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 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.

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 Wealth Advisors and has previously worked at Q3 Advisors LLC, Ntellivest, LLC, Fragasso Financial Advisors, and LPL Financial. Outside of advisory work, he is the owner of H Stone Holdings LLC, where he is involved as a general partner and limited partner in several holdings. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions with discretionary asset management and advisory services. The firm emphasizes diversified, global asset-allocation strategies and incorporates fundamental analysis, offering tailored portfolio management and regular performance reviews.

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, as well as at LPL Financial from 2004 to 2018. 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 utilizes diversified, global asset-allocation models tailored to client objectives and combines fundamental analysis with third-party sub-advisor oversight.

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 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 and combines financial advice with accounting expertise, including licensed CPAs among its advisory representatives.

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 and its related entities since 2004 and previously at LPL Financial and BPU Investment Management. She serves as a board member of the Family Links Foundation, providing input on the foundation’s financial and investment decisions. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions with discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models and integrates financial advice with accounting expertise through licensed CPA representatives.

Ethan Lane is a financial advisor at C2 Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ASG Investment Management LLC and Accurate Solutions Group, LLC. Outside of his advisory role, Lane is involved in the sale and marketing of insurance products through Accurate Solutions Group. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to align investment decisions with retirement objectives.

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.

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.

Michael Godwin is a financial advisor at Fragasso Wealth Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Fragasso Financial Advisors since 2016, including a role in Private Client Services since 2018. Prior to that, he was with LPL Financial from 2015 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and various advisory services. The firm focuses on diversified, global asset-allocation models tailored to client objectives and integrates financial advice with accounting expertise through licensed CPAs on staff.

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.