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.

Ashley Chupka is a Series 66-licensed advisor at Grant Street Asset Management Inc with four years of industry experience. Prior to joining Grant Street, she worked at JP Morgan Private Bank and BNY Mellon Wealth Management. 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 assets and employs a diversified investment approach using asset allocation combined with mutual funds, ETFs, and individual securities tailored to client goals and risk tolerance.

Jordan Fediaczko is a financial advisor at EWA, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining EWA, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, among other roles. EWA, LLC is a registered investment adviser managing over $750 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services with a focus on long-term strategies, diversification, tax-aware asset allocation, and uses both low-cost funds and customized investment options, supported by artificial intelligence tools.

Daniel Tatomir is a financial advisor at Fragasso Wealth Advisors with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fragasso Financial Advisors since 2015, including roles in private client services since 2018. He also maintains a role as an independent insurance agent. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients with approximately $3 billion in assets under management. The firm employs a diversified global asset-allocation model overseen by an in-house portfolio management team and offers a range of services including discretionary asset management, financial planning, and retirement plan consulting.

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 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.

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.

Robert Spicher is a financial advisor at Allegheny Investments with 23 years of experience at the firm and over 40 years operating Spicher Associates, Inc., where he serves as president. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. In addition to his advisory work, he manages a non-investment related CPA business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and various plans, using a combination of proprietary research, third-party managers, and tailored strategies to meet client goals and risk profiles.