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Ryan L

Series 65

Pittsburgh, PA

Astra Prime Wealth Management

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.

Active portfolio management Tax-loss harvesting
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Gabriel A

CFP®, Series 63

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

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.

ESG / Sustainable investing Founder/Business Owner Retired
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William M

Series 65

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

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.

ESG / Sustainable investing Founder/Business Owner Retired
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John L

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

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.

Options & derivatives strategies Wealth management
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Betty R

Series 63, Series 65

Canonsburg, PA

Summit Advisors, LLC

Betty Rainier is a financial advisor at Summit Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2007, as well as Beaconsfield Financial Services, Inc. since 1983. 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 fundamental, technical, and cyclical analysis, utilizing both long- and short-term equity positions and option strategies.

Options & derivatives strategies
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Michael L

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Michael Loch is a Series 65-licensed financial advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street Asset Management since 1998. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs based on client goals, risk tolerance, and time horizon, using a variety of securities and analytical methods, and manages approximately $669 million in client assets.

Options & derivatives strategies Real estate investing
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Eric F

Series 65

Pittsburgh, PA

Hapanowicz Financial

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.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Beth A

CFP®, ChFC®, Series 63

Canonsburg, PA

Networth Advisors, LLC

Beth Andrews is a financial advisor with Networth Advisors, LLC in Canonsburg, PA. She holds CFP® and ChFC® designations and has 24 years of industry experience. Prior to her current role at Networth Advisors, she worked at AE Wealth Management from 2016 to 2021 and has operated as a sole proprietor since 2002. Additionally, Andrews is an independent insurance agent, providing fixed insurance products. Networth Advisors, LLC offers portfolio management and financial planning services to individual and high-net-worth clients, overseeing approximately $185 million in discretionary assets. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory and provides educational workshops and media content to support client engagement.

Annuities
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Jesse R

CFA®, Series 65

Pittsburgh, PA

D.B. Root & Company, LLC

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Pieter V

CFA®, Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

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.

Options & derivatives strategies Wealth management
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Vasily P

Series 65

Pittsburgh, PA

Astra Prime Wealth Management

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.

Active portfolio management Tax-loss harvesting
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William N

Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

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.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
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Jayme R

Series 63

Venetia, PA

Valley Brook Capital Group

Jayme Russo is a financial advisor with Valley Brook Capital Group in Venetia, PA, holding a Series 63 designation and 21 years of industry experience. She has been with Valley Brook Capital Group since 2004. 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 offers tailored asset-allocation models implemented through a mix of equities, mutual funds, ETFs, and fixed-income securities, along with an automated portfolio service and integrated financial planning.

Wealth management Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Tax-loss harvesting Real estate investing Founder/Business Owner Retired
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Richard A

Series 66

McMurray, PA

Fragasso Wealth Advisors

Richard Alfera II is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Fragasso since 2007 and previously at Linsco Private Ledger Corp (now LPL Financial) from 2001 to 2018. Outside of his advisory role, he serves as president and managing partner of a CPA firm and is involved in community activities, including coaching soccer and serving on a local board. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model overseen by an in-house portfolio management team and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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James R

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

James Ruttenberg is a financial advisor at EWA, LLC with 31 years of industry experience. He has held various roles at Northwestern Mutual and its affiliates from 1990 through 2024 before joining EWA. Ruttenberg holds Series 63 and Series 65 designations. EWA, LLC is a 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, emphasizing long-term strategic asset allocation, tax-aware asset location, and both diversified and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Jeffrey K

Series 66

Canonsburg, PA

H Financial Management

Jeffrey Karns is a Wealth Advisor at H Financial Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Wealth Services and Triad Advisors, Inc. since 2012, he has been with OSAIC alongside his current role. H Financial Management advises individuals, families, and select business and retirement-plan clients, providing investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks using mutual funds and ETFs, incorporates options strategies for hedging or income generation in some accounts, and supplements analysis with AI tools under internal controls.

Options & derivatives strategies
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Peter E

CFP®

Pittsburgh, PA

Henry H. Armstrong Associates, Inc.

Peter Eberhart is a CFP® professional with 16 years of experience in the financial industry. He has been with Henry H. Armstrong Associates, Inc. since 2009, working as part of a three-advisor team in Pittsburgh, PA. 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 focuses on growth-oriented U.S. equity portfolios and employs fundamental, long-term analysis with a tailored, client-centered approach.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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James D

Series 66

Pittsburgh, PA

The Coury Firm

James Dejaeger is a financial advisor at The Coury Firm in Pittsburgh, PA, with six years of industry experience. He holds a Series 66 designation and has worked at The Coury Firm since 2025. His prior experience includes roles at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, and Regal Financial Group. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other entities. The firm employs an open-architecture, manager-of-managers investment approach and offers multi-family office services alongside managing affiliated private funds through its P.I. Gateway platform.

Private / alternative investments Real estate investing Wealth management Business ownership considerations Founder/Business Owner Executive
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Scott O

CFP®, Series 66, Series 63

Pittsburgh, PA

Cookson Peirce Wealth Management

Scott Oros is a Certified Financial Planner (CFP®) at Cookson Peirce Wealth Management with 13 years of industry experience. He has worked at Cookson Peirce and Co., Inc since 2017 and previously held roles at Bank of America, Merrill, and PNC Wealth Management. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to private and institutional clients. The firm employs a quantitative, rules-based investment approach and serves as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets in multiple wrap fee programs.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Rafael Y

Series 65

Bridgeville, PA

Asset One Wealth Management, LLC

Rafael Yurk is a Series 65-credentialed advisor at Asset One Wealth Management, LLC with one year of industry experience. Prior to joining Asset One, he worked at Pittsburgh Financial Planners, Inc. and held roles at the University of Pittsburgh and Pennsylvania State University. Asset One Wealth Management is an SEC-registered firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation and a long-term buy-and-hold investment approach, offering family-office style coordination for clients with at least $2 million in assets.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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