Betty Rainier is a financial advisor at Summit Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Advisors since 2007, as well as Beaconsfield Financial Services, Inc. since 1983. 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 fundamental, technical, and cyclical analysis, utilizing both long- and short-term equity positions and option strategies.

Michael Loch is a Series 65-licensed financial advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street Asset Management since 1998. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs based on client goals, risk tolerance, and time horizon, using a variety of securities and analytical methods, and manages approximately $669 million in client assets.

Beth Andrews is a financial advisor with Networth Advisors, LLC in Canonsburg, PA. She holds CFP® and ChFC® designations and has 24 years of industry experience. Prior to her current role at Networth Advisors, she worked at AE Wealth Management from 2016 to 2021 and has operated as a sole proprietor since 2002. Additionally, Andrews is an independent insurance agent, providing fixed insurance products. Networth Advisors, LLC offers portfolio management and financial planning services to individual and high-net-worth clients, overseeing approximately $185 million in discretionary assets. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory and provides educational workshops and media content to support client engagement.

Jayme Russo is a financial advisor with Valley Brook Capital Group in Venetia, PA, holding a Series 63 designation and 21 years of industry experience. She has been with Valley Brook Capital Group since 2004. 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 offers tailored asset-allocation models implemented through a mix of equities, mutual funds, ETFs, and fixed-income securities, along with an automated portfolio service and integrated financial planning.

Richard Alfera II is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Fragasso since 2007 and previously at Linsco Private Ledger Corp (now LPL Financial) from 2001 to 2018. Outside of his advisory role, he serves as president and managing partner of a CPA firm and is involved in community activities, including coaching soccer and serving on a local board. 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 overseen by an in-house portfolio management team and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Jeffrey Karns is a Wealth Advisor at H Financial Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Wealth Services and Triad Advisors, Inc. since 2012, he has been with OSAIC alongside his current role. H Financial Management advises individuals, families, and select business and retirement-plan clients, providing investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks using mutual funds and ETFs, incorporates options strategies for hedging or income generation in some accounts, and supplements analysis with AI tools under internal controls.

Matthew D'amico is a CFP® professional with six years of industry experience, currently serving at Networth Advisors, LLC. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Mass Mutual Financial Group. He also serves as a non-paid instructor for AFEA, a national non-profit focused on financial education. Networth Advisors, LLC serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides portfolio management and financial planning with a tailored investment approach that combines fundamental, quantitative, and technical analysis.

Alex Nowak is a financial advisor at Networth Advisors, LLC with a Series 65 designation and experience in the financial industry since 2019. Prior to joining Networth Advisors, he held roles at First Bank of the Lake and Widget Financial. Networth Advisors serves individuals and high-net-worth clients, managing approximately $159 million across about 367 accounts. The firm provides personalized portfolio management and financial planning, employing a combination of fundamental, modern portfolio theory, quantitative, and technical analysis.

James Denny is a financial advisor with Financial Freedom House in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Triad Advisors, Inc. for 12 years before joining CYGNET FINANCIAL PLANNING, INC. (dba Financial Freedom House), where he has been since 2003. He is also the managing partner of CAER LLC, serving as a fiduciary adviser to qualified retirement plan trustees and participants. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and sponsors of qualified retirement plans. The firm employs a fiduciary-based approach emphasizing Modern Portfolio Theory, strategic asset allocation primarily through ETFs and passively managed funds, and uses Monte Carlo simulation and ongoing financial-plan modeling to evaluate goal probabilities.

Strawn Markle is a financial advisor at LJI Wealth Management, LLC with 13 years of industry experience. He holds a Series 63 designation and has worked at LJI Wealth Management since 2017. Prior to that, he was employed at Its Asset Management, L.P. from 2001 to 2017. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing wealth management that integrates investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a variety of investment strategies tailored to clients’ objectives, incorporating fundamental, quantitative, and technical analysis.

Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 16 years of industry experience. He has been with Grant Street since 2013 and holds a Series 66 designation. 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 client assets and employs an investment approach that combines asset allocation with mutual funds, ETFs, and individual securities, using fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

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.

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.