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.

Richard Tice is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also a partner at McCall Scanlon & Tice, LLC, a public accounting firm serving businesses and individuals. Valley Brook Capital Group provides investment advisory and financial planning services to a range of clients, including high-net‑worth individuals, pension plans, trusts, estates, corporations, and charitable organizations. The firm employs individualized asset-allocation models and an automated portfolio service, combining traditional and technology-driven approaches while maintaining a connection with accounting professionals within the affiliated firm.

Amanda Booth is a financial advisor at H Financial Management with seven years of industry experience. She holds a Series 66 designation and has worked at Triad Advisors and UPMC prior to her current role. She serves as a client manager at H Financial Management, a position she has held since 2011. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm constructs portfolios primarily using mutual funds and low-cost ETFs, applies options strategies for hedging or income generation in limited cases, and incorporates AI tools overseen by internal controls.

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.

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.

Eric Hutchison is a financial advisor at Hutchison Whitehead Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining the firm, he worked for seven years at Junk Joeys and over two decades at AEC Group. Hutchison Whitehead Wealth Management serves individuals, families, trusts, estates, charitable organizations, and business entities, offering fee-only investment management, modular financial planning, and pension consulting. The firm uses tailored model portfolios with a factor-oriented investment approach and collaborates closely with a local CPA practice to coordinate accounting and tax services.

Gregory Martik is a CFP® with 21 years of industry experience and has been with Valley Brook Capital Group since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally engages in insurance product sales. 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 develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service through Charles Schwab.

James Danko is a financial advisor at Fragasso Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Outside of his advisory work, he serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy, offering discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting services.

Jacob Dachille is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Networth Advisors, LLC and previously worked at Allegheny Financial Group and PNC Investments LLC. Outside of his advisory work, Jacob has experience in community-related roles, including a position with Peters Township Parks and Recreations. 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 combines fundamental, quantitative, and technical analysis with modern portfolio theory to create customized investment strategies and also engages in local media and educational outreach.

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Hefren-Tillotson for six years before joining Confluence in 2022. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm operates as a fiduciary, employing a mix of active and passive investment strategies and emphasizes asset allocation and macroeconomic analysis in portfolio construction.

Brody Mull is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Confluence, he spent four years at the University of Pittsburgh. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers a range of services including investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with both discretionary and non-discretionary account management.

Samantha Sheetz is a CFP® and Series 66-registered financial advisor at Confluence Financial Partners with 10 years of industry experience. She previously worked at Waldron Private Wealth, LLC, Summit Bank, and Raymond James Financial Services. Outside of her investment advisory role, she is also licensed as an insurance agent. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers tailored investment management, retirement plan consulting, and insurance referrals, employing a combination of active and passive strategies alongside proprietary and third-party portfolio management.

Michael Touscany is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm operates as a fiduciary, using a combination of active and passive investment approaches, with a notable focus on retirement plan consulting and access to third-party managers.

Joseph Tabaka Jr. is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Confluence Financial Partners. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individuals, business owners, corporate executives, and institutional plan sponsors. The firm employs a fiduciary approach with a combination of active and passive investment strategies, alongside retirement plan consulting and insurance referrals through an affiliated entity.

Zachery Saunders is a CFP® with nine years of industry experience, currently serving as a financial advisor at Confluence Financial Partners since 2021. He previously worked at Raymond James Financial Services from 2017 to 2021 and spent a year at the University of Pittsburgh. Saunders is also a licensed insurance agent in related insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting, emphasizing fiduciary standards, asset allocation, and the use of both proprietary and third-party investment strategies.

Steven Hykes is a financial advisor at Confluence Financial Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CashDollar & Associates prior to joining Confluence. Confluence Financial Partners provides wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers individualized investment management, comprehensive financial planning, and retirement plan consulting, emphasizing asset allocation, macroeconomic analysis, and fiduciary best practices.

Thomas Fitzsimmons is a financial advisor at Confluence Financial Partners with a Series 65 designation and no prior industry experience. His work history includes roles at Cashdollar & Associates and Milliport Sigma, as well as academic positions at Grove City College and the University of Wyoming. He is also involved with Krummholz Holdings LLC. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm emphasizes a fiduciary approach, combining active and passive investment strategies with retirement plan consulting and utilizes proprietary managed portfolios alongside third-party managers.

Richard Wingertsahn is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors LLC and BNY Mellon, N.A., as well as experience outside finance at Panera Bread Co. Confluence Financial Partners offers holistic wealth management and financial planning services to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm operates as a fiduciary, employing a mix of active and passive investment strategies, and maintains a notable focus on retirement plan consulting for ERISA plan sponsors.

Katherine Montagazzi is a CFP® with seven years of industry experience, currently advising at Confluence Financial Partners. Her prior roles include positions at Raymond James Financial Services and Hub International. She is also a licensed insurance agent managing insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm employs a combination of active and passive investment strategies, personalized portfolio management, and access to third-party managers to serve a diverse client base.

Douglas Warzinski is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His career includes roles at PNC Investments and Fi360, Inc. Carnegie Investment Counsel serves a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, and government entities. The firm provides investment supervisory services, financial and retirement plan advice, and financial planning, employing a variety of analytical approaches and portfolio management strategies tailored to client goals.