manager at THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a long-term trading approach based on charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management.

Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.

Kenneth Sullivan is an investment adviser representative at Retire Pittsburgh Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related firms since 2016, including ownership and an insurance agent role at Retire Pittsburgh LLC. He is also involved with The Retirement Guys Formula, an affiliated business he has operated since 2017. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental and technical analysis to manage portfolios, employing a range of securities and strategies tailored to client goals.

Matthew Viverette is a financial advisor at Vista Investment Management, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Vista Investment Management since 2014. Vista Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement-plan participants, businesses, and charitable organizations. The firm employs a fundamental, value-oriented equity strategy with broad diversification and ongoing rebalancing, focusing on portfolio management rather than standalone financial planning.