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Robert F
Series 63, Series 65
Cranberry Twp, PA
Hoffman Capital Advisors LLC
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 C
CFP®, Series 66
Warrendale, PA
Petredis Investment Advisors
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 S
CFP®, Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
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 P
CFP®, Series 63, Series 66
Harmony, PA
Rodgers Brothers, Inc.
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 P
CFA®, Series 66
Warrendale, PA
Petredis Investment Advisors
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 D
Series 63, Series 65
Mars, PA
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.
Zachary Davidson is a financial advisor with Comprehensive Capital Management, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining his current firm, he worked at Lori A. Hodge, CPA & Associates, ACP Labchem, Inc., and Pace Analytical. Outside of his advisory role, he is licensed as a life insurance agent and is involved in tax preparation through Lori A. Hodge, CPA & Associates. Comprehensive Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a mix of strategic and tactical asset-allocation approaches, combining fundamental, technical, and charting analysis, and offers discretionary and non-discretionary portfolio management along with retirement plan consulting.
Reshelle B
CFP®, Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
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.
Jeffrey T
Series 63
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers 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, and is noted for its work with municipal and other government clients.
Lee M
Series 63, Series 65
Seven Fields, PA
E. E. Powell & Company Inc.
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 M
CFP®, Series 65
Warrendale, PA
Petredis Investment Advisors
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 B
Series 66
Pittsburgh, PA
Milestone Asset Management, LLC
Colin Barcley is a financial advisor with Milestone Asset Management, LLC, holding a Series 66 credential and five years of industry experience. He previously worked at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. In addition to his advisory role, he is involved in insurance sales through West Advisory Group, focusing on life, long-term care, and fixed annuity products. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 relationships, employing a mix of internally managed and third-party model portfolios with discretionary management and tactical and strategic approaches.
Raymond H
Series 63
Beaver, PA
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.
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 been with Comprehensive Capital Management and its affiliated entities since 2010 and has operated Harper & Hodge since 2002. He serves as a board member of the Senior Citizens Caring Foundation in Beaver, Pennsylvania. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, and financial planning. The firm employs a combination of fundamental and technical approaches, including tactical overlays and market-timing strategies, offering both discretionary and non-discretionary account management.
Charles P
Series 63, Series 65
Warrendale, PA
Petredis Investment Advisors
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 R
Series 66
Sewickley, PA
Fragasso Financial Advisors
Nicholas Redshaw is a financial advisor at Fragasso Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson from 2013 to 2022 before joining Fragasso in 2022. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and a variety of advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis with ongoing portfolio monitoring and client review.
Eric S
Series 65, Series 63
Oakmont, PA
Invicta Advisors LLC
Eric Smith is a financial advisor with Invicta Advisors LLC in Oakmont, PA, holding Series 65 and Series 63 designations and 21 years of industry experience. He has been with Invicta Advisors since 2018 and also operates 1682 Wealth Management, LLC, where he provides ancillary and business operating services. Invicta Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a combination of fundamental, quantitative, and qualitative analysis, offering both discretionary management programs and consultative financial planning tailored to client objectives and risk tolerance.
Frank N
CFP®, Series 63, Series 66
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Frank Neiderhiser is a CFP® professional with 24 years of industry experience, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. He previously worked at TD Ameritrade Investment Management and Scottrade. Outside of his advisory role, Neiderhiser is president of the AK Football Official Chapter and officiates high school football and basketball through the PIAA. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and conducting ongoing portfolio monitoring with quarterly reviews.
Andrew W
Series 63, Series 66
Seven Fields, PA
E. E. Powell & Company Inc.
Andrew Whalen is a financial advisor at E. E. Powell & Company Inc. with 11 years of industry experience. He has been with the firm since 2014 and holds Series 63 and Series 66 licenses. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management along with hourly financial consulting. The firm advises across a broad range of securities and employs a client-specific investment process that combines fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies.
Andy S
Series 66
Wexford, PA
BCR Financial Services, LLC
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.
Henry K
Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.
William B
CFP®, CFA®
Sewickley, PA
Roble, Belko and Company, Inc.
William Belko is a CFP® and CFA® with 25 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2002 and is based in Sewickley, PA. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process focused on strategic asset allocation and utilizes a core/satellite approach with both passive and active strategies, including selective use of derivatives for hedging, tax management, and income enhancement.
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