Joseph Rambow is a financial advisor with Neptune Wealth, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill and Raymond James and currently leads several business ventures, including serving as CEO of Neptune Technologies, LLC, a financial technology services firm. Rambow also acts as a chapter advisor for Sigma Nu Theta Alpha at the University of South Florida. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers with services that include investment advisory, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm employs a top-down macro allocation framework combined with bottom-up fundamental analysis and incorporates AI research tools to support portfolio management and client planning.

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 with Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation and four 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, offering portfolio management, financial planning, and consulting services. The firm manages approximately $1.34 billion in discretionary assets and employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis.

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 Certified Financial Planner® with nine years of industry experience. She is currently affiliated with Boldin Advisors, NewRetirement Advisors LLC, and Core Planning, working primarily from Pittsburgh, Pennsylvania. Her prior roles include positions at Facet, Cahaba Wealth Management, and TrueWealth. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory. The firm operates multiple offices and integrates financial planning with a digital education platform.

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.

Kendra Reilly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Interchange Capital Partners in Pittsburgh, PA. Her prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Interchange Capital Partners provides investment management, wealth planning, and business consulting to a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business entities. The firm’s approach focuses on goal-oriented planning, diversified low-cost asset allocations, and the use of independent managers, while also advising on alternative investments and digital assets.

Jack Ryan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Henderson Brothers Financial Partners LLC. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC for eight years and has maintained a separate legal practice as an attorney through Jack Ryan Law PLLC since 2017. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a variety of investment strategies and offers a broad range of products, managing approximately $327 million in discretionary assets through a multi-team advisor structure.

William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.

Brianna Sullivan is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Fruitful, Inc. and has previously been employed by Bank of America, Merrill Lynch Pierce Fenner & Smith, UBS, and Duquesne University. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management services to individuals who maintain an active membership with Fruitful, Inc. The firm uses a personalized “Money Map” to align clients’ life goals with asset allocation and investment strategies, focusing on passive, low-cost core models primarily using ETFs and index funds.

Mitchell Mosgrove is a CFP® professional with four years of experience, currently serving as an advisor at Trebuchet Consulting, LLC since 2015. He is based in Pittsburgh, PA, and is part of a seven-advisor team. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, related trusts, charitable organizations, and other entities. The firm’s investment process is centered on client goals and risk tolerance, offering non-discretionary advisory services with customized reporting and periodic reviews.

Thomas Reisdorf is a financial advisor at Bill Few Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at First Commonwealth Advisors and FNB Wealth Management. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm’s investment process combines fundamental and qualitative analysis with asset allocation determined by an internal committee and includes the use of mutual funds, tactical option strategies, and periodic rebalancing.

Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC with 6 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at Brookstone Capital Management, Power Home Remodeling Group, and StorageHawk. He maintains a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and modular financial planning to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing firm-developed and third-party model portfolios alongside derivative-based strategies.

Taylor Glock is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 65 credential and four years of industry experience. Prior to joining D.B. Root & Company in 2019, he worked at BNY Mellon from 2011 to 2019. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and independent managers, tailoring asset allocation to client risk tolerance and objectives.

Robert Spicher is a financial advisor with Allegheny Investments who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Allegheny Investments since 2003 and has operated Spicher Associates, Inc., a CPA practice, since 1985. Outside of advising, he serves as president of Spicher Associates, a non-investment-related CPA firm. 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, ongoing monitoring, and personalized strategies developed through client discussions.

Leo Scalercio Jr. is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is involved in insurance brokerage through Pittsburgh Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory product offerings.

Robert Yelenovsky is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Fragasso Financial Advisors since 2014 and previously at LPL Financial. Yelenovsky serves on the Marine Corps Scholarship Foundation Steel City Awards Dinner Committee, a nonprofit that provides needs-based scholarships to military children. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs diversified global asset-allocation models and fundamental analysis, offering services that include retirement plan consulting and investment advice.

Sandra Steedle is a financial advisor at McKinley Carter Wealth Services, Inc. She holds a Series 65 credential and has 29 years of industry experience, including 28 years at Allegiance Financial Advisors and four years with her current firm. Outside of finance, she is involved in retail customer service at Kohl's. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutional clients, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic framework, tailoring portfolios to client risk tolerance and offering ongoing portfolio monitoring and account reviews.

Joseph Deandrea is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of advisory services, he also sells insurance through Capitas/Pittsburgh Brokerage. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and qualitative investment approach, utilizes mutual funds extensively, and offers discretionary and non-discretionary management along with retirement account guidance.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.