Sarah Veverka is a CFP® and holds a Series 65 license, currently working at Guyasuta Investment Advisors, Incorporated with two years of industry experience. Her prior roles include positions at Waldron Private Wealth, LLC and Key Private Bank. Guyasuta Investment Advisors provides 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 uses a team-based model combining top-down macro analysis with bottom-up fundamental research to manage concentrated equity portfolios alongside laddered fixed-income investments.

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.

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.

Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 20 years of industry experience. He has been with Guyasuta Investment Advisors since 2005. Beukema holds a Series 65 designation. Guyasuta Investment Advisors provides 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 to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, 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 notable for its work with municipal and institutional clients.

Gregory Teal is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Invicta Advisors LLC since 2018 and previously worked at Trustmont Advisory Group, Inc. from 2007 to 2018. Outside of his advisory role, he serves as an elder at Valley Point Church, where he manages business matters and prepares the congregation’s budget, and he owns a company that develops family-oriented mobile applications. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, and qualitative analysis to support both long- and short-term investment strategies and offers a range of advisory arrangements including discretionary and non-discretionary services.

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.

Erin Britton is a financial advisor at Marion Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and UBS Securities. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm offers tailored investment solutions across a range of risk profiles and integrates third-party implementation to manage held-away accounts.

Jayme Russo is a financial advisor with Valley Brook Capital Group in Venetia, PA, holding a Series 63 designation and 21 years of industry experience. She has been with Valley Brook Capital Group since 2004. 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 offers tailored asset-allocation models implemented through a mix of equities, mutual funds, ETFs, and fixed-income securities, along with an automated portfolio service and integrated financial planning.

Richard Alfera II is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Fragasso since 2007 and previously at Linsco Private Ledger Corp (now LPL Financial) from 2001 to 2018. Outside of his advisory role, he serves as president and managing partner of a CPA firm and is involved in community activities, including coaching soccer and serving on a local board. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model overseen by an in-house portfolio management team and offers a range of advisory services including discretionary asset management and retirement plan consulting.

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.

Jeffrey Karns is a wealth advisor at H Financial Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, Inc. from 2012 to 2024 before joining OSAIC. H Financial Management serves individuals, families, and select business and retirement-plan clients by providing investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks primarily using mutual funds and low-cost ETFs, with oversight from an internal investment committee and occasionally uses options strategies and AI tools under formal policies.

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.

Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with six years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Trinity Wealth Securities L.L.C., Saxony Securities, Inc., and Saxony Capital Management, LLC. In addition to his advisory work, he is an insurance agent with McMullen Industries, Limited. Riverside Financial Advisors LLC is a small advisory team that provides discretionary asset management and financial planning services. The firm uses quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning, managing approximately $22.4 million for a limited client base.

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 CFP® with 13 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2017. His prior roles include positions at Bank of America, Merrill, and PNC Wealth Management. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients such as individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, while also offering asset management services to institutional clients. The firm employs a quantitative, rules-based investment process and serves as a sub-advisor to several funds and 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.

Ronald Bartosh Jr. is a financial advisor with Guyasuta Investment Advisors, Incorporated, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Guyasuta Investment Advisors since 1999. Guyasuta Investment Advisors provides 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 investment approach that integrates top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.