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® with four years of industry experience, currently serving at Fragasso Wealth Advisors. His prior roles include positions at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, llc. Outside of his advisory work, he owns H Stone Holdings LLC, an entity with several underlying holdings where he acts as both general partner and limited partner. 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, comprehensive financial planning, and retirement plan consulting.

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.

Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.

Liliann Moser is a financial advisor at Fragasso Wealth Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. Prior to that, she was with LPL Financial LLC (formerly Linsco/Private Ledger Corp.) from 2004 to 2018. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, and retirement plan consulting among other advisory services.

Jordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.

Bernard Carter Jr. is a financial advisor at Fragasso Wealth Advisors with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at LPL Financial, LLC and Hapanowicz & Associates Financial Services, Inc. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation approach with in-house portfolio management and offers a range of advisory services including comprehensive financial planning and retirement plan consulting.

Karen Lapina is a financial advisor with Fragasso Wealth Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Fragasso Financial Advisors since 2012 and previously at LPL Financial. Lapina serves as a board member for the Family Links Foundation, providing input on financial and investment decisions for the organization’s accounts. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation approach, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting services.

Joseph Hoover is a financial advisor at Allegheny Investments with 41 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, Hoover serves as president of the board for Partners in Progress Haiti, a charitable organization. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes personalized strategies, diversification, and ongoing portfolio monitoring, managing approximately $634 million in client assets.

Michael Godwin is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation with 12 years of industry experience. He has worked at Fragasso Financial Advisors since 2016 and previously at LPL Financial from 2015 to 2018. His role includes serving as Chief Investment Officer at Fragasso Financial Advisors. Fragasso Wealth Advisors manages approximately $3 billion in assets and serves individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy managed by an in-house team, offering discretionary asset management, financial planning, and retirement plan consulting.

Curt Knotick is a financial advisor at C2 Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at ASG Investment Management LLC and other firms. Outside of his advisory role, he is the owner and managing member of CCK Holdings LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, incorporating tax and estate coordination and requiring clients to attend a retirement education course as part of its integrated service model.

Mitchell Sienkiewicz is a CFP® and Series 66-licensed advisor at Capital A Wealth Management with three years of industry experience. He has previously worked at Janney Montgomery Scott and Madison Avenue Securities. Outside of his financial advisory role, he manages a family-owned Christmas tree farm and serves as a director for Historic Harmony Inc., a nonprofit focused on preserving local historic buildings and traditions. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party model portfolios.

Richard Whalen is a financial advisor with E. E. Powell & Company Inc., holding a Series 66 designation and over 50 years of industry experience. He has been with E. E. Powell & Company since 1975. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting services, advising across a broad range of securities including mutual funds, ETFs, structured products, and derivatives. The firm employs a client-specific investment process using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority.

David Faith is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. He has been with Allegheny Investments since 2001. Allegheny Investments provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes mutual funds and model portfolios developed internally and offers both discretionary and non-discretionary management with regular performance reviews.

Dana Fitzgerald is a financial advisor at Three Cord True Wealth Management, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining Three Cord True Wealth Management, Dana worked at Incline Equity Partners for six years and has held positions at LPL Financial and several other firms. 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 to align client portfolios with their risk tolerances and goals.

William Wolfe is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Fragasso Financial Advisors since 2012 and Private Client Services since 2018. 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, comprehensive financial planning, and retirement plan consulting.

James Rogan is a financial advisor with Financial Management Strategies, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Financial Management Strategies since 2015 and is also involved with Cranberry Highlands Golf Course. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting services, employing a range of investment analysis methods and providing both discretionary and non-discretionary account management.

Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.