Sarah Veverka is a CFP® with two years of industry experience, currently affiliated with Guyasuta Investment Advisors, Incorporated. Her prior experience includes roles at Waldron Private Wealth, LLC, Key Private Bank, and Highmark Health Solutions. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, institutions, and government entities. The firm employs a team-based approach that combines top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.

Mark Rodgers is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Rodgers Brothers, Inc., where he has worked since 2010. The firm is a team of nine advisors based in Harmony, PA. Rodgers Brothers, Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, charitable organizations, and pension plans, typically managing accounts with minimums around $1 million. The firm uses a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, offering tailored strategies that may involve long-term holdings, trading, options, short sales, and margin use.

Louis Frank is a Series 65-credentialed financial advisor with nine years of industry experience. He has worked at multiple firms including LotusGroup Advisors, LotusGroup Capital, Beacon Peak Partners, Capital Connect LLC, and Fortis Asset Management. Frank is the managing partner of Magnolia Holdings, LLC, a holding company currently without assets. He is part of Invicta Advisors LLC, an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a mix of fundamental, quantitative, and qualitative analysis with both long- and short-term strategies tailored to client objectives and risk tolerance.

Charles Petredis is a CFA® charterholder with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.

Jason Bolen is a CFP® professional with nine years of industry experience, currently serving at Allegheny Investments. He has been associated with Cunningham Powell Alexander A.C. since 2013. Outside of his advisory role, Bolen is involved as a trustee at Chestnut Ridge Church and participates in community organizations such as Compass Women's Center. 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 and emphasizes personalized, diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 20 years of industry experience. He has been with Guyasuta Investment Advisors since 2005. Beukema holds a Series 65 designation. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated with one year of industry experience. He holds a Series 65 credential and previously worked at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is notable for its work with municipal and institutional clients.

Gregory Teal is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Invicta Advisors LLC since 2018 and previously worked at Trustmont Advisory Group, Inc. from 2007 to 2018. Outside of his advisory role, he serves as an elder at Valley Point Church, where he manages business matters and prepares the congregation’s budget, and he owns a company that develops family-oriented mobile applications. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, and qualitative analysis to support both long- and short-term investment strategies and offers a range of advisory arrangements including discretionary and non-discretionary services.

Robert Holdcroft is a financial advisor with Three Cord True Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Advisers, Rosenthal Wealth Management, Voya Financial Advisors, and The AYCO Company. He serves as a board member for the Marshall Heights Homeowners Association. Three Cord True Wealth Management, LLC provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans. The firm focuses on diversified, asset-allocation-driven portfolios and offers a range of advisory services including portfolio management, retirement plan advisory, and IRA rollover guidance.

Matthew Kloos is a financial advisor with Success Wealth Management LLC in Wexford, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Cetera, PNC Bank, and Mutual of Omaha. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across 814 client relationships, employing Modern Portfolio Theory for asset allocation and utilizing sub-advisor arrangements, with accounts reviewed at least quarterly.

William Nelson is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 13 years of industry experience. He has been with Quattro Advisors since 2011. Outside of his advisory role, he owns Innova Management, LLC, a business involved in house renovations and property management. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and is notable for sponsoring and advising proprietary private funds as well as its registration as a commodity pool operator.

William Nichols is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Bill Few Associates, Inc. since 2007. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, primarily using mutual funds.

Nicholas Raught is a CFP® with 10 years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC. He previously worked with LPL Financial, LLC and Cottrill, Arbutina Wealth Management Group. Raught is also involved in a family business managing a commercial real estate property. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach, utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Susan Faust is a Series 66 credentialed financial advisor with 20 years of industry experience. She has been with Bill Few Associates, Inc. since 2015. 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 employs a combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Ronald Bartosh Jr. is a financial advisor with Guyasuta Investment Advisors, Incorporated, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Guyasuta Investment Advisors since 1999. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based investment approach that integrates top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.

Rhylie Rearick Ochs is a CFP®-certified financial advisor with Allegheny Investments, bringing 21 years of industry experience. She has been with Rearick & Company since 2004. In addition to her advisory work, she provides notary services and prepares standard tax returns for clients. Allegheny Investments offers investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, utilizing in-house research-driven model portfolios and both discretionary and non-discretionary management options.

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.

Andrei Voicu is a CFP® professional with 22 years of experience in the financial industry. He has been with Quattro Advisors L.L.C. since 2016, where he is part of a five-advisor team based in Pittsburgh, PA. Quattro Advisors offers investment advisory, financial planning, and family-office style services to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm provides tailored advice combining financial planning with active portfolio oversight and manages investments across public and private markets, including proprietary private funds and commodity pools.

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.