Joseph Cravotta is a financial advisor at Henderson Brothers Financial Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Global Retirement Partners, Princor Financial Services, and Principal Life Insurance Company. He is also a shareholder in an insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers a broad range of investment products and employs a variety of analytical approaches, managing approximately $327 million in discretionary assets across a multi-team structure.

Thomas Oakley is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Assured Partners and academic appointments at the New York Institute of Technology and St. John Fisher College. Cookson Peirce & Co., Inc. offers wealth management and financial planning to private clients such as individuals, trusts, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment approach across equities, ETFs, and fixed income, and serves in both investment-company and wrap-program sponsor capacities.

Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.

Ethan Misour is a CFP® professional with four years of industry experience, currently serving at Marion Wealth Management since 2021. His prior roles include positions at WealthPoint Financial LLC and Insureon. He is also licensed as an independent insurance agent specializing in non-variable insurance products. Marion Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a range of analytical strategies and integrates third-party implementation systems to manage investment solutions across varying risk profiles.

Matthew Mendelson is a financial advisor at Ironview Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with Ironview since 2018. Prior to his advisory career, he spent eight years in high school and university. Ironview Capital Management, LLC is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

David Koenig is a financial advisor at Summit Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2010 and Beaconsfield Financial Services, Inc. since 1994. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm provides discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Janelle Woods is a CFP® professional with 21 years of industry experience, currently with Cookson Peirce Wealth Management in Pittsburgh, PA. She has been with the firm since 2015. In addition to her advisory role, she serves as an adjunct faculty member at Youngstown State University, teaching courses in Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutional clients. The firm employs a quantitative, rules-based investment approach and acts as sub-advisor to the Catalyst Dynamic Alpha Fund, while also managing assets through various wrap fee programs.

Benjamin Rathfon is a financial advisor with Henderson Brothers Financial Partners LLC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Global Retirement Partners, LLC and LPL Financial, LLC. He is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non-discretionary asset management, participant education, and plan-level services, using mutual funds, ETFs, third-party portfolio managers, and various portfolio construction methods.

Aaron Gates is a CFP® professional affiliated with Cookson Peirce Wealth Management in Pittsburgh, PA, with nine years of industry experience. He has worked at Cookson Peirce & Co since 2019 and previously held roles at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management LLC. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals and institutional investors such as trusts and foundations. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund, while also managing assets through various wrap fee programs.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 13 years of industry experience. He has been with Cookson Peirce since 2012. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property investment. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutional clients such as pensions and foundations. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while also participating in multiple wrap fee programs.

Paul Coury is a financial advisor with The Coury Firm in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at several related entities, including Coury Firm Asset Management LLC and PDC Management, Inc. Outside of his advisory roles, he operates an interior design business and provides business advisory and financial analysis services through a separate consulting firm. The Coury Firm offers investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Ahmiel Baum is a CFP® with 46 years of industry experience, currently serving at Interchange Capital Partners since 2020. He previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Baum is a committee member of the United Jewish Federation Investment Committee, chairman of the Jewish Community Foundation, and founder of Melbee, LLC, an e-commerce company. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individuals, retirement plans, charitable organizations, and business entities. The firm’s approach includes goal-focused planning, diversified low-cost asset allocations, and the use of independent managers accessed through third-party platforms.

Mark Rollinson is a financial advisor at Hutchison Whitehead Wealth Management with eight years of industry experience. He holds a Series 65 designation and has held accounting and financial roles at Universal Scaffold Systems, where he currently serves as Chief Financial Officer. Prior to this, he worked in various positions including a CPA practice under his own name. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios focused on pooled vehicles and a factor-oriented investment framework, managing approximately $78 million for around 100 clients.

Tyler Houston is a CFP® professional at EWA, LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. EWA, LLC is a registered investment adviser managing approximately $750.7 million for around 397 clients through a nine-advisor team. The firm offers comprehensive wealth management services, including portfolio management, retirement-plan analysis, tax planning via an affiliated entity, and insurance products, emphasizing long-term strategies, diversification, and tax-aware asset location.

Michael Fertig is a financial advisor with Fragasso Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Fragasso since 2012 and previously spent over two decades with LPL Financial LLC and its predecessor firms. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a variety of advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis with an emphasis on accounting expertise among its advisory team.

Stanley Perkowski is a financial advisor at Managed Asset Portfolios, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Ameriprise Financial Services, Inc., Amazon Logistics, LLC, and Ttec. Outside of finance, he operates a non-investment-related DJ business called YinzDJ. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a range of clients, including high-net-worth individuals, pension plans, trusts, and government entities. The firm’s investment approach emphasizes fundamental, value-oriented equity analysis and detailed fixed-income research, and it offers services such as separately managed accounts, sub-advisory roles, and retirement plan consulting.

Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.

William Hutchison is a CFP® professional with 22 years of industry experience. He is a principal at Hutchison Whitehead Wealth Management and has previously worked at Hutchison Soeder and Hutchison & Co. He also owns an accounting practice, where he dedicates a significant portion of his time. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and comprehensive financial planning with a focus on tailored model portfolios that emphasize market, value, and size exposures.

Adam Scholl is a CFA® charterholder with 24 years of industry experience. He has been with Henry H. Armstrong Associates, Inc. in Pittsburgh, PA since 2001. Henry H. Armstrong Associates provides investment supervisory and wealth advisory services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a fundamental, long-term investment approach focused on growth-oriented U.S. equity portfolios and uses municipal and corporate debt strategies alongside selective mutual fund and ETF holdings.

Brian Regan is a financial advisor with Investment Research Corp in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with World Capital Brokerage, Inc. since 2008. Outside of his advisory role, Regan is licensed to sell various insurance products and annuities, a business he has been involved with since 1986. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad range of investment products, including equities, debt securities, and mutual funds.