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 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Petredis serves on finance and endowment committees for Shadyside Academy and Holy Trinity Greek Orthodox Church, and participates on the finance advisory board at Penn State Smeal College of Business. Petredis Investment Advisors serves individuals, families, retirement plans, nonprofits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm constructs client-specific, risk-adjusted, and tax-aware portfolios combining active and passive strategies, with a focus on qualitative, quantitative, and technical analysis.

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.

Stacey Brady is a financial advisor at Diversified, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, she is an independent insurance agent licensed in Pennsylvania for life, fixed annuities, long-term care, accident, and health insurance. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms.

Eric Smith is a financial advisor with Invicta Advisors LLC in Oakmont, PA, holding Series 65 and Series 63 designations and 21 years of industry experience. He has been with Invicta Advisors since 2018 and also operates 1682 Wealth Management, LLC, where he provides ancillary and business operating services. Invicta Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a combination of fundamental, quantitative, and qualitative analysis, offering both discretionary management programs and consultative financial planning tailored to client objectives and risk tolerance.

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.

Andrew Scibetta is a financial advisor at Cross Border Wealth, LLC in Pittsburgh, PA, with 18 years of industry experience. He holds the Series 66 designation and has worked at Tiaa from 2015 to 2022 before joining Cross Border Wealth in 2022. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. He previously worked at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, Neiderhiser is president of the AK Football Official Chapter and officiates high school football and basketball through the PIAA. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and conducting ongoing portfolio monitoring with quarterly reviews.

Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 11 years of industry experience. He has been with the firm since 2014 and holds Series 63 and Series 66 licenses. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management along with hourly financial consulting. The firm advises across a broad range of securities and employs a client-specific investment process that combines fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with approximately one year of experience at the firm. His prior experience includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Andy Schink is a financial advisor with BCR Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Securities Corp for 14 years before joining LPL Financial in 2024. Outside of his advisory work, Schink is a business owner of 828 Brewing. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans rather than ongoing portfolio management. The firm emphasizes analysis and planning tools to generate recommendations and uses fixed-fee engagements without managing client assets.

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.

Craig Montanye is a financial advisor at The Coury Firm with 17 years of industry experience. He holds the Series 66 designation and has been with The Coury Firm and its related entities since 2014. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, and other private investment entities. The firm employs an open-architecture, manager-of-managers approach, combining third-party managers, ETFs, mutual funds, and private investment vehicles tailored to each client’s investment policy.

Timothy Johns is a financial advisor at Cookson Peirce Wealth Management with seven years of industry experience. He holds a Series 65 designation and previously worked at Symons Capital Management, Inc. and FNB Corporation. He has been with Cookson Peirce since 2022. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management services. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.