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.

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.

Jeffrey Lott is a financial advisor at Marion Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. Outside of his advisory work, he is a partner and owner of WealthPointe Financial LLC, an independent insurance agency specializing in non-variable insurance. Marion Wealth Management is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets with a team of five advisors and employs a mix of fundamental, technical, and modern-portfolio strategies, including the use of derivatives and third-party sub-advisors, to construct diversified portfolios.

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.

Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.

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.

Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.

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.

Scott Lucas is a financial advisor with Invicta Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes roles at Invicta Capital, Wisdom Wealth Investment Advisors LLC, Lucas Financial Service, Inc., and ProEquities, Inc. Outside of advising, he organizes and hosts a large annual New Year's Eve event in Columbus, Ohio. Invicta Advisors offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of advisory arrangements and an investment process that integrates fundamental, quantitative, and qualitative analysis.

Sarah Veverka is a CFP® with two years of industry experience, currently affiliated with Guyasuta Investment Advisors, Incorporated. Her prior experience includes roles at Waldron Private Wealth, LLC, Key Private Bank, and Highmark Health Solutions. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, institutions, and government entities. The firm employs a team-based approach that combines top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.

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 with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.