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Mallory L
Series 65, Series 63
Sewickley, PA
Fragasso Financial Advisors
Mallory Labik is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Fragasso Financial Advisors since 2016 and previously worked at LPL Financial LLC from 2016 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates fundamental analysis, offering tailored investment solutions across a broad range of asset classes.
Bryan H
CFP®, Series 66
Pittsburgh, PA
Allegheny Investments
Bryan Hoover is a CFP® with 17 years of industry experience, currently serving as an advisor at Allegheny Investments since 2017. He previously worked at Fragasso Financial Advisors and LPL Financial, LLC. He is also the vice president of the Pittsburgh Society of Investment Professionals. 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 assets and emphasizes diversified, personalized portfolio strategies with ongoing monitoring and third-party manager selection.
Kenneth C
Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
Kenneth Como is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Bill Few Associates since 1992 and was previously with Bill Few Securities, Inc. for 24 years. Outside of finance, he has a background as a sound engineer spanning nearly four decades. 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 employs a combination of fundamental and qualitative analysis with an internal Investment Policy Committee guiding asset allocation, primarily using mutual funds and conducting regular share-class reviews.
Collin G
Series 63, Series 65
Coraopolis, PA
Legacy Edge Advisors
Collin Glover is a financial advisor at Legacy Edge Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA-CREF, Tiaa, and The Huntington Investment Company. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts, using a range of investment strategies including fundamental, quantitative, and technical analysis. The firm manages accounts on a discretionary basis and offers both one-time financial plans and ongoing asset management.
Eric F
CFA®
Warrendale, PA
Petredis Investment Advisors
Eric Fencil is a CFA® charterholder with two years of industry experience and is currently an advisor at Petredis Investment Advisors. He has worked at the firm since 2024 and also teaches accounting courses as an adjunct professor at La Roche University. Additionally, he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, families, retirement plans, non-profits, and businesses. The firm employs both active and passive strategies across multiple asset classes and actively monitors portfolios to manage risk and tax efficiency.
Jacob P
CFP®, ChFC®, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.
Thomas B
Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
Thomas Beilstein is a financial advisor at Bill Few Associates, Inc. with 30 years of industry experience. He has held positions at Bill Few Securities, Inc. from 1997 to 2021 and has been with Bill Few Associates, Inc. since 1991. He holds Series 63 and Series 65 licenses. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm’s investment process integrates fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and includes tools such as covered call option strategies and limited margin use with client consent.
Joshua M
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Joshua Medure is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Capital A, he worked at Ernst & Young LLP and Doran Construction Inc. Joshua has no industry experience before 2026. Capital A Wealth Management serves a diverse clientele including individuals, high-net-worth households, institutions, and charitable organizations. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers.
Ryan L
CFP®, Series 63
Sewickley, PA
Roble, Belko and Company, Inc.
Ryan Lacey is a CFP® with 10 years of industry experience and has been with Roble, Belko and Company, Inc. since 2008. He is based in Sewickley, PA, and holds a Series 63 license. 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 focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.
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.
Kevin B
Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Kevin Bove is a financial advisor with Henderson Brothers Financial Partners LLC in Pittsburgh, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Henderson Brothers in 2025, he worked at Global Retirement Partners, LLC and HB Retirement, and has been associated with LPL Financial since 2013. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a multi-team structure and uses a range of investment strategies and products, including direct portfolio management and third-party investment programs, serving both non-high-net-worth and high-net-worth clients.
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.
Daniel H
Series 63, Series 65
Pittsburgh, PA
Cookson Peirce Wealth Management
Daniel Henderson is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, with 23 years of industry experience. He has been with Cookson, Peirce & Co., Inc. since 2002 and holds Series 63 and Series 65 licenses. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional clients, and professional advisors with wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis approach to investment decisions and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.
Luke O
CFA®, Series 63, Series 65
Pittsburgh, PA
Cookson Peirce Wealth Management
Luke Oneill is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Cookson Peirce Wealth Management. Prior to joining Cookson Peirce in 2018, he worked for five years at Mellon Capital Management. Cookson Peirce provides discretionary wealth management and financial planning to private clients, including high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach and manages both equity-focused strategies and targeted bond portfolios, with active monitoring and rebalancing.
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.
Daniel G
Series 66
Pittsburgh, PA
Henderson Brothers Financial Partners LLC
Daniel Grealish is a financial advisor at Henderson Brothers Financial Partners LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of advisory work, he is 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 discretionary and non-discretionary asset management, participant education, and plan-level services, using a combination of model-based programs and traditional portfolio construction methods.
Richard A
ChFC®, Series 63, Series 65
Pittsburgh, PA
D.B. Root & Company, LLC
Richard Applegate is a financial advisor at D.B. Root & Company, LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and Cantor Fitzgerald Wealth Partners. Outside of finance, he is also involved in acting, participating in film and TV productions. D.B. Root & Company offers financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages portfolios on a discretionary basis using a combination of firm-managed models and third-party managers, serving approximately 747 client relationships with over $829 million in discretionary assets under management.
Patrick C
Series 66
Pittsburgh, PA
Hunter Associates LLC
Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.
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.
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