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.

Adam Souply is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2014. He holds the Series 66 license and is based in Pittsburgh, PA. 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 combination of firm-managed models and third-party managers, and it emphasizes institutional consulting alongside its advisory and retirement plan services.

Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. 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 with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.

Joseph Cravotta is a financial advisor at Henderson Brothers Financial Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Global Retirement Partners, Princor Financial Services, and Principal Life Insurance Company. He is also a shareholder in an insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm offers a broad range of investment products and employs a variety of analytical approaches, managing approximately $327 million in discretionary assets across a multi-team structure.

Thomas Oakley is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Assured Partners and academic positions at the New York Institute of Technology and St. John Fisher College. Cookson Peirce Wealth Management is a fee-only adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based investment approach and manages fixed-income portfolios using investment-grade bonds, while also acting as sub-advisor to a mutual fund and participating in multiple wrap fee programs.

Daniel Costa is a CFP® with over 31 years of industry experience, currently serving at BCR Financial Services, LLC. He previously worked at LPL Financial LLC and Lincoln Financial Securities Corporation. Costa also holds a CPA designation and has maintained an independent financial planning practice since 1998. BCR Financial Services, LLC provides financial planning and consulting services to individual clients across various wealth levels, focusing on written financial plans rather than ongoing portfolio management. The firm uses detailed analysis and planning tools to generate recommendations, does not take custody of client assets, and typically implements advice through affiliated broker-dealer and insurance channels chosen by clients.

Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.

Ethan Misour is a CFP® professional with four years of industry experience, currently serving at Marion Wealth Management since 2021. His prior roles include positions at WealthPoint Financial LLC and Insureon. He is also licensed as an independent insurance agent specializing in non-variable insurance products. Marion Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a range of analytical strategies and integrates third-party implementation systems to manage investment solutions across varying risk profiles.

Matthew Mendelson is a financial advisor at Ironview Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with Ironview since 2018. Prior to his advisory career, he spent eight years in high school and university. Ironview Capital Management, LLC is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

David Koenig is a financial advisor at Summit Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2010 and Beaconsfield Financial Services, Inc. since 1994. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm provides discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Michael Kauffelt is a CFA® charterholder with 32 years of industry experience. He is currently with Bill Few Associates, Inc. and has been affiliated with the firm and its predecessor entities since 1997. 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’s investment process incorporates fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Benjamin Rathfon is a financial advisor with Henderson Brothers Financial Partners LLC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Global Retirement Partners, LLC and LPL Financial, LLC. 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, and plan-level services, using mutual funds, ETFs, third-party portfolio managers, and various portfolio construction methods.

Aaron Gates is a CFP® professional with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2019 and previously held roles at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management LLC. He is based in Pittsburgh, PA. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and other professional advisors. The firm employs a quantitative, rules-based approach to equity and fixed-income portfolio management and acts as sub-advisor to the Catalyst Dynamic Alpha Fund while participating in multiple wrap fee programs.

Joshua Beas is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cookson Peirce since 2012. Outside of his advisory role, he is a 50% owner of 555 Group LLC, a commercial property entity. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm uses a quantitative, rules-based approach for equities and a modified ladder structure for fixed income, and acts as a sub-advisor to a mutual fund while managing portfolios in multiple wrap fee programs.

Paul Coury is a financial advisor with The Coury Firm in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at several related entities, including Coury Firm Asset Management LLC and PDC Management, Inc. Outside of his advisory roles, he operates an interior design business and provides business advisory and financial analysis services through a separate consulting firm. The Coury Firm offers 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 and combines private fund sponsorship with multi-family office and wealth-planning services.

Ahmiel Baum is a CFP® with 46 years of industry experience, currently serving at Interchange Capital Partners since 2020. He previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Baum is a committee member of the United Jewish Federation Investment Committee, chairman of the Jewish Community Foundation, and founder of Melbee, LLC, an e-commerce company. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individuals, retirement plans, charitable organizations, and business entities. The firm’s approach includes goal-focused planning, diversified low-cost asset allocations, and the use of independent managers accessed through third-party platforms.

Mark Rollinson is a financial advisor at Hutchison Whitehead Wealth Management with eight years of industry experience. He holds a Series 65 designation and has held accounting and financial roles at Universal Scaffold Systems, where he currently serves as Chief Financial Officer. Prior to this, he worked in various positions including a CPA practice under his own name. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios focused on pooled vehicles and a factor-oriented investment framework, managing approximately $78 million for around 100 clients.

Tyler Houston is a CFP® professional at EWA, LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. EWA, LLC is a registered investment adviser managing approximately $750.7 million for around 397 clients through a nine-advisor team. The firm offers comprehensive wealth management services, including portfolio management, retirement-plan analysis, tax planning via an affiliated entity, and insurance products, emphasizing long-term strategies, diversification, and tax-aware asset location.

Mia Kovacs is a CFP® with 14 years of industry experience, currently serving at Bill Few Associates, Inc. since 2015. She previously worked at Bill Few Securities, Inc. from 2015 to 2021. 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 combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC from 1996 to 2018. Fertig has been with Fragasso Financial Advisors since 2012 and currently provides private client services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, retirement plan consulting, and related advisory services.