Event Speakers
Nicholas Holland
Practice Group Leader, Attorney
Metz Lewis
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
Regional President, Commercial Banking
TriState
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.
Eli Wynkoop
Business Transactions Lawyer
Metz Lewis
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 Feine
Senior VP
Paramax
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.
Jason Pettner, CFP®, CFA®
Financial Advisor
Raymond James
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 Weber, CRPS™, WMS™
Managing Director
Raymond James
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
VP, Commercial Banking
TriState
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.
Kimberly Miller, CPA
Tax Partner
Sisterson
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 Ruzic, CPA, CVA, FMVA
Assurance Services Partner
Sisterson
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.
