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.

Nicole Gabriel is a CFP® with 10 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2015. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profit organizations, and institutional clients. The firm combines fundamental and technical analysis with a long-term strategic asset allocation framework and tailors portfolios to client risk tolerance and time horizon.

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 Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Fragasso since 2016, including experience at LPL Financial. Bryan also maintains an independent insurance agent role. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a range of advisory services. The firm specializes in diversified, global asset-allocation models and integrates financial advice with accounting expertise, offering services tailored to high-net-worth households and institutional clients.

Daniel Meyers is a CFP® professional with 13 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2013. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis approach to guide investment decisions and manages approximately $2.32 billion in discretionary assets.

Alan Pershing is a financial advisor at Milestone Asset Management, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PNC Wealth Management. Since 2018, he has also been a financial consultant with West Financial Group Inc., focusing on insurance products including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning services to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches using firm-developed and third-party model portfolios, derivative-based strategies, and sub-advisers.

Constantine Mamakos is a financial advisor at Venator Management LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Venator Management since 2013. The firm serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension and profit-sharing plans, trusts, foundations, and endowments. Venator employs an opportunistic, value-oriented investment approach focused on fundamental analysis and a margin-of-safety, managing both long-only multi-cap value portfolios and a hedge fund program with long, short, options, credit, and private securities strategies.

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® with 44 years of industry experience and has been with Allegheny Investments since 1991. He holds a Series 63 license and is based in Mars, PA. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with an emphasis on personalized strategies and ongoing monitoring.

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.

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.

Kent Markle is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of his advisory work, he operates as an independent contractor for several fireworks display companies. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation overseen by an internal Investment Policy Committee, and periodic rebalancing, with a focus on mutual funds and client-specific tactical strategies.

Aimee Toth is a financial advisor with Invicta Advisors LLC, holding 19 years of industry experience. She has worked at Invicta Advisors and Invicta Capital LLC since 2018 and was previously with Trustmont Financial Group and Trustmont Advisory Group. In addition to her advisory role, she practices law at Three Rivers Law Partners. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a variety of advisory arrangements, including discretionary and non-discretionary services.

Michael Woomer is a financial advisor with Guardian Wealth Partners, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at Carnegie Investment Counsel for six years and has been with Guardian Life Insurance Company and Park Avenue Investment Advisory since 2022. Guardian Wealth Partners, LLC, doing business as Park Avenue Investment Advisory, serves individual investors, high-net-worth clients, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, business exit consulting, and retirement plan services through a hybrid advisor model.

Ryan Grove is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. His career includes roles at Northwestern Mutual Investment Management, Hornor Townsend & Kent LLC, and Modus Vivendi LLC. Outside of his advisory work, he volunteers as a youth soccer coach and occasionally undertakes photography assignments. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting for individuals and institutional clients, including retirement plans and nonprofit organizations. The firm manages approximately $952 million in discretionary assets and uses a multi-advisor team approach, employing risk-and outcomes-based asset allocation with fundamental, quantitative, and qualitative analysis to tailor client portfolios.

Ward Garner is a CFP® with 34 years of industry experience, currently affiliated with Bill Few Associates, Inc. in Sewickley, PA. He has worked at Bill Few Associates since 1995 and was previously with Bill Few Securities, Inc. for 24 years. Outside of advising, he is the author of a book titled "How To Protect My Million," published in 2016. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management and financial planning with an investment approach centered on asset allocation guided by fundamental and qualitative analysis.

Rodney Engh is a CFP® with 26 years of industry experience, currently serving at Bill Few Associates, Inc. He has been with the firm since 2000 and previously worked at Bill Few Securities, Inc. for 20 years. Outside of his advisory role, he is a 50% owner of a real estate investment company, Bevollie, LLC. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a blend of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee and offers both discretionary and non-discretionary account management.