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 at Allegheny Investments with 23 years of experience at the firm and over 40 years operating Spicher Associates, Inc., where he serves as president. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. In addition to his advisory work, he manages a non-investment related CPA business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and various plans, using a combination of proprietary research, third-party managers, and tailored strategies to meet client goals and risk profiles.

Robert Graham is a CFP® with 34 years of experience in the financial industry. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers a range of service platforms, including Wealth Management, Family Office, and an automated Emerging Wealth option, and builds globally diversified, index-oriented portfolios using mutual funds and ETFs based on Modern Portfolio Theory.

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.

Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.

Robert Yelenovsky is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial, and he is involved with the Marine Corps Scholarship Foundation’s Steel City Awards Dinner Committee. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through a diversified global asset-allocation approach and offering discretionary asset management, financial planning, and retirement consulting services.

Sandra Steedle is a Series 65-licensed financial advisor with McKinley Carter Wealth Services, Inc. She has over 30 years of industry experience, including 28 years at Allegiance Financial Advisors and 4 years at her current firm. Outside of her advisory work, she is employed part-time in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within tailored portfolio construction and an active use of independent managers and private placements.

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.

Kevin Corbett is a financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, holding a Series 66 designation with 23 years of industry experience. He has been with Bill Few Associates since 1999 and previously worked at Bill Few Securities, Inc. for 22 years. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm uses a combination of fundamental and qualitative analysis, asset allocation determined by an internal Investment Policy Committee, and periodic rebalancing, primarily employing mutual funds and offering additional tactical tools such as covered call option strategies.

Jacqueline Cannella is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Roble, Belko and Company, Inc., where she has worked since 2024, following roles at UBS Financial Services and JPMorgan Chase & Co. Prior to her financial services career, she was affiliated with Penn State University. Roble, Belko and Company manages discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations, employing a tailored investment approach that includes strategic asset allocation and a core/satellite framework with active and passive strategies, as well as selective use of derivatives for hedging, tax management, or income enhancement.

Loraine Montanye is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with D.B. Root & Company, LLC and previously worked at PNC Bank and The Coury Firm. She operates out of Pittsburgh, PA. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including retirement plans, non-profits, endowments, and foundations. The firm uses a multi-advisor team approach and combines fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

Samuel Childs is a financial advisor at Astra Prime Wealth Management with three years of industry experience. He has previously worked at Goldman Sachs Co, LLC and has held roles at EY and Tulane University. Outside of finance, he was involved with Pittsburgh Modular Synthesizers, LLC. Astra Prime Wealth Management provides fee-based investment management to primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating various techniques such as option strategies and margin trading, and it offers performance-based fee arrangements to qualified clients.

Emily Sekerak is a financial advisor at Bill Few Associates, Inc. with seven years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 2019. 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 a focus on mutual funds and ETFs.

Audrey Petrus is a CFP® professional with seven years of industry experience. She currently works at True Wealth Design, LLC, where she has been since 2023. Prior to this, she was affiliated with Mops and Muscles and Plans to Prosper, LLC. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans through financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware investment approach that includes asset allocation, tax-loss harvesting, and direct indexing, and it operates alongside affiliated tax and accounting services as well as an independent insurance brokerage.

Michael Dinuzzo is a CFP® and ChFC® with 16 years of industry experience. He is a senior vice-president at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and previously worked at Beaconfield Financial Services. DiNuzzo Private Wealth serves individuals, high-net-worth families, business owners, and institutional plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs globally diversified, index-oriented portfolios based on Modern Portfolio Theory and provides a range of services including full family-office offerings and an automated advisory platform.

Christian Brown is a CFP® professional with 20 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2009. His prior roles include positions at TIAA-CREF and Federated Investment Counseling. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to a range of private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs fixed-income portfolios structured with investment-grade bonds, also serving as sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

Daniel Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked with Comprehensive Capital Management since 2010 and also operates the investment advisory and brokerage business Harper & Hodge. Outside of advisory services, he serves as treasurer and board member of the Lighthouse Foundation and holds board positions with both the McGuire Memorial Foundation and First Presbyterian Church of Monaca. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, third-party manager selection, and financial planning. The firm employs fundamental and technical investment methods, including tactical overlays and market-timing strategies, offering both discretionary and non-discretionary management across a range of model portfolios.

Josiah Hoffman is a Series 66-licensed financial advisor with 17 years of industry experience. He currently serves at Hoffman Capital Advisors LLC and Mid Atlantic Capital Corporation, where he has worked since 2017. Hoffman is a board member of the Parkinson's Foundation Western PA and Grace Community Church. Outside of financial services, he is a craftsman involved in woodworking and epoxy art. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning and portfolio management to approximately 365 clients with $185 million in assets under advisement. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management through a wrap fee program.