Charles Petredis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Petredis Investment Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member at The Saint Constantine School of Pittsburgh and is a member at large of the Whitetail Crossing Homeowners Association. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, retirement plans, non-profits, and businesses. The firm employs a combination of active and passive strategies across various asset classes, focusing on risk-adjusted, tax-efficient allocations tailored to client objectives.

Jason Bolen is a CFP® professional with nine years of industry experience, currently serving at Allegheny Investments in Pittsburgh, PA. He has been associated with Cunningham Powell Alexander A.C. since 2013. Outside of his advisory role, Bolen is a trustee at Chestnut Ridge Church and involved with Compass Women’s Center. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, among other clients. The firm develops tailored client strategies using mutual funds and third-party managers, offering both discretionary and non-discretionary account management.

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 at Three Cord True Wealth Management, LLC with 13 years of industry experience. He has held positions at several firms, including Rosenthal Wealth Management and The AYCO Company, L.P./Mercer Allied. He serves as a board member of the Marshall Heights Homeowners Association. 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 using LPL Research, model portfolios, and third-party managers, and offers integrated tax, brokerage, insurance, and wrap-fee program solutions.

Matthew Kloos is a financial advisor at Success Wealth Management LLC in Wexford, PA. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Cetera, PNC Bank, and Mutual of Omaha Investor Services. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on client goals, conducting quarterly reviews and implementing both long- and short-term strategies.

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® 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.

Andrei Voicu is a CFP® with 22 years of industry experience, currently serving at Quattro Advisors L.L.C. since 2016. His prior roles include positions at Coury Investment Advisors, LPL Financial, and Fragasso Wealth Advisors. Quattro Advisors is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and family office services primarily to high-net-worth individuals, corporate executives, trusts, small businesses, and pooled investment clients. The firm customizes portfolios to align with client objectives and risk tolerance, utilizing a diversified mix of equities, fixed income, real estate, and private investments, and sponsors proprietary privately offered pooled funds with affiliations to several general partners.

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.

John Kirkpatrick is a financial advisor at Henderson Brothers Financial Partners LLC with 15 years of industry experience. He holds a Series 63 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a blend of direct portfolio management and selection of third-party investment programs, utilizing various analytical techniques and offering a broad range of investment products.

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.