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.

Marissa Bougades is a financial advisor with Hunter Associates LLC in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 11 years of industry experience, having been with Hunter Associates since 2016. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, consulting, and a manager-of-managers program, using a combination of fundamental, quantitative, and qualitative analysis to inform investment decisions.

Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

Colin Barcley is a financial advisor at Milestone Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Csenge Advisory Group, LLC, Financial Success Strategies, LLC, and Conscious Capital. Outside of his advisory role, he is involved in insurance sales through West Advisory Group. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

John Michael Mc Culloch is a CFP® professional with seven years of industry experience. He has been with Hunter Associates LLC since 2018 and previously worked at Gramercy Consultants LLC from 2015 to 2018. Outside of advising, he creates educational content through his project "Glad You Asked" on YouTube and related platforms. Hunter Associates LLC is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, quantitative, and qualitative analysis to offer portfolio management, financial planning, and a manager-of-managers program tailored to client investment policies.

Charles Davis III is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked with several firms including Moralis Technologies, MFA Wealth Advisors, and Federated Global Investment Management Corp. Davis is part of a six-advisor team at Hapanowicz Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management for individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation incorporating mutual funds, ETFs, and individual equities, supplemented by AI-enabled tools alongside human oversight.

Zachary Shirilla is a CFA® charterholder with four years of experience in the financial advisory industry. He is currently with Baldwin Wealth Partners, LLC and has previously worked at Edgemoor Investment Advisors, FAI Wealth Management, and First Commonwealth Trust & Wealth Management. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm combines top-down macro analysis with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

Charles Stout is a financial advisor at D.B. Root & Company, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with D.B. Root since 2015. Stout holds board positions with the Eden Hall Foundation, Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi. D.B. Root & Company provides financial planning, wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios primarily on a discretionary basis, utilizing a combination of firm-managed models, third-party managers, and a platform for reviewing and rebalancing held-away accounts, serving approximately 747 client relationships.

Eric Smith is a financial advisor with Invicta Advisors LLC in Oakmont, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Invicta Advisors since 2018 and is also associated with 1682 Wealth Management, where he provides ancillary and business operating services. Invicta Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis to offer both discretionary portfolio management and consultative financial planning tailored to clients’ objectives and risk tolerances.

Zachary Zimmer is a CFP® professional with four years of industry experience, currently serving as an advisor at Trebuchet Consulting, LLC in Pittsburgh, PA. He has been with Trebuchet Consulting since 2016. Trebuchet Consulting provides financial planning and wealth management services to high-net-worth individuals, related trusts, charitable organizations, and retirement accounts. The firm delivers non-discretionary advice focused on asset allocation and integrates considerations of income tax and estate planning while managing approximately $1.08 billion in regulatory assets under management.

Nicole White is a financial advisor with Cookson Peirce Wealth Management in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 13 years of industry experience. Her prior roles include positions at Merrill, TIAA-CREF, Citizens Securities Inc., and The Coury Firm. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients such as individuals, high-net-worth households, trusts, and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and fixed-income management, and it also acts as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets within multiple wrap fee programs.

Andrew Scibetta is a financial advisor at Cross Border Wealth, LLC in Pittsburgh, PA, with 18 years of industry experience. He holds the Series 66 designation and has worked at Tiaa from 2015 to 2022 before joining Cross Border Wealth in 2022. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with approximately one year of experience at the firm. His prior experience includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Gregory Martik is a CFP® with 21 years of industry experience and has been with Valley Brook Capital Group since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally engages in insurance product sales. 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 develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service through Charles Schwab.