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.

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.

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.

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

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 Jr. is a financial advisor at Bill Few Associates, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at First Commonwealth Advisors for seven years. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans, managing approximately $2.72 billion across nearly 3,000 clients. The firm’s investment approach includes asset allocation guided by fundamental and qualitative analysis, with portfolios reviewed by an Investment Policy Committee and primarily utilizing mutual funds and ETFs.

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 Wealth Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with firms including Morgan Stanley and LPL Financial and currently serves as Senior Vice President and Manager at Fragasso Financial Advisors. Yelenovsky is also involved with the Marine Corps Scholarship Foundation as a committee member for a nonprofit fundraiser. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models and integrates financial advice with accounting expertise, offering services to clients with a range of investment needs.

Sandra Steedle is a financial advisor with McKinley Carter Wealth Services, Inc. She holds a Series 65 designation and has over 30 years of experience, including 28 years at Allegiance Financial Advisors and four years at McKinley Carter. Outside of her advisory role, she is involved in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers a range of financial planning and investment management services, employing a mix of fundamental and technical analysis within a strategic long-term allocation framework tailored to client needs.