Jonathan Dane is a CFP® and CFA® with over 18 years of industry experience. He founded Defiant Capital Group in 2020 after previously working at a family office and on Wall Street at Goldman Sachs and Jefferies. Defiant Capital Group provides entrepreneurs, founders and highly compensated executives with optimized tax planning and financial guidance. We offer both flat-fee and AUM models depending on the client engagement and need. We specialize in comprehensive planning pre- and post-liquidity, and our advanced planning work spans equity compensation, QSBS, capital gains, estate strategy, and multi-generational family businesses. Our team works together on every client, and no two engagements look the same - we structure each one around what the client actually needs.

Grady Wirth is a Private Wealth Advisor with The Bahnsen Group, serving high-net-worth individuals, executives, pre-retirees, and retirees who want a clearer, more disciplined plan for turning wealth into lasting income. Grady works best with households who have accumulated meaningful assets and are now asking bigger questions: Can my portfolio support my lifestyle? How do I create income that can rise over time? How do I manage taxes in retirement? How do I coordinate investment decisions, estate planning, insurance, cash flow, and legacy goals into one understandable strategy? His approach is especially valuable for clients between ages 55 and 70 who are preparing for retirement or already living from their portfolio. Rather than relying on generic allocation models or annuity-first solutions, Grady helps clients build tax-aware, income-focused portfolios rooted in The Bahnsen Group’s core dividend growth investment philosophy. Clients often come to Grady because they want someone who can make complex financial decisions feel simple. His style is straightforward, educational, and calm. He takes time to explain not just what the plan is, but why it works, how each piece fits together, and what clients should expect along the way. As a CFP® and CIMA® professional with 12 years of industry experience, Grady focuses on retirement income planning, tax planning, investment management, estate and legacy planning coordination, Social Security strategy, Roth conversion planning, risk management, insurance planning, cash-flow planning, and multi-generational wealth planning. Grady leads The Bahnsen Group’s Pittsburgh presence and is supported by a three-person team. The Bahnsen Group is a nationally recognized private wealth management firm known for its dividend growth investment philosophy and comprehensive approach to wealth management. Grady is a strong fit for clients who want a long-term advisory relationship, value thoughtful guidance, and are looking for a clear plan they can understand and follow. He is generally not the right fit for do-it-yourself investors who prefer to manage every decision independently. To explore whether there may be a mutual fit, schedule a 15-minute introductory call with Grady.

Todd Delligatti is the president of Expert Financial Services, LLC in Wexford, PA, with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Leigh Baldwin & CO., LLC for 12 years. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting, bill paying, and tax preparation. Expert Financial Services, LLC primarily serves individual investors along with pension and profit-sharing plans, charitable organizations, businesses, and trusts. The firm provides managed account services on a primarily non-discretionary basis, using fundamental, technical, and cyclical analysis to support both long- and short-term investment strategies.

Patrick Drazga is a CFP®-credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Drazga Wealth Advisors, LLC, an independent firm he founded in 2009. He maintains life and health insurance licenses, allowing him to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals and small businesses. The firm employs a strategic and tactical asset allocation approach, customizing portfolios across various investment vehicles and adjusting them based on client needs and market conditions.

Thomas Proctor is a CFP® professional with 26 years of industry experience. He is the sole advisor at Proctor Advisory Wealth, LLC and previously worked at Fidelity Investments and Strategic Advisers, Inc. Proctor Advisory Wealth, LLC provides advisory services to individuals and high-net-worth clients, offering portfolio management, financial planning, and insurance products. The firm utilizes modern portfolio theory and individualized asset allocation, focusing on a limited range of investment instruments and providing periodic reporting to clients.

Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.

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.

Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.

Nicholas Kennedy is a CFP® with 14 years of industry experience, currently serving as president and owner of Three Rivers Executive Consulting, LLC. He previously worked at Lincoln Financial Advisors Corporation for seven years and is also a registered representative with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as board president of the North Park Manor Homeowner's Association and is a board member of the Birmingham Foundation. Three Rivers Executive Consulting, LLC manages approximately $86.5 million across individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm employs model portfolios and various analytical approaches, including technical and fundamental analysis, and accommodates a range of investment instruments and trading strategies.

Arthur Sobczak III is a financial advisor at Private Wealth Services, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role, he has worked with firms including LPL Financial and Ownership Advisors, Inc. Sobczak is involved in insurance consulting and wholesaling activities in addition to his advisory work. Private Wealth Services, LLC serves individuals, trusts, profit-sharing plans, and business entities primarily through a solicitor/referral model, introducing clients to third-party registered investment advisers. The firm provides financial planning and consulting services addressing various non-investment matters and does not manage client assets or exercise discretionary authority.

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.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Janney Montgomery Scott LLC. In addition to advisory services, he is also licensed to provide insurance sales on a limited basis. Wexford Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business-sponsored pension and profit-sharing plans. The firm employs a customized, long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, with selective use of individual securities, and provides ongoing fiduciary oversight and integrated financial planning.

Ronald Leonard is the sole advisor at RCL Capital Management in Wexford, PA, with 29 years of experience at the firm. He has been managing personalized financial planning and investment strategies since 1997. RCL Capital Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach that combines passive index funds and ETFs with selective active funds and individual securities, serving approximately 84 clients with about $38.4 million in assets under management.

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.

Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.

John Kariss III is a financial advisor at Rex Consulting, LLC with eight years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His career includes roles at firms such as Western and Southern Financial Group and NYLIFE Securities LLC. Rex Consulting is an independent registered investment adviser serving individuals and high-net-worth clients. The firm primarily manages portfolios using exchange-traded funds and offers comprehensive financial planning and consulting with a focus on fundamental analysis and long-term investment strategies.

Benjamin Pearce is a financial advisor with Guardian Capital, LLC in Wexford, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Guardian Capital in 2025, he worked at PNC Investments for seven years and had roles at Edward Jones Investments and Quicken Loans Inc. Guardian Capital, LLC is a fee-based investment adviser managing approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

Angela Ferrante is a financial advisor with Leonard Advisory Group LLC in Wexford, PA, holding a Series 63 license and 38 years of industry experience. She has held roles at Leonard Advisory Group since 2015 and serves as president of Laurel Highlands Risk Management, a risk management firm specializing in life, health, accident, long-term care, and annuities. In addition, she owns and operates a family farm, A.M. Cattle Company. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, and business clients, including investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, incorporates third-party investment platforms and managers, and maintains discretionary trading authority with quarterly reviews.

Nathan Thompson is a financial advisor with 17 years of industry experience, currently practicing at 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides investment supervisory services and financial planning to individuals—including high-net-worth clients—and business entities. The firm manages approximately $66.6 million in assets across 301 client relationships, operating primarily on a non-discretionary basis with a blend of technical and fundamental investment analyses.

William Knight is a CFP® with 12 years of industry experience, currently serving as an advisor at Legend Financial Advisors Inc. He previously worked with Inpax Academy LLC and was self-employed before joining Legend Financial Advisors. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios with tailored strategies emphasizing strategic asset allocation and active adjustments, utilizing mutual funds, ETFs, and individual securities as appropriate.