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Nicole G

CFP®, Series 65

Wexford, PA

Mckinley Carter Wealth Services, Inc.

Nicole Gabriel is a CFP® and holds a Series 65 license, working as a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA. She has 10 years of industry experience and has been with McKinley Carter since 2015. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of mutual funds, ETFs, individual securities, options, and private placements tailored to client needs.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Bryan R

Series 66

Sewickley, PA

Fragasso Wealth Advisors

Bryan Reft is a financial advisor at Fragasso Wealth Advisors in Sewickley, PA, with 11 years of industry experience. He holds the Series 66 designation and has worked in private client services since 2018. His prior experience includes roles at LPL Financial, PNC Wealth Management, and Waddell & Reed. 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.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Alan P

Series 65, Series 66

Pittsburgh, PA

Milestone Asset Management, LLC

Alan Pershing is a financial advisor at Milestone Asset Management, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at PNC Wealth Management and Morgan Stanley. In addition to his role at Milestone, he is a financial consultant at West Financial Group, where he solicits insurance business. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm uses a blend of tactical and strategic approaches, employing firm-developed and third-party model portfolios, overlay management, and access to multiple sub-advisers and derivative-based investment strategies.

Wealth management Retirement income strategy Equity compensation tax strategy Private / alternative investments Founder/Business Owner Retired Approaching retirement
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Britt C

CFP®, Series 63

Pittsburgh, PA

Allegheny Investments

Britt Campbell is a CFP® professional with 45 years of experience in the financial industry. He has been with Allegheny Investments since 1991. Allegheny Investments provides investment management and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and other entities. The firm designs client strategies based on goals, risk tolerance, and tax considerations, offering both discretionary and non-discretionary account management primarily through mutual funds and third-party independent managers.

General retirement planning Business exit / sale strategy Wealth management Retirement withdrawal strategies
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Walter W

Series 63

Pittsburgh, PA

Milestone Asset Management, LLC

Walter West is a financial advisor with Milestone Asset Management, LLC, holding a Series 63 license and 18 years of industry experience. He has worked at Milestone since 2020 and has concurrent roles at Brookstone Capital Management and West Advisory Group. West serves as president of West Financial Group Inc., where he solicits insurance business, including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm uses a combination of tactical and strategic investment approaches with access to various sub-advisers and employs a range of investment tools including direct indexing, mutual funds, ETFs, and derivative-based strategies.

Wealth management Retirement income strategy Equity compensation tax strategy Private / alternative investments Founder/Business Owner Retired Approaching retirement
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Kent M

Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Kent Markle is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of his advisory work, he operates as an independent contractor for several fireworks display companies. 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 combination of fundamental and qualitative analysis, asset allocation overseen by an internal Investment Policy Committee, and periodic rebalancing, with a focus on mutual funds and client-specific tactical strategies.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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Aimee T

Oakmont, PA

Invicta Advisors LLC

Aimee Toth is a financial advisor with Invicta Advisors LLC, holding 19 years of industry experience. She has worked at Invicta Advisors and Invicta Capital LLC since 2018 and was previously with Trustmont Financial Group and Trustmont Advisory Group. In addition to her advisory role, she practices law at Three Rivers Law Partners. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a variety of advisory arrangements, including discretionary and non-discretionary services.

Wealth management
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Ward G

CFP®, Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Ward Garner is a CFP® with 34 years of industry experience, currently affiliated with Bill Few Associates, Inc. in Sewickley, PA. He has worked at Bill Few Associates since 1995 and was previously with Bill Few Securities, Inc. for 24 years. Outside of advising, he is the author of a book titled "How To Protect My Million," published in 2016. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management and financial planning with an investment approach centered on asset allocation guided by fundamental and qualitative analysis.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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Rodney E

CFP®, Series 66

Sewickley, PA

Bill Few Associates, Inc.

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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Vasilios R

CFP®, CFA®, Series 63, Series 66

Beaver, PA

Three Cord True Wealth Management, LLC

Vasilios Rizos is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Three Cord True Wealth Management, LLC and has previously worked at firms including LPL Financial, Cetera Advisor Networks, and Voya Financial Advisors. Outside of advisory work, he is involved with Three Cord True Wealth Tax Solutions, which offers tax preparation and accounting services. Three Cord True Wealth Management provides comprehensive financial planning and wealth management 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 Three Cord True Wealth Tax Solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Brent S

CFP®, Series 66

Sewickley, PA

Fragasso Wealth Advisors

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.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jeffrey B

CFP®, Series 63, Series 65

Wexford, PA

BCR Financial Services, LLC

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.

General retirement planning Income planning General estate planning guidance Cash flow / budgeting
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Denise R

Series 63, Series 66

Harmony, PA

Rodgers Brothers, Inc.

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.

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
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Christopher F

CFA®, Series 63

Mars, PA

Next Capital Management LLC

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.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies
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Liliann M

Series 66

Sewickley, PA

Fragasso Wealth Advisors

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.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jordon P

Series 65

Pittsburgh, PA

Quattro Advisors L.L.C.

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.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
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Bernard C

CFP®, CFA®, Series 63, Series 66

Sewickley, PA

Fragasso Wealth Advisors

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.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Karen L

Series 63, Series 65

Pittsburgh, PA

Fragasso Wealth Advisors

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.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Joseph H

Series 63

Pittsburgh, PA

Allegheny Investments

Joseph Hoover is a financial advisor with Allegheny Investments in Pittsburgh, PA, holding a Series 63 designation and over 42 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, he 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, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio management and financial planning, utilizing in-house research and third-party independent managers to construct client portfolios primarily with mutual funds.

General retirement planning Business exit / sale strategy Wealth management Retirement withdrawal strategies
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Matthew G

Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has been with Centerview since 2015. In addition to his advisory role, Guyaux is a licensed insurance agent and occasionally offers clients products from this capacity. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, offering a range of investment options while maintaining written Investment Policy Statements tailored to client goals.

Options & derivatives strategies Real estate investing Annuities Founder/Business Owner
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