Alyssa Albaugh is a financial advisor at Interchange Capital Partners with a Series 65 credential. She has been with the firm since 2020, following a year at UBS Financial Services and prior roles in hospitality and retail. Located in Pittsburgh, PA, she is part of an eight-advisor team. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost ETFs, and often uses third-party managers and model portfolios, while also serving as a sub-adviser to private funds and employing performance-based compensation structures.

Curtis Hart is a financial advisor at D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Federated entities and MDT Advisers from 2020 to 2023, as well as experience with Northwestern Mutual. Curtis has also been involved with Greenleaf Lawn & Landscape and worked at the University of Pittsburgh. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individual and institutional clients. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement, employing a multi-advisor team approach and utilizing risk- and outcomes-based asset allocation strategies.

Brent Sutherland is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Fragasso Financial Advisors in Sewickley, PA, having previously worked at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved as a general partner and limited partner in several holdings through H Stone Holdings LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models, employing fundamental analysis and a variety of investment vehicles, while integrating financial advice with accounting expertise through licensed CPAs on their team.

Benjamin Lacomis is a financial advisor with SLP Wealth, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at several firms, including Axias Wealth Advisors and Hornor, Townsend & Kent, and is also active as a student loan consultant through Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios and offering additional services such as tax preparation and 401(k) plan support.

Chuo Loo is a financial advisor at Interchange Capital Partners in Pittsburgh, PA, holding a Series 65 designation. He has been with Interchange Capital Partners since 2024 and previously worked at Western Michigan University and SMK Damansara Jaya. 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 use of independent managers, while also serving as an adviser to private funds and managing pooled investment vehicles.

Gregg Coury is a financial advisor with The Coury Firm in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held leadership roles within affiliated entities of The Coury Firm since 1996 and serves on the board of the Robert J Coury Family Foundation. He is also vice chairman of the investment committee at E'O Management LLC and a passive investor in Eleventh Records, LLC. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and sponsors affiliated private funds through its P.I. Gateway platform, offering a combination of multi-family office services and alternative investment strategies.

Jeffrey Bagley is a CFP® with over 32 years of experience in the financial services industry. He is currently with BCR Financial Services, LLC and has previously worked at LPL Financial LLC and Lincoln Financial Securities. He provides financial planning and consulting services through BCR Financial Services, an independent registered investment advisor. BCR Financial Services, LLC delivers comprehensive financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm emphasizes analysis and planning tools without managing client assets or offering discretionary portfolio management, using fixed-fee engagements and implementation through affiliated broker-dealer and insurance channels.

Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.

Liliann Moser is a financial advisor at Fragasso Financial Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Fragasso since 2012, following a prior role at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a variety of advisory services. The firm’s portfolio management team creates diversified global asset-allocation models tailored to client objectives and integrates fundamental analysis, while also providing ongoing performance reporting and client reviews.

Jordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. 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 and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.

Bernard Carter Jr. is a financial advisor at Fragasso Financial Advisors with 26 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at LPL Financial, LLC and Hapanowicz & Associates Financial Services, Inc. (H&A Wealth Advisors). Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a range of advisory services. The firm employs diversified, global asset-allocation models and uses fundamental analysis to manage portfolios tailored to client objectives.

Karen Lapina is a financial advisor with Fragasso Financial Advisors in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has worked at Fragasso Financial Advisors since 2012 and previously at LPL Financial. Lapina serves as a board member of the Family Links Foundation, providing input on financial and investment decisions. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates financial advice with accounting expertise through licensed CPA representatives.

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.

Joseph Hoover is a financial advisor at Allegheny Investments with 41 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, Hoover serves as president of the board for Partners in Progress Haiti, a charitable organization. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes personalized strategies, diversification, and ongoing portfolio monitoring, managing approximately $634 million in client assets.

David Root Jr. is a CFP® with over 40 years of industry experience and is a principal at D.B. Root & Company, LLC, where he has worked since 2015. He holds the Series 63 designation and is based in Pittsburgh, PA. D.B. Root & Company offers financial planning, discretionary portfolio management, wealth management, and investment consulting services to individuals and institutional clients, including retirement plans and nonprofit organizations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion using a multi-advisor team approach and a combination of risk- and outcomes-based strategies.

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

Catherine Oliver Allen is a Series 63 licensed financial advisor with 33 years of industry experience. She has been with Invicta Capital LLC since 2019 and also owns and operates Relentless Ranch, where she raises and trains service dogs. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach incorporates fundamental, quantitative, and qualitative analysis, offering a range of advisory arrangements including discretionary and non-discretionary services.

Trevor Gulick Stutz is a financial advisor at The Coury Firm in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses, and his prior roles include positions at Orion Portfolio Solutions and self-employment in the financial sector. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and sponsors affiliated private funds through its P.I. Gateway platform, combining multi-family office services with alternative investment strategies.

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.

Sean Volk is a CFA® charterholder with four years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held roles at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis approach to investing and offers sub-advisory services for mutual funds and wrap-fee programs.