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.

Eric Hutchison is a financial advisor at Hutchison Whitehead Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining the firm, he worked for seven years at Junk Joeys and over two decades at AEC Group. Hutchison Whitehead Wealth Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering fee-only investment management, modular financial planning, and pension consulting. The firm uses tailored model portfolios with a factor-oriented investment approach and collaborates closely with a local CPA practice to coordinate accounting and tax services.

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 one year of experience in the industry. His work history includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Additionally, he has experience in education, having worked at Duquesne University, McQuaid Jesuit High School, and Siena Middle School. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, offering a range of wealth services from family office assessments to investment management and retirement consulting. The firm combines financial planning with investment oversight and coordination of outside professionals, providing both discretionary and non-discretionary management while utilizing various investment strategies and educational workshops.

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.

Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Timothy Johns is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation with seven years of industry experience. Prior to joining Cookson Peirce in 2022, he worked at Symons Capital Management, Inc. for five years and FNB Corporation for two years. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, rules-based approach to equity selection and a modified ladder structure for fixed-income portfolios, and it serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets within multiple wrap fee programs.

James Danko is a financial advisor at Fragasso Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Outside of his advisory work, he serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy, offering discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting services.

Jacob Dachille is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Networth Advisors, LLC and previously worked at Allegheny Financial Group and PNC Investments LLC. Outside of his advisory work, Jacob has experience in community-related roles, including a position with Peters Township Parks and Recreations. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory to create customized investment strategies and also engages in local media and educational outreach.

Cory Krebs is a financial advisor at Cookson Peirce Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cookson, Peirce, and Co. since 2003. Cookson Peirce Wealth Management is a fee-only advisory firm 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 for equities and uses investment-grade bonds in a modified ladder structure for fixed income, also serving as sub-advisor to the Catalyst Dynamic Alpha Fund and managing assets within multiple wrap fee programs.

Siegfried Saftner is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 credential with two years of industry experience. He has held multiple roles prior to his current position, including at CADmore LLC and ZVerse Inc, as well as periods as a full-time student. 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 employs a quantitative, rules-based approach to equity selection and uses investment-grade corporate and municipal bonds for fixed-income portfolios, while also acting as a sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

John Mah is a financial advisor with Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 66 designation and over 22 years of industry experience. He has worked at Centerview Wealth Advisors since 2016 and previously held roles at MML Investors Services, Inc., MassMutual Life Insurance Company, Waddell & Reed, and UBS Financial Services. Outside of his advisory work, Mah is a 90% owner and insurance agent at Allegheny Smokeworks, a retail tobacconist. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities, employing a range of investment types including equities, fixed income, real estate funds, and insurance products. The firm uses a documented Investment Policy Statement and integrates multiple analytical approaches within its investment process.

Sara Morrison is a CFP® professional with four years of industry experience. She has been with DWD Portfolio Solutions, Inc. since 2022 and previously worked in healthcare and education roles, including positions at UPMC Hillman Cancer Center and Gerald Champion Regional Medical Center. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and participant account management for both individual investors and employee benefit plans. The firm incorporates various analytical approaches and model portfolios in its individualized investment advice and offers plan-level consulting and tailored investment solutions.

Sharon Bowen is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Snowden Lane Partners and TIAA-CREF. Outside of her advisory role, Bowen owns Bowen HOA Consulting, providing consulting services to HOA boards and treasurers on accounting and communications systems. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and specialized advisory programs, utilizing multi-team scale alongside institutional capabilities.

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. She holds the Series 65 designation and has previously worked at Corient, Odyssey Capital Advisors, and has an academic background from Temple University. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and qualified retirement plan sponsors and trustees. The firm employs a committee-driven investment process to manage diversified portfolios and offers both discretionary and non-discretionary management along with retirement plan consulting and tax-aware planning strategies.

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Hefren-Tillotson for six years before joining Confluence in 2022. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm operates as a fiduciary, employing a mix of active and passive investment strategies and emphasizes asset allocation and macroeconomic analysis in portfolio construction.

Eric Vogt is a CFP® professional with 19 years of industry experience, currently serving at Waldron Private Wealth. His career at Waldron spans over a decade, with roles dating back to 2011. He is a board member of the Estate Planning Counsel of Pittsburgh and is involved in angel investing through LOBO ONE LLC. Waldron Private Wealth provides investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes using mutual funds, ETFs, third-party managers, and alternative strategies, while also offering extensive family-office and non-investment services.

Patrick Ellsworth is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waldron Private Wealth and has previously worked at Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and The Vanguard Group. Outside of his advisory role, he is also licensed as an insurance agent. Waldron Private Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and private funds. The firm emphasizes strategic asset allocation across various asset classes and offers a range of family-office services alongside investment management.

Gregory Curtis is a financial advisor at Greycourt & Co., Inc. in Pittsburgh, PA, holding a Series 65 designation and bringing 30 years of industry experience. He has been with Greycourt and its affiliated entities since 1993. Greycourt serves ultra-high-net-worth families, family offices, and related foundations with investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm emphasizes non-discretionary, customized portfolio design and manager selection, supported by an Investment Committee and proprietary tools, distinguishing itself with its focused client base and specialized service offerings.