Beth Williams is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 10 years of industry experience. She holds a Series 65 credential and has been with Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and it participates as sub-advisor to the Catalyst Dynamic Alpha Fund as well as in multiple wrap fee programs.

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.

Ryan Labriola is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PNC Bank, the National Security Agency, and the Pittsburgh Penguins. He also spent five years at Carnegie Mellon University. Astra Prime Wealth Management is a state-registered investment manager serving pooled vehicles, institutional-style accounts, and a range of other clients. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and incorporates a broad set of instruments including derivatives, offering both discretionary and non-discretionary management tailored to client objectives.

Gabriel Antoni is a CFP® with six years of experience in the financial services industry. He is currently with Henderson Brothers Financial Partners LLC and has prior experience at Global Retirement Partners, LPL Financial, HB Retirement, and PNC Financial Services. He is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non-discretionary asset management, participant education, plan-level services, and access to pooled employer plans, multiple employer plans, and recordkeeper solutions.

Jeffrey Lott is a financial advisor with Marion Wealth Management in Monroeville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. His prior roles include positions at United Planners' Financial Services of America, Wells Fargo Advisors Financial Network, and Ferris, Baker Watts. In addition to advising, he is a partner and owner of WealthPointe Financial LLC and works as an independent insurance agent focusing on non-variable insurance products. Marion Wealth Management is a SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets and offers services such as portfolio management, financial planning, pension consulting, and donor-advised fund services, employing a variety of investment strategies including the use of derivatives and held-away account implementation.

William Mc Millan is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and a broad product menu to implement client strategies through both direct portfolio management and third-party investment programs.

Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.

John Lynch is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients with portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop investment strategies and manages approximately $1.34 billion in discretionary assets.

Eric Forsythe is a financial advisor at Hapanowicz Financial in Pittsburgh, PA. He holds a Series 65 designation and has recently transitioned from a 12-year tenure at LKQ Corporation to his current role. Forsythe joined Hapanowicz Wealth Management in 2025. Hapanowicz Financial provides 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 employs a discretionary asset management approach through its SWIM program, combining strategic and tactical asset allocation to align investments with clients’ risk tolerance and financial goals.

Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.

Jesse Root is a CFA® charterholder and Series 65-licensed advisor with six years at D.B. Root & Company, LLC and prior experience at Hedgeye Risk Management LLC. He is based in Pittsburgh, PA and has four years of industry experience. Outside of his advisory work, he serves as Treasurer of the Yale Hockey Association, participating in decision making and fundraising. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients. The firm manages approximately $952 million in discretionary assets and employs a multi-advisor team approach, using risk- and outcomes-based asset allocation combined with fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Scott Lucas is a financial advisor with Invicta Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes roles at Invicta Capital, Wisdom Wealth Investment Advisors LLC, Lucas Financial Service, Inc., and ProEquities, Inc. Outside of advising, he organizes and hosts a large annual New Year's Eve event in Columbus, Ohio. Invicta Advisors offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of advisory arrangements and an investment process that integrates fundamental, quantitative, and qualitative analysis.

Sarah Veverka is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Guyasuta Investment Advisors, Incorporated and previously worked at Waldron Private Wealth, LLC. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based approach combining top-down macro analysis with bottom-up fundamental research, focusing on concentrated equity portfolios and laddered fixed-income strategies.

Pieter Van De Keer is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Hunter Associates LLC. His prior roles include positions at Hunter Private Capital Advisors, Commonwealth Financial Network, Great Scott Financial, Vicus Capital, Inc., and BNP Paribas Fortis. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion and serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through various strategies and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Vasily Potanin is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has been with Astra Prime since 2026 and has no prior industry experience before joining the firm. He attended Carnegie Mellon University and was a full-time student from 2016 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management to a select group of primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management with advanced trading techniques and performance-based fee arrangements.

Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 20 years of industry experience. He has been with Guyasuta Investment Advisors since 2005. Beukema holds a Series 65 designation. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is notable for its work with municipal and institutional clients.

Gregory Teal is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Invicta Advisors LLC since 2018 and previously worked at Trustmont Advisory Group, Inc. from 2007 to 2018. Outside of his advisory role, he serves as an elder at Valley Point Church, where he manages business matters and prepares the congregation’s budget, and he owns a company that develops family-oriented mobile applications. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, and qualitative analysis to support both long- and short-term investment strategies and offers a range of advisory arrangements including discretionary and non-discretionary services.

William Nelson is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Quattro Advisors since 2011. Outside of his advisory role, he owns Innova Management, LLC, a business involved in house renovations and property management. 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 management across public and private markets, and is notable for sponsoring and advising proprietary private funds as well as its registration as a commodity pool operator.

Erin Britton is a financial advisor at Marion Wealth Management with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2016 to 2023. Marion Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets and employs a mix of fundamental, technical, and modern-portfolio investment approaches, also utilizing third-party sub-advisors and derivatives within separately managed accounts.