Christina Simmonds is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with 10 years of industry experience. She holds the Series 66 designation and has worked at Hapanowicz & Associates Financial Services, Inc. since 2015 and LPL Financial LLC since 2012. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages client accounts on a discretionary basis through LPL Financial’s SWM platform, using strategic and tactical asset allocation alongside model mutual-fund portfolios tailored to clients’ risk tolerance and objectives.

Robert Hapanowicz is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with LPL Financial since 2011 and has been involved with Hapanowicz & Associates in various capacities since 1989. In addition to advisory services, he owns and supervises Hapanowicz Financial Tax Services, LLC, providing tax preparation and accounting services. Hapanowicz Financial offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages discretionary asset allocations through the Hapanowicz SWIM program, employing strategic and tactical asset allocation within multiple platform relationships and providing participant educational presentations.

Robert Hapanowicz is a Series 66-licensed financial advisor with seven years of industry experience. He leads Hapanowicz Financial in Pittsburgh, PA, and has worked with Hapanowicz & Associates Financial Services and LPL Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plan sponsors, trusts, and business entities. The firm combines strategic and tactical asset allocations using mutual funds, ETFs, and individual equities, and integrates AI-enabled tools alongside traditional research in its advisory process.

Eric Forsythe is a financial advisor at Hapanowicz Financial in Pittsburgh, PA. He holds a Series 65 designation and has recently transitioned from a 12-year tenure at LKQ Corporation to his current role. Forsythe joined Hapanowicz Wealth Management in 2025. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm employs a discretionary asset management approach through its SWIM program, combining strategic and tactical asset allocation to align investments with clients’ risk tolerance and financial goals.

Charles Davis III is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked with several firms including Moralis Technologies, MFA Wealth Advisors, and Federated Global Investment Management Corp. Davis is part of a six-advisor team at Hapanowicz Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management for individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation incorporating mutual funds, ETFs, and individual equities, supplemented by AI-enabled tools alongside human oversight.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.