Rafael Yurk is a Series 65-credentialed advisor at Asset One Wealth Management, LLC with one year of industry experience. Prior to joining Asset One, he worked at Pittsburgh Financial Planners, Inc. and held roles at the University of Pittsburgh and Pennsylvania State University. Asset One Wealth Management is an SEC-registered firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation and a long-term buy-and-hold investment approach, offering family-office style coordination for clients with at least $2 million in assets.

Brian Yates is a CFP® professional with 31 years of industry experience, currently serving at Asset One Wealth Management, LLC. He previously worked for Pittsburgh Financial Planners, Inc. for 10 years. Outside of finance, he is involved in lacrosse as a minority member of Triple Threat Lacrosse LLC and coaches with Iron City Lacrosse Club. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, and business entities. The firm customizes strategic asset allocations based on client risk profiles and offers family-office style coordination for clients with significant assets.

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.

John Krolikowski is a financial advisor with Trebuchet Consulting, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trebuchet Consulting since 2006. Trebuchet Consulting provides financial planning and wealth management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset allocation guidance, primarily operating on a non-discretionary basis with a client-centered investment process.

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 seven years of industry experience. He has been a partner at McCall Scanlon & Tice, LLC, a public accounting firm, since 2008. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension 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 delivered through Charles Schwab.

Amanda Booth is a Series 66-licensed financial advisor with six years of industry experience. She has worked at H Financial Management since 2011 and previously held roles at OSAIC and Triad Advisors. Amanda also has a background with UPMC from 2005 to 2020. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm employs asset-allocation frameworks primarily using mutual funds and low-cost ETFs, incorporates options strategies in select accounts, and supplements analysis with AI tools subject to internal controls and review.

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.

Charles Davis III is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked with several firms including Moralis Technologies, MFA Wealth Advisors, and Federated Global Investment Management Corp. Davis is part of a six-advisor team at Hapanowicz Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management for individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation incorporating mutual funds, ETFs, and individual equities, supplemented by AI-enabled tools alongside human oversight.

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Zachary Zimmer is a CFP® professional with 10 years at Trebuchet Consulting, LLC and a total of 4 years of industry experience. Before joining Trebuchet Consulting, he worked in education at Thomas Jefferson High School and Kent State University for eight years. Trebuchet Consulting provides financial planning and wealth-management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm emphasizes personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with client-approved transactions.

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.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

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.