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.

Jimil Wilson is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Guyasuta in 2022, he was self-employed and worked at Maitri Medicinals. He serves as a trustee for Washington & Jefferson College, a nonprofit. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to individuals, families, trusts, institutions, and government entities. The firm employs a team-based approach to managing separate discretionary accounts, combining macroeconomic analysis with fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.

Richard Rainier II is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Advisors since 2007 and also has a longstanding association with Beaconsfield Financial Services, Inc. Outside of his advisory role, he is actively engaged as a member of Summit Advisors' investment activities. Summit Advisors, LLC serves individuals, trusts, estates, corporations, non-profits, and small businesses, providing discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, with portfolios tailored through risk-tolerance assessments and implemented via direct or third-party managed platforms.

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.

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.

Gabriella Lo Tito is a financial advisor at Marion Wealth Management with a Series 65 credential and one year of industry experience. Prior to her current role, she worked at JW Synder LLC and has held positions in both education and retail. Marion Wealth Management is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets using a combination of fundamental, technical, and modern-portfolio approaches and offers services including portfolio management, financial planning, pension consulting, and donor-advised fund services.

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.

Robert Pulit is a financial advisor at Valley Brook Capital Group in Venetia, PA, with 19 years of industry experience. He has been with Valley Brook since 2010 and holds Series 63 and Series 65 licenses. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 24 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and asset management services to professional advisors. The firm employs a quantitative, rules-based investment process and serves a range of clients including individuals, trusts, endowments, and foundations, while also acting as sub-advisor to the Catalyst Dynamic Alpha Fund and participating in multiple wrap fee programs.

Luke Oneill is a CFA® charterholder with nine years of industry experience. He has worked at Cookson Peirce & Co., Inc. since 2018 and previously spent five years at Mellon Capital Management. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients and offers asset management solutions to professional advisors. The firm employs a quantitative, rules-based investment process and serves both high-net-worth individuals and institutional clients through managed portfolios and third-party Independent Managers.

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.

Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers 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 approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

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.