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.

Ted Drost Jr. is a CFP® professional with 19 years of industry experience, currently serving at Fragasso Financial Advisors in Wexford, PA. He has been with Fragasso since 2015 and also worked at LPL Financial from 2015 to 2018. Fragasso Financial Advisors provides discretionary asset management and advisory services to individual investors, retirement plan sponsors, trusts, foundations, and other institutions, focusing on diversified global asset-allocation models tailored to client objectives.

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.

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.

Charles Petredis is a CFA® charterholder with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.

Robert Holdcroft is a financial advisor with Three Cord True Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Advisers, Rosenthal Wealth Management, Voya Financial Advisors, and The AYCO Company. He serves as a board member for the Marshall Heights Homeowners Association. Three Cord True Wealth Management, LLC provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans. The firm focuses on diversified, asset-allocation-driven portfolios and offers a range of advisory services including portfolio management, retirement plan advisory, and IRA rollover guidance.

Matthew Kloos is a financial advisor with Success Wealth Management LLC in Wexford, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Cetera, PNC Bank, and Mutual of Omaha. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across 814 client relationships, employing Modern Portfolio Theory for asset allocation and utilizing sub-advisor arrangements, with accounts reviewed at least quarterly.

Nicholas Raught is a CFP® with 10 years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC. He previously worked with LPL Financial, LLC and Cottrill, Arbutina Wealth Management Group. Raught is also involved in a family business managing a commercial real estate property. 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, utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Brian Gongaware is a CFP® professional with 26 years of experience in financial advising, currently serving at McKinley Carter Wealth Services, Inc. since 2009. Outside of his advisory role, he is the proprietor of BTGongo, LLC, an entity used for managing a rental condo. McKinley Carter Wealth Services offers investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing monitoring and quarterly reviews.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. 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 uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.

Mark Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding a Series 65 designation and 46 years of industry experience. He has been with Rodgers Brothers since 1985. Outside of his advisory role, he serves as Secretary and Trustee for Friends of Quaker Valley Schools, a nonprofit organization. Rodgers Brothers provides discretionary, full-scale portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios to client objectives and risk tolerances.

David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. 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 assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.

Alison Wilson is a financial advisor at Fort Sheridan Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Aurora Securities and Western International Securities. She serves as Secretary of the Board for Hounds of Honor, a nonprofit organization. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach that combines quantitative optimization, computer models, technical analysis, and qualitative judgment to manage customized portfolios and oversee sub-advisers.

Eric Fencil is a CFA® charterholder with two years of industry experience and is currently an advisor at Petredis Investment Advisors. He has worked at the firm since 2024 and also teaches accounting courses as an adjunct professor at La Roche University. Additionally, he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non-fiduciary retirement plan services to individuals, families, retirement plans, non-profits, and businesses. The firm employs both active and passive strategies across multiple asset classes and actively monitors portfolios to manage risk and tax efficiency.

Gary Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Rodgers Brothers since 1985. Outside of his advisory role, he serves on the board and as secretary of Aligned Partners Trust and acts as its treasurer. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm manages approximately $965 million in client assets using a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis.

Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. 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 multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.

Joshua Medure is a financial advisor at Capital A Wealth Management in Cranberry Township, PA. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Capital A, he worked at Ernst & Young LLP and Doran Construction Inc. Joshua has no industry experience before 2026. Capital A Wealth Management serves a diverse clientele including individuals, high-net-worth households, institutions, and charitable organizations. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers.

Robert Feyche is a financial advisor with Hoffman Capital Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hoffman Capital Advisors since 2020 and is also the owner and president of Feyche Investment & Financial Planning, a firm he founded in 2010. Prior to that, he worked at Ameritas Life Insurance Corp and Ameritas Investment Corp from 2003 to 2020. 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, employing a blend of investment strategies and offering a wrap-fee program with comprehensive portfolio management.

Alexandra Cameron is a CFP® with 12 years of industry experience. She is currently with Petredis Investment Advisors, where she has worked since 2022. Prior to that, she was with Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined eight years. Petredis Investment Advisors serves individuals, high-net-worth families, retirement plans, non-profits, and businesses with investment management, financial planning, and retirement plan services. The firm employs a mix of active and passive investment strategies to construct risk-adjusted, tax-efficient portfolios tailored to client objectives.

Julia Polack is a financial advisor at Rodgers Brothers, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rodgers Brothers since 2019, following six years at Northwestern Mutual Investment Management. Rodgers Brothers provides discretionary, full-scale portfolio management to a range of clients including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. 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.