Nancy Kunz is a CFP®, ChFC®, and Series 63 credentialed advisor with 44 years of industry experience. She has worked at D.B. Root & Company, LLC since 2018 and previously held roles at firms including Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to both individual and institutional clients. The firm employs a multi-advisor team approach, managing nearly $1 billion in discretionary assets and advising on over $11 billion, and utilizes a mix of fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Kenneth Thompson is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His previous roles include positions at JPMorgan Chase Bank, N.A., The Huntington National Bank, Bank of America, Merrill, and Citizens Bank. Outside of financial services, he has worked in various industries including logistics, retail, and food services. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach and manages approximately $1.34 billion in discretionary assets.

Christina Nassis is a financial advisor at Hunter Associates LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Duncan Financial Group. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers portfolio management, financial planning, and a manager-of-managers program.

Anthony Barone is a financial advisor at Henderson Brothers Financial Partners LLC in Pittsburgh, PA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Global Retirement Partners, LLC, LPL Financial, and PNC Investments. Outside of his advisory work, Barone serves as a high school and college football official for WPIAL and the NCAA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, utilizing a broad product menu that includes mutual funds, ETFs, options, private placements, and digital assets.

David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.

Megan Warzinski is a financial advisor at Henderson Brothers Financial Partners LLC with 20 years of industry experience. She holds a Series 63 designation and has previously worked with Global Retirement Partners, LLC, HB Retirement, LPL Financial, and Henderson Brothers, Inc. Warzinski is also a shareholder in an insurance agency affiliated with her firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, serving clients through direct portfolio management and third-party investment programs.

Mallory Labik is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Fragasso Financial Advisors since 2016 and previously at LPL Financial LLC and Yanni & Associates Investment Advisors. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model with in-house portfolio management and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Bryan Hoover is a Certified Financial Planner® with 18 years of industry experience. He has worked at Allegheny Investments since 2017 and previously held roles at Fragasso Financial Advisors and LPL Financial. He serves as Vice President of the Pittsburgh Society of Investment Professionals. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and institutional clients. The firm uses a combination of in-house research and third-party managers to build portfolios tailored to client goals, time horizons, risk tolerance, and tax considerations.

Kenneth Como is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Bill Few Associates since 1992 and was previously with Bill Few Securities, Inc. for 24 years. Outside of finance, he has a background as a sound engineer spanning nearly four decades. 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, primarily using mutual funds and conducting regular share-class reviews.

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.

Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.

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.

Joshua Medure is a financial advisor at Capital A Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Capital A Wealth Management, he worked at Ernst & Young LLP and Doran Construction Inc. He has no other noted outside business activities. Capital A Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke and model portfolios supported by third-party managers and a platform arrangement.

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.

Robert Feyche is a financial advisor with Hoffman Capital Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hoffman Capital Advisors since 2020 and is also the owner and president of Feyche Investment & Financial Planning, a firm he founded in 2010. Prior to that, he worked at Ameritas Life Insurance Corp and Ameritas Investment Corp from 2003 to 2020. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors, employing a blend of investment strategies and offering a wrap-fee program with comprehensive portfolio management.

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.