Aaron Gates is a CFP® professional affiliated with Cookson Peirce Wealth Management in Pittsburgh, PA, with nine years of industry experience. He has worked at Cookson Peirce & Co since 2019 and previously held roles at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management LLC. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals and institutional investors such as trusts and foundations. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund, while also managing assets through various wrap fee programs.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 13 years of industry experience. He has been with Cookson Peirce since 2012. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property investment. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, and institutional clients such as pensions and foundations. The firm employs a quantitative, rules-based investment approach and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while also participating in multiple wrap fee programs.

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.

Mark Rollinson is a financial advisor at Hutchison Whitehead Wealth Management with eight years of industry experience. He holds a Series 65 designation and has held accounting and financial roles at Universal Scaffold Systems, where he currently serves as Chief Financial Officer. Prior to this, he worked in various positions including a CPA practice under his own name. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios focused on pooled vehicles and a factor-oriented investment framework, managing approximately $78 million for around 100 clients.

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.

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fragasso since 2012, following 22 years at LPL Financial LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions by providing discretionary asset management and a range of advisory services. The firm emphasizes diversified, global asset-allocation models tailored to client objectives and incorporates accounting expertise through licensed CPA representatives within its advisory team.

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.

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.

Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.

William Hutchison is a CFP® professional with 22 years of industry experience. He is a principal at Hutchison Whitehead Wealth Management and has previously worked at Hutchison Soeder and Hutchison & Co. He also owns an accounting practice, where he dedicates a significant portion of his time. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and comprehensive financial planning with a focus on tailored model portfolios that emphasize market, value, and size exposures.

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.

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 over 16 years of industry experience, including 12 years at PNC Bank prior to joining Cookson Peirce in 2025. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients such as individuals, high-net-worth clients, trusts, and institutions, offering discretionary portfolio management and financial planning support. The firm employs a quantitative, rules-based investment process and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while participating in several wrap fee programs.

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 28 years of experience in the financial industry. He has been with Cookson, Peirce & Co., Inc. in Pittsburgh, PA for 27 years. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management for professional advisors. The firm uses a quantitative, rules-based investment process and serves in roles such as sub-advisor to the Catalyst Dynamic Alpha Fund and portfolio manager in several wrap fee programs.

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.