Walter Laub is a CFP®, CFA®, and Series 65 professional with 16 years of experience in financial advising. He has been with Aspire Wealth Architects since 2018 and previously worked at Wealthcare Capital Management LLC. Aspire Wealth Architects provides comprehensive financial planning and portfolio management to individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, utilizing tools like Monte Carlo analysis and direct indexing to manage risk and tax efficiency.

Gregory Burd is a financial advisor at Keystone Investment Advisors, LLC with 22 years of industry experience. He has been with Keystone since 2009. Keystone serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside comprehensive financial planning services. The firm employs a core-and-satellite investment approach using passively managed index funds and ETFs, and offers fee-only, discretionary portfolio management with quarterly reviews.

Alex Patterson is a financial advisor at Financial Planning Advisors Inc. in Pittsburgh, PA, holding a Series 63 designation with five years of industry experience. Prior to joining Financial Planning Advisors, he worked at The PNC Financial Services Group, Inc. He is also involved in tax preparation through a related accounting practice, FPA Tax Services, LLC. Financial Planning Advisors, Inc. is a Pennsylvania state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, customized managed advisory programs, and both discretionary and non-discretionary portfolio management through platforms such as LPL’s Strategic Wealth Management and third-party asset managers.

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 seven years at the firm and a total of 19 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Bokeh Capital Partners, she worked for 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, as well as other registered investment advisers. The firm employs a combined fundamental and technical analysis approach, utilizing both top-down and bottom-up security selection and various strategies tailored to client restrictions.

Scott Coy is the president and sole advisor at Coy Capital Management in Monroeville, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Invicta Advisors, LLC and Trustmont Financial Group, Inc. Outside of investment advisory, he leads a real estate consulting firm and a fixed insurance business, both based in the Pittsburgh area. Coy Capital Management provides financial planning and portfolio management services to individuals, small businesses, and small pension and profit-sharing plans, including high-net-worth clients. The firm also advises qualified investors on private real estate pooled investment vehicles and generally manages client accounts on a non-discretionary basis using model portfolios and a range of equity and event-driven strategies.

Thomas Mcgahan is a CFA® charterholder with five years of industry experience. He is currently with Eamon Capital Management, LLC, where he has worked since 2017. His prior roles include positions at Alpha Capital Partners and MetLife. Eamon Capital Management provides investment management and financial planning primarily for individual and high-net-worth clients, utilizing a strategic asset allocation framework combined with both passive and active strategies. The firm offers personalized portfolio management, ongoing advisory services, and comprehensive planning engagements.

Craig Thompson is a financial advisor with 17 years of industry experience, currently affiliated with 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has a background that includes work at Whitney and Associates as well as serving as an independent insurance agent with Financial Independence Group and Whitney and Associates. 4th River Financial Group provides investment supervisory services and financial planning primarily on a non-discretionary basis to individuals and business entities, including high-net-worth clients. The firm manages approximately $66.6 million across 301 client relationships, offering portfolio management, customized investment policy statements, and educational seminars.

Clinton Guyaux is a CERTIFIED FINANCIAL PLANNER™ at Centerview Wealth Advisors, LLC, with 20 years of industry experience. He has worked at Centerview since 2014 and previously held positions at MassMutual Life Insurance Company and Guardian Life. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a disciplined investment process that includes discretionary trading authority and integrates various analytical methods to tailor investment strategies.

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.

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 financial advisor at Allegheny Investments with eight years of industry experience and a Series 65 designation. He has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored strategies based on client goals, risk tolerance, and tax considerations, using primarily mutual funds and may include third-party independent managers.

Jacob Imling is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at LPL Enterprise LLC, Robert W. Baird & Co. Incorporated, and the University of Pittsburgh’s Endowment Fund. Outside of his advisory work, he is employed at South Hills Country Club, where he maintains facilities related to golf. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while participating as a portfolio manager in multiple wrap fee sponsor programs.

Phillip Gebben is a financial advisor at Absolute Capital Management, LLC with 24 years of industry experience. He holds the 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 involved in the management of rental properties. Absolute Capital Management provides fee-based investment management and supervisory services mainly to individual investors, as well as retirement plans, pension plans, corporations, and investment companies. The firm employs model-based portfolio programs that allocate assets across various securities and acts as an adviser to proprietary mutual funds while offering services through custodial platforms and third-party arrangements.

Calen Cummins is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cummins and Perry Products, Westminster College, and Hampton High School. Cummins also serves as an independent insurance agent specializing in accident and health, life, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to a diverse client base including individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using fundamental, technical, cyclical, and charting analysis, and manages approximately $690.7 million in discretionary assets.