Melinda Dickerson is a financial advisor at Bill Few Associates, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been with Bill Few Associates since 1997, including prior work at Bill Few Securities, Inc. from 1998 to 2021. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, employing asset allocation strategies supported by fundamental and qualitative analysis and offering portfolio management, mutual fund model portfolios, and financial planning.

Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 credential and previously worked at New Castle Area School District for 13 years. In addition to her advisory role, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management provides discretionary investment management and financial planning to a range of clients, including high-net-worth households, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach, utilizing tactical asset allocation and sector rotation, and offers integrated tax and insurance services through affiliated entities.

Natalie Kasievich is a financial advisor at Bill Few Associates, Inc. with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Steel City, Thrivent, and Stifel, Nicolaus & Company. Outside of finance, she has been involved with the Pittsburgh School of the Arts and the Portiuncula Foundation of the Sisters of St. Francis. 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. The firm’s investment approach blends fundamental and qualitative analysis with asset allocation guided by an internal committee, emphasizing mutual funds and offering tactical strategies with client consent.

David Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. He also operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to a range of individual clients, emphasizing in-depth analysis and written financial plans rather than ongoing portfolio management. The firm uses a fixed-fee approach and does not take custody of client assets, with implementation typically carried out through affiliated broker-dealer and insurance channels.

Keith Wander is a CFA® charterholder with 10 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2013. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step 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.

David Domenick Sr. is a financial advisor at Capital A Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Madison Avenue Securities and AE Wealth Management. Outside of his advisory role, he owns and operates an insurance sales and services business and serves as a board member for the New Castle Sanitation Authority. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, institutions, and government entities. The firm uses a top-down, macro-driven investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework, deploying portfolios through bespoke allocations, pre-built models, and third-party managers.

Calen Cummins is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cummins and Perry Products, Westminster College, and Hampton High School. Cummins also serves as an independent insurance agent specializing in accident and health, life, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to a diverse client base including individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using fundamental, technical, cyclical, and charting analysis, and manages approximately $690.7 million in discretionary assets.

Alison Wertz is a CFP® with 28 years of industry experience, currently serving at Bill Few Associates, Inc. since 1996. She 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 offering portfolio management, financial planning, and consulting services. The firm’s investment approach includes fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and periodic rebalancing, with a focus on mutual funds and tactical tools such as covered call option strategies.

Nicole Gabriel is a CFP® and holds a Series 65 license, working as a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA. She has 10 years of industry experience and has been with McKinley Carter since 2015. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of mutual funds, ETFs, individual securities, options, and private placements tailored to client needs.

Bryan Reft is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, with 11 years of industry experience. He holds the Series 66 designation and has worked in private client services since 2018. His prior experience includes roles at LPL Financial, PNC Wealth Management, and Waddell & Reed. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Alan Pershing is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 designations and 11 years of industry experience. His prior work includes roles at PNC Wealth Management and Morgan Stanley. In addition to his advisory work, he is involved as a financial consultant with West Financial Group, where he solicits insurance business. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using both proprietary and third-party models, and offers client-facing technology tools including consolidated reporting and real-time account access.

Walter West is a financial advisor with Milestone Asset Management, LLC and holds a Series 63 designation. He has 18 years of industry experience and has worked at multiple firms including Brookstone Capital Management and Center Street Advisors. In addition to his advisory roles, he serves as president of West Financial Group Inc., where he solicits insurance business. Milestone Asset Management, LLC provides discretionary asset management and financial planning services to a range of clients including individuals, families, businesses, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using internal and third-party models, and offers client-facing technology for real-time account access and consolidated reporting.

Kent Markle is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of his advisory work, he operates as an independent contractor for several fireworks display companies. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation overseen by an internal Investment Policy Committee, and periodic rebalancing, with a focus on mutual funds and client-specific tactical strategies.

Ward Garner is a CFP® with 34 years of industry experience, currently affiliated with Bill Few Associates, Inc. in Sewickley, PA. He has worked at Bill Few Associates since 1995 and was previously with Bill Few Securities, Inc. for 24 years. Outside of advising, he is the author of a book titled "How To Protect My Million," published in 2016. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management and financial planning with an investment approach centered on asset allocation guided by fundamental and qualitative analysis.

Rodney Engh is a CFP® with 26 years of industry experience, currently serving at Bill Few Associates, Inc. He has been with the firm since 2000 and previously worked at Bill Few Securities, Inc. for 20 years. Outside of his advisory role, he is a 50% owner of a real estate investment company, Bevollie, LLC. 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 blend of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee and offers both discretionary and non-discretionary account management.

Brent Sutherland is a CFP® with four years of industry experience, currently serving at Fragasso Wealth Advisors. His prior roles include positions at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, llc. Outside of his advisory work, he owns H Stone Holdings LLC, an entity with several underlying holdings where he acts as both general partner and limited partner. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Jeffrey Bagley is a CFP® with over 32 years of experience in the financial services industry. He is currently with BCR Financial Services, LLC and has previously worked at LPL Financial LLC and Lincoln Financial Securities. He provides financial planning and consulting services through BCR Financial Services, an independent registered investment advisor. BCR Financial Services, LLC delivers comprehensive financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm emphasizes analysis and planning tools without managing client assets or offering discretionary portfolio management, using fixed-fee engagements and implementation through affiliated broker-dealer and insurance channels.

Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.

Liliann Moser is a financial advisor at Fragasso Wealth Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. Prior to that, she was with LPL Financial LLC (formerly Linsco/Private Ledger Corp.) from 2004 to 2018. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting among other advisory services.

Bernard Carter Jr. is a financial advisor at Fragasso Wealth Advisors with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at LPL Financial, LLC and Hapanowicz & Associates Financial Services, Inc. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation approach with in-house portfolio management and offers a range of advisory services including comprehensive financial planning and retirement plan consulting.