Michael Masilunas is a financial advisor at Solid Oak Advisory in Pittsburgh, PA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment Planning, Inc. for eight years. Outside of his advisory role, he owns Coordinated Tax Management, LLC, a tax advisory business, and serves as a general partner to a private equity fund. Solid Oak Advisory provides investment management and comprehensive financial planning to individuals, high-net-worth clients, businesses, trusts, and estates. The firm emphasizes income-focused cash flow matching and a long-term, asset-class approach to equities, utilizing passive implementation, tax-loss harvesting, and model portfolios, while also offering retirement-plan and employee benefit consulting services.

Ian Wild is a CFP® professional with nine years of experience in financial advising. He is the principal of All-Pro Advisors LLC and has previously worked at Greenrose Wealth Management, Origin Financial, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Ian also has experience with the Winnipeg Blue Bombers and Toronto Argonauts football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies through index mutual funds and ETFs, offering tailored plans without a firmwide account minimum.

Michael Dieschbourg is a financial advisor at Alpha Capital Family Office, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Federated Investors, Inc. and MDT Advisers. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, estates, and small businesses with comprehensive family office and investment advisory services, combining strategic asset allocation with both fundamental and technical analysis and offering access to alternative and private fund investments.

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.

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 26 years of industry experience, serving as the sole advisor at Marathon Strategic Advisors, LLC since 1999. He is a board member and Vice President of the Greek Orthodox Church Foundation, a charitable organization supporting the Holy Trinity Greek Orthodox Church in Steubenville, Ohio. Marathon Strategic Advisors is an SEC-registered firm that serves individual clients, pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, cyclical, and qualitative analysis with a focus on long-term holdings and the ability to use advanced strategies aligned with client objectives.

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.

Devin Faddoul is a CFP® and Series 65-registered advisor with Atmos Advisory, LLC, based in Pittsburgh, PA, with three years of industry experience. His prior roles include positions at PNC Financial Services, Adda Financial, Origin Financial, and EWA, LLC. Outside of his advisory work, he is the owner and author of the newsletter "Paid in Full" and hosts a podcast by the same name that features interviews with entrepreneurs, writers, and creators. Atmos Advisory serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs ETF-based, diversified portfolios guided by modern portfolio theory and offers discretionary portfolio management, financial planning, and consulting services.

Aaron Kahn is a CFP® with 13 years of industry experience, currently serving as an advisor at WMS Wealth Planners. He has held roles at Wealth Management Strategies, Inc. since 2012 and Kestra Financial Services, Inc. from 2016 to 2020. Outside of his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a platform featuring interviews about personal finance, and he serves as a board member and web content chairman for Trail Pittsburgh. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a total-portfolio approach combining active and passive strategies, model portfolios tailored to client risk tolerance, and incorporates ESG and Charitable Endowment options.

Daniel Orsborn is a financial advisor at Oak Tree Investment Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Bonus Accounting and Saint Vincent DePaul. He has been a full-time student since 2015. Oak Tree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm employs a macroeconomic framework combined with fundamental and technical analysis to construct diversified portfolios and make tactical investment adjustments.

Herman Kahn is a CFP® with 37 years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has worked at Wealth Management Strategies, Inc. since 1994 and was affiliated with Kestra Financial Services, Inc. from 2016 to 2020. He is also the owner of Wealth Management Strategies, Inc., a consulting and insurance business. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total-portfolio approach that combines active and passive strategies, employs proprietary model portfolios tailored to client risk tolerances, and offers specialized strategies including ESG variants and Charitable Endowments.

Richard Lerach is a CFP® with 23 years of industry experience, currently serving at Atmos Advisory, LLC in Pittsburgh, PA. His prior roles include positions at UBS/The LRM Group, M Holdings Securities, and Gateway Financial Group. He is active in the community as a board member and chair of the investment committees for the Children's Museum of Pittsburgh and the Mt. Lebanon Community Foundation, and volunteers as a ski patroller with Hidden Valley Ski Patrol. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using diversified, ETF-based portfolios guided by modern portfolio theory, tailoring allocations to client risk tolerance and time horizon while offering financial planning and consulting services.

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.

Yongjun Li is a financial advisor at Kailasa Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is the owner of RAV Group LLC, which invests in early-stage technology and life science start-ups and provides business process consulting to technology companies. Kailasa Capital Management offers wealth management, investment management, financial planning, and advisory services to individuals, family offices, institutions, and pooled investment vehicles. The firm employs a primarily long-term, fundamentals-based investment approach and combines individual equities, fixed income, ETFs, mutual funds, and derivatives for portfolio construction and risk management.

Renato Mastrogiovanni is a financial advisor at HealthView Asset Management, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with HealthView Services since 2012. HealthView Asset Management provides fee-based discretionary portfolio management and retirement planning services to individual and institutional clients. The firm focuses on healthcare-centered planning, integrating actuarial algorithms to project retirement healthcare costs, and offers customized portfolios that combine fundamental and technical analysis.

Ronald Heakins is a financial advisor at Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been involved with Oakmont Investment Advisors, Inc., doing business as OakTree Investment Advisors, since 2000 and also owns 75% of the firm. In addition to advisory services, he operates R.E. Heakins Expert Services, Inc. and is associated with C.P.A.A + Inc. OakTree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm uses a combination of macroeconomic analysis, fundamental and technical indicators, and tactical strategies to manage diversified portfolios, and it manages approximately $164 million across over 200 discretionary accounts.

Nicole Cosnotti is a financial advisor at Atmos Advisory, LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Atmos Advisory since 2015. Prior to that, she worked at Gateway Financial Group and M Holdings Securities, Inc. Cosnotti is also a Pennsylvania notary public. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets, focusing on ETF-based asset-allocation models guided by modern portfolio theory, with an emphasis on diversification, tax efficiency, and tailored risk tolerance.

Kevin Siebert is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Atmos Advisory, LLC, where he has worked since 2012, and has prior experience at UBS/The LRM Group and The Leaders Group, Inc. Outside of advisory work, he dedicates time as an insurance producer identifying potential clients. Atmos Advisory, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using ETF-based, diversified portfolios guided by modern portfolio theory and tailors allocations to client risk tolerance and time horizon.

Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 13 years of industry experience. He has been associated with OakTree Investment Advisors since 2011 and operates R.E. Heakins Expert Services, Inc. since 2017. He is also a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to partner with CPAs to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm combines macroeconomic analysis with fundamental and technical factors to construct diversified portfolios and employs tactical strategies, including a weekly-rebalanced trading approach, managing approximately $164.1 million across about 214 discretionary accounts.