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Phillip G

Series 63, Series 65

Pittsburgh, PA

Absolute Capital Management, LLC

Phillip Gebben is a financial advisor at Absolute Capital Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Absolute Capital Management since 2002. Outside of his advisory role, he is a co-owner involved in the management of rental properties. Absolute Capital Management provides fee-based investment management and supervisory services mainly to individual investors, as well as retirement plans, pension plans, corporations, and investment companies. The firm employs model-based portfolio programs that allocate assets across various securities and acts as an adviser to proprietary mutual funds while offering services through custodial platforms and third-party arrangements.

Real estate investing
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Jamison S

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Jamison Smith is a financial advisor at EWA, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC. Outside of advisory work, he has professional experience with Wheeling Jesuit University and True Lacrosse. EWA, LLC is a registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, employing a fiduciary approach that includes strategic asset allocation, diversification, and tax-aware investment strategies.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Constantine M

Series 65

Pittsburgh, PA

Venator Management LLC

Constantine Mamakos is a financial advisor at Venator Management LLC, holding a Series 65 designation with 12 years of industry experience. He has worked at Venator Management since 2013 and previously was with Quaker Capital Management Corp from 2008 to 2013. Venator Management LLC serves individual and institutional investors through a pooled hedge fund and discretionary separately managed accounts. The firm employs an opportunistic, value-oriented investment approach focused on fundamental research and price discipline.

Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner
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Kristen J

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

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.

Options & derivatives strategies Real estate investing
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David H

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

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.

Options & derivatives strategies Real estate investing
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Robert H

Series 63, Series 65

Pittsburgh, PA

Hapanowicz Financial

Robert Hapanowicz is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with LPL Financial since 2011 and has been involved with Hapanowicz & Associates in various capacities since 1989. In addition to advisory services, he owns and supervises Hapanowicz Financial Tax Services, LLC, providing tax preparation and accounting services. Hapanowicz Financial offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages discretionary asset allocations through the Hapanowicz SWIM program, employing strategic and tactical asset allocation within multiple platform relationships and providing participant educational presentations.

Annuities Retirement plans for business owners (SEP, solo 401k)
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John W

CFP®, CFA®, Series 63, Series 66

Canonsburg, PA

Hutchison Whitehead Wealth Management

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.

Gifting strategies College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Doctor or Medical Professional
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Steven M

Series 63, Series 65

Pittsburgh, PA

Trebuchet Consulting, LLC

Steven Miller is a financial advisor at Trebuchet Consulting, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Trebuchet Consulting since 2008. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with an emphasis on client-approved transactions.

General retirement planning Income planning General tax planning Wealth management Long-term care insurance
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Robert H

Series 66

Pittsburgh, PA

Hapanowicz Financial

Robert Hapanowicz is a Series 66-licensed financial advisor with seven years of industry experience. He leads Hapanowicz Financial in Pittsburgh, PA, and has worked with Hapanowicz & Associates Financial Services and LPL Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plan sponsors, trusts, and business entities. The firm combines strategic and tactical asset allocations using mutual funds, ETFs, and individual equities, and integrates AI-enabled tools alongside traditional research in its advisory process.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Matthew B

CFP®, Series 66

Pittsburgh, PA

EWA, LLC

Matthew Blocki is a financial advisor at EWA, LLC in Pittsburgh, PA, with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining EWA, he worked at Northwestern Mutual in various capacities from 2011 to 2020. Outside of his advisory role, he owns a training business focused on wealth advisor education. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services with an emphasis on long-term strategies, diversification, tax-aware asset location, and the use of both low-cost funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Ashley C

Series 66

Canonsburg, PA

Grant Street Asset Management Inc

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.

Options & derivatives strategies Real estate investing
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Jordan F

Series 65, Series 63

Pittsburgh, PA

EWA, LLC

Jordan Fediaczko is a financial advisor at EWA, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. EWA, LLC is a registered investment adviser managing approximately $750.7 million for around 397 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning, emphasizing long-term strategies, tax-aware asset placement, and a mix of low-cost diversified funds and custom investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Daniel T

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

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.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Francis S

CFP®, Series 63, Series 65

Pittsburgh, PA

DWD Portfolio Solutions, Inc.

Francis Schuler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DWD Portfolio Solutions, Inc. since 2017. Prior to joining DWD, he worked at PrimeSolutions Advisors, LLC for 15 years. Outside of his advisory role, he owns a sports apparel and equipment business. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment strategies, managing most assets on a discretionary basis.

Wealth management Retirement income strategy General retirement planning
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Debra P

Series 65

Canonsburg, PA

H Financial Management

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.

Options & derivatives strategies
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Mitchell M

CFP®

Pittsburgh, PA

Trebuchet Consulting, LLC

Mitchell Mosgrove is a CFP® professional with 11 years at Trebuchet Consulting, LLC and five years of industry experience. He is based in Pittsburgh, PA, and works as part of a team of four advisors at Trebuchet. Trebuchet Consulting, LLC provides financial planning and wealth management to high-net-worth individuals, trusts, charitable organizations, and retirement accounts. The firm offers non-discretionary advice focused on asset allocation, tax, and estate planning considerations, and manages approximately $1.08 billion in non-discretionary regulatory assets.

General retirement planning Income planning General tax planning Wealth management Long-term care insurance
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Jack R

Series 65

Canonsburg, PA

Hutchison Whitehead Wealth Management

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.

Gifting strategies College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Doctor or Medical Professional
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Christopher P

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Michael E

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

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.

Options & derivatives strategies Real estate investing
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Kent A

CFP®, Series 63, Series 66

Canonsburg, PA

H Financial Management

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.

Options & derivatives strategies
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