Stephen Gaustad is a financial advisor at Galvin, Gaustad & Stein, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Foothill Securities, Inc., Black, Gould & Associates, and Brokerage Professional, Inc. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

Beth Williams is a financial advisor at Cookson Peirce Wealth Management with nine years of industry experience. She holds a Series 65 designation and has worked at Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only firm serving private clients such as individuals, trusts, endowments, and institutional clients. The firm employs a quantitative, technical-analysis approach to portfolio management and is notable for its active sub-advisory role in the Catalyst Dynamic Alpha Fund and management of wrap-fee program assets.

Brian Jourdan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Bill Few Associates, Inc. since 2004. He holds a Series 66 license and is based in Sewickley, Pennsylvania. 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 employs a disciplined investment process involving fundamental and qualitative analysis, asset allocation oversight by an internal committee, and regular rebalancing, with a focus on mutual funds and cost efficiency.

Mario Posteraro is a CFP® professional at Roble, Belko and Company, Inc. with seven years of industry experience. He has worked at Roble, Belko and Company since 2018 and previously at PNC Wealth Management from 2015 to 2018. 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, multi-step investment process with a core/satellite approach and incorporates passive and active strategies, including the selective use of derivatives for hedging, tax management, and income enhancement.

Jason Defelice is a Series 65-licensed financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, with three years of industry experience. Before joining Bill Few Associates, he worked at Dunbar Bender and Zapf and held positions at Robert Morris University, Westmoreland Mechanical Testing and Research, and Greater Latrobe High School. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a disciplined investment process combining fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Ryan Labriola is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PNC Bank, the National Security Agency, and the Pittsburgh Penguins. He also spent five years at Carnegie Mellon University. Astra Prime Wealth Management is a state-registered investment manager serving pooled vehicles, institutional-style accounts, and a range of other clients. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and incorporates a broad set of instruments including derivatives, offering both discretionary and non-discretionary management tailored to client objectives.

Michael Whalen is a CFP® professional with 32 years of industry experience. He is currently with BCR Financial Services, LLC and has prior experience at LPL Financial and Lincoln Financial Securities Corporation. Whalen also holds a non-variable insurance license and operates HCMC Wealth Stewardship, LLC for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans covering tax, cash flow, investments, insurance, retirement, estate, and disability planning. The firm emphasizes analysis and planning tools without managing client assets or providing discretionary portfolio management, using fixed-fee engagements instead.

Tod Arbutina is a CFP® and PFS™ with 28 years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2020, following a 20-year tenure at LPL Financial and 26 years at Cottrill, Arbutina & Associates PC. Outside of advisory services, he is the creator and investor of a software development project, Our Data Revolution, LLC. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach incorporating model portfolios and third-party managers, and combines tax/accounting capabilities, brokerage access, and insurance product implementation within a single platform.

Gabriel Antoni is a CFP® with six years of experience in the financial services industry. He is currently with Henderson Brothers Financial Partners LLC and has prior experience at Global Retirement Partners, LPL Financial, HB Retirement, and PNC Financial Services. He is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non-discretionary asset management, participant education, plan-level services, and access to pooled employer plans, multiple employer plans, and recordkeeper solutions.

Carl Hartman is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. Hartman has been with Dinuzzo Index Advisors, Inc. since 2007. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm utilizes globally diversified, index-oriented portfolios and provides a range of service platforms, including wealth management, family office services, and an automated advisory option for emerging investors.

Michael Long is an advisor at Lange Financial Group, LLC in Pittsburgh, PA, with a background that includes roles at the Department of Treasury’s Internal Revenue Service and MassMutual. He has over two decades of experience, including 24 years at Federated Hermes. 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 assets directly and emphasizes public financial education and professional credentials among its staff.

William Mc Millan is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Newport Group. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and a broad product menu to implement client strategies through both direct portfolio management and third-party investment programs.

Ted Drost Jr. is a CFP® professional with 19 years of industry experience, currently serving at Fragasso Financial Advisors in Wexford, PA. He has been with Fragasso since 2015 and also worked at LPL Financial from 2015 to 2018. Fragasso Financial Advisors provides discretionary asset management and advisory services to individual investors, retirement plan sponsors, trusts, foundations, and other institutions, focusing on diversified global asset-allocation models tailored to client objectives.

John Lynch is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, consulting services, and sponsors a private fund.

Edward Aufman is a CFP® professional with 26 years of industry experience. He has been with Aufman Associates Inc. since 2014, where he is part of a three-advisor team based in Sewickley, PA. Aufman Associates serves a diverse client base including individuals, trusts, small businesses, and charitable organizations, providing investment management and comprehensive financial planning. The firm employs a long-term, fundamental investment approach, managing approximately $863 million in discretionary assets with a focus on manager selection and tailored client services.

Joann Rodkey is a financial advisor at E.E. Powell & Company Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Oppenheimer. E.E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting on an hourly basis. The firm serves clients with tailored investment strategies using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority and advising across a broad range of securities.

Eric Forsythe is a financial advisor at Hapanowicz Financial in Pittsburgh, PA. He holds a Series 65 designation and has recently transitioned from a 12-year tenure at LKQ Corporation to his current role. Forsythe joined Hapanowicz Wealth Management in 2025. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm employs a discretionary asset management approach through its SWIM program, combining strategic and tactical asset allocation to align investments with clients’ risk tolerance and financial goals.

Richard Mangieri is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Securities for 16 years before joining LPL Financial in 2024. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes in-depth analysis and planning tools to generate recommendations but does not manage client assets or provide discretionary portfolio management.

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.