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 at Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at BNY Mellon, First Exchange Bank, and involvement with the West Virginia Student Managed Investment Fund. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services, offering diversified global asset-allocation models and a range of investment options tailored to client objectives.

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 at Capital A Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at S.R. Snodgrass, P.C. and Butler Community College. In addition to his advisory role, Nesbitt manages Capital A Tax Solutions, LLC, providing tax preparation services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach that includes tactical asset allocation, sector rotation, and a growth/value framework, implementing portfolios through mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

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.

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has previously worked at firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he contributes as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment strategy that combines tactical asset allocation and sector rotation across mutual funds, ETFs, individual equities, and fixed income, utilizing third-party model managers and a platform with AE Wealth Management for portfolio oversight.

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 with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P. Outside of financial advisory roles, his background includes positions at Robert Morris University and John Carroll University. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, and other entities. The firm employs an open-architecture, manager-of-managers approach and offers multi-family office services alongside private fund sponsorship within its P.I. Gateway platform.

Douglas Rudnik is a financial advisor with Allegheny Investments, Ltd., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Allegheny Investments since 1994. Outside of his advisory role, he owns and operates a tax preparation business, Unified Financial, LLC, since 2015. 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, focusing on diversified portfolios primarily using mutual funds, with services that include discretionary and non-discretionary management, wrap-fee programs, and IRA rollover advice.

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 with nine years of industry experience. She holds a Series 65 designation and has worked at Cookson Peirce & Co., Inc since 2015. Cookson Peirce Wealth Management is a fee-only firm serving private clients such as individuals, trusts, endowments, and institutional clients. The firm employs a quantitative, technical-analysis approach to portfolio management and is notable for its active sub-advisory role in the Catalyst Dynamic Alpha Fund and management of wrap-fee program assets.

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.

Mario Posteraro is a CFP® professional at Roble, Belko and Company, Inc. with seven years of industry experience. He has worked at Roble, Belko and Company since 2018 and previously at PNC Wealth Management from 2015 to 2018. 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 with a core/satellite approach and incorporates passive and active strategies, including the selective use of derivatives for hedging, tax management, and income enhancement.

Jason Defelice is a Series 65-licensed financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, with three years of industry experience. Before joining Bill Few Associates, he worked at Dunbar Bender and Zapf and held positions at Robert Morris University, Westmoreland Mechanical Testing and Research, and Greater Latrobe High School. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a disciplined investment process combining fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Michael Whalen is a CFP® professional with 32 years of industry experience. He is currently with BCR Financial Services, LLC and has prior experience at LPL Financial and Lincoln Financial Securities Corporation. Whalen also holds a non-variable insurance license and operates HCMC Wealth Stewardship, LLC for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans covering tax, cash flow, investments, insurance, retirement, estate, and disability planning. The firm emphasizes analysis and planning tools without managing client assets or providing discretionary portfolio management, using fixed-fee engagements instead.

Tod Arbutina is a CFP® and PFS™ with 28 years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2020, following a 20-year tenure at LPL Financial and 26 years at Cottrill, Arbutina & Associates PC. Outside of advisory services, he is the creator and investor of a software development project, Our Data Revolution, LLC. 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 incorporating model portfolios and third-party managers, and combines tax/accounting capabilities, brokerage access, and insurance product implementation within a single platform.

Gabriel Antoni is a CFP® with six years of experience in the financial services industry. He is currently with Henderson Brothers Financial Partners LLC and has prior experience at Global Retirement Partners, LPL Financial, HB Retirement, and PNC Financial Services. He is also a shareholder in an independent insurance agency affiliated with his firm. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm offers both discretionary and non-discretionary asset management, participant education, plan-level services, and access to pooled employer plans, multiple employer plans, and recordkeeper solutions.