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.

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, with 42 years of industry experience. She has been operating A. Neff Associates since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. Arlene holds a Series 63 designation. A. Neff Associates LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm offers non-discretionary asset management, written financial planning, and retirement plan consulting, combining fundamental and technical analysis with regular portfolio monitoring and reporting.

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Jay Patel is a financial advisor at ClearPeak Capital Management with five years of industry experience. He holds the Series 66 designation and previously worked at Federated Global Investment Management Corp. and RSM. Outside of his advisory role, Patel is the managing member and president of JM Metal Merchants, a business engaged in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management services primarily to individual and high-net-worth clients. The firm employs fundamental, cyclical, and macro analysis to tailor investment strategies that include long- and short-term positions, option writing, derivatives, and margin trading under discretionary authority.

Patrick Drazga is the principal of Drazga Wealth Advisors, LLC in Wexford, PA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience and has led his independent firm since 2009. Drazga maintains his life and health insurance licenses and is able to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm’s investment approach centers on asset allocation with strategic and tactical adjustments, offering customized portfolios that may include mutual funds, ETFs, REITs, fixed income, and individual securities, supported by ongoing monitoring and institutional research.

Shobhan Sheth is the principal of Sheth Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GT Securities and Mid-Market Securities. Outside of his advisory work, he is involved in various business activities such as real estate brokerage, legal service sales, and small business brokerage. Sheth Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a modern portfolio theory approach utilizing model portfolios, asset allocation, and disciplined rebalancing, and also recommends third-party advisers when appropriate.

Thomas Franks is a CFA® charterholder with 19 years of industry experience. He has been the sole advisor at Emmanuel Capital Management, LLC since 2004. Emmanuel Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, small businesses, and non-profit organizations. The firm emphasizes a fundamental, value-oriented equity investment approach with diversified portfolios primarily composed of ETFs and mutual funds, managed under written Investment Policy Statements and ongoing client risk assessments.

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.

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® 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.