Edward Aufman is a CFP® professional with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014, where he is part of a three-advisor team. Aufman Associates provides investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations. The firm employs a long-term, fundamental investment approach that combines active and passive strategies and accepts complex operational roles such as trustee and bill-paying services.

Tyler Houston is a CFP® professional at EWA, LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. EWA, LLC is a registered investment adviser managing approximately $750.7 million for around 397 clients through a nine-advisor team. The firm offers comprehensive wealth management services, including portfolio management, retirement-plan analysis, tax planning via an affiliated entity, and insurance products, emphasizing long-term strategies, diversification, and tax-aware asset location.

Rachel Weaver is a financial advisor at Fragasso Wealth Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked at Fragasso Financial Advisors since 2013, including roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation strategy with an in-house portfolio management team and offers both discretionary and non-discretionary advisory services.

Mia Kovacs is a CFP® with 14 years of industry experience, currently serving at Bill Few Associates, Inc. since 2015. She previously worked at Bill Few Securities, Inc. from 2015 to 2021. 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 guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Jason Bendik is a financial advisor at Allegheny Investments with eight years of industry experience. He holds a Series 66 designation and has worked at Pandolfo Bendik, Ltd for 15 years. Outside of advisory services, he serves as president of an accounting and tax firm. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio and planning solutions using primarily mutual funds, in-house research, and third-party managers, and features a mix of discretionary and non-discretionary account management.

Andrew Sencindiver is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Guyasuta in 2023, he worked at The Hillman Company from 2013 to 2023. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based investment approach that combines top-down macro analysis with bottom-up fundamental research, managing primarily concentrated equity portfolios alongside laddered fixed-income strategies.

Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.

David Rishel is a CFP® professional with 28 years of industry experience, currently affiliated with Bill Few Associates, Inc. since 2012. He has held positions at Summit Street Capital Management, LLC, Aca Group, and Foreside. In addition to his advisory role, Mr. Rishel works as a consultant with Keystone Adviser Compliance LLC, providing regulatory compliance services to investment advisors and broker-dealers. 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 utilizes a combination of fundamental and qualitative analysis, asset allocation by an internal committee, and periodic rebalancing, with a focus on mutual funds and tactical strategies implemented with client consent.

David Rearick is a financial advisor at Allegheny Investments with 41 years of industry experience. He has been with Allegheny Investments since 1998 and holds Series 63 and Series 65 licenses. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio management and financial planning solutions, utilizing mutual funds and third-party managers, with an investment approach that considers client goals, risk tolerance, and tax factors.

Adam Scholl is a CFA® charterholder with 24 years of industry experience. He has been with Henry H. Armstrong Associates, Inc. in Pittsburgh, PA since 2001. Henry H. Armstrong Associates provides investment supervisory and wealth advisory services to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a fundamental, long-term investment approach focused on growth-oriented U.S. equity portfolios and uses municipal and corporate debt strategies alongside selective mutual fund and ETF holdings.

Brianne King is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and Fragasso Financial Advisors throughout her career. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients including retirement plan sponsors and charitable institutions. The firm manages roughly $3 billion in assets using a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Brian Regan is a financial advisor with Investment Research Corp in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been affiliated with World Capital Brokerage, Inc. since 2008. Outside of his advisory role, Regan is licensed to sell various insurance products and annuities, a business he has been involved with since 1986. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad range of investment products, including equities, debt securities, and mutual funds.

Paul Mehno Jr. is a financial advisor at Fragasso Wealth Advisors with 29 years of industry experience. He holds the ChFC® designation and has worked at Fragasso Financial Advisors since 2018, following nearly two decades at AXA Advisors. He also provides tax preparation and independent insurance services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation strategy with an in-house portfolio management team that offers discretionary and non-discretionary advisory services tailored to both individual and plan clients.

Jeffry Marzina is a CFP® professional with 36 years of industry experience, currently with Bill Few Associates, Inc. in Pittsburgh, PA. He has worked at Bill Few Associates since 1990 and was previously with 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’s investment approach includes fundamental and qualitative analysis, asset allocation guided by an internal committee, and the use of mutual funds alongside tactical strategies such as covered call options with client consent.

Christopher Duerr is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Interchange Capital Partners since 2020 and was previously with UBS Financial Services from 2013 to 2020. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, tax- and fee-aware implementation, and broad diversification using low-cost ETFs, often employing third-party managers and model portfolios tailored to clients’ risk tolerance and liquidity needs.

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.