Christopher Duerr is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Interchange Capital Partners since 2020 and was previously with UBS Financial Services from 2013 to 2020. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, tax- and fee-aware implementation, and broad diversification using low-cost ETFs, often employing third-party managers and model portfolios tailored to clients’ risk tolerance and liquidity needs.

Kirtland Sippola is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, previously working at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians and offers tailored financial solutions for a limited client base.

Brian Goldman is a financial advisor at Success Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forest Securities, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves as an independent insurance agent offering fixed insurance products and participates in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit organization One Day to Remember. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs a goal-based, Modern Portfolio Theory framework for asset allocation and risk management, conducting regular portfolio reviews and utilizing third-party sub-advisors as needed.

Michael Reimer is a financial advisor with Hoffman Capital Advisors LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He has worked at Riverstone Wealth Management LLC and has over two decades of experience in insurance through Allstate Insurance Company and his own Reimer Insurance Agency. He operates as an independent property and casualty insurance agent with Nationwide Insurance Company. 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 about $185 million in assets under advisement. The firm employs a multi-disciplinary investment approach, offers both discretionary and non-discretionary management, and operates portfolio management on a wrap-fee basis with no account minimums.

Mark Rychel is a CFP® professional with 34 years of experience in the financial services industry. He is currently with BCR Financial Services, LLC and has previously worked at LPL Financial and Lincoln Financial Securities Corporation. Rychel is also involved with MJR Wealth Stewardship, LLC, a business entity for tax and investment purposes. BCR Financial Services, LLC provides comprehensive financial planning and consulting to individual clients, focusing on written plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets but offers advice through fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence.

Edward Beighey is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has one year of experience at Cookson Peirce and previously worked at PNC Bank for over 16 years. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning to private clients, including individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment methodology and manages both equity and fixed-income portfolios, with notable involvement in investment-company and institutional mandates.

Ryan Dayton is a financial advisor at Bill Few Associates, Inc. with a Series 65 credential and over three years of experience in the financial services industry. His prior roles include positions at PNC Financial Services and Hapanowicz & Associates. Outside of his advisory work, he has experience in education and club management. Bill Few Associates, Inc. serves individual and high-net-worth investors, as well as charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, using mutual funds as primary investment vehicles and providing both discretionary and non-discretionary account management.

Benjamin Ruttenberg is a CFP® professional with seven years of industry experience, currently serving as an advisor at EWA, LLC since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales and service. EWA, LLC is a fiduciary registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, utilizing long-term strategic asset allocation, diversification, and tax-aware asset location, supplemented by both low-cost diversified funds and customized investment options.

Bruce Miller is a CFA® charterholder with 27 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 1999. Cookson Peirce Wealth Management is a fee-only money management firm serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Craig Yochum is a CFP® with nine years of industry experience. He has worked at Henderson Brothers Financial Partners LLC since 2025 and previously spent eight years with Global Retirement Partners, LLC. He is also affiliated with an insurance agency outside of his advisory role. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors. The firm focuses on retirement plan consulting under ERISA Sections 3(21) and 3(38) and offers a range of asset management solutions along with participant education and plan-level services.

Deborah Lewis is a CFP® professional with 21 years of industry experience. She is currently with Invicta Advisors LLC and has held roles at The Strategic Financial Alliance, Inc. and Lewis Financial Management, LLC. She is also the owner and sole proprietor of Six Points Wealth Management. Invicta Advisors provides 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 offers both discretionary and non-discretionary advisory arrangements.

Timothy Landis is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Invicta Advisors LLC and has previously worked at Coy Capital Management, Inc. and Trustmont Financial Group, Inc. Outside of his advisory role, Landis serves as chairman of the Patrick Waibel Memorial Fund, a nonprofit organization that raises money for research through fundraising events. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including both discretionary and non-discretionary services.

William Skidmore is a financial advisor at Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at BNY Mellon, First Exchange Bank, and involvement with the West Virginia Student Managed Investment Fund. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services, offering diversified global asset-allocation models and a range of investment options tailored to client objectives.

Dominic Bonaccorsi is a financial advisor with Lange Financial Group, LLC in Pittsburgh, PA, holding four years of industry experience. He previously worked at R.D. Hoag and Associates for five years before joining Lange Financial Group in 2020. Outside of his advisory role, he operates Bonaccorsi Tax and Accounting Service, a tax preparation business. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning and consulting services, along with educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, and is noted for its affiliated professional practices and credentialed staff.

Benjamin Sims is a financial advisor at The Coury Firm with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. The Coury Firm provides 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 investment approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Andrew Pellegrino is a CFP® with 17 years of experience in the financial industry. He is currently with Plum Street Advisors, LLC in Pittsburgh, PA, where he has worked since 2023. Prior to that, he held roles at Amg Distributors, Inc. and First Quadrant, each for six years, and worked as an independent business development consultant. He also serves as a business development consultant and advisor for SAVVY Labs Inc., introducing institutional contacts to its platform. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm offers financial planning and discretionary portfolio management, emphasizing strategic asset allocation, cost control, active rebalancing, and tax-aware implementation, while utilizing both in-house portfolios and third-party separately managed account platforms.

Brett Nesbitt is a financial advisor at Capital A Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at S.R. Snodgrass, P.C. and Butler Community College. In addition to his advisory role, Nesbitt manages Capital A Tax Solutions, LLC, providing tax preparation services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach that includes tactical asset allocation, sector rotation, and a growth/value framework, implementing portfolios through mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Jennifer Hall is a CFP® professional with four years of experience in financial advising, currently serving at Lange Financial Group, LLC. She has prior experience with E.G. Conley, P.C., where she worked for 12 years. Outside of her advisory role, she owns Pittsburgh CPA Services, PLLC, through which she prepares individual tax returns for family and friends during tax season. Lange Financial Group provides financial planning and consulting services to individuals, trusts, estates, and charitable organizations, focusing on education through seminars and a monthly newsletter. The firm refers clients to independent investment managers and does not manage or custody client assets directly.

Tammy Vargo is a financial advisor at Bill Few Associates, Inc. with 25 years of industry experience. She holds the Series 66 designation and has worked at Bill Few Associates, Inc. since 1997, including 21 years at Bill Few Securities, Inc. prior to that. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal committee, utilizing mutual funds as a primary investment vehicle alongside tactical tools such as covered call options and limited margin use.

Cristian Rodriguez is a financial advisor at The Coury Firm with Series 65 credentials and one year of industry experience. Prior to joining The Coury Firm, he held positions at Family Dollar, Allegent Federal Credit Union, General Dynamics Electric Boat, Ayco Goldman Sachs, East Side Management, and D'angelo Grilled Sandwiches. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other institutional clients. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship and alternative investment strategies.