Eric Smith is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including 1682 Wealth Management and Trustmont Advisory Group. Smith is also involved in ancillary business activities through 1682 Wealth Management, providing administrative 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 employs a combination of fundamental, quantitative, and qualitative analysis with both discretionary management and consultative financial planning tailored to client objectives and risk tolerance.

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 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.

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.

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.

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.

James Alexander is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He has been associated with Allegheny Investments and Cunningham, Powell & Associates for over two decades. Outside of his advisory work, he serves as president of the Morgantown Kiwanis Foundation and holds leadership roles in several nonprofit and community organizations, including a senior living center and a health insurance agency. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, and retirement plans. The firm develops tailored client strategies using primarily mutual funds and offers both discretionary and non-discretionary account management.

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.