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.

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.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.

Mark Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding a Series 65 designation and 46 years of industry experience. He has been with Rodgers Brothers since 1985. Outside of his advisory role, he serves as Secretary and Trustee for Friends of Quaker Valley Schools, a nonprofit organization. Rodgers Brothers provides discretionary, full-scale portfolio management to a diverse client base 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 to client objectives and risk tolerances.

Lutelles White is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at TIAA and Waddell & Reed. Outside of advising, he owns and manages rental properties. 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 and quantitative analysis. The firm manages over $1.2 billion in discretionary assets across multiple advisory teams.

Serhiy Zayats is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 65 designation and seven years of industry experience. His prior work includes roles at Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis and third-party sub-advisors in its investment approach.

David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. 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 assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.

Alison Wilson is a financial advisor at Fort Sheridan Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Aurora Securities and Western International Securities. She serves as Secretary of the Board for Hounds of Honor, a nonprofit organization. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach that combines quantitative optimization, computer models, technical analysis, and qualitative judgment to manage customized portfolios and oversee sub-advisers.

Mallory Labik is a financial advisor at Fragasso Wealth Advisors with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fragasso Financial Advisors since 2016, with prior experience at LPL Financial LLC and Yanni & Associates Investment Advisors. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm emphasizes diversified, global asset-allocation models and integrates financial advice with accounting expertise through licensed CPA representatives.

Bryan Hoover is a CFP® with 17 years of industry experience, currently serving as an advisor at Allegheny Investments since 2017. He previously worked at Fragasso Financial Advisors and LPL Financial, LLC. He is also the vice president of the Pittsburgh Society of Investment Professionals. 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 assets and emphasizes diversified, personalized portfolio strategies with ongoing monitoring and third-party manager selection.

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.

Gary Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Rodgers Brothers since 1985. Outside of his advisory role, he serves on the board and as secretary of Aligned Partners Trust and acts as its treasurer. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm manages approximately $965 million in client assets using a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis.

Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.

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 in Cranberry Township, PA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Capital A, he worked at Ernst & Young LLP and Doran Construction Inc. Joshua has no industry experience before 2026. Capital A Wealth Management serves a diverse clientele including individuals, high-net-worth households, institutions, and charitable organizations. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers.