David Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. He also operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to a range of individual clients, emphasizing in-depth analysis and written financial plans rather than ongoing portfolio management. The firm uses a fixed-fee approach and does not take custody of client assets, with implementation typically carried out through affiliated broker-dealer and insurance channels.

Keith Wander is a CFA® charterholder with 10 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2013. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step process focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.

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 with Milestone Asset Management, LLC in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Milestone, he worked at Cummins and Perry Products and held positions at Westminster College and Hampton High School. Cummins also operates as an independent insurance agent focusing on accident and health, life, and fixed annuities. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Brian Baum is a CFP® professional with 14 years of industry experience, currently serving at Interchange Capital Partners since 2020. Prior to that, he worked at Purshe Kaplan Sterling Investments and UBS Financial Services. He is a partner at Defiant Interchange Advisors LLC, an M&A advisory firm advising business owners on transaction structuring. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, tax- and fee-aware implementation, and broad diversification, often utilizing third-party managers and model portfolios tailored to client risk tolerance and liquidity needs.

Austin Krise is a financial advisor at Henderson Brothers Financial Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Global Retirement Partners, and Cambridge Investment Research. Krise is based in Pittsburgh, PA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm employs a range of portfolio construction methods and offers access to pooled employer and multiple employer plans for its clients.

Kristin Pearson is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at The Coury Firm and FSC Securities Corp. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach integrates fundamental, quantitative, and qualitative analysis and offers a variety of advisory arrangements, including both discretionary and non-discretionary services.

Alison Wertz is a CFP® with 28 years of industry experience, currently serving at Bill Few Associates, Inc. since 1996. She previously worked at Bill Few Securities, Inc. for 24 years. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by offering portfolio management, financial planning, and consulting services. The firm’s investment approach includes fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and periodic rebalancing, with a focus on mutual funds and tactical tools such as covered call option strategies.

Jamison Smith is a financial advisor at EWA, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC. Outside of advisory work, he has professional experience with Wheeling Jesuit University and True Lacrosse. 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, employing a fiduciary approach that includes strategic asset allocation, diversification, and tax-aware investment strategies.

Bryan Reft is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, with 11 years of industry experience. He holds the Series 66 designation and has worked in private client services since 2018. His prior experience includes roles at LPL Financial, PNC Wealth Management, and Waddell & Reed. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Daniel Meyers is a Certified Financial Planner® with 14 years of industry experience. He has been with Cookson Peirce Wealth Management since 2013. Daniel holds the Series 65 and Series 66 licenses. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm uses a quantitative, rules-based investment process and serves as a sub-advisor to the Catalyst Dynamic Alpha Fund while participating in multiple wrap fee programs.

Alan Pershing is a financial advisor at Milestone Asset Management, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at PNC Wealth Management and Morgan Stanley. In addition to his role at Milestone, he is a financial consultant at West Financial Group, where he solicits insurance business. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm uses a blend of tactical and strategic approaches, employing firm-developed and third-party model portfolios, overlay management, and access to multiple sub-advisers and derivative-based investment strategies.

Constantine Mamakos is a financial advisor at Venator Management LLC, holding a Series 65 designation with 12 years of industry experience. He has worked at Venator Management since 2013 and previously was with Quaker Capital Management Corp from 2008 to 2013. Venator Management LLC serves individual and institutional investors through a pooled hedge fund and discretionary separately managed accounts. The firm employs an opportunistic, value-oriented investment approach focused on fundamental research and price discipline.

Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. 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 builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.

Tiffany Benigni is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Henderson Brothers Financial Partners LLC since 2025 and has prior experience at firms including LPL Financial, Global Retirement Partners, and D.B. Root & Company. Additionally, she is affiliated with Henderson Brothers, an independent insurance agency. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm utilizes a combination of model-based and traditional portfolio construction methods, offering discretionary and non-discretionary asset management alongside participant education and plan-level services.

Britt Campbell is a CFP® professional with 45 years of experience in the financial industry. He has been with Allegheny Investments since 1991. Allegheny Investments provides investment management and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and other entities. The firm designs client strategies based on goals, risk tolerance, and tax considerations, offering both discretionary and non-discretionary account management primarily through mutual funds and third-party independent managers.

Samuel Hopps is a CFP® and Series 65 credential holder with experience at Interchange Capital Partners since 2023. Prior to joining Interchange, he worked at Industrial Scientific Corporation, Metro Benefits, Legend Financial Advisors, and Beaver Steel. He is based in Pittsburgh, PA. Interchange Capital Partners offers investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm employs a goal-focused, diversified investment approach using low-cost asset-class allocations and independent managers, and it also provides transition and M&A consulting along with sub-advisory services to private funds and separately managed accounts.

Walter West is a financial advisor with Milestone Asset Management, LLC, holding a Series 63 license and 18 years of industry experience. He has worked at Milestone since 2020 and has concurrent roles at Brookstone Capital Management and West Advisory Group. West serves as president of West Financial Group Inc., where he solicits insurance business, including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm uses a combination of tactical and strategic investment approaches with access to various sub-advisers and employs a range of investment tools including direct indexing, mutual funds, ETFs, and derivative-based strategies.

David Huber III is a financial advisor at Grant Street Asset Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Grant Street, he held roles at Morningstar and the Center for Research In Security Prices. His work history also includes positions at Group One Trading LP and DePaul University. 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 emphasizes asset allocation with a mix of mutual funds, ETFs, and individual securities, employing fundamental, quantitative, qualitative, and technical analysis tailored to client goals and risk tolerance.

Chad Warmbein is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Carnegie Investment Counsel for seven years before joining his current firm in 2022. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party managers, and it offers a variety of supplemental financial planning and consulting services.