Peter Erin is a CFA® charterholder currently with Interchange Capital Partners in Pittsburgh, PA. He has prior experience at Innovation Works, Broadridge, and MSCI. Erin has been with Interchange Capital Partners since 2025. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost asset allocations, and access to independent managers through a third-party platform.

Joseph Kelly is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Henderson Brothers Financial Partners LLC. His prior experience includes roles at Global Retirement Partners, MEEDER Investment Management, Sanford C. Bernstein & Co., and Alight Solutions. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a diverse investment approach, combining direct portfolio management with third-party investment selections, and offers a broad range of products including mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

Keith Warmbein is a financial advisor at Park Avenue Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Carnegie Investment Counsel from 2015 to 2022 before joining his current firm in 2022. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages assets on a discretionary basis using model portfolios and third-party investment managers supported by technology platforms, and offers supplemental services such as financial planning and business exit consulting.

James Mendelson is a financial advisor at Ironview Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waldron Private Wealth from 2005 to 2016. Mendelson is also a passive investor and partner in private real estate funds through WWM Partners I, LP. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and provides access to alternative investments and private equity funds.

Sierra Christian is a financial advisor at Henderson Brothers Financial Partners LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of her advisory work, she has experience in education and fitness sectors, including roles at the University of Pittsburgh and Amerifit Fitness Club. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, with a product menu that includes mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

Michael De Gregorio is a financial advisor at Astra Prime Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked in medical device sales and distribution with Axon Medical Inc., among other roles. De Gregorio’s background includes experience in diverse sectors such as automotive and healthcare. Astra Prime Wealth Management serves primarily high-net-worth individuals and related entities, offering fee-based, custom investment management with a tactical asset-allocation approach that employs advanced strategies including options and margin trading. The firm manages approximately $47 million and provides both discretionary and non-discretionary portfolio management.

Trevor Day is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at 84 Lumber and Hefren-Tillotsen. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $1.34 billion in discretionary assets and employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis.

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Madeline McIvor is a Certified Financial Planner® with nine years of industry experience. She is currently affiliated with Boldin Advisors, NewRetirement Advisors LLC, and Core Planning, working primarily from Pittsburgh, Pennsylvania. Her prior roles include positions at Facet, Cahaba Wealth Management, and TrueWealth. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory. The firm operates multiple offices and integrates financial planning with a digital education platform.

Kendra Reilly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Interchange Capital Partners in Pittsburgh, PA. Her prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Interchange Capital Partners provides investment management, wealth planning, and business consulting to a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business entities. The firm’s approach focuses on goal-oriented planning, diversified low-cost asset allocations, and the use of independent managers, while also advising on alternative investments and digital assets.

Jack Ryan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Henderson Brothers Financial Partners LLC. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC for eight years and has maintained a separate legal practice as an attorney through Jack Ryan Law PLLC since 2017. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a variety of investment strategies and offers a broad range of products, managing approximately $327 million in discretionary assets through a multi-team advisor structure.

William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.

Brianna Sullivan is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Fruitful, Inc. and has previously been employed by Bank of America, Merrill Lynch Pierce Fenner & Smith, UBS, and Duquesne University. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management services to individuals who maintain an active membership with Fruitful, Inc. The firm uses a personalized “Money Map” to align clients’ life goals with asset allocation and investment strategies, focusing on passive, low-cost core models primarily using ETFs and index funds.

Taylor Glock is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 65 credential and four years of industry experience. Prior to joining D.B. Root & Company in 2019, he worked at BNY Mellon from 2011 to 2019. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and independent managers, tailoring asset allocation to client risk tolerance and objectives.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.

Loraine Montanye is a CFP® and holds a Series 66 license, with seven years of industry experience. She has worked at D.B. Root & Company, LLC since 2022 and previously held roles at PNC Bank, The Coury Firm, and Kestra Financial. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including retirement plans, non-profits, endowments, and foundations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement, utilizing a multi-advisor team structure and a mix of fundamental, quantitative, and qualitative investment analysis.

Samuel Childs is a financial advisor at Astra Prime Wealth Management with three years of industry experience. He has previously worked at Goldman Sachs Co, LLC and has held roles at EY and Tulane University. Outside of finance, he was involved with Pittsburgh Modular Synthesizers, LLC. Astra Prime Wealth Management provides fee-based investment management to primarily high-net-worth individuals and related entities. The firm employs a tactical asset-allocation strategy incorporating various techniques such as option strategies and margin trading, and it offers performance-based fee arrangements to qualified clients.

Christian Brown is a CFP® professional with 19 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2009. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Adam Souply is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at D.B. Root & Company, LLC since 2014. He holds the Series 66 license and is based in Pittsburgh, PA. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, and it emphasizes institutional consulting alongside its advisory and retirement plan services.

Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.