Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Gary Boatman is a CFP® professional with 17 years of experience in financial advisory, operating as the sole advisor at Boatman Wealth Management, LLC. He has managed his own practices since 1979, including a tax preparation business and insurance services. In addition to his advisory work, he is involved in tax preparation through Valley Tax Services, LLC, and owns a local shopping center. Boatman Wealth Management is an independent advisory firm serving individuals and charitable organizations with investment advisory, financial planning, and consulting services. The firm primarily manages assets on a non-discretionary basis through third-party managers and model portfolios while also providing referrals for tax preparation and insurance products.

Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.

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.

Guy Deemer is the principal of Deemer Wealth Management LLC, an independent advisory firm based in Venetia, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to founding Deemer Wealth Management, he worked at IFS Advisory, LLC and IP Financial Advisory Services LLC. Outside of advising, he holds an active life and health insurance license, though he has not made insurance sales in several years. Deemer Wealth Management provides ongoing portfolio management primarily to individual and high-net-worth clients, blending multiple investment approaches including fundamental and technical analysis, modern portfolio theory, and options strategies. The firm also works with third-party platforms and managers to deliver tailored discretionary oversight aligned with clients’ goals and risk tolerance.

Timothy Hanna is the sole advisor at Hanna Financial and Tax Services in Bridgeville, PA, holding a Series 63 designation with 34 years of industry experience. He has worked at Allegheny Investments, Ltd. since 1992 and operates a separate business providing income tax and financial planning services. Hanna Financial and Tax Services offers investment advisory, income tax preparation, and insurance services to individual clients, managing approximately $14 million in assets across about 75 client relationships. The firm uses a non-discretionary approach with Fidelity Investments as custodian, combining portfolio management with tax and insurance offerings.

Richard Bryan Jr. is the principal of Bryan Advisory Services, LLC, holding a Series 63 designation and bringing 12 years of industry experience. His career includes leadership roles in several related companies, notably in energy and oil and gas sectors, such as Bryan Energy Management, LLC and Discovery Oil and Gas LLC. Outside of advisory activities, he serves as president and managing partner of multiple non-investment entities focused on energy, drilling, and land development. Bryan Advisory Services provides investment advisory and portfolio management services to individuals, trusts, foundations, and business organizations, with additional pension consulting and retirement projection services. The firm manages client portfolios on a discretionary basis using Modern Portfolio Theory and integrates quantitative and qualitative analysis, often employing a diverse range of financial products.

James Zalenka is a CFP® with 23 years of industry experience and has been the sole advisor at The Baran James Company, Inc. in Pittsburgh, PA since 1995. He is also licensed to sell life, disability, and other insurance products. The Baran James Company, Inc. offers personalized investment advisory services to individuals, trusts, pension and profit-sharing plans, and other entities, focusing on tailored portfolios using mutual funds, ETFs, and selected individual securities within a long-term buy-and-hold strategy. The firm also provides pension consulting and 401(k) plan sponsor services, including plan design reviews and participant education.

Alexander Recker is the principal advisor at Recker Capital Management LLC, an independent firm based in McMurray, PA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guggenheim Investments and Alter Domus LLC. Recker Capital Management LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and businesses. The firm uses asset allocation and Modern Portfolio Theory, combining passive and active strategies tailored to client objectives, and offers retirement plan consulting services for plan sponsors.

Matthew Salcedo is the founder of Salcedo Financial Services in McKeesport, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at T. Rowe Price, Craig & Treff Financial Services, and Kestra Investment Services. Salcedo Financial Services offers investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and small businesses. The firm employs an asset-allocation-driven, discretionary investment approach guided by client-specific Investment Policy Statements and provides flexible fee arrangements beyond standard percentage-of-AUM billing.

Andrew Gans is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Rockcliff Capital, LLC since 2013 and previously at Morgan Stanley and Bill Few Associates, Inc. Rockcliff Capital provides tailored investment and wealth management, as well as financial planning and consulting services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and a multi-faceted asset allocation approach, primarily using ETFs and diversified equity exposure, with both discretionary and non-discretionary portfolio management.

Joshua Bryant is a financial advisor at FreedomTrust LLC in McDonald, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KPMG, Google, Govini, and Highmark Health Solutions. Outside of his advisory role, he maintains substantial employment in a non-investment technology position. FreedomTrust LLC provides non-advisory digital asset management, administration, and financial consulting primarily for institutional clients and registered investment advisers. The firm’s approach centers on digital-asset strategies tailored to clients’ objectives and risk tolerance, using qualified custodians and third-party trading technology, and offers both discretionary and non-discretionary arrangements as well as sub-advisory services.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has led Zimmer Financial Planning since 2012, operating as the firm's sole adviser. Zimmer Financial Planning offers comprehensive financial planning services for high-net-worth individuals, focusing on investment, retirement, tax, estate, insurance, and debt/credit planning through fixed-fee and hourly engagements. The firm does not provide ongoing portfolio management or take custody of client assets, emphasizing written investment policies, quarterly reviews, and a variety of investment analysis methods without charging percentage-of-assets fees.

Michael Donnelly is a CFA® charterholder and principal of Blue Devil Advisors LLC, an independent advisory firm based in Pittsburgh, PA. He has over 19 years of experience in the investment industry, including prior work at CS McKee and his ongoing role with Blue Devil Capital, a private investment business he founded and manages. He dedicates a significant portion of his time to this affiliated investment activity. Blue Devil Advisors is a single-advisor firm providing discretionary asset management and financial planning reviews primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis tailored to client objectives and maintains a boutique approach with a limited client roster.

Carl Emerick is a Certified Financial Planner™ (CFP®) with 26 years of industry experience. He has been the principal of Emerick Financial Planning, LLC since 2015. The firm serves individuals, high-net-worth clients, and small businesses by providing comprehensive financial planning and investment consultation. Emerick Financial Planning operates under a fiduciary standard and applies fundamental analysis alongside Modern Portfolio Theory, focusing on long-term, buy-and-hold strategies primarily using mutual funds and ETFs. The firm offers services on an hourly or fixed-fee basis and emphasizes educational workshops available to the public.

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.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.

Ryan Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with 10 years of industry experience. He has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is also a licensed insurance agent. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational or business entities, offering comprehensive financial planning, discretionary portfolio management, and business- and employee-benefit consulting. The firm uses an evidence-based, diversified investment approach that includes traditional and alternative investments, with many accounts managed on a discretionary basis.

Ryan Suess is a CFP® professional with 12 years of industry experience, currently serving at Kapusta Financial Group in Pittsburgh, PA. His career includes roles at Scottrade Inc and Alight Financial Solutions, LLC prior to joining Kapusta Financial Group. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized, non-discretionary advice and employs Modern Portfolio Theory in crafting asset-allocation models, managing approximately $200 million across about 200 client relationships.

John Iannucci is a financial advisor at ILG Private Wealth, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Horter Investment Management LLC and Penn Mutual Life Insurance Company. In addition to his advisory role, Mr. Iannucci provides legal services through a law firm he founded in 1996 and is a licensed insurance agent. ILG Private Wealth serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management through third-party managers, financial planning, IRA rollover advice, and pension consulting. The firm emphasizes a structured, documented due-diligence process to evaluate and monitor investment managers, including office visits and regular performance reviews.