Hapanowicz Financial

Christina Simmonds is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with 10 years of industry experience. She holds the Series 66 designation and has worked at Hapanowicz & Associates Financial Services, Inc. since 2015 and LPL Financial LLC since 2012. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages client accounts on a discretionary basis through LPL Financial’s SWM platform, using strategic and tactical asset allocation alongside model mutual-fund portfolios tailored to clients’ risk tolerance and objectives.

Robert Hapanowicz is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with LPL Financial since 2011 and has been involved with Hapanowicz & Associates in various capacities since 1989. In addition to advisory services, he owns and supervises Hapanowicz Financial Tax Services, LLC, providing tax preparation and accounting services. Hapanowicz Financial offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages discretionary asset allocations through the Hapanowicz SWIM program, employing strategic and tactical asset allocation within multiple platform relationships and providing participant educational presentations.

Robert Hapanowicz is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with seven years of industry experience. He holds the Series 66 designation and has worked at Hapanowicz & Associates Financial Services, Inc. and LPL Financial LLC. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers discretionary asset management through its Hapanowicz SWIM program, combining strategic and tactical asset allocation with model mutual-fund portfolios tailored to clients’ risk tolerance, liquidity needs, and time horizons.

Ryan Blodgett is a financial advisor at Hapanowicz Financial with three years of industry experience. He holds the Series 66 designation and has been associated with Hapanowicz & Associates Financial Services Inc. since 2016 and LPL Financial since 2015. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm uses a combination of strategic and tactical asset allocation within discretionary asset management programs delivered through LPL Financial’s SWM platform.

Eric Forsythe is a financial advisor at Hapanowicz Financial in Pittsburgh, PA. He holds a Series 65 designation and has recently transitioned from a 12-year tenure at LKQ Corporation to his current role. Forsythe joined Hapanowicz Wealth Management in 2025. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm employs a discretionary asset management approach through its SWIM program, combining strategic and tactical asset allocation to align investments with clients’ risk tolerance and financial goals.

Nicholas Kerr is a CFP® professional with one year of experience at Hapanowicz Financial. Prior to joining Hapanowicz Financial, he worked in roles at PNC, Mortgage Connect, Kisling, Nestico, Redick, and Louis Perrotta P.C. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers discretionary asset management through its Strategic Wealth Investment Management (SWIM) program, combining strategic and tactical asset allocation with model mutual-fund portfolios tailored to clients’ risk tolerance and financial goals.

Charles Davis III is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Moralis Technologies, LLC and MFA Wealth Advisors, LLC. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages client accounts through a discretionary asset management program that combines strategic and tactical asset allocation using model mutual-fund portfolios aligned with clients’ risk tolerance and financial goals.

Dante Sienko is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Federated Investment entities. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages client accounts through LPL Financial’s SWM platform, employing strategic and tactical asset allocation and model mutual-fund portfolios tailored to clients’ risk tolerance and objectives.