Francis Schuler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DWD Portfolio Solutions, Inc. since 2017. Prior to joining DWD, he worked at PrimeSolutions Advisors, LLC for 15 years. Outside of his advisory role, he owns a sports apparel and equipment business. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment strategies, managing most assets on a discretionary basis.

Michael De Gregorio is a financial advisor at Astra Prime Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked in medical device sales and distribution with Axon Medical Inc., among other roles. De Gregorio’s background includes experience in diverse sectors such as automotive and healthcare. Astra Prime Wealth Management serves primarily high-net-worth individuals and related entities, offering fee-based, custom investment management with a tactical asset-allocation approach that employs advanced strategies including options and margin trading. The firm manages approximately $47 million and provides both discretionary and non-discretionary portfolio management.

Joseph Rambow is a financial advisor with Neptune Wealth, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and Raymond James and currently leads several business ventures, including serving as CEO of Neptune Technologies, LLC, a financial technology services firm. Rambow also acts as a chapter advisor for Sigma Nu Theta Alpha at the University of South Florida. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers with services that include investment advisory, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm employs a top-down macro allocation framework combined with bottom-up fundamental analysis and incorporates AI research tools to support portfolio management and client planning.

Trevor Day is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at 84 Lumber and Hefren-Tillotsen. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $1.34 billion in discretionary assets and employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis.

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Madeline McIvor is a Certified Financial Planner® with nine years of industry experience. She is currently affiliated with Boldin Advisors, NewRetirement Advisors LLC, and Core Planning, working primarily from Pittsburgh, Pennsylvania. Her prior roles include positions at Facet, Cahaba Wealth Management, and TrueWealth. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory. The firm operates multiple offices and integrates financial planning with a digital education platform.

Kendra Reilly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Interchange Capital Partners in Pittsburgh, PA. Her prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Interchange Capital Partners provides investment management, wealth planning, and business consulting to a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business entities. The firm’s approach focuses on goal-oriented planning, diversified low-cost asset allocations, and the use of independent managers, while also advising on alternative investments and digital assets.

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

Jack Ryan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Henderson Brothers Financial Partners LLC. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC for eight years and has maintained a separate legal practice as an attorney through Jack Ryan Law PLLC since 2017. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a variety of investment strategies and offers a broad range of products, managing approximately $327 million in discretionary assets through a multi-team advisor structure.

William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.

Brianna Sullivan is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Fruitful, Inc. and has previously been employed by Bank of America, Merrill Lynch Pierce Fenner & Smith, UBS, and Duquesne University. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management services to individuals who maintain an active membership with Fruitful, Inc. The firm uses a personalized “Money Map” to align clients’ life goals with asset allocation and investment strategies, focusing on passive, low-cost core models primarily using ETFs and index funds.

Mitchell Mosgrove is a CFP® professional with four years of experience, currently serving as an advisor at Trebuchet Consulting, LLC since 2015. He is based in Pittsburgh, PA, and is part of a seven-advisor team. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, related trusts, charitable organizations, and other entities. The firm’s investment process is centered on client goals and risk tolerance, offering non-discretionary advisory services with customized reporting and periodic reviews.

Jack Rogers is a Series 65 licensed financial advisor with Hutchison Whitehead Wealth Management, bringing 20 years of industry experience. He has been self-employed since 2005. Outside of his advisory role, he owns and operates Rogers Aquarium, a business consulting and selling supplies related to ponds and aquariums. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities with discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios using pooled vehicles and a factor-oriented framework, with a notable affiliation to a certified public accounting practice for coordinated tax and financial planning.

Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC with 6 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at Brookstone Capital Management, Power Home Remodeling Group, and StorageHawk. He maintains a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and modular financial planning to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing firm-developed and third-party model portfolios alongside derivative-based strategies.

Taylor Glock is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 65 credential and four years of industry experience. Prior to joining D.B. Root & Company in 2019, he worked at BNY Mellon from 2011 to 2019. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and independent managers, tailoring asset allocation to client risk tolerance and objectives.

Robert Spicher is a financial advisor with Allegheny Investments who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Allegheny Investments since 2003 and has operated Spicher Associates, Inc., a CPA practice, since 1985. Outside of advising, he serves as president of Spicher Associates, a non-investment-related CPA firm. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios, ongoing monitoring, and personalized strategies developed through client discussions.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.

Loraine Montanye is a CFP® and holds a Series 66 license, with seven years of industry experience. She has worked at D.B. Root & Company, LLC since 2022 and previously held roles at PNC Bank, The Coury Firm, and Kestra Financial. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including retirement plans, non-profits, endowments, and foundations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement, utilizing a multi-advisor team structure and a mix of fundamental, quantitative, and qualitative investment analysis.

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

Samuel Childs is a financial advisor at Astra Prime Wealth Management with three years of industry experience. He has previously worked at Goldman Sachs Co, LLC and has held roles at EY and Tulane University. Outside of finance, he was involved with Pittsburgh Modular Synthesizers, LLC. Astra Prime Wealth Management provides fee-based investment management to primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating various techniques such as option strategies and margin trading, and it offers performance-based fee arrangements to qualified clients.