James Rogan is a financial advisor with Financial Management Strategies, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Financial Management Strategies since 2015 and is also involved with Cranberry Highlands Golf Course. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting services, employing a range of investment analysis methods and providing both discretionary and non-discretionary account management.

Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.

Brandon Domenick is a Series 65-credentialed financial advisor with nine years of industry experience. He is currently with Capital A Wealth Management and has prior experience including work with AE Wealth Management and Westminster College. Outside of advising, he is an author and publisher of financial books and is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth households, foundations, trusts, estates, corporations, employer-sponsored retirement plans, and government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and sector rotation, and provides integrated services including tax and insurance through affiliated entities.

Michael Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 66 credentials and having 32 years of industry experience. He has been with Rodgers Brothers since 1998. Outside of his advisory role, he is president and owner of Tinicum REO Capital, Inc., a consulting firm focused on real estate advisement and management. Rodgers Brothers, Inc. provides discretionary portfolio management services to a range of clients including individuals, trusts, and institutional entities. The firm employs a value-oriented investment approach combining fundamental and technical research and manages assets across multiple security types with strategies tailored to client objectives.

Gregg Indovina is a financial advisor at MDRN Capital with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Golden Reserve Retirement, RFG Advisory, and Accelerated Wealth Advisors. Outside of his advisory work, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.

David Domenick Jr. is a financial advisor with Capital A Wealth Management in Cranberry Township, PA, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Madison Avenue Securities and AE Wealth Management, among others. He is active in nonprofit education, serving as a member and presenter on retirement planning topics for the Association of Financial Consultants and the Council of Financial Educators. Capital A Wealth Management provides discretionary investment management and financial planning for individuals, high-net-worth households, foundations, trusts, estates, corporations, and retirement plans, including government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and integrates tax and insurance services through affiliated entities.

Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. 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 and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.

Sandra Steedle is a Series 65-licensed financial advisor with McKinley Carter Wealth Services, Inc. She has over 30 years of industry experience, including 28 years at Allegiance Financial Advisors and 4 years at her current firm. Outside of her advisory work, she is employed part-time in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within tailored portfolio construction and an active use of independent managers and private placements.

Joel Nesbitt is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Capital A Wealth Management. Prior to his current role, he worked at AE Wealth Management, LLC. He is also involved with Capital A Insurance, LLC, where he participates in insurance sales and services as a paraplanner. Capital A Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth households, foundations, trusts, estates, corporations, and employer-sponsored retirement plans, including state and municipal government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and sector rotation, utilizing both bespoke allocations and third-party model portfolios.

Daniel Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked with Comprehensive Capital Management since 2010 and also operates the investment advisory and brokerage business Harper & Hodge. Outside of advisory services, he serves as treasurer and board member of the Lighthouse Foundation and holds board positions with both the McGuire Memorial Foundation and First Presbyterian Church of Monaca. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, third-party manager selection, and financial planning. The firm employs fundamental and technical investment methods, including tactical overlays and market-timing strategies, offering both discretionary and non-discretionary management across a range of model portfolios.

Josiah Hoffman is a Series 66-licensed financial advisor with 17 years of industry experience. He currently serves at Hoffman Capital Advisors LLC and Mid Atlantic Capital Corporation, where he has worked since 2017. Hoffman is a board member of the Parkinson's Foundation Western PA and Grace Community Church. Outside of financial services, he is a craftsman involved in woodworking and epoxy art. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning and portfolio management to approximately 365 clients with $185 million in assets under advisement. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management through a wrap fee program.

Patrick Danglidis is a financial advisor at Capital A Wealth Management with four years of industry experience. He holds the Series 65 credential and has worked at various firms including AE Wealth Management and WestPac Wealth Partners. In addition to his advisory role, he is an associate advisor involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and offers integrated tax and insurance services through affiliated companies.

Joseph Niesslein is a financial advisor at E. E. Powell & Company Inc. with 23 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 24 years and Robert Baird & Co. for one year. Outside of his advisory role, Niesslein operates a CPA tax preparation business. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting, serving clients with a client-specific investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies. The firm typically operates with discretionary trading authority and offers hourly consulting engagements alongside its advisory services.

John Binz is a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA, holding a Series 65 designation with seven years of industry experience. He previously worked at PNC Bank for three years before joining McKinley Carter Wealth Services in 2019. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client needs.

Jarrod Sleppy is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2015 to 2026. Legacy Edge Advisors serves individuals, high-net-worth clients, and trusts, providing discretionary portfolio management and financial planning. The firm uses a blend of fundamental, quantitative, and technical analysis to guide investment decisions and manages over $1.2 billion in discretionary assets.

Michael Reimer is a financial advisor at Hoffman Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 registrations. Prior to his current role, he spent six years at Pheasant Ridge Golf Club and has over two decades of experience as an independent insurance agent through Nationwide Insurance Company and his own agency. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning and portfolio management to approximately 365 clients with $185 million in assets under advisement. The firm employs a multi-disciplinary investment process incorporating various analytical techniques and offers both discretionary and non-discretionary management, operating primarily on a wrap-fee basis.

Brett Nesbitt is a financial advisor with Capital A Wealth Management in Cranberry Township, PA, holding a Series 65 credential and one year of industry experience. Prior to joining Capital A Wealth Management, he held roles at S.R. Snodgrass, P.C., Butler Community College, RSM US LLP, Amazon, and Grand Canyon University. He is also involved in accounting and tax preparation through his role at Capital A Tax Solutions, LLC. Capital A Wealth Management provides discretionary investment management and financial planning services to individuals, foundations, trusts, corporations, and government clients. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and offers integrated tax and insurance services through affiliated entities.

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has worked at firms including Madison Avenue Securities, SA Stone Investment Advisors, and Farmers National Bank. Outside of his advisory role, Fajack is involved with nonprofit organizations focused on financial education, serving as a presenter on retirement planning topics. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, foundations, trusts, corporations, and employer-sponsored retirement plans. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, utilizing both bespoke and model portfolios.

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.

Chris Rabenold is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Rodgers Brothers since 1990. He serves as a shareholder and member of the board of directors and trust committee at Aligned Partners Trust, a registered trust bank. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, tailoring strategies to client objectives across a broad range of securities.