Adam Souply is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2014. He holds the Series 66 license and is based in Pittsburgh, PA. 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 combination of firm-managed models and third-party managers, and it emphasizes institutional consulting alongside its advisory and retirement plan services.

Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.

Joseph Niesslein is a financial advisor at E. E. Powell & Company Inc. with 23 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 24 years and Robert Baird & Co. for one year. Outside of his advisory role, Niesslein operates a CPA tax preparation business. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting, serving clients with a client-specific investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies. The firm typically operates with discretionary trading authority and offers hourly consulting engagements alongside its advisory services.

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. He previously worked at Assured Partners and has an academic background including positions at the New York Institute of Technology and St. John Fisher College. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to private clients, including high-net-worth households, trusts, and foundations, as well as asset management services for professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach and serves a range of clients through customized portfolios, automated offerings, and institutional mandates.

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.

John Binz is a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA, holding a Series 65 credential with seven years of industry experience. He previously worked at PNC Bank from 2016 to 2019 before joining McKinley Carter Wealth Services in 2019. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client risk tolerance.

Janelle Woods is a CFP® professional with 20 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2015. She also works as an adjunct faculty member at Youngstown State University, teaching courses in Retirement Planning and Financial Plan Development. Cookson Peirce Wealth Management is a fee-only firm that offers wealth management, financial planning, and portfolio management services to private and institutional clients. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets.

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® with nine years of industry experience, currently serving as a financial advisor at Cookson Peirce Wealth Management since 2019. He previously worked at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management LLC. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to private clients, including individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm uses a quantitative, technically based investment approach and manages both equity and fixed-income portfolios, with additional capabilities in municipal bond management and institutional mandates.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management with 13 years of industry experience. He has been with Cookson Peirce since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property business. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

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.

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.

Jason Bendik is a financial advisor at Allegheny Investments with seven years of industry experience. He holds the Series 66 designation and has been involved with Pandolfo Bendik, Ltd, an accounting and tax firm, where he serves as president. 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, independent third-party managers, proprietary research, and regular client reviews.

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. He is also the owner of McMullen Industries, Limited, an insurance agency specializing in fixed insurance sales. Riverside Financial Advisors LLC is a small advisory team managing approximately $22.4 million, providing discretionary asset management and financial planning services. The firm employs quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning, offering tailored strategies across various asset classes.

Andrew Sencindiver is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Guyasuta in 2023, he worked at The Hillman Company from 2013 to 2023. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based investment approach that combines top-down macro analysis with bottom-up fundamental research, managing primarily concentrated equity portfolios alongside laddered fixed-income strategies.

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.

David Rearick is a financial advisor at Allegheny Investments with 40 years of industry experience. He has been with Allegheny Investments, Ltd. since 1998. He holds Series 63 and Series 65 licenses. 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 primarily using mutual funds, supported by proprietary research and an investment committee.