Gregg Coury is a financial advisor with The Coury Firm in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held leadership roles within affiliated entities of The Coury Firm since 1996 and serves on the board of the Robert J Coury Family Foundation. He is also vice chairman of the investment committee at E'O Management LLC and a passive investor in Eleventh Records, LLC. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and sponsors affiliated private funds through its P.I. Gateway platform, offering a combination of multi-family office services and alternative investment strategies.

Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.

Jordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. 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 and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.

David Root Jr. is a CFP® with over 40 years of industry experience and is a principal at D.B. Root & Company, LLC, where he has worked since 2015. He holds the Series 63 designation and is based in Pittsburgh, PA. D.B. Root & Company offers financial planning, discretionary portfolio management, wealth management, and investment consulting services to individuals and institutional clients, including retirement plans and nonprofit organizations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion using a multi-advisor team approach and a combination of risk- and outcomes-based strategies.

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has been with Centerview since 2015. In addition to his advisory role, Guyaux is a licensed insurance agent and occasionally offers clients products from this capacity. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, offering a range of investment options while maintaining written Investment Policy Statements tailored to client goals.

Catherine Oliver Allen is a Series 63 licensed financial advisor with 33 years of industry experience. She has been with Invicta Capital LLC since 2019 and also owns and operates Relentless Ranch, where she raises and trains service dogs. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach incorporates fundamental, quantitative, and qualitative analysis, offering a range of advisory arrangements including discretionary and non-discretionary services.

Trevor Gulick Stutz is a financial advisor at The Coury Firm in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses, and his prior roles include positions at Orion Portfolio Solutions and self-employment in the financial sector. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and sponsors affiliated private funds through its P.I. Gateway platform, combining multi-family office services with alternative investment strategies.

Sean Volk is a CFA® charterholder with five years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held positions at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional investors, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm uses a quantitative, rules-based approach to equity selection and fixed-income strategies centered on investment-grade bonds, and it is noted for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and participation in multiple wrap fee programs.

Richard Ward is a financial advisor with Centerview Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with Centerview Wealth Advisors since 2015 and has prior experience at Cambridge Investment Research, Inc. Outside of his advisory role, Ward is involved with several nonprofit organizations, including serving as co-chair of Emerging CPAs for the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment process combining fundamental, technical, and quantitative analysis and offers discretionary management across a broad range of securities and investment types.

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.

Andrew Van Treeck is a CFP® professional at Hippocratic Financial Advisors with two years of industry experience. He previously worked at Fort Pitt Capital Group and Jewish Family and Community Services. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing wealth management, portfolio management, and financial planning services. The firm employs a long-term, goals-based investment approach focused on strategic asset allocation and offers specialized services such as educational seminars and a student-loan program.

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 21 years of industry experience. He has held roles at Ironview since 2016, following previous positions at Waldron Private Wealth and LPL Financial. His credentials include Series 63 and Series 65 licenses. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis, employing strategies such as option writing and allocations to private funds, with active monitoring and rebalancing of client portfolios.

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 at Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation with five 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, providing portfolio management, financial planning, consulting, and a manager-of-managers program. The firm employs fundamental, quantitative, and qualitative analysis across various strategies and manages approximately $1.34 billion in discretionary assets.

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 CFP® with 10 years of industry experience, currently serving as an investment advisor representative at Boldin Advisors, NewRetirement Advisors LLC, and Core Planning. Her career includes roles at Facet, Cahaba Wealth Management, and TrueWealth. She divides her time between NewRetirement and Core Planning, working primarily from Pittsburgh, Pennsylvania. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on retirement-account guidance and investment consultations. The firm employs Modern Portfolio Theory in constructing diversified portfolios, using low-cost index mutual funds and ETFs, and operates as a fee-only adviser without discretionary authority over client accounts.

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.