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Gregg I

Series 66

Mars, PA

MDRN Capital

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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James G

Series 63, Series 65

Beaver, PA

Three Cord True Wealth Management, LLC

James Garr is a financial advisor at Three Cord True Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2014. He provides investment advisory services through Three Cord True Wealth Management, an independent Registered Investment Advisor firm. Three Cord True Wealth Management offers comprehensive financial planning and wealth management to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven investment approach using model portfolios and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Robert G

CFP®, Series 63, Series 66

Beaver, PA

DiNuzzo Private Wealth, Inc.

Robert Graham is a CFP® with 34 years of experience in the financial industry. 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 a range of service platforms, including Wealth Management, Family Office, and an automated Emerging Wealth option, and builds globally diversified, index-oriented portfolios using mutual funds and ETFs based on Modern Portfolio Theory.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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David D

Series 66

Cranberry Twp., PA

Capital A Wealth Management

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.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Alex F

Series 66

Cranberry Twp, PA

Hoffman Capital Advisors LLC

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.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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Joel N

CFA®, Series 65, Series 63

Cranberry Twp., PA

Capital A Wealth Management

Joel Nesbitt is a financial advisor with Capital A Wealth Management in Cranberry Township, PA. He holds the CFA® designation along with Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC and has been involved with Capital A Insurance, LLC in insurance sales and services. Capital A Wealth Management offers discretionary investment management and financial planning to individual, institutional, and government clients. The firm utilizes a top-down, macro-driven investment approach that includes tactical asset allocation and sector rotation, providing both customized and model portfolio solutions along with integrated tax and insurance services.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michael D

CFP®, ChFC®, Series 63, Series 65

Beaver, PA

DiNuzzo Private Wealth, Inc.

Michael Dinuzzo is a CFP® and ChFC® with 16 years of industry experience. He is a senior vice-president at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and previously worked at Beaconfield Financial Services. DiNuzzo Private Wealth serves individuals, high-net-worth families, business owners, and institutional plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs globally diversified, index-oriented portfolios based on Modern Portfolio Theory and provides a range of services including full family-office offerings and an automated advisory platform.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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Daniel H

Series 66

Mars, PA

Comprehensive Capital Management, Inc.

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.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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Josiah H

Series 66

Cranberry Twp, PA

Hoffman Capital Advisors LLC

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.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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Patrick D

Series 65

Cranberry Twp., PA

Capital A Wealth Management

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.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Joseph N

PFS™, Series 66

Seven Fields, PA

E. E. Powell & Company Inc.

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.

Active portfolio management Real estate investing Annuities
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Lori H

Series 63, Series 65

Beaver, PA

Comprehensive Capital Management, Inc.

Lori Hodge is a financial advisor at Comprehensive Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Comprehensive Capital Management since 2010. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension plans, and businesses. The firm employs a mix of fundamental and technical investment methods and offers both discretionary and non-discretionary account management.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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Michael R

Series 65, Series 63

Cranberry Twp, PA

Hoffman Capital Advisors LLC

Michael Reimer is a financial advisor at Hoffman Capital Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes property and casualty insurance sales through Nationwide Insurance as an independent agent. Prior to his advisory role, he worked at Riverstone Wealth Management LLC and has longstanding experience in insurance at Allstate Insurance Company and his own agency. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $185 million in assets for about 365 clients. The firm employs a multi-disciplinary investment process combining various analytical methods and offers both discretionary and non-discretionary management with a wrap-fee structure and no account minimums.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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Brett N

Series 65

Cranberry Twp., PA

Capital A Wealth Management

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.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Tod A

CFP®, PFS™, Series 63, Series 66

Beaver, PA

Three Cord True Wealth Management, LLC

Tod Arbutina is a CFP® and PFS™ with 28 years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2020, following a 20-year tenure at LPL Financial and 26 years at Cottrill, Arbutina & Associates PC. Outside of advisory services, he is the creator and investor of a software development project, Our Data Revolution, LLC. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach incorporating model portfolios and third-party managers, and combines tax/accounting capabilities, brokerage access, and insurance product implementation within a single platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Carl H

ChFC®, Series 63, Series 65

Beaver, PA

DiNuzzo Private Wealth, Inc.

Carl Hartman is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. Hartman has been with Dinuzzo Index Advisors, Inc. since 2007. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm utilizes globally diversified, index-oriented portfolios and provides a range of service platforms, including wealth management, family office services, and an automated advisory option for emerging investors.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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Chris R

Series 63, Series 65

Harmony, PA

Rodgers Brothers, Inc.

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.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Joann R

Series 66

Seven Fields, PA

E. E. Powell & Company Inc.

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.

Active portfolio management Real estate investing Annuities
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Mark R

CFA®, Series 63, Series 65

Harmony, PA

Rodgers Brothers, Inc.

Mark Rodgers is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Rodgers Brothers, Inc., where he has worked since 2010. The firm is a team of nine advisors based in Harmony, PA. Rodgers Brothers, Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, charitable organizations, and pension plans, typically managing accounts with minimums around $1 million. The firm uses a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, offering tailored strategies that may involve long-term holdings, trading, options, short sales, and margin use.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Robert H

Series 63, Series 66

Beaver, PA

Three Cord True Wealth Management, LLC

Robert Holdcroft is a financial advisor at Three Cord True Wealth Management, LLC with 13 years of industry experience. He has held positions at several firms, including Rosenthal Wealth Management and The AYCO Company, L.P./Mercer Allied. He serves as a board member of the Marshall Heights Homeowners Association. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach using LPL Research, model portfolios, and third-party managers, and offers integrated tax, brokerage, insurance, and wrap-fee program solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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