Rhylie Rearick Ochs is a CFP® certificant with 21 years of industry experience, currently with Allegheny Investments in Pittsburgh, PA. She has been associated with Rearick & Company since 2004. Outside of her advisory role, Rhylie provides notary and tax preparation services for clients. Allegheny Investments offers investment management and financial planning to individuals, trusts, estates, and institutional entities. The firm develops customized strategies based on clients’ goals, risk tolerance, and tax considerations, utilizing mutual funds, third-party managers, and both discretionary and non-discretionary account management.

Kimberly Zeis is a financial advisor at Bill Few Associates, Inc. with 19 years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 1998. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, and employs mutual funds as a core investment vehicle.

Roger Roble is a financial advisor with Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Roble, Belko and Company since 2000. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment process emphasizing strategic asset allocation and a core/satellite approach, incorporating both traditional and non-traditional strategies, with attention to tax outcomes and risk management.

Adam Logan is a CFA® charterholder with four years of industry experience. He has worked at Bill Few Associates, Inc. since 2022 and previously held positions at Newton Investments, Mellon Investments, and Mellon Capital Management. 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 combination of fundamental and qualitative analysis with an internal Investment Policy Committee guiding asset allocation and emphasizes mutual funds and periodic rebalancing in its investment approach.

Brian Gongaware is a CFP® professional with 27 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2009 and previously spent 10 years at NetWorth Investment Advisors, Inc. Outside of his advisory role, he is the proprietor of BTGongo, LLC. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm combines fundamental and technical analysis within a strategic asset allocation framework and uses independent managers alongside mutual funds, ETFs, and private placements.

John Krolikowski is a financial advisor with Trebuchet Consulting, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trebuchet Consulting since 2006. Trebuchet Consulting provides financial planning and wealth management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset allocation guidance, primarily operating on a non-discretionary basis with a client-centered investment process.

James Denny is a financial advisor with Financial Freedom House in Pittsburgh, PA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Triad Advisors, Inc. for 12 years before joining CYGNET FINANCIAL PLANNING, INC. (dba Financial Freedom House), where he has been since 2003. He is also the managing partner of CAER LLC, serving as a fiduciary adviser to qualified retirement plan trustees and participants. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and sponsors of qualified retirement plans. The firm employs a fiduciary-based approach emphasizing Modern Portfolio Theory, strategic asset allocation primarily through ETFs and passively managed funds, and uses Monte Carlo simulation and ongoing financial-plan modeling to evaluate goal probabilities.

Serhiy Zayats is a financial advisor at Fragasso Wealth Advisors with eight years of industry experience and holds the Series 65 designation. His prior work experience includes roles at Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. 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, financial planning, retirement plan consulting, and other advisory services.

Mallory Labik is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Fragasso Financial Advisors since 2016 and previously at LPL Financial LLC and Yanni & Associates Investment Advisors. 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 with in-house portfolio management and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Bryan Hoover is a Certified Financial Planner® with 18 years of industry experience. He has worked at Allegheny Investments since 2017 and previously held roles at Fragasso Financial Advisors and LPL Financial. He serves as Vice President of the Pittsburgh Society of Investment Professionals. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and institutional clients. The firm uses a combination of in-house research and third-party managers to build portfolios tailored to client goals, time horizons, risk tolerance, and tax considerations.

Kenneth Como is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Bill Few Associates since 1992 and was previously with Bill Few Securities, Inc. for 24 years. Outside of finance, he has a background as a sound engineer spanning nearly four decades. 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 combination of fundamental and qualitative analysis with an internal Investment Policy Committee guiding asset allocation, primarily using mutual funds and conducting regular share-class reviews.

Collin Glover is a financial advisor at Legacy Edge Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, Tiaa, and The Huntington Investment Company. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, using a range of investment strategies including fundamental, quantitative, and technical analysis. The firm manages accounts on a discretionary basis and offers both one-time financial plans and ongoing asset management.

Eric Fencil is a CFA® charterholder with two years of industry experience and is currently an advisor at Petredis Investment Advisors. He has worked at the firm since 2024 and also teaches accounting courses as an adjunct professor at La Roche University. Additionally, he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, families, retirement plans, non-profits, and businesses. The firm employs both active and passive strategies across multiple asset classes and actively monitors portfolios to manage risk and tax efficiency.

Thomas Beilstein is a financial advisor at Bill Few Associates, Inc. with 30 years of industry experience. He has held positions at Bill Few Securities, Inc. from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1991. He holds Series 63 and Series 65 licenses. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm’s investment process integrates fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call option strategies and limited margin use with client consent.

Ryan Lacey is a CFP® with 10 years of industry experience and has been with Roble, Belko and Company, Inc. since 2008. He is based in Sewickley, PA, and holds a Series 63 license. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment 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.

Alexandra Cameron is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022, and previously spent six years at Wells Fargo Clearing. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses by providing investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm constructs risk-adjusted, tax-efficient portfolios using a combination of active and passive strategies and employs a variety of analytical methods to guide security selection.

Edward Snyder is a CFP® professional with 32 years of industry experience. He has been with Bill Few Associates, Inc. since 1992 and 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 providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and regular rebalancing, with a focus on mutual funds and annual share-class reviews.

Christian Petredis is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Petredis Investment Advisors since 2022 and was previously employed at Wells Fargo Clearing from 2016 to 2022. Petredis is based in Warrendale, PA, and is part of a seven-advisor team. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and fiduciary and non-fiduciary retirement plan services. The firm employs risk-adjusted, tax-efficient asset allocations combining active and passive strategies across multiple asset classes and actively monitors portfolios using various analytical methods.

Reshelle Barrett is a CFP® professional with 32 years of industry experience currently at Bill Few Associates, Inc. She has worked with Bill Few Securities from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1993. Bill Few Associates, Inc. serves individual and high-net-worth investors, as well as charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call options and limited margin use with client consent.

Athena Mallios is a CFP® and Series 65-licensed financial advisor at Petredis Investment Advisors with three years of industry experience. She has held roles at Enterprise Technology Research, Royal Caribbean Cruises Ltd., and Walt Disney World Resort. Outside of finance, she was involved with Michele's Dance Center for one year. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, high-net-worth families, retirement plans, nonprofits, and businesses. The firm combines active and passive strategies across various asset classes and employs risk-adjusted, tax-efficient asset allocations with ongoing portfolio monitoring.