Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.

Brandon Schwan is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked with Private Client Services and LPL Financial, LLC. Outside of his advisory role, he performs bookkeeping for a restaurant called Friendship Perk & Brew. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and various advisory services. The firm employs diversified, global asset-allocation models and uses fundamental analysis, combining financial advice with accounting expertise provided by licensed CPAs on the team.

Melinda Dickerson is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. She has worked with Bill Few Associates since 1997 and was previously with Bill Few Securities, Inc. for 23 years. 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. The firm employs a combination of fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and uses mutual funds as a primary investment vehicle.

Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked with AE Wealth Management and the New Castle Area School District. Outside of advising, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, offering access to third-party model managers and alternative investments.

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 Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Comprehensive Capital Management since 2010 and is also involved with Harper & Hodge, an investment advisory and brokerage business. Outside of his advisory roles, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a mix of strategic and tactical asset-allocation approaches and offers discretionary and non-discretionary portfolio management, model portfolio programs, and retirement plan consulting.

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 several firms, including Madison Avenue Securities and AE Wealth Management. Outside of investment advisory work, he owns and operates an insurance sales business. Capital A Wealth Management serves individual and institutional clients, offering discretionary investment management, financial planning, retirement-plan consulting, and participant investment advice. The firm utilizes a top-down macro approach to tactical asset allocation, incorporating mutual funds, ETFs, equities, and fixed-income securities, and also provides specialized retirement plan services.

Matthew Rodgers is a financial advisor at Rodgers Brothers, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Rodgers Brothers since 2019 following four years at the University of Chicago. Rodgers Brothers provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.

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® with 10 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2015. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profit organizations, and institutional clients. The firm combines fundamental and technical analysis with a long-term strategic asset allocation framework and tailors portfolios to client risk tolerance and time horizon.

Bryan Reft is a financial advisor at Fragasso Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Fragasso since 2016, including experience at LPL Financial. Bryan also maintains an independent insurance agent role. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and a range of advisory services. The firm specializes in diversified, global asset-allocation models and integrates financial advice with accounting expertise, offering services tailored to high-net-worth households and institutional clients.

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.

Vasilios Rizos is a CFP® and CFA® with seven years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at LPL Financial, Cetera Advisor Networks LLC, Voya Financial Advisors, DSF Wealth Management Group, PCG Capital, and PNC. He is an owner of Three Cord True Wealth Management Holdings LLC and is involved with Three Cord True Wealth Tax Solutions, which provides tax preparation and accounting services. Three Cord True Wealth Management offers 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 integrates tax and accounting capabilities alongside brokerage and insurance services.

Brent Sutherland is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Fragasso Financial Advisors in Sewickley, PA, having previously worked at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved as a general partner and limited partner in several holdings through H Stone Holdings LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models, employing fundamental analysis and a variety of investment vehicles, while integrating financial advice with accounting expertise through licensed CPAs on their team.

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.

Denise Rodgers is a financial advisor at Rodgers Brothers, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Rodgers Brothers since 1996. Rodgers Brothers, Inc. provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis, utilizing various strategies such as equity positions, securities trading, and option writing.