Jesse Root is a CFA® charterholder and Series 65-licensed advisor with six years at D.B. Root & Company, LLC and prior experience at Hedgeye Risk Management LLC. He is based in Pittsburgh, PA and has four years of industry experience. Outside of his advisory work, he serves as Treasurer of the Yale Hockey Association, participating in decision making and fundraising. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients. The firm manages approximately $952 million in discretionary assets and employs a multi-advisor team approach, using risk- and outcomes-based asset allocation combined with fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Pieter Van De Keer is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Hunter Associates LLC. His prior roles include positions at Hunter Private Capital Advisors, Commonwealth Financial Network, Great Scott Financial, Vicus Capital, Inc., and BNP Paribas Fortis. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion and serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through various strategies and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Vasily Potanin is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has been with Astra Prime since 2026 and has no prior industry experience before joining the firm. He attended Carnegie Mellon University and was a full-time student from 2016 to 2025. Astra Prime Wealth Management provides fee-based, custom investment management to a select group of primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management with advanced trading techniques and performance-based fee arrangements.

Charles Petredis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Petredis Investment Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member at The Saint Constantine School of Pittsburgh and is a member at large of the Whitetail Crossing Homeowners Association. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, retirement plans, non-profits, and businesses. The firm employs a combination of active and passive strategies across various asset classes, focusing on risk-adjusted, tax-efficient allocations tailored to client objectives.

Jason Bolen is a CFP® professional with nine years of industry experience, currently serving at Allegheny Investments in Pittsburgh, PA. He has been associated with Cunningham Powell Alexander A.C. since 2013. Outside of his advisory role, Bolen is a trustee at Chestnut Ridge Church and involved with Compass Women’s Center. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, among other clients. The firm develops tailored client strategies using mutual funds and third-party managers, offering both discretionary and non-discretionary account management.

Matthew Kloos is a financial advisor at Success Wealth Management LLC in Wexford, PA. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Cetera, PNC Bank, and Mutual of Omaha Investor Services. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on client goals, conducting quarterly reviews and implementing both long- and short-term strategies.

William Nelson is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Quattro Advisors since 2011. Outside of his advisory role, he owns Innova Management, LLC, a business involved in house renovations and property management. 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 and active portfolio management across public and private markets, and is notable for sponsoring and advising proprietary private funds as well as its registration as a commodity pool operator.

William Nichols is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Bill Few Associates, Inc. since 2007. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with 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, primarily using mutual funds.

Susan Faust is a Series 66 credentialed financial advisor with 20 years of industry experience. She has been with Bill Few Associates, Inc. since 2015. 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, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

James Ruttenberg is a financial advisor at EWA, LLC with 31 years of industry experience. He has held various roles at Northwestern Mutual and its affiliates from 1990 through 2024 before joining EWA. Ruttenberg holds Series 63 and Series 65 designations. EWA, LLC is a 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, emphasizing long-term strategic asset allocation, tax-aware asset location, and both diversified and customized investment options.

Peter Eberhart is a CFP® professional with 16 years of experience in the financial industry. He has been with Henry H. Armstrong Associates, Inc. since 2009, working as part of a three-advisor team in Pittsburgh, PA. Henry H. Armstrong Associates provides investment supervisory and wealth advisory services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm focuses on growth-oriented U.S. equity portfolios and employs fundamental, long-term analysis with a tailored, client-centered approach.

James Dejaeger is a financial advisor at The Coury Firm in Pittsburgh, PA, with six years of industry experience. He holds a Series 66 designation and has worked at The Coury Firm since 2025. His prior experience includes roles at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, and Regal Financial Group. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other entities. The firm employs an open-architecture, manager-of-managers investment approach and offers multi-family office services alongside managing affiliated private funds through its P.I. Gateway platform.

Scott Oros is a Certified Financial Planner (CFP®) at Cookson Peirce Wealth Management with 13 years of industry experience. He has worked at Cookson Peirce and Co., Inc since 2017 and previously held roles at Bank of America, Merrill, and PNC Wealth Management. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to private and institutional clients. The firm employs a quantitative, rules-based investment approach and serves as sub-advisor to the Catalyst Dynamic Alpha Fund while managing assets in multiple wrap fee programs.

Rafael Yurk is a Series 65-credentialed advisor at Asset One Wealth Management, LLC with one year of industry experience. Prior to joining Asset One, he worked at Pittsburgh Financial Planners, Inc. and held roles at the University of Pittsburgh and Pennsylvania State University. Asset One Wealth Management is an SEC-registered firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation and a long-term buy-and-hold investment approach, offering family-office style coordination for clients with at least $2 million in assets.

Brian Yates is a CFP® professional with 31 years of industry experience, currently serving at Asset One Wealth Management, LLC. He previously worked for Pittsburgh Financial Planners, Inc. for 10 years. Outside of finance, he is involved in lacrosse as a minority member of Triple Threat Lacrosse LLC and coaches with Iron City Lacrosse Club. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, and business entities. The firm customizes strategic asset allocations based on client risk profiles and offers family-office style coordination for clients with significant assets.

Rhylie Rearick Ochs is a CFP® certificant with 21 years of industry experience, currently with Allegheny Investments in Pittsburgh, PA. She has been associated with Rearick & Company since 2004. Outside of her advisory role, Rhylie provides notary and tax preparation services for clients. Allegheny Investments offers investment management and financial planning to individuals, trusts, estates, and institutional entities. The firm develops customized strategies based on clients’ goals, risk tolerance, and tax considerations, utilizing mutual funds, third-party managers, and both discretionary and non-discretionary account management.

Steven Kohler is a CFP® with 28 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2015. He previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he is involved in selling fixed insurance products. 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 approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, utilizing both firm-managed and third-party models tailored to clients’ risk tolerance and objectives.

Kimberly Zeis is a financial advisor at Bill Few Associates, Inc. with 19 years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 1998. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, and employs mutual funds as a core investment vehicle.

Roger Roble is a financial advisor with Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Roble, Belko and Company since 2000. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment process emphasizing strategic asset allocation and a core/satellite approach, incorporating both traditional and non-traditional strategies, with attention to tax outcomes and risk management.

Andrei Voicu is a CFP® with 22 years of industry experience, currently serving at Quattro Advisors L.L.C. since 2016. His prior roles include positions at Coury Investment Advisors, LPL Financial, and Fragasso Wealth Advisors. Quattro Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and family office services primarily to high-net-worth individuals, corporate executives, trusts, small businesses, and pooled investment clients. The firm customizes portfolios to align with client objectives and risk tolerance, utilizing a diversified mix of equities, fixed income, real estate, and private investments, and sponsors proprietary privately offered pooled funds with affiliations to several general partners.