Daniel Tatomir is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2015, as well as LPL Financial from 2015 to 2018. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model and offers discretionary asset management, financial planning, retirement plan consulting, and related advisory services.

Francis Schuler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DWD Portfolio Solutions, Inc. since 2017. Prior to joining DWD, he worked at PrimeSolutions Advisors, LLC for 15 years. Outside of his advisory role, he owns a sports apparel and equipment business. DWD Portfolio Solutions 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 variety of investment strategies, managing most assets on a discretionary basis.

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.

Debra Parrish is a financial advisor at H Financial Management with a Series 65 designation and one year of industry experience. She has operated Debra M. Parrish, P.C., a law firm specializing in intellectual property and health law, since 2000. Parrish also serves as a director and officer of the International Business Ethics Institute, a nonprofit organization focused on ethical conduct in business. H Financial Management advises individuals, families, and select business and retirement-plan clients, offering investment management, financial planning, and consulting services. The firm constructs portfolios using asset-allocation frameworks with mutual funds and low-cost ETFs, incorporates options strategies in some accounts, and employs AI tools with internal controls and human oversight.

Jack Ryan is a CFP® with nine years of industry experience, currently serving at Henderson Brothers Financial Partners LLC since 2025. He previously worked at Global Retirement Partners, LLC for eight years and has maintained a separate law practice through Jack Ryan Law PLLC since 2017. He is also involved with ANKR Partners LLC and holds a shareholder role in an insurance agency affiliated with Henderson Brothers. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors with a focus on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm utilizes a range of portfolio construction methods and third-party managers, offering both discretionary and non-discretionary asset management through an institutional custodial platform.

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.

Mitchell Mosgrove is a CFP® professional with 11 years at Trebuchet Consulting, LLC and five years of industry experience. He is based in Pittsburgh, PA, and works as part of a team of four advisors at Trebuchet. Trebuchet Consulting, LLC provides financial planning and wealth management to high-net-worth individuals, trusts, charitable organizations, and retirement accounts. The firm offers non-discretionary advice focused on asset allocation, tax, and estate planning considerations, and manages approximately $1.08 billion in non-discretionary regulatory assets.

Jack Rogers is a Series 65 licensed financial advisor with Hutchison Whitehead Wealth Management, bringing 20 years of industry experience. He has been self-employed since 2005. Outside of his advisory role, he owns and operates Rogers Aquarium, a business consulting and selling supplies related to ponds and aquariums. Hutchison Whitehead Wealth Management serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities with discretionary investment management and comprehensive financial planning. The firm employs tailored model portfolios using pooled vehicles and a factor-oriented framework, with a notable affiliation to a certified public accounting practice for coordinated tax and financial planning.

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.

Loraine Montanye is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with D.B. Root & Company, LLC and previously worked at PNC Bank and The Coury Firm. She operates out of Pittsburgh, PA. D.B. Root & Company, LLC 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 uses a multi-advisor team approach and combines fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

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.

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

Kent Aloia is a CFP® certificant with 19 years of experience in financial advising. He is currently with H Financial Management and previously worked at Triad Advisors, Inc. Aloia also holds a Pennsylvania life insurance license. H Financial Management serves individuals, families, and select business and retirement-plan clients with investment management, financial planning, and consulting services. The firm emphasizes asset allocation using mutual funds and low-cost ETFs, employs an internal investment committee, and incorporates options strategies and AI tools under formal policies.

Christian Brown is a CFP® professional with 20 years of industry experience, currently serving at Cookson Peirce Wealth Management since 2009. His prior roles include positions at TIAA-CREF and Federated Investment Counseling. Cookson Peirce Wealth Management is a fee-only adviser providing wealth management, financial planning, and discretionary portfolio management to a range of private and institutional clients. The firm uses a quantitative, rules-based approach to equity selection and employs fixed-income portfolios structured with investment-grade bonds, also serving as sub-advisor to a mutual fund and managing assets within multiple wrap fee programs.

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.