Scott Miller is a CFP® with 26 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He previously worked at Pwa Securities, Inc. and Private Wealth Advisors, Inc. His credentials also include the Series 66 designation. JMS Capital Group Wealth Services LLC is a small advisory team managing approximately $161 million across 410 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base, employing a personalized investment approach that integrates fundamental, technical, and asset-allocation analysis.

Jonathan Stasko is a financial advisor at Yanni & Associates Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Kurt J Lesker Company for three years before entering the financial advisory field. Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals, trusts, estates, corporations, and retirement plan participants, typically starting with household portfolios around $250,000. The firm employs a proprietary mix of core and niche investments, uses multiple analytical methods, and offers ongoing monitoring with quarterly reviews.

Christopher Conti is a CFP® professional with experience at Aspire Wealth Architects, MAI Capital Management LLC, Deloitte Tax LLP, and PricewaterhouseCoopers. He has been in the financial industry since 2022 and currently serves as an advisor at Aspire Wealth Architects. Aspire Wealth Architects provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, emphasizing fee, tax, and risk reduction.

Walter Laub is a CFP®, CFA®, and Series 65 professional with 16 years of experience in financial advising. He has been with Aspire Wealth Architects since 2018 and previously worked at Wealthcare Capital Management LLC. Aspire Wealth Architects provides comprehensive financial planning and portfolio management to individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, utilizing tools like Monte Carlo analysis and direct indexing to manage risk and tax efficiency.

Gregory Burd is a financial advisor at Keystone Investment Advisors, LLC with 22 years of industry experience. He has been with Keystone since 2009. Keystone serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside comprehensive financial planning services. The firm employs a core-and-satellite investment approach using passively managed index funds and ETFs, and offers fee-only, discretionary portfolio management with quarterly reviews.

Thomas Mcgahan is a CFA® charterholder with five years of industry experience. He is currently with Eamon Capital Management, LLC, where he has worked since 2017. His prior roles include positions at Alpha Capital Partners and MetLife. Eamon Capital Management provides investment management and financial planning primarily for individual and high-net-worth clients, utilizing a strategic asset allocation framework combined with both passive and active strategies. The firm offers personalized portfolio management, ongoing advisory services, and comprehensive planning engagements.

David Bickerton is a financial advisor at MDH Investment Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with MDH Investment Management since 2009. MDH Investment Management is a state-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm employs an international, macroeconomic-driven investment process and offers a range of strategies tailored to client objectives, including managing its own wrap fee program that combines advisory, execution, and custody services.

Craig Thompson is a financial advisor with 17 years of industry experience, currently affiliated with 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has a background that includes work at Whitney and Associates as well as serving as an independent insurance agent with Financial Independence Group and Whitney and Associates. 4th River Financial Group provides investment supervisory services and financial planning primarily on a non-discretionary basis to individuals and business entities, including high-net-worth clients. The firm manages approximately $66.6 million across 301 client relationships, offering portfolio management, customized investment policy statements, and educational seminars.

Daniel Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Ward operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients through written comprehensive plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets directly and focuses on fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence in its recommendations.

John Jones is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Bill Few Associates, Inc. since 1996 and previously spent 24 years at Bill Few Securities, Inc. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm uses a combination of fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

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 Wealth Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked previously with LPL Financial, LLC. Outside of his advisory role, he provides bookkeeping services for a Pittsburgh-based restaurant. 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.

Sean Hoover is a financial advisor at Allegheny Investments with eight years of industry experience and a Series 65 designation. He has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored strategies based on client goals, risk tolerance, and tax considerations, using primarily mutual funds and may include third-party independent managers.

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 Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 credentials and possessing 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. Additionally, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, and financial planning services. The firm employs a mix of fundamental and technical investment methods, including tactical overlays and market-timing strategies, managing assets on both discretionary and non-discretionary bases.

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.