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.

Christopher Duerr is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Interchange Capital Partners since 2020 and was previously with UBS Financial Services from 2013 to 2020. 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, tax- and fee-aware implementation, and broad diversification using low-cost ETFs, often employing third-party managers and model portfolios tailored to clients’ risk tolerance and liquidity needs.

Daniel Yeager is a financial advisor at Valley Brook Capital Group with seven years of industry experience. He has worked at Valley Brook since 2018 and is also the accountant in charge at McCall Scanlon & Tice, LLC, a certified public accounting firm providing accounting and tax services to businesses and individuals. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as 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, combining traditional portfolio management with an automated service through Charles Schwab.

Edward Beighey is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has one year of experience at Cookson Peirce and previously worked at PNC Bank for over 16 years. 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 employs a quantitative, technically based investment methodology and manages both equity and fixed-income portfolios, with notable involvement in investment-company and institutional mandates.

Benjamin Ruttenberg is a CFP® professional with seven years of industry experience, currently serving as an advisor at EWA, LLC since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales and service. EWA, LLC is a fiduciary registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, utilizing long-term strategic asset allocation, diversification, and tax-aware asset location, supplemented by both low-cost diversified funds and customized investment options.

Bruce Miller is a CFA® charterholder with 27 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 1999. Cookson Peirce Wealth Management is a fee-only money management firm serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Craig Yochum is a CFP® with nine years of industry experience. He has worked at Henderson Brothers Financial Partners LLC since 2025 and previously spent eight years with Global Retirement Partners, LLC. He is also affiliated with an insurance agency outside of his advisory role. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors. The firm focuses on retirement plan consulting under ERISA Sections 3(21) and 3(38) and offers a range of asset management solutions along with participant education and plan-level services.

Dominic Bonaccorsi is a financial advisor with Lange Financial Group, LLC in Pittsburgh, PA, holding four years of industry experience. He previously worked at R.D. Hoag and Associates for five years before joining Lange Financial Group in 2020. Outside of his advisory role, he operates Bonaccorsi Tax and Accounting Service, a tax preparation business. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services, along with educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, and is noted for its affiliated professional practices and credentialed staff.

Benjamin Sims is a financial advisor at The Coury Firm with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. The Coury Firm provides 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 investment approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Jessica Lee is a financial advisor at H Financial Management with Series 63 and Series 65 credentials and six years of industry experience. She previously worked for Pittsburgh Gateways Corp. for 16 years and is the owner and executive managing member of ViveVenture, LLC, which includes a legacy coaching and music production division. H Financial Management serves individuals, families, and select business and retirement-plan clients by providing investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks focused on mutual funds and low-cost ETFs, with an internal investment committee overseeing portfolio construction and the occasional use of options strategies for hedging or income generation.

Andrew Pellegrino is a CFP® with 17 years of experience in the financial industry. He is currently with Plum Street Advisors, LLC in Pittsburgh, PA, where he has worked since 2023. Prior to that, he held roles at Amg Distributors, Inc. and First Quadrant, each for six years, and worked as an independent business development consultant. He also serves as a business development consultant and advisor for SAVVY Labs Inc., introducing institutional contacts to its platform. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm offers financial planning and discretionary portfolio management, emphasizing strategic asset allocation, cost control, active rebalancing, and tax-aware implementation, while utilizing both in-house portfolios and third-party separately managed account platforms.

Jennifer Hall is a CFP® professional with four years of experience in financial advising, currently serving at Lange Financial Group, LLC. She has prior experience with E.G. Conley, P.C., where she worked for 12 years. Outside of her advisory role, she owns Pittsburgh CPA Services, PLLC, through which she prepares individual tax returns for family and friends during tax season. Lange Financial Group provides financial planning and consulting services to individuals, trusts, estates, and charitable organizations, focusing on education through seminars and a monthly newsletter. The firm refers clients to independent investment managers and does not manage or custody client assets directly.

Andrew Silver is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso since 2017, with prior experience at Private Client Services, LPL Financial, and PNC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and varied advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and combines fundamental analysis with fiduciary standards and ongoing performance reporting.

David Fallgren is a CFA® charterholder with 25 years of experience in the investment industry. He has worked at Venator Management LLC since 2020 and previously spent seven years at Rockshelter Capital Management LLC. Based in Pittsburgh, PA, he is one of two advisors at Venator Management. Venator Management LLC serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension plans, trusts, foundations, and endowments. The firm employs an opportunistic, value-oriented investment approach with a margin-of-safety philosophy, managing both multi-cap value portfolios and a private hedge fund with long and short positions, options, and credit securities.

Cristian Rodriguez is a financial advisor at The Coury Firm with Series 65 credentials and one year of industry experience. Prior to joining The Coury Firm, he held positions at Family Dollar, Allegent Federal Credit Union, General Dynamics Electric Boat, Ayco Goldman Sachs, East Side Management, and D'angelo Grilled Sandwiches. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other institutional clients. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship and alternative investment strategies.

James Lange is the managing member of Lange Financial Group, LLC in Pittsburgh, PA, with 23 years of industry experience. He is also the owner of a CPA firm, a law firm, and a life and health insurance company. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting services, and educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, operating without investment discretion or custody.

Douglas Finley is a CFP® with nine years of industry experience and has been with Hunter Associates LLC since 2016. He is based in Pittsburgh, PA, and also performs as a musician at various local venues outside of his advisory role. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through long- and short-term equity strategies, option writing, and a manager-of-managers program tailored to each client’s investment policy.

Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.

Christian Ordonez is a financial advisor at The Coury Firm with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P. Outside of financial advisory roles, his background includes positions at Robert Morris University and John Carroll University. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, and other entities. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship within its P.I. Gateway platform.