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.

David Fallgren is a CFA® charterholder with 25 years of experience in the investment industry. He has worked at Venator Management LLC since 2020 and previously spent seven years at Rockshelter Capital Management LLC. Based in Pittsburgh, PA, he is one of two advisors at Venator Management. Venator Management LLC serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension plans, trusts, foundations, and endowments. The firm employs an opportunistic, value-oriented investment approach with a margin-of-safety philosophy, managing both multi-cap value portfolios and a private hedge fund with long and short positions, options, and credit securities.

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.

James Lange is the managing member of Lange Financial Group, LLC in Pittsburgh, PA, with 23 years of industry experience. He is also the owner of a CPA firm, a law firm, and a life and health insurance company. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing financial planning, consulting services, and educational programming such as seminars and a monthly newsletter. The firm refers clients to independent investment managers rather than managing portfolios directly, operating without investment discretion or custody.

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.

Michael Marion is a CFP® with 35 years of experience in the financial industry. He is the managing partner of Marion Wealth Management and WealthPointe Financial LLC, and has held roles at Wells Fargo Advisors and United Planners' Financial Services of America. He is also a licensed independent insurance agent specializing in non-variable insurance products. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses a range of analytical strategies and integrates third-party implementation platforms to manage tailored investment solutions across various risk profiles.

Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.

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.

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.

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.

Ryan Labriola is a financial advisor at Astra Prime Wealth Management in Pittsburgh, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PNC Bank, the National Security Agency, and the Pittsburgh Penguins. He also spent five years at Carnegie Mellon University. Astra Prime Wealth Management is a state-registered investment manager serving pooled vehicles, institutional-style accounts, and a range of other clients. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, and incorporates a broad set of instruments including derivatives, offering both discretionary and non-discretionary management tailored to client objectives.

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.

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.

Jeffrey Lott is a financial advisor at Marion Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. Outside of his advisory work, he is a partner and owner of WealthPointe Financial LLC, an independent insurance agency specializing in non-variable insurance. Marion Wealth Management is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets with a team of five advisors and employs a mix of fundamental, technical, and modern-portfolio strategies, including the use of derivatives and third-party sub-advisors, to construct diversified portfolios.