Camille Bouvet is a CFP® and Series 63-registered advisor with eight years of industry experience. She is currently with Oath Planning, LLC, where she has been since 2025. Her prior roles include positions at Root Financial Partners, Aldrich Wealth, Origin Financial, and ABD Insurance & Financial Services. Oath Planning, LLC serves individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses, managing approximately $285 million across about 500 clients. The firm uses a long-term, asset-allocation driven investment approach focused on passive asset-class mutual funds and model portfolios, and it offers integrated estate-planning legal and insurance services through a formal affiliation with an in-house law practice.

Matthew D'amico is a CFP® professional with six years of industry experience, currently serving at Networth Advisors, LLC. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Mass Mutual Financial Group. He also serves as a non-paid instructor for AFEA, a national non-profit focused on financial education. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management and financial planning with a tailored investment approach that combines fundamental, quantitative, and technical analysis.

Alex Nowak is a financial advisor at Networth Advisors, LLC with a Series 65 designation and experience in the financial industry since 2019. Prior to joining Networth Advisors, he held roles at First Bank of the Lake and Widget Financial. Networth Advisors serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides personalized portfolio management and financial planning, employing a combination of fundamental, modern portfolio theory, quantitative, and technical analysis.

James Armstrong is a financial advisor with Henry H. Armstrong Associates, Inc. in Pittsburgh, PA, where he has worked since 1992. He has 33 years of industry experience. 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, employs fundamental long-term analysis, and emphasizes tailored client relationships with regular communication.

Barbara Lovejoy is a financial advisor at Hunter Associates LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hunter Associates since 2003. Additionally, she has been a CPA operating under her own name since 1991. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services, employing a combination of fundamental, quantitative, and qualitative analysis in its investment approach.

Daniel Novakowski is a financial advisor at The Coury Firm with 31 years of industry experience. He holds a Series 63 designation and has been with The Coury Firm and its related entities since 1998. Outside of his advisory role, Novakowski is the owner and photographer of Novakowski Photography in Pittsburgh. The Coury Firm provides 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, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

John Krolikowski is a financial advisor with Trebuchet Consulting, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trebuchet Consulting since 2006. Trebuchet Consulting provides financial planning and wealth management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset allocation guidance, primarily operating on a non-discretionary basis with a client-centered investment process.

Scott Fremer is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including 15 years at Comperio Retirement Consulting, Inc. before joining Henderson Brothers Financial Partners in 2025. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors. The firm emphasizes retirement plan consulting under ERISA Sections 3(21) and 3(38) and uses a combination of mutual funds, ETFs, and third-party portfolio managers in its investment strategies.

James Denny is a financial advisor with Financial Freedom House in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Triad Advisors, Inc. for 12 years before joining CYGNET FINANCIAL PLANNING, INC. (dba Financial Freedom House), where he has been since 2003. He is also the managing partner of CAER LLC, serving as a fiduciary adviser to qualified retirement plan trustees and participants. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and sponsors of qualified retirement plans. The firm employs a fiduciary-based approach emphasizing Modern Portfolio Theory, strategic asset allocation primarily through ETFs and passively managed funds, and uses Monte Carlo simulation and ongoing financial-plan modeling to evaluate goal probabilities.

Strawn Markle is a financial advisor at LJI Wealth Management, LLC with 13 years of industry experience. He holds a Series 63 designation and has worked at LJI Wealth Management since 2017. Prior to that, he was employed at Its Asset Management, L.P. from 2001 to 2017. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a variety of investment strategies tailored to clients’ objectives, incorporating fundamental, quantitative, and technical analysis.

Nancy Kunz is a CFP® and ChFC® with 43 years of industry experience. She has been with D.B. Root & Company, LLC since 2018 and previously worked at R. Applegate & Associates LLC, Purshe Kaplan Sterling Investments, and Cantor Fitzgerald Wealth Partners. 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 approximately $830 million in discretionary assets and offers customized asset allocation using both firm-managed and third-party managers.

Christina Nassis is a financial advisor at Hunter Associates LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Duncan Financial Group. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers portfolio management, financial planning, and a manager-of-managers program.

Anthony Barone is a financial advisor at Henderson Brothers Financial Partners LLC in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Global Retirement Partners, LLC, LPL Financial, and PNC Investments. Outside of his advisory work, Barone serves as a high school and college football official for WPIAL and the NCAA. 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, utilizing a broad product menu that includes mutual funds, ETFs, options, private placements, and digital assets.

Megan Warzinski is a financial advisor at Henderson Brothers Financial Partners LLC with 20 years of industry experience. She holds a Series 63 designation and has previously worked with Global Retirement Partners, LLC, HB Retirement, LPL Financial, and Henderson Brothers, Inc. Warzinski is also a shareholder in an insurance agency affiliated with her firm. 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, serving clients through direct portfolio management and third-party investment programs.

Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 15 years of industry experience. He holds the Series 66 designation and has been with the firm since 2013. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on personalized investment programs that incorporate a variety of analytical methods and tax-aware strategies, managing approximately $669 million in client assets with a seven-advisor team.

Richard Rainier II is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Advisors since 2007 and also has a longstanding association with Beaconsfield Financial Services, Inc. Outside of his advisory role, he is actively engaged as a member of Summit Advisors' investment activities. 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 a range of investment strategies including fundamental, technical, and cyclical analysis, with portfolios tailored through risk-tolerance assessments and implemented via direct or third-party managed platforms.

Kevin Bove is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC and HB Retirement, and has been associated with LPL Financial since 2013. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a multi-team structure and uses a range of investment strategies and products, including direct portfolio management and third-party investment programs, serving both non-high-net-worth and high-net-worth clients.

Robert Pulit is a financial advisor at Valley Brook Capital Group in Venetia, PA, with 19 years of industry experience. He has been with Valley Brook since 2010 and holds Series 63 and Series 65 licenses. 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 uses individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 23 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Luke Oneill is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Cookson Peirce Wealth Management. Prior to joining Cookson Peirce in 2018, he worked for five years at Mellon Capital Management. Cookson Peirce provides discretionary wealth management and financial planning to private clients, including high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach and manages both equity-focused strategies and targeted bond portfolios, with active monitoring and rebalancing.