Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.

Daniel Eller is a CFP® professional with three years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has been with WMS Wealth Planners since 2020 and previously worked at an aesthetic skin and laser center. WMS Wealth Planners offers investment management and comprehensive financial planning to individuals and various institutional clients, utilizing a total portfolio approach that incorporates both active and passive strategies. The firm employs a proprietary investment model combining fundamental, technical, and cyclical analysis, and provides tailored portfolios that include ESG and Charitable Endowment options.

Kimberly Forrest is a financial advisor at Bokeh Capital Partners LLC with five years of industry experience and holds the Series 65 and Series 66 designations. She has worked at Bokeh Capital Partners since 2019 and previously spent 14 years at Fort Pitt Capital Group. Bokeh Capital Partners provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients and also serves other registered investment advisers. The firm uses a combination of fundamental and technical analysis with both top-down and bottom-up security selection, employing long- and short-term positions alongside options and margin strategies when appropriate.

Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.

Douglas Bostich is a financial advisor at Braun-Bostich & Associates Inc. with 22 years of industry experience. He has held the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before joining Braun-Bostich & Associates in 2017. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other asset types when appropriate.

Maria Devlin is a CFA® charterholder with over 31 years of experience in the financial industry. She has worked at DWD Portfolio Solutions, Inc. since 1994, with prior roles at Pacific Portfolio Consulting, LLC and PrimeSolutions Advisors, LLC. DWD Portfolio Solutions, Inc. 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 range of investment approaches including Modern Portfolio Theory and both fundamental and technical analysis.

Christina Simmonds is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with 10 years of industry experience. She holds the Series 66 designation and has worked at Hapanowicz & Associates Financial Services, Inc. since 2015 and LPL Financial LLC since 2012. Hapanowicz Financial provides 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 client accounts on a discretionary basis through LPL Financial’s SWM platform, using strategic and tactical asset allocation alongside model mutual-fund portfolios tailored to clients’ risk tolerance and objectives.

Robert Fragasso is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously spent 22 years with LPL Financial. Fragasso is the author of a book on starting an independent advisory practice. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and various advisory services. The firm employs diversified global asset-allocation models and integrates financial advice with accounting expertise, including services provided by licensed CPA representatives.

Ayden Hanes is a financial advisor with Networth Advisors, LLC in Canonsburg, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including a prior role at J.P. Morgan Securities LLC. 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 offers personalized advice supported by educational workshops and media content, employing a mix of fundamental, quantitative, and technical analysis within a long-term investment framework.

Keith Woerner is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at DWD Portfolio Solutions since 2017 and previously at PrimeSolutions Advisors, LLC, and Fortune Financial Services, Inc. In addition to his advisory role, Woerner practices as an attorney specializing in estate planning and estate administration. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employee benefit plans and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment approaches and conducts formal account reviews at least annually.

Drew Deimel is a financial advisor at EWA, LLC with nine years of industry experience and holds the Series 65 designation. Prior to joining EWA in 2025, he worked for 12 years at HBK Sorce Insurance LLC and HBKS Wealth Advisors. Outside of his advisory work, he has been involved with Car to Car Care since 2007. 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 with an emphasis on long-term strategies, tax-aware asset allocation, and the use of both low-cost funds and customized investment options.

Roblyn Kelly is a financial advisor at Henderson Brothers Financial Partners LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, Global Retirement Partners, LLC, and GWFS Equities, Inc. since 2012. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and products, including direct portfolio management and third-party programs, serving both non-high-net-worth and high-net-worth clients.

Nicklaus Stonesifer is a CFP® and ChFC® with 15 years of industry experience. He has worked at EWA, LLC since 2020 and previously spent time with Northwestern Mutual Wealth Management Company and Investment Management from 2010 to 2020. EWA, LLC is a registered investment adviser serving approximately 397 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term investment horizons, strategic asset allocation, and tax-aware strategies, while utilizing both low-cost diversified funds and customized investment options.

Sean Hoover is a Series 65-licensed financial advisor with Allegheny Investments in Pittsburgh, PA. He has seven years of industry experience and has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies using mutual funds, independent third-party managers, and proprietary research to meet client goals.

Jacob Imling is a financial professional with one year of industry experience, currently with Cookson Peirce Wealth Management. He holds the Series 66 designation and has prior experience at LPL Enterprise LLC, Robert W. Baird & Co. Incorporated, and the University of Pittsburgh’s endowment fund. Outside of advising, he maintains employment at South Hills Country Club, supporting the upkeep of golf facilities. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including high-net-worth individuals, trusts, endowments, and foundations, as well as asset management to professional advisors. The firm employs a quantitative, rules-based investment process involving technical analysis for equities, macroeconomic evaluation for ETFs, and a modified ladder approach for fixed income, and is active as a sub-advisor to investment funds and wrap fee programs.

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

Phillip Gebben is a financial advisor at Absolute Capital Management, LLC with 24 years of industry experience. He holds 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 managing rental properties. Absolute Capital Management provides discretionary investment management primarily to individual investors, including both non-high-net-worth and high-net-worth clients. The firm offers a range of model portfolios and programs investing across various securities and serves as adviser to proprietary mutual funds and wrap-fee programs.

Brian Baum is a CFP® professional with 14 years of industry experience, currently serving at Interchange Capital Partners since 2020. Prior to that, he worked at Purshe Kaplan Sterling Investments and UBS Financial Services. He is a partner at Defiant Interchange Advisors LLC, an M&A advisory firm advising business owners on transaction structuring. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, tax- and fee-aware implementation, and broad diversification, often utilizing third-party managers and model portfolios tailored to client risk tolerance and liquidity needs.

Austin Krise is a financial advisor at Henderson Brothers Financial Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Global Retirement Partners, and Cambridge Investment Research. Krise is based in Pittsburgh, PA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm employs a range of portfolio construction methods and offers access to pooled employer and multiple employer plans for its clients.

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.