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 also worked with Whitney and Associates and Financial Independence Group. Additionally, he is 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 in assets across about 301 client relationships, employing a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term trading strategies.

Daniel 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 previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Ward also 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, focusing on comprehensive written financial plans rather than ongoing portfolio management. The firm employs detailed analysis and planning tools to develop recommendations, without managing client assets or charging fees based on assets under management.

Clinton Guyaux is a CFP® with 19 years of industry experience, currently serving as an advisor at Centerview Wealth Advisors, LLC since 2014. He has also been associated with MassMutual Life Insurance Company since 2007. Clinton is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a disciplined investment process that includes fundamental, technical, and quantitative analysis. The firm manages client assets in-house and integrates insurance offerings alongside advisory services.

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 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.

Sean Hoover is a Series 65-licensed financial advisor with Allegheny Investments in Pittsburgh, PA. He has seven years of industry experience and has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and focuses on personalized strategies using mutual funds, independent third-party managers, and proprietary research to meet client goals.

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.

Calen Cummins is a financial advisor with Milestone Asset Management, LLC in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Milestone, he worked at Cummins and Perry Products and held positions at Westminster College and Hampton High School. Cummins also operates as an independent insurance agent focusing on accident and health, life, and fixed annuities. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Kristin Pearson is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at The Coury Firm and FSC Securities Corp. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach integrates fundamental, quantitative, and qualitative analysis and offers a variety of advisory arrangements, including both discretionary and non-discretionary services.

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.