Collin Glover is a financial advisor at Legacy Edge Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, Tiaa, and The Huntington Investment Company. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, using a range of investment strategies including fundamental, quantitative, and technical analysis. The firm manages accounts on a discretionary basis and offers both one-time financial plans and ongoing asset management.

Eric Fencil is a CFA® charterholder with two years of industry experience and is currently an advisor at Petredis Investment Advisors. He has worked at the firm since 2024 and also teaches accounting courses as an adjunct professor at La Roche University. Additionally, he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, families, retirement plans, non-profits, and businesses. The firm employs both active and passive strategies across multiple asset classes and actively monitors portfolios to manage risk and tax efficiency.

Thomas Beilstein is a financial advisor at Bill Few Associates, Inc. with 30 years of industry experience. He has held positions at Bill Few Securities, Inc. from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1991. He holds Series 63 and Series 65 licenses. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm’s investment process integrates fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call option strategies and limited margin use with client consent.

Ryan Lacey is a CFP® with 10 years of industry experience and has been with Roble, Belko and Company, Inc. since 2008. He is based in Sewickley, PA, and holds a Series 63 license. 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 focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.

Kevin Bove is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC and HB Retirement, and has been associated with LPL Financial since 2013. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a multi-team structure and uses a range of investment strategies and products, including direct portfolio management and third-party investment programs, serving both non-high-net-worth and high-net-worth clients.

Alexandra Cameron is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022, and previously spent six years at Wells Fargo Clearing. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses by providing investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies and employs a variety of analytical methods to guide security selection.

Luke Oneill is a CFA® charterholder and holds Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2018 and previously spent five years at Mellon Capital Management and one year at Goldman Sachs Wealth Services. Cookson Peirce Wealth Management is a fee-only adviser that serves private clients including high-net-worth households, trusts, and institutions, using a quantitative, rules-based approach to equity selection and a structured ladder strategy for fixed-income portfolios. The firm is also a sub-advisor to the Catalyst Dynamic Alpha Fund and manages assets within multiple wrap fee programs.

Edward Snyder is a CFP® professional with 32 years of industry experience. He has been with Bill Few Associates, Inc. since 1992 and previously worked at Bill Few Securities, Inc. for 24 years. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and regular rebalancing, with a focus on mutual funds and annual share-class reviews.

Daniel Grealish is a financial advisor at Henderson Brothers Financial Partners LLC with 10 years of industry experience and holds a Series 66 designation. He previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and HB Retirement, LLC. Outside of his advisory role, he is a shareholder in an independent insurance agency affiliated with Henderson Brothers. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional sponsors, with a focus on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm combines model-based and traditional portfolio construction methods and offers access to pooled employer plans, multiple employer plans, and various recordkeeper solutions.

Richard Applegate is a financial advisor at D.B. Root & Company, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. Outside of finance, he is also involved in acting, participating in film and TV productions. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, serving approximately 747 client relationships with over $829 million in discretionary assets under management.

Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Christian Petredis is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Petredis Investment Advisors since 2022 and was previously employed at Wells Fargo Clearing from 2016 to 2022. Petredis is based in Warrendale, PA, and is part of a seven-advisor team. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm employs risk-adjusted, tax-efficient asset allocations combining active and passive strategies across multiple asset classes and actively monitors portfolios using various analytical methods.

Marissa Bougades is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 11 years of industry experience. She has worked at Hunter Associates since 2016. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, consulting, and a manager-of-managers program. The firm uses fundamental, quantitative, and qualitative analysis to guide investment decisions and manages approximately $1.34 billion in discretionary assets.

Reshelle Barrett is a CFP® professional with 32 years of industry experience currently at Bill Few Associates, Inc. She has worked with Bill Few Securities from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1993. 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’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call options and limited margin use with client consent.

Athena Mallios is a CFP® and Series 65-licensed financial advisor at Petredis Investment Advisors with three years of industry experience. She has held roles at Enterprise Technology Research, Royal Caribbean Cruises Ltd., and Walt Disney World Resort. Outside of finance, she was involved with Michele's Dance Center for one year. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, high-net-worth families, retirement plans, nonprofits, and businesses. The firm combines active and passive strategies across various asset classes and employs risk-adjusted, tax-efficient asset allocations with ongoing portfolio monitoring.

Colin Barcley is a financial advisor at Milestone Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Milestone since 2022. His prior experience includes roles at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. He is also involved in insurance sales through West Advisory Group, specializing in life, long-term care, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and recommendations of third-party advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs both tactical and strategic investment approaches using internally developed and third-party model portfolios.

John Michael Mc Culloch is a CFP® professional with seven years of industry experience. He has been with Hunter Associates LLC since 2018 and previously worked at Gramercy Consultants LLC from 2015 to 2018. Outside of advising, he creates educational content through his project "Glad You Asked" on YouTube and related platforms. Hunter Associates LLC is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, quantitative, and qualitative analysis to offer portfolio management, financial planning, and a manager-of-managers program tailored to client investment policies.

Charles Petredis is a financial advisor with Petredis Investment Advisors in Warrendale, PA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Before joining Petredis Investment Advisors in 2022, he worked at Wells Fargo Clearing for six years. He serves on several finance and endowment committees, including those at Shadyside Academy, Holy Trinity Greek Orthodox Church, and Penn State Smeal College of Business, where he participates in developing finance education programs. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, businesses, and non-profits. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies across multiple asset classes and employs various techniques including margin and option writing when appropriate.

Charles Davis III is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked with several firms including Moralis Technologies, MFA Wealth Advisors, and Federated Global Investment Management Corp. Davis is part of a six-advisor team at Hapanowicz Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management for individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation incorporating mutual funds, ETFs, and individual equities, supplemented by AI-enabled tools alongside human oversight.

Zachary Shirilla is a CFA® charterholder with four years of experience in the financial advisory industry. He is currently with Baldwin Wealth Partners, LLC and has previously worked at Edgemoor Investment Advisors, FAI Wealth Management, and First Commonwealth Trust & Wealth Management. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm combines top-down macro analysis with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.