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®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. She has worked at D.B. Root & Company, LLC since 2018 and previously held roles at firms including Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to both individual and institutional clients. The firm employs a multi-advisor team approach, managing nearly $1 billion in discretionary assets and advising on over $11 billion, and utilizes a mix of fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Kenneth Thompson is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His previous roles include positions at JPMorgan Chase Bank, N.A., The Huntington National Bank, Bank of America, Merrill, and Citizens Bank. Outside of financial services, he has worked in various industries including logistics, retail, and food services. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach and manages approximately $1.34 billion in discretionary assets.

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 16 years of industry experience. He has been with Grant Street since 2013 and holds a Series 66 designation. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in client assets and employs an investment approach that combines asset allocation with mutual funds, ETFs, and individual securities, using fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Kimberli Marino is a financial advisor at Guyasuta Investment Advisors, Incorporated with 12 years of industry experience. She holds a Series 65 designation and has been with Guyasuta since 2009. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofit organizations, corporations, and government entities. The firm manages separate discretionary accounts through a team-based approach that combines macroeconomic analysis with fundamental research, emphasizing concentrated equity portfolios and laddered fixed-income strategies.

Jimil Wilson is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Guyasuta in 2022, he was self-employed and worked at Maitri Medicinals. He serves as a trustee for Washington & Jefferson College, a nonprofit. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to individuals, families, trusts, institutions, and government entities. The firm employs a team-based approach to managing separate discretionary accounts, combining macroeconomic analysis with fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.

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.

Luke Oneill is a CFA® charterholder and holds Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2018 and previously spent five years at Mellon Capital Management and one year at Goldman Sachs Wealth Services. Cookson Peirce Wealth Management is a fee-only adviser that serves private clients including high-net-worth households, trusts, and institutions, using a quantitative, rules-based approach to equity selection and a structured ladder strategy for fixed-income portfolios. The firm is also a sub-advisor to the Catalyst Dynamic Alpha Fund and manages assets within multiple wrap fee programs.

Richard Tice is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also a partner at McCall Scanlon & Tice, LLC, a public accounting firm serving businesses and individuals. Valley Brook Capital Group provides investment advisory and financial planning services to a range of clients, including high-net‑worth individuals, pension plans, trusts, estates, corporations, and charitable organizations. The firm employs individualized asset-allocation models and an automated portfolio service, combining traditional and technology-driven approaches while maintaining a connection with accounting professionals within the affiliated firm.

Daniel Grealish is a financial advisor at Henderson Brothers Financial Partners LLC with 10 years of industry experience and holds a Series 66 designation. He previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and HB Retirement, LLC. Outside of his advisory role, he is a shareholder in an independent insurance agency affiliated with Henderson Brothers. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional sponsors, with a focus on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm combines model-based and traditional portfolio construction methods and offers access to pooled employer plans, multiple employer plans, and various recordkeeper solutions.

Richard Applegate is a financial advisor at D.B. Root & Company, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. Outside of finance, he is also involved in acting, participating in film and TV productions. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, serving approximately 747 client relationships with over $829 million in discretionary assets under management.

Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a 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 a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Amanda Booth is a financial advisor at H Financial Management with seven years of industry experience. She holds a Series 66 designation and has worked at Triad Advisors and UPMC prior to her current role. She serves as a client manager at H Financial Management, a position she has held since 2011. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm constructs portfolios primarily using mutual funds and low-cost ETFs, applies options strategies for hedging or income generation in limited cases, and incorporates AI tools overseen by internal controls.

Marissa Bougades is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 11 years of industry experience. She has worked at Hunter Associates since 2016. 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 uses fundamental, quantitative, and qualitative analysis to guide investment decisions and manages approximately $1.34 billion in discretionary assets.