Brian Robinette is a CFP® professional with 26 years of industry experience. He has been with Fragasso Financial Advisors since 2012 and previously worked at LPL Financial LLC. He holds Series 63 and Series 65 licenses and operates out of McMurray, PA. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services, focusing on diversified, global asset allocation tailored to client objectives. The firm integrates financial advice with accounting expertise and emphasizes regular portfolio stress-testing and client review.

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 at Marion Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. Outside of his advisory work, he is a partner and owner of WealthPointe Financial LLC, an independent insurance agency specializing in non-variable insurance. Marion Wealth Management is an SEC-registered 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 with a team of five advisors and employs a mix of fundamental, technical, and modern-portfolio strategies, including the use of derivatives and third-party sub-advisors, to construct diversified portfolios.

Michael Long is an advisor at Lange Financial Group, LLC in Pittsburgh, PA, with a background that includes roles at the Department of Treasury’s Internal Revenue Service and MassMutual. He has over two decades of experience, including 24 years at Federated Hermes. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services along with educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing assets directly and emphasizes public financial education and professional credentials among its staff.

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.

John Lynch is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates is an SEC-registered, multi-advisor investment adviser 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 in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, consulting services, and sponsors a private fund.

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.

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.

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.

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.

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.

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.

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 six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and UBS Securities. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm offers tailored investment solutions across a range of risk profiles and integrates third-party implementation to manage held-away accounts.

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.

Richard Alfera II is a financial advisor at Fragasso Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked with The Fragasso Group, Inc. since 2007 and previously with Linsco Private Ledger Corp (now LPL Financial, LLC) from 2001 to 2018. Outside of financial advising, he is president and managing partner of a CPA firm and is involved in coaching soccer. Fragasso Financial Advisors serves individual investors, retirement plans, trusts, foundations, and institutions by providing discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates accounting expertise through licensed CPA advisors, offering tailored investment strategies and ongoing client reviews.

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.

Jeffrey Karns is a wealth advisor at H Financial Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, Inc. from 2012 to 2024 before joining OSAIC. H Financial Management serves individuals, families, and select business and retirement-plan clients by providing investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks primarily using mutual funds and low-cost ETFs, with oversight from an internal investment committee and occasionally uses options strategies and AI tools under formal policies.