Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

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.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

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.

Andrew Faderewski is a CFA charterholder and the principal of Vindicta Investment Advisors LLC, with over 16 years of industry experience. Prior to founding Vindicta, he worked at C.S. McKee Investment Managers from 2007 to 2023. He also holds a concurrent role as an investment manager at The Pittsburgh Foundation, a nonprofit organization. Vindicta Investment Advisors provides discretionary asset management and financial planning services to high-net-worth individuals, institutions, small businesses, and not-for-profit organizations. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, implementing various strategies in separately managed accounts.

Eric Carlson is a financial advisor at Sewickley Financial LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sewickley Financial since 2014. Outside of his advisory role, he serves as a volunteer board member and treasurer of the finance and endowment committee at the Sewickley Library. Sewickley Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing mainly on U.S. equities within a long-term trading framework.

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.

Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.

Bernard Campbell III is a financial advisor at ETCH Financial with a Series 65 designation and one year of industry experience. Prior to joining ETCH Financial, he held roles at College Aid Pro, Inc. and Student Loans Gotta Go LLC, both of which focus on student loan and college aid advising. ETCH Financial serves individual clients, small businesses, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes student loan and college-planning expertise and manages portfolios using client-specific investment policies with a mix of passive and active vehicles.

Ryan Galiotto is a CFP® professional with 15 years of industry experience, currently serving at ETCH Financial. His prior experience includes roles at SmartPath Advisors, LLC and Randal C. Fields dba Fields Financial Services. Outside of his advisory work, he owns Ryan Galiotto, LLC, which provides coaching and education on student loan repayment strategies, and he is also a co-owner of a craft beer microbrewery, Fueled By Hops, LLC. ETCH Financial primarily serves individual clients, including both high-net-worth and non-HNW households, as well as small businesses and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, with a notable focus on student loan and college-planning expertise.

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.

Michael Dudkowski is a financial advisor at VAM Group, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Hightree Advisors and Willis Towers Watson. He serves as a volunteer board member for Achieva Family Trust, a nonprofit supporting individuals with disabilities. VAM Group, LLC provides portfolio management services to individuals, pension and profit-sharing plans, and state or municipal government entities. The firm employs a variety of investment methods and conducts monthly account reviews, serving a relatively small client base with discretionary assets under management.

Michael Trauman is a financial advisor at Reliance Financial Advisors with a Series 66 designation and three years of industry experience. His background includes roles at Commonwealth Financial Network, Deloitte, and the Ohio Society of CPAs. Outside of financial advising, he is involved in tax preparation through a CPA practice. Reliance Financial Advisors is a small firm providing tailored financial planning services to individuals, trusts, non-profits, and businesses. The firm offers a broad scope of planning services and generally delivers non-discretionary advice through hourly or fixed-fee engagements, with implementation services directed through affiliated broker-dealer platforms.

Thomas Boris is a financial advisor with Guardian Capital, LLC, where he has worked for 14 years. He holds legal credentials and has also practiced law at the Elder Law Offices of Shields & Boris for over 22 years. Outside of his financial advisory role, he maintains an active legal practice specializing in elder law and insurance services. Guardian Capital, LLC manages approximately $128 million for about 240 clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services using a variety of investment strategies and third-party model services.

Donald Kendrick is a financial advisor at Steeloaks Investment Advisers, Inc. in Weirton, WV, holding a Series 63 designation with 29 years of industry experience. He has been with Steeloaks since 1997. Steeloaks Investment Advisers provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm employs quantitative, technical, and passive investment strategies, focusing on diversified portfolios primarily constructed with exchange-traded funds and monitored through firm-specific historical research.

Steven Templeton is a CFP® with over 22 years of experience at Templeton Financial Planning and previously worked at Gene Root CFP for four years. He maintains a Series 63 registration and is based in Coraopolis, PA. Approximately 70% of his professional time is dedicated to comprehensive financial planning services including tax preparation, tax planning, and small business consulting. Templeton Financial Planning serves individuals and families across income levels with no minimum asset requirement, focusing on fee-only comprehensive planning that integrates investment advice with tax, retirement, education, and estate planning. The firm uses a non-discretionary approach to investment recommendations and emphasizes tax-efficient portfolio construction using no-load mutual funds, ETFs, and indexed strategies.

Ryan Knoll is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Nav Wealth Partners since 2024. He previously worked at Ameriprise Financial Services LLC and PNC Investments, LLC. Knoll is also a licensed insurance agent. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to create diversified portfolios aligned with client investment policy statements.

Elizabeth Genter is a financial advisor at Schenley Capital, Inc. with 17 years of industry experience and holds Series 65 and Series 63 licenses. She has worked at Schenley Capital since 1989. Outside of her advisory role, she serves as an Edgeworth Borough Councilwoman and is a board member of BOSS Controls, LLC. Schenley Capital primarily serves individual investors, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and an automated advisory option through Schwab Institutional Intelligent Portfolios, combining hands-on planning with automated strategies and selective private fund recommendations.