Lori Hodge is a financial advisor with Aurora Private Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Comprehensive Capital Management Inc., Comprehensive Asset Management & Servicing, Inc., and Harper & Hodge. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a network of investment adviser representatives who tailor strategies to client objectives.

Daniel Dingus is a financial advisor with Fragasso Financial Advisors in Sewickley, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Fragasso Financial Advisors since 2012 and prior work at LPL Financial LLC. Dingus serves as president of the Pittsburgh Society of Investment Professionals and is a board member of the Veterans Leadership Program of Western Pennsylvania. Fragasso Financial Advisors provides discretionary asset management and advisory services to individual investors, retirement plan sponsors, trusts, foundations, and institutions. The firm emphasizes diversified, global asset-allocation models and integrates financial advice with accounting expertise through licensed CPAs on staff.

William Gaffey is a CFA® charterholder with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014. Aufman Associates serves individual clients, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations, providing investment management and comprehensive financial planning services. The firm employs a long-term, fundamental investment approach with a focus on diversified portfolios and manager selection, managing approximately $863 million in discretionary assets with a team of three advisors.

Michael Kauffelt is a CFA® charterholder with 32 years of industry experience. He is currently with Bill Few Associates, Inc. and has been affiliated with the firm and its predecessor entities since 1997. 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 services. The firm’s investment process incorporates fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Edward Aufman is a CFP® professional with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014, where he is part of a three-advisor team. Aufman Associates provides investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations. The firm employs a long-term, fundamental investment approach that combines active and passive strategies and accepts complex operational roles such as trustee and bill-paying services.

Rachel Weaver is a financial advisor at Fragasso Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Fragasso since 2013, including roles at Private Client Services and LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a range of advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates fundamental analysis and third-party sub-advisors while maintaining fiduciary standards for retirement plans.

Mia Kovacs is a CFP® with 14 years of industry experience, currently serving at Bill Few Associates, Inc. since 2015. She previously worked at Bill Few Securities, Inc. from 2015 to 2021. 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 services. The firm employs a combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

David Rishel is a CFP® professional with 28 years of industry experience, currently affiliated with Bill Few Associates, Inc. since 2012. He has held positions at Summit Street Capital Management, LLC, Aca Group, and Foreside. In addition to his advisory role, Mr. Rishel works as a consultant with Keystone Adviser Compliance LLC, providing regulatory compliance services to investment advisors and broker-dealers. 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 utilizes a combination of fundamental and qualitative analysis, asset allocation by an internal committee, and periodic rebalancing, with a focus on mutual funds and tactical strategies implemented with client consent.

Brianne King is a financial advisor at Fragasso Financial Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fragasso since 2012, as well as at LPL Financial from 2005 to 2018. 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 emphasizes diversified global asset allocation models tailored to client objectives and integrates accounting expertise through licensed CPAs on its advisory team.

Paul Mehno Jr. is a financial advisor at Fragasso Financial Advisors with 29 years of industry experience. He holds the ChFC® designation and securities registrations including Series 63 and Series 65. Prior to joining Fragasso Financial Advisors in 2018, he worked at Axa Advisors, LLC for nearly two decades. He also engages in tax preparation and serves as an independent insurance agent. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm emphasizes diversified, global asset-allocation models and integrates financial advice with accounting expertise through its licensed CPA representatives.

Jeffry Marzina is a CFP® professional with 36 years of industry experience, currently with Bill Few Associates, Inc. in Pittsburgh, PA. He has worked at Bill Few Associates since 1990 and was previously with 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 providing portfolio management, financial planning, and consulting services. The firm’s investment approach includes fundamental and qualitative analysis, asset allocation guided by an internal committee, and the use of mutual funds alongside tactical strategies such as covered call options with client consent.

Ryan Dayton is a financial advisor at Bill Few Associates, Inc. with a Series 65 credential and over three years of experience in the financial services industry. His prior roles include positions at PNC Financial Services and Hapanowicz & Associates. Outside of his advisory work, he has experience in education and club management. 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 services. The firm employs a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, using mutual funds as primary investment vehicles and providing both discretionary and non-discretionary account management.

William Skidmore is a financial advisor at Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at BNY Mellon, First Exchange Bank, and involvement with the West Virginia Student Managed Investment Fund. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services, offering diversified global asset-allocation models and a range of investment options tailored to client objectives.

Brett Nesbitt is a financial advisor at Capital A Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at S.R. Snodgrass, P.C. and Butler Community College. In addition to his advisory role, Nesbitt manages Capital A Tax Solutions, LLC, providing tax preparation services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach that includes tactical asset allocation, sector rotation, and a growth/value framework, implementing portfolios through mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Tammy Vargo is a financial advisor at Bill Few Associates, Inc. with 25 years of industry experience. She holds the Series 66 designation and has worked at Bill Few Associates, Inc. since 1997, including 21 years at Bill Few Securities, Inc. prior to that. 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’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal committee, utilizing mutual funds as a primary investment vehicle alongside tactical tools such as covered call options and limited margin use.

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has previously worked at firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he contributes as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment strategy that combines tactical asset allocation and sector rotation across mutual funds, ETFs, individual equities, and fixed income, utilizing third-party model managers and a platform with AE Wealth Management for portfolio oversight.

Brian Jourdan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Bill Few Associates, Inc. since 2004. He holds a Series 66 license and is based in Sewickley, Pennsylvania. 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 disciplined investment process involving fundamental and qualitative analysis, asset allocation oversight by an internal committee, and regular rebalancing, with a focus on mutual funds and cost efficiency.

Mario Posteraro is a CFP® professional at Roble, Belko and Company, Inc. with seven years of industry experience. He has worked at Roble, Belko and Company since 2018 and previously at PNC Wealth Management from 2015 to 2018. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process with a core/satellite approach and incorporates passive and active strategies, including the selective use of derivatives for hedging, tax management, and income enhancement.

Jason Defelice is a Series 65-licensed financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, with three years of industry experience. Before joining Bill Few Associates, he worked at Dunbar Bender and Zapf and held positions at Robert Morris University, Westmoreland Mechanical Testing and Research, and Greater Latrobe High School. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a disciplined investment process combining fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

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.