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.

William Nichols is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Bill Few Associates, Inc. since 2007. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, primarily using mutual funds.

Nicholas Raught is a CFP® with 10 years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC. He previously worked with LPL Financial, LLC and Cottrill, Arbutina Wealth Management Group. Raught is also involved in a family business managing a commercial real estate property. 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, utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Susan Faust is a Series 66 credentialed financial advisor with 20 years of industry experience. She has been with Bill Few Associates, Inc. since 2015. 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 employs a combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

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.

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.

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. Prior to this, he held positions at Bank of America and Merrill. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and institutional advisors, employing a quantitative, rules-based investment process across equity and fixed-income portfolios. The firm is notable for its roles as sub-advisor to the Catalyst Dynamic Alpha Fund and as a portfolio manager in multiple wrap fee programs.

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.

Rhylie Rearick Ochs is a CFP®-certified financial advisor with Allegheny Investments, bringing 21 years of industry experience. She has been with Rearick & Company since 2004. In addition to her advisory work, she provides notary services and prepares standard tax returns for clients. Allegheny Investments offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, utilizing in-house research-driven model portfolios and both discretionary and non-discretionary management options.

Steven Kohler is a CFP® with 28 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2015. He previously worked at Purshe Kaplan Sterling Investments for nine years. Outside of advisory work, he is involved in selling fixed insurance products. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, utilizing both firm-managed and third-party models tailored to clients’ risk tolerance and objectives.

Kimberly Zeis is a financial advisor at Bill Few Associates, Inc. with 19 years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 1998. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, and employs mutual funds as a core investment vehicle.

Roger Roble is a financial advisor with Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Roble, Belko and Company since 2000. 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 investment process emphasizing strategic asset allocation and a core/satellite approach, incorporating both traditional and non-traditional strategies, with attention to tax outcomes and risk management.

Andrei Voicu is a CFP® professional with 22 years of industry experience, currently serving at Quattro Advisors L.L.C. in Pittsburgh, PA. His career includes tenures at Coury Investment Advisors, LPL Financial, and Fragasso Wealth Advisors. Quattro Advisors is an SEC-registered investment adviser that serves high-net-worth individuals, corporate executives, trusts, small businesses, and pooled investment clients. The firm offers customized investment management, financial planning, and family office services, employing a diversified approach across public securities, private investments, and proprietary pooled funds.

Jeremy Suschak is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at D.B. Root & Company, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages approximately $829.8 million in discretionary assets and offers tailored asset allocation strategies using both firm-managed and third-party models.

Adam Logan is a CFA® charterholder with four years of industry experience. He has worked at Bill Few Associates, Inc. since 2022 and previously held positions at Newton Investments, Mellon Investments, and Mellon Capital Management. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of fundamental and qualitative analysis with an internal Investment Policy Committee guiding asset allocation and emphasizes mutual funds and periodic rebalancing in its investment approach.

John Kirkpatrick is a financial advisor at Henderson Brothers Financial Partners LLC with 15 years of industry experience. He holds a Series 63 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a blend of direct portfolio management and selection of third-party investment programs, utilizing various analytical techniques and offering a broad range of investment products.

Camille Bouvet is a CFP® and Series 63-registered advisor with eight years of industry experience. She is currently with Oath Planning, LLC, where she has been since 2025. Her prior roles include positions at Root Financial Partners, Aldrich Wealth, Origin Financial, and ABD Insurance & Financial Services. Oath Planning, LLC serves individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses, managing approximately $285 million across about 500 clients. The firm uses a long-term, asset-allocation driven investment approach focused on passive asset-class mutual funds and model portfolios, and it offers integrated estate-planning legal and insurance services through a formal affiliation with an in-house law practice.

Brian Gongaware is a CFP® professional with 27 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2009 and previously spent 10 years at NetWorth Investment Advisors, Inc. Outside of his advisory role, he is the proprietor of BTGongo, LLC. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm combines fundamental and technical analysis within a strategic asset allocation framework and uses independent managers alongside mutual funds, ETFs, and private placements.

James Armstrong is a financial advisor with Henry H. Armstrong Associates, Inc. in Pittsburgh, PA, where he has worked since 1992. He has 33 years of industry experience. 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, employs fundamental long-term analysis, and emphasizes tailored client relationships with regular communication.