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.

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 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 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.

John Michael Mc Culloch is a CFP® professional with seven years of industry experience. He has been with Hunter Associates LLC since 2018 and previously worked at Gramercy Consultants LLC from 2015 to 2018. Outside of advising, he creates educational content through his project "Glad You Asked" on YouTube and related platforms. Hunter Associates LLC is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, quantitative, and qualitative analysis to offer portfolio management, financial planning, and a manager-of-managers program tailored to client investment policies.

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 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.

Charles Davis III is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked with several firms including Moralis Technologies, MFA Wealth Advisors, and Federated Global Investment Management Corp. Davis is part of a six-advisor team at Hapanowicz Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management for individuals, retirement plan sponsors, trusts, and institutional clients. The firm uses a blend of strategic and tactical asset allocation incorporating mutual funds, ETFs, and individual equities, supplemented by AI-enabled tools alongside human oversight.

Zachary Shirilla is a CFA® charterholder with four years of experience in the financial advisory industry. He is currently with Baldwin Wealth Partners, LLC and has previously worked at Edgemoor Investment Advisors, FAI Wealth Management, and First Commonwealth Trust & Wealth Management. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm combines top-down macro analysis with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

Charles Stout is a financial advisor at D.B. Root & Company, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with D.B. Root since 2015. Stout holds board positions with the Eden Hall Foundation, Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi. D.B. Root & Company provides financial planning, wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios primarily on a discretionary basis, utilizing a combination of firm-managed models, third-party managers, and a platform for reviewing and rebalancing held-away accounts, serving approximately 747 client relationships.

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.

Sean Stevenson is a CFP® professional with four years of industry experience. He currently works at Peak Financial Planning, where he has been since 2025. Prior to that, he held roles at Confluence Financial Partners and Deloitte. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning. The firm utilizes a Modern Portfolio Theory–based investment approach with strategic asset allocation and tactical adjustments, delivering personalized portfolios and ongoing planning through a fixed-fee subscription model.

Zachary Zimmer is a CFP® professional with 10 years at Trebuchet Consulting, LLC and a total of 4 years of industry experience. Before joining Trebuchet Consulting, he worked in education at Thomas Jefferson High School and Kent State University for eight years. Trebuchet Consulting provides financial planning and wealth-management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm emphasizes personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with client-approved transactions.

Nicole White is a financial advisor at Cookson Peirce Wealth Management with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill, TIAA-CREF, Citizens Securities, and The Coury Firm. Cookson Peirce provides discretionary wealth management and financial planning to individuals, 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, actively managing equity and fixed-income portfolios, and is notable for its role as a sub-advisor to the Catalyst Dynamic Alpha Fund and its involvement with multiple wrap programs.

Andrew Scibetta is a financial advisor at Cross Border Wealth, LLC in Pittsburgh, PA, with 18 years of industry experience. He holds the Series 66 designation and has worked at Tiaa from 2015 to 2022 before joining Cross Border Wealth in 2022. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

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 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.

Dante Sienko is a financial advisor at Hapanowicz Financial with four years of industry experience and holds the Series 66 designation. His previous roles include positions at LPL Financial LLC, MDT Advisers, and Federated investment firms. Hapanowicz Financial offers fee-based financial planning and discretionary portfolio management to individuals, retirement plan sponsors, trusts, and institutional clients. The firm combines strategic and tactical asset allocation using mutual funds, ETFs, and equities, and employs AI-enabled tools alongside traditional research to support its investment and planning processes.

Maxwell Schalm is a financial advisor at Dew Wealth Management in Pittsburgh, PA, holding a Series 65 designation with approximately one year of experience at the firm. His prior experience includes roles at Heritage Wealth Advisors, Marion Wealth Management, and Gallina Development Company. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Sam Dalesandro is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fortune Financial Services, Inc. and Prime Solution Advisors, LLC. Outside of his advisory work, he operates a sole proprietorship focused on life insurance and broker-dealer sales. DWD Portfolio Solutions provides portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, employing a variety of investment approaches and offering model portfolios and access to sub-advisers.