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.

Richard Whalen is a financial advisor with E. E. Powell & Company Inc., holding a Series 66 designation and over 50 years of industry experience. He has been with E. E. Powell & Company since 1975. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting services, advising across a broad range of securities including mutual funds, ETFs, structured products, and derivatives. The firm employs a client-specific investment process using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority.

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.

William Wolfe is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Francis Schuler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DWD Portfolio Solutions, Inc. since 2017. Prior to joining DWD, he worked at PrimeSolutions Advisors, LLC for 15 years. Outside of his advisory role, he owns a sports apparel and equipment business. DWD Portfolio Solutions provides discretionary and non-discretionary 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 using a variety of investment strategies, managing most assets on a discretionary basis.

Michael De Gregorio is a financial advisor at Astra Prime Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked in medical device sales and distribution with Axon Medical Inc., among other roles. De Gregorio’s background includes experience in diverse sectors such as automotive and healthcare. Astra Prime Wealth Management serves primarily high-net-worth individuals and related entities, offering fee-based, custom investment management with a tactical asset-allocation approach that employs advanced strategies including options and margin trading. The firm manages approximately $47 million and provides both discretionary and non-discretionary portfolio management.

Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.

Nicholas Cavanaugh is a financial advisor at Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Hirtle, Callaghan & Co. LLC and Vicus Capital, Inc. among others. Roble, Belko and Company provides comprehensive wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, focusing on larger households. The firm employs a strategic core/satellite asset-allocation approach and offers specialized strategies including the use of derivatives and sub-advisory arrangements to address complex, high-net-worth client needs.

Trevor Day is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at 84 Lumber and Hefren-Tillotsen. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, consulting, and a manager-of-managers program. The firm employs fundamental, quantitative, and qualitative analysis across various strategies and manages approximately $1.34 billion in discretionary assets.

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Madeline McIvor is a CFP® with 10 years of industry experience, currently serving as an investment advisor representative at Boldin Advisors, NewRetirement Advisors LLC, and Core Planning. Her career includes roles at Facet, Cahaba Wealth Management, and TrueWealth. She divides her time between NewRetirement and Core Planning, working primarily from Pittsburgh, Pennsylvania. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement-account guidance and investment consultations. The firm employs Modern Portfolio Theory in constructing diversified portfolios, using low-cost index mutual funds and ETFs, and operates as a fee-only adviser without discretionary authority over client accounts.

Benjamin Rosen is a financial advisor at Bill Few Associates, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at The Vanguard Group, Inc. and TipRanks. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, using asset allocation guided by fundamental and qualitative analysis, with mutual funds and ETFs as primary investment vehicles.