Ayden Hanes is a financial advisor at Networth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase & Co. outside of his advisory role, Hanes has experience in various business environments including West Shore Home LLC and Bearing Distributors Inc. 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 employs a combination of fundamental, quantitative, and technical analysis within a long-term investment framework and offers educational workshops and media content on investment topics.

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.

David Huber III is a financial advisor at Grant Street Asset Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Grant Street, he held roles at Morningstar and the Center for Research In Security Prices. His work history also includes positions at Group One Trading LP and DePaul University. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm emphasizes asset allocation with a mix of mutual funds, ETFs, and individual securities, employing fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

John Whitehead is a CFP® and CFA® with 22 years of industry experience. He has been with Hutchison Whitehead, LLC since 2010. Outside of his advisory role, he owns and operates Fairview Farm LLC, which raises and breeds sheep and chickens in Pennsylvania. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary investment management and comprehensive financial planning. The firm employs a factor-oriented investment approach using pooled vehicles and offers coordinated tax and financial planning through its affiliation with a certified public accounting practice.

Ashley Chupka is a Series 66-licensed advisor at Grant Street Asset Management Inc with four years of industry experience. Prior to joining Grant Street, she worked at JP Morgan Private Bank and BNY Mellon Wealth Management. Grant Street Asset Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and charitable organizations. The firm manages approximately $768 million in assets and employs a diversified investment approach using asset allocation combined with mutual funds, ETFs, and individual securities tailored to client goals and risk tolerance.

Daniel Tatomir is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2015, as well as LPL Financial from 2015 to 2018. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model and offers discretionary asset management, financial planning, retirement plan consulting, and related advisory services.

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

Jack Rogers is a Series 65 licensed financial advisor with Hutchison Whitehead Wealth Management, bringing 20 years of industry experience. He has been self-employed since 2005. Outside of his advisory role, he owns and operates Rogers Aquarium, a business consulting and selling supplies related to ponds and aquariums. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities with discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios using pooled vehicles and a factor-oriented framework, with a notable affiliation to a certified public accounting practice for coordinated tax and financial planning.

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

Kent Aloia is a CFP® certificant with 19 years of experience in financial advising. He is currently with H Financial Management and previously worked at Triad Advisors, Inc. Aloia also holds a Pennsylvania life insurance license. H Financial Management serves individuals, families, and select business and retirement-plan clients with investment management, financial planning, and consulting services. The firm emphasizes asset allocation using mutual funds and low-cost ETFs, employs an internal investment committee, and incorporates options strategies and AI tools under formal policies.

Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.

David Koenig is a financial advisor at Summit Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2010 and Beaconsfield Financial Services, Inc. since 1994. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm provides discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Mark Rollinson is a financial advisor at Hutchison Whitehead Wealth Management with eight years of industry experience. He holds a Series 65 designation and has held accounting and financial roles at Universal Scaffold Systems, where he currently serves as Chief Financial Officer. Prior to this, he worked in various positions including a CPA practice under his own name. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios focused on pooled vehicles and a factor-oriented investment framework, managing approximately $78 million for around 100 clients.

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC from 1996 to 2018. Fertig has been with Fragasso Financial Advisors since 2012 and currently provides private client services. 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 and offers discretionary asset management, comprehensive financial planning, retirement plan consulting, and related advisory services.

William Hutchison is a CFP® professional with 22 years of industry experience. He is a principal at Hutchison Whitehead Wealth Management and has previously worked at Hutchison Soeder and Hutchison & Co. He also owns an accounting practice, where he dedicates a significant portion of his time. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and comprehensive financial planning with a focus on tailored model portfolios that emphasize market, value, and size exposures.

Daniel Yeager is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also the accountant in charge at McCall Scanlon & Tice, LLC, providing accounting and tax services to businesses and individuals. Yeager has been associated with Valley Brook Capital Group since 2018 and McCall Scanlon & Tice since 2015. Valley Brook Capital Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and employs both discretionary and non-discretionary wealth management approaches, including an automated portfolio service through Charles Schwab.

Jessica Lee is a financial advisor with H Financial Management in Canonsburg, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked for Pittsburgh Gateways Corp. for 16 years and has been the owner and executive managing member of ViveVenture, LLC, a business involved in legacy coaching and music production, since 2001. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm emphasizes asset allocation using mutual funds and low-cost ETFs, employs options strategies in certain accounts, and integrates AI tools under internal controls to support investment decisions.

Andrew Silver is a financial advisor with Fragasso Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at Fragasso Financial Advisors since 2017 and previously worked at PNC Investments and LPL Financial. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model with discretionary and non-discretionary advisory services, combining in-house portfolio management and third-party oversight to address a broad range of client needs.

Brian Robinette is a financial advisor with Fragasso Wealth Advisors in McMurray, PA. He holds the CFP® designation and has 26 years of industry experience, including prior roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through discretionary asset management and comprehensive financial planning. The firm employs a diversified global asset-allocation model managed by an in-house team and offers both discretionary and non-discretionary advisory services.