Luke Oneill is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Cookson Peirce Wealth Management. Prior to joining Cookson Peirce in 2018, he worked for five years at Mellon Capital Management. Cookson Peirce provides discretionary wealth management and financial planning to private clients, including high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach and manages both equity-focused strategies and targeted bond portfolios, with active monitoring and rebalancing.

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.

Richard Tice is a financial advisor at Valley Brook Capital Group with seven years of industry experience. He has been a partner at McCall Scanlon & Tice, LLC, a public accounting firm, since 2008. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Daniel Grealish is a financial advisor at Henderson Brothers Financial Partners LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of advisory work, he is 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 discretionary and non-discretionary asset management, participant education, and plan-level services, using a combination of model-based programs and traditional portfolio construction methods.

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.

Amanda Booth is a Series 66-licensed financial advisor with six years of industry experience. She has worked at H Financial Management since 2011 and previously held roles at OSAIC and Triad Advisors. Amanda also has a background with UPMC from 2005 to 2020. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks primarily using mutual funds and low-cost ETFs, incorporates options strategies in select accounts, and supplements analysis with AI tools subject to internal controls and review.

Marissa Bougades is a financial advisor with Hunter Associates LLC in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 11 years of industry experience, including 10 years at Hunter Associates. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, consulting, and a manager-of-managers program, using fundamental, quantitative, and qualitative analysis to guide investment decisions.

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.

John Ferraro is a financial advisor at Grant Street Asset Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Grant Street since 2002. Ferraro also serves as president of Corporate Management Systems, Inc., a bank and human resource consulting firm. Grant Street Asset Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a range of analytical methods and institutional platforms to manage portfolios focused on asset allocation and tax-aware strategies.

Colin Barcley is a financial advisor with Milestone Asset Management, LLC, holding a Series 66 credential and five years of industry experience. He previously worked at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. In addition to his advisory role, he is involved in insurance sales through West Advisory Group, focusing on life, long-term care, and fixed annuity products. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 relationships, employing a mix of internally managed and third-party model portfolios with discretionary management and tactical and strategic approaches.

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 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.

Charles Stout is a financial advisor at D.B. Root & Company, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with D.B. Root since 2015. Stout holds board positions with the Eden Hall Foundation, Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi. D.B. Root & Company provides financial planning, wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios primarily on a discretionary basis, utilizing a combination of firm-managed models, third-party managers, and a platform for reviewing and rebalancing held-away accounts, serving approximately 747 client relationships.

Nicholas Redshaw is a financial advisor at Fragasso Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson from 2013 to 2022 before joining Fragasso in 2022. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and a variety of advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis with ongoing portfolio monitoring and client review.

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Zachary Zimmer is a CFP® professional with 10 years at Trebuchet Consulting, LLC and a total of 4 years of industry experience. Before joining Trebuchet Consulting, he worked in education at Thomas Jefferson High School and Kent State University for eight years. Trebuchet Consulting provides financial planning and wealth-management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm emphasizes personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with client-approved transactions.

Nicholas Uht is a financial advisor with Networth Advisors, LLC in Canonsburg, PA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at JFS Wealth Advisors, Erie Insurance, Walmart, and Wabtec Corporation. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm uses a combination of fundamental, quantitative, and technical analysis, along with modern portfolio theory, to create long-term investment strategies and offers educational workshops and media content on investment and retirement topics.

Nicole White is a financial advisor at Cookson Peirce Wealth Management with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill, TIAA-CREF, Citizens Securities, and The Coury Firm. Cookson Peirce provides discretionary wealth management and financial planning to individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach, actively managing equity and fixed-income portfolios, and is notable for its role as a sub-advisor to the Catalyst Dynamic Alpha Fund and its involvement with multiple wrap programs.