Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 16 years of industry experience. He has been with Grant Street since 2013 and holds a Series 66 designation. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in client assets and employs an investment approach that combines asset allocation with mutual funds, ETFs, and individual securities, using fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Richard Rainier II is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Advisors since 2007 and also has a longstanding association with Beaconsfield Financial Services, Inc. Outside of his advisory role, he is actively engaged as a member of Summit Advisors' investment activities. Summit Advisors, LLC serves individuals, trusts, estates, corporations, non-profits, and small businesses, providing discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, with portfolios tailored through risk-tolerance assessments and implemented via direct or third-party managed platforms.

Robert Pulit is a financial advisor at Valley Brook Capital Group in Venetia, PA, with 19 years of industry experience. He has been with Valley Brook since 2010 and holds Series 63 and Series 65 licenses. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 24 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and asset management services to professional advisors. The firm employs a quantitative, rules-based investment process and serves a range of clients including individuals, trusts, endowments, and foundations, while also acting as sub-advisor to the Catalyst Dynamic Alpha Fund and participating in multiple wrap fee programs.

Luke Oneill is a CFA® charterholder with nine years of industry experience. He has worked at Cookson Peirce & Co., Inc. since 2018 and previously spent five years at Mellon Capital Management. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and offers asset management solutions to professional advisors. The firm employs a quantitative, rules-based investment process and serves both high-net-worth individuals and institutional clients through managed portfolios and third-party Independent Managers.

Richard Tice is a financial advisor at Valley Brook Capital Group with seven years of industry experience. He has been a partner at McCall Scanlon & Tice, LLC, a public accounting firm, since 2008. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Amanda Booth is a financial advisor at H Financial Management with seven years of industry experience. She holds a Series 66 designation and has worked at Triad Advisors and UPMC prior to her current role. She serves as a client manager at H Financial Management, a position she has held since 2011. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm constructs portfolios primarily using mutual funds and low-cost ETFs, applies options strategies for hedging or income generation in limited cases, and incorporates AI tools overseen by internal controls.

John Ferraro is a financial advisor at Grant Street Asset Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Grant Street since 2002. Ferraro also serves as president of Corporate Management Systems, Inc., a bank and human resource consulting firm. Grant Street Asset Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a range of analytical methods and institutional platforms to manage portfolios focused on asset allocation and tax-aware strategies.

Charles Davis III is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked with several firms including Moralis Technologies, MFA Wealth Advisors, and Federated Global Investment Management Corp. Davis is part of a six-advisor team at Hapanowicz Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management for individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation incorporating mutual funds, ETFs, and individual equities, supplemented by AI-enabled tools alongside human oversight.

Zachary Shirilla is a CFA® charterholder with four years of experience in the financial advisory industry. He is currently with Baldwin Wealth Partners, LLC and has previously worked at Edgemoor Investment Advisors, FAI Wealth Management, and First Commonwealth Trust & Wealth Management. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm combines top-down macro analysis with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Zachary Zimmer is a CFP® professional with four years of industry experience, currently serving as an advisor at Trebuchet Consulting, LLC in Pittsburgh, PA. He has been with Trebuchet Consulting since 2016. Trebuchet Consulting provides financial planning and wealth management services to high-net-worth individuals, related trusts, charitable organizations, and retirement accounts. The firm delivers non-discretionary advice focused on asset allocation and integrates considerations of income tax and estate planning while managing approximately $1.08 billion in regulatory assets under management.

Nicholas Uht is a financial advisor with Networth Advisors, LLC in Canonsburg, PA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at JFS Wealth Advisors, Erie Insurance, Walmart, and Wabtec Corporation. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm uses a combination of fundamental, quantitative, and technical analysis, along with modern portfolio theory, to create long-term investment strategies and offers educational workshops and media content on investment and retirement topics.

Nicole White is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding Series 65 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at The Coury Firm, Citizens Securities, TIAA-CREF, and Merrill. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, and foundations, as well as asset management solutions to institutional clients. The firm employs a quantitative, rules-based investment process and serves as both a sub-advisor to the Catalyst Dynamic Alpha Fund and a portfolio manager in various wrap fee programs.

Eric Hutchison is a financial advisor at Hutchison Whitehead Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining the firm, he worked for seven years at Junk Joeys and over two decades at AEC Group. Hutchison Whitehead Wealth Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering fee-only investment management, modular financial planning, and pension consulting. The firm uses tailored model portfolios with a factor-oriented investment approach and collaborates closely with a local CPA practice to coordinate accounting and tax services.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with approximately one year of experience at the firm. His prior experience includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Gregory Martik is a CFP® with 21 years of industry experience and has been with Valley Brook Capital Group since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally engages in insurance product sales. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service through Charles Schwab.

Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides 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, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.