Brian Goldman is a financial advisor at Success Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Success Wealth Management since 2018, previously with Forest Securities, Inc. and Success Financial Solutions, LLC. Outside of advising, he serves as a board member for the nonprofit One Day to Remember and is involved in media relations for the University of Pittsburgh Athletic Department. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm customizes asset allocation using Modern Portfolio Theory and conducts quarterly reviews, utilizing technology to support client engagement but not for investment decisions.

Michael Reimer is a financial advisor at Hoffman Capital Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes property and casualty insurance sales through Nationwide Insurance as an independent agent. Prior to his advisory role, he worked at Riverstone Wealth Management LLC and has longstanding experience in insurance at Allstate Insurance Company and his own agency. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $185 million in assets for about 365 clients. The firm employs a multi-disciplinary investment process combining various analytical methods and offers both discretionary and non-discretionary management with a wrap-fee structure and no account minimums.

Mark Rychel is a CFP® professional with 34 years of experience in the financial services industry. He is currently with BCR Financial Services, LLC and has previously worked at LPL Financial and Lincoln Financial Securities Corporation. Rychel is also involved with MJR Wealth Stewardship, LLC, a business entity for tax and investment purposes. BCR Financial Services, LLC provides comprehensive financial planning and consulting to individual clients, focusing on written plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets but offers advice through fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence.

Edward Beighey is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, having joined Cookson Peirce in 2025 following a 16-year tenure with PNC Bank. Cookson Peirce Wealth Management is a fee-only adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to equities and uses investment-grade bonds in fixed-income portfolios, while acting as sub-advisor to the Catalyst Dynamic Alpha Fund and managing assets within multiple wrap fee programs.

Ryan Dayton is a financial advisor at Bill Few Associates, Inc. with a Series 65 credential and over three years of experience in the financial services industry. His prior roles include positions at PNC Financial Services and Hapanowicz & Associates. Outside of his advisory work, he has experience in education and club management. 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 with asset allocation overseen by an internal Investment Policy Committee, using mutual funds as primary investment vehicles and providing both discretionary and non-discretionary account management.

Bruce Miller is a CFA® charterholder with 28 years of industry experience. He has been with Cookson, Peirce & Co., Inc. in Pittsburgh, PA, since 1999. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and professional advisors. The firm employs a quantitative, rules-based approach to equity and fixed-income portfolio management and acts as a sub-advisor to a mutual fund while managing accounts within multiple wrap fee programs.

Craig Yochum is a CFP® with nine years of industry experience. He has worked at Henderson Brothers Financial Partners LLC since 2025 and previously spent eight years with Global Retirement Partners, LLC. He is also affiliated with an insurance agency outside of his advisory role. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors. The firm focuses on retirement plan consulting under ERISA Sections 3(21) and 3(38) and offers a range of asset management solutions along with participant education and plan-level services.

William Skidmore is a financial advisor with Fragasso Wealth Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BNY Mellon, First Exchange Bank, and managing investments for the West Virginia Student Managed Investment Fund. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, offering discretionary asset management, financial planning, and retirement consulting. The firm manages approximately $3 billion in assets using a diversified global asset-allocation model with in-house portfolio management.

Benjamin Sims is a financial advisor at The Coury Firm with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. The Coury Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm employs an open-architecture, manager-of-managers investment approach and combines private fund sponsorship with multi-family office and wealth-planning services.

Andrew Pellegrino is a CFP® with 17 years of experience in the financial industry. He is currently with Plum Street Advisors, LLC in Pittsburgh, PA, where he has worked since 2023. Prior to that, he held roles at Amg Distributors, Inc. and First Quadrant, each for six years, and worked as an independent business development consultant. He also serves as a business development consultant and advisor for SAVVY Labs Inc., introducing institutional contacts to its platform. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm offers financial planning and discretionary portfolio management, emphasizing strategic asset allocation, cost control, active rebalancing, and tax-aware implementation, while utilizing both in-house portfolios and third-party separately managed account platforms.

Brett Nesbitt is a financial advisor with Capital A Wealth Management in Cranberry Township, PA, holding a Series 65 credential and one year of industry experience. Prior to joining Capital A Wealth Management, he held roles at S.R. Snodgrass, P.C., Butler Community College, RSM US LLP, Amazon, and Grand Canyon University. He is also involved in accounting and tax preparation through his role at Capital A Tax Solutions, LLC. Capital A Wealth Management provides discretionary investment management and financial planning services to individuals, foundations, trusts, corporations, and government clients. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and offers integrated tax and insurance services through affiliated entities.

Tammy Vargo is a financial advisor at Bill Few Associates, Inc. with 25 years of industry experience. She holds the Series 66 designation and has worked at Bill Few Associates, Inc. since 1997, including 21 years at Bill Few Securities, Inc. prior to that. Bill Few Associates, Inc. serves individual and high-net-worth investors, 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 committee, utilizing mutual funds as a primary investment vehicle alongside tactical tools such as covered call options and limited margin use.

Cristian Rodriguez is a financial advisor at The Coury Firm with Series 65 credentials and one year of industry experience. Prior to joining The Coury Firm, he held positions at Family Dollar, Allegent Federal Credit Union, General Dynamics Electric Boat, Ayco Goldman Sachs, East Side Management, and D'angelo Grilled Sandwiches. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other institutional clients. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship and alternative investment strategies.

Douglas Finley is a CFP® with nine years of industry experience and has been with Hunter Associates LLC since 2016. He is based in Pittsburgh, PA, and also performs as a musician at various local venues outside of his advisory role. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through long- and short-term equity strategies, option writing, and a manager-of-managers program tailored to each client’s investment policy.

Scott Bruce is a CFP® with 20 years of experience in the financial services industry. He currently works at Diversified, LLC and has previously been affiliated with Geneos Wealth Management Inc, Commonwealth Financial Network, and Integrity Wealth Consulting. He also holds a license as an independent insurance agent for life, health, disability, and long-term care 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 emphasizes a comprehensive planning process with ongoing asset management and offers a range of services including wrap programs and access to third-party advisory platforms.

Christian Ordonez is a financial advisor at The Coury Firm in Pittsburgh, PA, with six years of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, Goldman Sachs & Co. LLC, and The Ayco Company. Prior to his advisory roles, he held positions at Robert Morris University and John Carroll University, and was involved with Bados Cucina. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, and other institutions. The firm utilizes an open-architecture, manager-of-managers approach and offers multi-family office services alongside sponsorship and management of affiliated private funds through its P.I. Gateway platform.

Douglas Rudnik is a financial advisor at Allegheny Investments with 32 years of industry experience. He has worked at Allegheny Investments since 1994. Outside of his advisory role, he owns Unified Financial, LLC, an income tax preparation business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm constructs tailored client strategies using primarily mutual funds, combining in-house research with third-party manager recommendations.

Stephen Gaustad is a financial advisor at Galvin, Gaustad & Stein, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Foothill Securities, Inc., Black, Gould & Associates, and Brokerage Professional, Inc. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

Beth Williams is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 10 years of industry experience. She holds a Series 65 credential and has been with Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors. The firm employs a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and it participates as sub-advisor to the Catalyst Dynamic Alpha Fund as well as in multiple wrap fee programs.

Brian Jourdan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Bill Few Associates, Inc. since 2004. He holds a Series 66 license and is based in Sewickley, Pennsylvania. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a disciplined investment process involving fundamental and qualitative analysis, asset allocation oversight by an internal committee, and regular rebalancing, with a focus on mutual funds and cost efficiency.