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.

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.

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.

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® with 18 years of experience in the financial services industry. He is currently with H Financial Management, where he serves as Chief Compliance Officer, Trader, and Wealth Strategist. Prior to this, he worked at Triad Advisors, Inc. from 2009 to 2024. Aloia is also a licensed life insurance agent in Pennsylvania. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm emphasizes asset-allocation frameworks using mutual funds and low-cost ETFs, employs options strategies in limited cases, and integrates AI tools under internal controls and human oversight.

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.

Tyler Houston is a CFP® professional at EWA, LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. 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 services, including portfolio management, retirement-plan analysis, tax planning via an affiliated entity, and insurance products, emphasizing long-term strategies, diversification, and tax-aware asset location.

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.

Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.

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.

Benjamin Ruttenberg is a CFP® professional with seven years of industry experience, currently serving as an advisor at EWA, LLC since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales and service. EWA, LLC is a fiduciary 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, utilizing long-term strategic asset allocation, diversification, and tax-aware asset location, supplemented by both low-cost diversified funds and customized investment options.

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.

David Fallgren is a CFA® charterholder with 25 years of experience in the investment industry. He has worked at Venator Management LLC since 2020 and previously spent seven years at Rockshelter Capital Management LLC. Based in Pittsburgh, PA, he is one of two advisors at Venator Management. Venator Management LLC serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension plans, trusts, foundations, and endowments. The firm employs an opportunistic, value-oriented investment approach with a margin-of-safety philosophy, managing both multi-cap value portfolios and a private hedge fund with long and short positions, options, and credit securities.

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.

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.