Event Speakers

Alec is a Director at Raymond James, managing tax-aware funds, insurance-dedicated funds, and 1031 exchanges. He advises on estate planning and liquidity events and is a CFA Charterholder with an MBA from the University of Florida.

Nicholas Holland advises high-net-worth individuals on tax and estate planning, focusing on tax-efficient wealth transfer strategies. He works closely with clients and advisors to create customized plans that balance financial objectives with family priorities.

Joe Pascarella leads commercial banking sales for TriState Capital Bank across Western Pennsylvania and the Washington, DC region. He brings two decades of experience delivering customized financing, lending, and treasury solutions to support growth and long‑term success.

Al Weber is Senior Vice President at Raymond James and founder of the Weber Group. He specializes in financial planning and investment strategies, leveraging decades of experience and Raymond James’ resources to deliver personalized client solutions.

Eli Wynkoop is a business transactions attorney specializing in mergers and acquisitions, corporate governance, and finance. He previously led global M&A legal support for NOVA Chemicals and serves on the board of Easterseals Western & Central Pennsylvania.

Josh brings nearly 25 years of executive and advisory experience across operating and middle‑market roles. He advises clients on go‑to‑market, sales, and growth strategies, with deep industry expertise spanning consumer products, industrials, construction, and professional sports.

Dan is an investment professional at Riverarch Equity Partners, specializing in middle‑market private equity investing. He brings deep experience partnering with management teams to drive growth and value creation and is a CFA Charterholder.

Jason Pettner, CFP®, CFA®, is a Financial Advisor with the Weber Group of Raymond James, specializing in portfolio strategy and financial planning. He brings deep institutional investment experience and is a leader in financial literacy and investor education.

Ryan is a Financial Advisor with over 15 years of experience, specializing in portfolio management and financial planning. He holds advanced designations and has been nationally recognized by Forbes and Raymond James for his expertise and leadership.

Peter Hale cultivates banking relationships with middle‑market businesses across western Pennsylvania. He brings nearly 20 years of commercial banking experience and specializes in structuring flexible financing solutions to support growth and ownership transitions.

Kim is a partner in Sisterson’s tax practice, bringing more than 20 years of experience providing sophisticated tax planning and compliance solutions. She advises closely held businesses and nonprofits across diverse industries to support long‑term growth and efficiency.

Matt is a partner in Sisterson’s assurance services practice, providing audit, valuation, and transaction support services. He specializes in business valuations, due diligence, and quality control, serving manufacturing, private investment, and not‑for‑profit clients.

Leah White is a Managing Director at FOCUS Investment Banking, specializing in founder‑led exits across consumer, e‑commerce, and business services. She guides entrepreneurs through sale preparation, competitive processes, and successful first‑time exits.