Bradley Newman is a CFP® with 21 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior positions include roles at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and Roof Advisory Group. He serves on the investment committees of the United Way of the Capital Region and the Ronald McDonald House of Central PA, providing guidance on cash flow and investment strategy. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across a diverse range of strategies including private credit, private equity, and private real estate interval funds.

David Plante is a CFP® certificant with 23 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Fort Pitt Capital Group LLC, John G. Ullman & Associates, and TD AMeritrade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies, private funds, and mutual funds.

Bryson Roof is a CFP® professional associated with NorthCoast Asset Management LLC, with 13 years of industry experience. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Fort Pitt Capital Group, and his own Roof Advisory Group. NorthCoast Asset Management serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models, managing portfolios across a broad range of strategies and acting as a fiduciary for ERISA and IRA accounts.