Richard Whalen is a financial advisor with E. E. Powell & Company Inc., holding a Series 66 designation and over 50 years of industry experience. He has been with E. E. Powell & Company since 1975. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting services, advising across a broad range of securities including mutual funds, ETFs, structured products, and derivatives. The firm employs a client-specific investment process using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority.

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.

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.

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 financial advisor with McKinley Carter Wealth Services, Inc. She holds a Series 65 designation and has over 30 years of experience, including 28 years at Allegiance Financial Advisors and four years at McKinley Carter. Outside of her advisory role, she is involved in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers a range of financial planning and investment management services, employing a mix of fundamental and technical analysis within a strategic long-term allocation framework tailored to client needs.

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.

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.

Brian Goldman is a financial advisor at Success Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forest Securities, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves as an independent insurance agent offering fixed insurance products and participates in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit organization One Day to Remember. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs a goal-based, Modern Portfolio Theory framework for asset allocation and risk management, conducting regular portfolio reviews and utilizing third-party sub-advisors as needed.

Michael Reimer is a financial advisor with Hoffman Capital Advisors LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He has worked at Riverstone Wealth Management LLC and has over two decades of experience in insurance through Allstate Insurance Company and his own Reimer Insurance Agency. He operates as an independent property and casualty insurance agent with Nationwide Insurance Company. 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 about $185 million in assets under advisement. The firm employs a multi-disciplinary investment approach, offers both discretionary and non-discretionary management, and operates portfolio management on a wrap-fee basis with no account minimums.

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.

Ted Drost Jr. is a CFP® with 19 years of industry experience, currently serving at Fragasso Wealth Advisors. He has held roles at Fragasso Financial Advisors since 2015 and previously worked at LPL Financial and Select Financial Group, LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs a diversified, global asset-allocation approach and integrates financial advice with accounting expertise through licensed CPAs on the team.

Joann Rodkey is a financial advisor at E.E. Powell & Company Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Oppenheimer. E.E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting on an hourly basis. The firm serves clients with tailored investment strategies using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority and advising across a broad range of securities.

Charles Petredis is a CFA® charterholder with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.

Matthew Kloos is a financial advisor with Success Wealth Management LLC in Wexford, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Cetera, PNC Bank, and Mutual of Omaha. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across 814 client relationships, employing Modern Portfolio Theory for asset allocation and utilizing sub-advisor arrangements, with accounts reviewed at least quarterly.

Brian Gongaware is a CFP® professional with 27 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2009 and previously spent 10 years at NetWorth Investment Advisors, Inc. Outside of his advisory role, he is the proprietor of BTGongo, LLC. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm combines fundamental and technical analysis within a strategic asset allocation framework and uses independent managers alongside mutual funds, ETFs, and private placements.

David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. 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 assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.

Alison Wilson is a financial advisor at Fort Sheridan Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Aurora Securities and Western International Securities. She serves as Secretary of the Board for Hounds of Honor, a nonprofit organization. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach that combines quantitative optimization, computer models, technical analysis, and qualitative judgment to manage customized portfolios and oversee sub-advisers.