Our Members – Vistage Trusted Advisory Group

Greater Pittsburgh Area TAG

Welcome to the Greater Pittsburgh Area Trusted Advisor Group (TAG). Most business owners or executives belong to Vistage to learn from experiences of other business owners. This learning and advice extends naturally to your local Trusted Advisor Group. We are a formal group within Vistage that supplies members of Vistage a resource that can be trusted. All aspects of your business can be covered by TAG!

Please contact any of the members for a short consultation.

Dr. Sunjay Mannan is the Founder and lead physician of Health Is Wealth Concierge Medicine, a Pittsburgh-based direct care practice built on the belief that your health is your greatest asset. A board-eligible Family Medicine physician with over a decade of experience, Dr. Mannan created HIW to deliver personalized, proactive, and efficient healthcare to high-achieving professionals and business owners who recognize time as a non-renewable resource. Drawing on his background in Exercise Physiology — in which he earned his Bachelor of Science from West Virginia University — along with his Medical Degree and Family Medicine training at Forbes Regional Hospital, Dr. Mannan brings a comprehensive lens to patient care. His approach is prevention-first: driven by exercise, nutrition, sleep, and lifestyle optimization, with the goal of taking conditions like heart attacks, metabolic disease, and stroke off the table before they become a problem. Dr. Mannan is fluent in Hindi and Punjabi and has practiced across a wide range of settings, from outpatient offices and hospitals to urgent care, student health, and nursing home facilities. He lives in the North Hills of Pittsburgh with his family.

Sunjay Mannan

Founder & Family Physician at Health Is Wealth Concierge Medicine

Jamey Bednez is an Employee Benefits Advisor with Leavitt Group, specializing in helping mid-sized employers take control of their healthcare costs. Jamey works primarily with companies of 100 to 1,000 employees — organizations large enough that healthcare spending materially impacts their financials, but often without the internal benefits strategy expertise to address it. Rather than running the traditional broker process of bidding plans and presenting spreadsheets, Jamey and the Leavitt Group team focus on identifying and addressing the underlying cost drivers that cause healthcare spend to rise year after year. Jamey brings transparency, accountability, and proven strategies to help employers reduce costs while improving the employee experience — challenging the resigned acceptance that rising healthcare costs are simply inevitable. His approach is rooted in the belief that with the right strategy and the right partner, businesses can meaningfully bend the cost curve and take back control of one of their largest operating expenses.

Jamey Bednez

Employee Benefits Advisor at Leavitt Group

James Mauler is the Founder and CEO of Cadnetics, a Pittsburgh-based full-service CAD and technology firm specializing in the architecture, engineering, and construction market. James founded Cadnetics in 1993 after more than a decade of sharpening his craft at the forefront of CAD technology, including becoming one of the early pioneers in Pittsburgh to adopt AutoCAD. What began as a one-man shop has grown into a national brand with over 8,000 completed projects, partnerships with more than 2,000 clients, and a team with employees in 14 states. Cadnetics offers a comprehensive suite of services including BIM, 3D Laser Scanning, Virtual Construction Coordination, CAD Drafting, 3D Renderings and Animations, and Facility Management solutions. James is a testament to entrepreneurial resilience, having led the firm through multiple economic cycles while continuously expanding its capabilities and geographic reach. His leadership is defined by an unapologetic commitment to quality, innovation, and building deep, lasting client relationships across the building and construction industry.

James Mauler

Founder & CEO at Cadnetics

As a Vistage Chair, Elize Giese is a growth-focused leader who believes that the most important decisions a CEO makes are rarely made alone. With a passion for building clarity, scaling businesses, and developing people-centered leaders, Elize facilitates a confidential peer advisory group where CEOs of growth-oriented businesses can pressure-test decisions, gain honest perspective, and grow alongside peers who truly understand the weight of leadership. Her group is specifically designed for business owners and CEOs leading companies with $10M+ in annual revenue across industries including Manufacturing, Construction, and Logistics. Elize brings a builder's mindset to every conversation — one grounded in the belief that strong leaders create strong businesses, and that both are built through accountability, candor, and the right people in the room. Educated at the Massachusetts Institute of Technology and shaped by years of experience scaling organizations, Elize brings a rare combination of strategic rigor and human insight to her work with Pittsburgh-area executives.

Elize Giese

Vistage Chair at Vistage Worldwide

Caleb Zelanko is a Commercial Banking Relationship Manager for PNC Financial Services Group. He supports businesses with annual revenues ranging from $5 million to $100 million, with a focus in the manufacturing, professional services, and wholesale trade industries.

Caleb holds a Master of Arts in Economics and Education from Columbia University and a Bachelor of Arts in Economics from Allegheny College.

Caleb is active in a number of community organizations, and lives with his wife, daughter, and dog in Aspinwall.

Caleb Zelanko

C&IB Relationship Manager at PNC Financial Services Group, Inc.

Laurie Barkman, The Business Transition Sherpa®, is the former CEO of a $100 million revenue company that was sold to a Fortune 50.

She is the founder of Business Transition Sherpa LLC a business transition advisory firm, and is a Partner with Stony Hill Advisors, a mergers and acquisitions firm providing intermediary services to companies in the lower middle market.

As a Business Transition and M&A Intermediary, Laurie advises owners how to create more valuable businesses and find the right buyer when it’s time to let go.

Her expertise in business transition, succession, entrepreneurship, value growth, and M&A has been spotlighted in various media like Newsweek, Forbes, Yahoo! Finance, WTAE/abc, Pittsburgh Post Gazette, and more.
She is an adjunct professor of entrepreneurship at Carnegie Mellon University, and Amazon best-selling author of "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options." She hosts the award-winning Succession Stories Podcast, rated in the top 2.5% of shows globally.
Laurie serves as an Advisory Board Member for Massaro Corporation, a second generation construction company, and The Orchards, a second generation health services company.

Laurie earned her business degree from Cornell University, MBA from Carnegie Mellon, and received a professional designation from The Alliance of Mergers & Acquisitions Advisors.

She received the Vistage Top New Speaker Award in 2021 and is a Vistage Trusted Advisor Member based in Pittsburgh, PA.

Connect with Laurie for more information about exit value planning, transition advisory, valuations, and M&A transaction services.

Laurie Barkman

Founder of Business Transition Sherpa LLC

Taylor Abbett is the Founder and President of Tailored Marketing Inc., a digital marketing and design agency that has been in business since 2000. Taylor is a results oriented marketing/advertising professional with solid experience in account management and strategic planning for Fortune 500 companies, as well as small firms. He has a proven track record of developing successful integrated marketing strategies and programs that drive brand growth. Taylor is a respected entrepreneur who holds a great reputation for mentoring talent and developing new business relationships. He is a member of many boards and local business programs.

Taylor Abbett

President/Owner of Tailored Marketing Inc.

Jim McGraw, Partner at Lynch Law Group, represents clients in industries including construction, real estate, retail, hospitality, and public sector clients. He has extensive experience in federal and state courts and provides legal services including litigation, dispute resolution, transactional, negotiation, compliance counseling, and outside general counsel. He has been recognized by Super Lawyer as a Rising Star and serves on the Zoning Hearing Board for the Borough of Franklin Park, PA.

James McGraw

Partner at The Lynch Law Group, LLC

Bill Engel began his career as a financial advisor in 2003 after an initial stint in IT sales. He also worked in wealth management at a large regional bank. Prior to joining Fort Pitt Capital Group in 2014, he was an advisor at another Pittsburgh-based RIA firm. He focuses on building strong client relationships by utilizing his experience in investment management and financial planning. He loves working with a group of professionals who share a common goal – taking great care of the people we work for. Bill takes a leadership and mentoring role within the firm.

Bill Engel

Financial Advisor at Fort Pitt Capital Group

Lloyd helps business owners and senior leaders get what they want from their business.

While working as a young engineer fresh out of college, Lloyd started a part-time business helping businesses use their first computers. He later increased his attention to the business from part-time to full-time – and never looked back! In the decades that followed, that company (Wolf Consulting LLC) became a leading provider of computer support for small & mid-size businesses in the Greater Pittsburgh area. After 30 years, Lloyd successfully sold the business and retired from the company in 2019.

Over those 30 years, Lloyd experienced all the aspects of entrepreneurship – including some nice successes, as well his share of mistakes, setbacks and sleepless nights with frustrations about the business. He also received many blessings. One blessing came in 2015 when a trusted business friend introduced him to EOS® (the Entrepreneurial Operating System®). Lloyd and his leadership team successfully used the EOS concepts and tools for the last 3+ years he was running that business, and they still use it today.

EOS is a complete and proven system, with simple and practice tools, that helps you clarify your vision, gain real traction toward achieving every part of that vision, get the right organizational structure with the right people in the right seats, solve issues at their root, and build healthy teams. Lloyd loves what EOS did for his own business, and he has a passion for helping business owners and senior leaders achieve more and get everything they want from their business. Lloyd now works with businesses as a Certified EOS Implementer to help them successfully implement EOS – so just like him, the owners and leaders can experience the benefits in their businesses and their lives. For more information, visit https://www.eosworldwide.com/lloyd-wolf.

Lloyd Wolf

Certified EOS Implementer® at EOS Worldwide