Alan Pershing is a financial advisor at Milestone Asset Management, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PNC Wealth Management. Since 2018, he has also been a financial consultant with West Financial Group Inc., focusing on insurance products including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning services to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches using firm-developed and third-party model portfolios, derivative-based strategies, and sub-advisers.

Britt Campbell is a CFP® with 44 years of industry experience and has been with Allegheny Investments since 1991. He holds a Series 63 license and is based in Mars, PA. 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, focusing on diversified portfolios primarily using mutual funds, with an emphasis on personalized strategies and ongoing monitoring.

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.

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.

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.

Ward Garner is a CFP® with 33 years of industry experience, currently serving at Bill Few Associates, Inc. since 1995. He previously worked at Bill Few Securities, Inc. for 24 years. He is the author of "How To Protect My Million," a book published in 2016. 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 disciplined investment process involving fundamental and qualitative analysis, asset allocation by an internal committee, and periodic rebalancing, with a focus on mutual funds and cost-efficient share classes.

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® and holds a Series 66 license with four years of industry experience. He is currently with Fragasso Financial Advisors in Sewickley, PA, having previously worked at Q3 Advisors LLC, Ntellivest, LLC, and LPL Financial, LLC. Outside of his advisory role, he is involved as a general partner and limited partner in several holdings through H Stone Holdings LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models, employing fundamental analysis and a variety of investment vehicles, while integrating financial advice with accounting expertise through licensed CPAs on their team.

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 Financial Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Fragasso since 2012, following a prior role at LPL Financial. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a variety of advisory services. The firm’s portfolio management team creates diversified global asset-allocation models tailored to client objectives and integrates fundamental analysis, while also providing ongoing performance reporting and client reviews.

Bernard Carter Jr. is a financial advisor at Fragasso Financial Advisors with 26 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at LPL Financial, LLC and Hapanowicz & Associates Financial Services, Inc. (H&A Wealth Advisors). 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 employs diversified, global asset-allocation models and uses fundamental analysis to manage portfolios tailored to client objectives.

Karen Lapina is a financial advisor with Fragasso Financial Advisors in Pittsburgh, PA. She holds Series 63 and Series 65 licenses and has 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 of the Family Links Foundation, providing input on financial and investment decisions. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates financial advice with accounting expertise through licensed CPA representatives.

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.

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he 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, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

Catherine Oliver Allen is a Series 63 licensed financial advisor with 33 years of industry experience. She has been with Invicta Capital LLC since 2019 and also owns and operates Relentless Ranch, where she raises and trains service dogs. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach incorporates fundamental, quantitative, and qualitative analysis, offering a range of advisory arrangements including discretionary and non-discretionary services.

Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centerview since 2015. Outside of advising, he is involved in nonprofit organizations including serving as co-chair of Emerging CPAs at the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. He also operates Capital Configuration, LLC, an unrelated business. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm integrates fundamental, technical, and quantitative analysis, and manages client assets in-house with documented investment policies and regular reviews.

Michael Godwin is a financial advisor at Fragasso Financial Advisors with 12 years of industry experience and holds a Series 66 designation. He has worked at Fragasso Financial Advisors since 2016 and previously held roles at 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 with oversight of third-party sub-advisors.