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 with Allegheny Investments in Pittsburgh, PA, holding a Series 63 designation and over 42 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, he 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, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio management and financial planning, utilizing in-house research and third-party independent managers to construct client portfolios primarily with mutual funds.

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 with 11 years of industry experience. He holds a Series 65 credential and has been with Centerview since 2015. In addition to his advisory role, Guyaux is a licensed insurance agent and occasionally offers clients products from this capacity. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, offering a range of investment options while maintaining written Investment Policy Statements tailored to client goals.

Steven Miller is a financial advisor at Trebuchet Consulting, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Trebuchet Consulting since 2008. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with an emphasis on client-approved transactions.

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 five years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held positions at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional investors, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm uses a quantitative, rules-based approach to equity selection and fixed-income strategies centered on investment-grade bonds, and it is noted for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and participation in multiple wrap fee programs.

Richard Ward is a financial advisor with Centerview Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with Centerview Wealth Advisors since 2015 and has prior experience at Cambridge Investment Research, Inc. Outside of his advisory role, Ward is involved with several nonprofit organizations, including serving as co-chair of Emerging CPAs for the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment process combining fundamental, technical, and quantitative analysis and offers discretionary management across a broad range of securities and investment types.

Peter Erin is a CFA® charterholder currently with Interchange Capital Partners in Pittsburgh, PA. He has prior experience at Innovation Works, Broadridge, and MSCI. Erin has been with Interchange Capital Partners since 2025. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost asset allocations, and access to independent managers through a third-party platform.

Andrew Van Treeck is a CFP® professional at Hippocratic Financial Advisors with two years of industry experience. He previously worked at Fort Pitt Capital Group and Jewish Family and Community Services. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing wealth management, portfolio management, and financial planning services. The firm employs a long-term, goals-based investment approach focused on strategic asset allocation and offers specialized services such as educational seminars and a student-loan program.

Michael Godwin is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation with 12 years of industry experience. He has worked at Fragasso Financial Advisors since 2016 and previously at LPL Financial from 2015 to 2018. His role includes serving as Chief Investment Officer at Fragasso Financial Advisors. Fragasso Wealth Advisors manages approximately $3 billion in assets and serves individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy managed by an in-house team, offering discretionary asset management, financial planning, and retirement plan consulting.

Matthew Blocki is a financial advisor at EWA, LLC in Pittsburgh, PA, with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining EWA, he worked at Northwestern Mutual in various capacities from 2011 to 2020. Outside of his advisory role, he owns a training business focused on wealth advisor education. 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 with an emphasis on long-term strategies, diversification, tax-aware asset location, and the use of both low-cost funds and customized investment options.

Joseph Kelly is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Henderson Brothers Financial Partners LLC. His prior experience includes roles at Global Retirement Partners, MEEDER Investment Management, Sanford C. Bernstein & Co., and Alight Solutions. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a diverse investment approach, combining direct portfolio management with third-party investment selections, and offers a broad range of products including mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

David Faith is a CFP® professional with 31 years of industry experience, currently serving at Allegheny Investments, Ltd. in Pittsburgh, PA, where he has worked since 2001. His credentials include Series 63 and Series 65 licenses. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio management and planning solutions, utilizing in-house research and an investment committee, with both discretionary and non-discretionary account options.

Keith Warmbein is a financial advisor at Park Avenue Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Carnegie Investment Counsel from 2015 to 2022 before joining his current firm in 2022. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages assets on a discretionary basis using model portfolios and third-party investment managers supported by technology platforms, and offers supplemental services such as financial planning and business exit consulting.

James Mendelson is a financial advisor at Ironview Capital Management, LLC with 21 years of industry experience. He has held roles at Ironview since 2016, following previous positions at Waldron Private Wealth and LPL Financial. His credentials include Series 63 and Series 65 licenses. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies such as option writing and allocations to private funds, with active monitoring and rebalancing of client portfolios.

Sierra Christian is a financial advisor at Henderson Brothers Financial Partners LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of her advisory work, she has experience in education and fitness sectors, including roles at the University of Pittsburgh and Amerifit Fitness Club. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, with a product menu that includes mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

Jordan Fediaczko is a financial advisor at EWA, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining EWA, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, among other roles. EWA, LLC is a registered investment adviser managing over $750 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services with a focus on long-term strategies, diversification, tax-aware asset allocation, and uses both low-cost funds and customized investment options, supported by artificial intelligence tools.