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.

Joshua Medure is a financial advisor at Capital A Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Capital A Wealth Management, he worked at Ernst & Young LLP and Doran Construction Inc. He has no other noted outside business activities. Capital A Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke and model portfolios supported by third-party managers and a platform arrangement.

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.

Robert Feyche is a financial advisor with Hoffman Capital Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hoffman Capital Advisors since 2020 and is also the owner and president of Feyche Investment & Financial Planning, a firm he founded in 2010. Prior to that, he worked at Ameritas Life Insurance Corp and Ameritas Investment Corp from 2003 to 2020. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors, employing a blend of investment strategies and offering a wrap-fee program with comprehensive portfolio management.

Alexandra Cameron is a CFP® with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022. Prior to that, she was with Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined eight years. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and retirement plan services. The firm employs a mix of active and passive investment strategies to construct risk-adjusted, tax-efficient portfolios tailored to client objectives.

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.

Julia Polack is a financial advisor at Rodgers Brothers, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rodgers Brothers since 2019, following six years at Northwestern Mutual Investment Management. Rodgers Brothers provides discretionary, full-scale portfolio management to a range of clients including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.

Christian Petredis is a CFA® charterholder with 10 years of industry experience. He is a member of Petredis Investment Advisors, where he has worked since 2022. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profit organizations, and businesses by providing investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services. The firm manages approximately $1.4 billion in discretionary assets and employs client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies.

Zachary Davidson is an investment adviser representative at Comprehensive Capital Management, Inc. with seven years of industry experience. His prior work includes roles at Lori A. Hodge, CPA & Associates, ACP Labchem, Inc., and Pace Analystical. He is also licensed as a life insurance agent and conducts life insurance sales. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, offering discretionary and non-discretionary portfolio management, model portfolio programs, retirement plan consulting, and financial planning. The firm employs a combination of fundamental and technical investment strategies, including tactical overlays, market timing, and actively managed model portfolios.

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.

Lee Moffatt is a financial advisor with E. E. Powell & Company Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with E. E. Powell & Company since 2009. E. E. Powell & Company provides discretionary and non-discretionary portfolio management and financial consulting billed on an hourly basis. The firm serves clients using a client-specific investment process that includes fundamental analysis, modern portfolio theory, and both long- and short-term trading approaches.

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.

Colin Barcley is a financial advisor at Milestone Asset Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Csenge Advisory Group, LLC, Financial Success Strategies, LLC, and Conscious Capital. Outside of his advisory role, he is involved in insurance sales through West Advisory Group. 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 employs a blend of tactical and strategic investment approaches using firm-developed and third-party model portfolios, sub-advisers, and derivative-based strategies.

Raymond Harper is a financial advisor with Comprehensive Capital Management, Inc. He holds a Series 63 designation and has 50 years of industry experience. Harper has worked at Comprehensive Capital Management since 2010 and has also been involved with Harper & Hodge since 2002. He serves as a board member of the Senior Citizens Caring Foundation in Beaver, Pennsylvania. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a combination of fundamental and technical investment strategies, offering both discretionary and non-discretionary account management through a network of advisers.

Charles Petredis is a financial advisor with Petredis Investment Advisors in Warrendale, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Petredis serves on finance and endowment committees for Shadyside Academy and Holy Trinity Greek Orthodox Church, and participates on the finance advisory board at Penn State Smeal College of Business. Petredis Investment Advisors serves individuals, families, retirement plans, nonprofits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm constructs client-specific, risk-adjusted, and tax-aware portfolios combining active and passive strategies, with a focus on qualitative, quantitative, and technical analysis.

Nicholas Redshaw is a financial advisor at Fragasso Wealth Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Hefren-Tillotson for nine years before joining Private Client Services in 2022. 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 an in-house portfolio management team and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting services.

Stacey Brady is a financial advisor at Diversified, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Consulting and Geneos Wealth Management. In addition to her advisory role, Brady is an independent insurance agent licensed in Pennsylvania, specializing in life and fixed annuities, long-term care, accident, and health insurance. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers a comprehensive planning process combined with discretionary and non-discretionary asset management, utilizing both third-party managers and proprietary platforms.

Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. His prior work includes nearly two decades at Scottrade and roles at TD Ameritrade Investment Management. Outside of his advisory role, he is president of the AK Football Official Chapter and officiates high school football and basketball. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a disciplined investment process that combines fundamental and technical analysis with tailored portfolio construction.

Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2014. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and other businesses. The firm employs fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies, and operates as both a registered investment adviser and broker-dealer with a multi-faceted compensation structure.

Andy Schink is a financial advisor with BCR Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Lincoln Financial Securities Corp for 14 years before joining LPL Financial in 2024. Outside of his advisory work, Schink is a business owner of 828 Brewing. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans rather than ongoing portfolio management. The firm emphasizes analysis and planning tools to generate recommendations and uses fixed-fee engagements without managing client assets.