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.

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 with Fragasso Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Fragasso Financial Advisors since 2012 and previously spent 18 years at LPL Financial LLC. Outside of his advisory role, Danko serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and incorporates fundamental analysis, offering a range of investment options and ongoing portfolio management.

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®-certified financial advisor with 26 years of industry experience. He is currently with Confluence Wealth Services, Inc., where he has worked since 2021, and previously spent five years at Raymond James Financial Services. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers individualized investment management and retirement plan consulting, using a fiduciary approach that combines active and passive strategies with extensive resources including proprietary portfolios and third-party managers.

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 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Cetera and CashDollar & Associates. Confluence Financial Partners provides wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm offers investment management and retirement plan consulting, managing assets through a combination of active and passive strategies and maintaining a focus on asset allocation and macroeconomic analysis.

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 prior experience includes roles at PNC Investments and Fi360, Inc. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients, including individuals, high net worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs diverse analytical approaches and provides both discretionary and non-discretionary portfolio management, with additional services tailored to retirement plans and specialized planning needs.

Kurt Kimmich is a financial advisor with Confluence Financial Partners in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing a power of attorney for his father. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and retirement plan services for ERISA plan sponsors.

Eric Glod is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and bringing 38 years of industry experience. Before joining Signature Equity Partners in 2023, he worked at several firms including Osaic Wealth, Inc., MassMutual Investors Services, and MetLife Securities. Outside of his advisory work, he serves as a youth basketball official. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing a variety of model solutions and program platforms.