Brian Goldman is a financial advisor at Success Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forest Securities, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves as an independent insurance agent offering fixed insurance products and participates in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit organization One Day to Remember. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs a goal-based, Modern Portfolio Theory framework for asset allocation and risk management, conducting regular portfolio reviews and utilizing third-party sub-advisors as needed.

Michael Reimer is a financial advisor with Hoffman Capital Advisors LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He has worked at Riverstone Wealth Management LLC and has over two decades of experience in insurance through Allstate Insurance Company and his own Reimer Insurance Agency. He operates as an independent property and casualty insurance agent with Nationwide Insurance Company. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning and portfolio management to approximately 365 clients with about $185 million in assets under advisement. The firm employs a multi-disciplinary investment approach, offers both discretionary and non-discretionary management, and operates portfolio management on a wrap-fee basis with no account minimums.

Mark Rychel is a CFP® professional with 34 years of experience in the financial services industry. He is currently with BCR Financial Services, LLC and has previously worked at LPL Financial and Lincoln Financial Securities Corporation. Rychel is also involved with MJR Wealth Stewardship, LLC, a business entity for tax and investment purposes. BCR Financial Services, LLC provides comprehensive financial planning and consulting to individual clients, focusing on written plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets but offers advice through fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence.

Ryan Dayton is a financial advisor at Bill Few Associates, Inc. with a Series 65 credential and over three years of experience in the financial services industry. His prior roles include positions at PNC Financial Services and Hapanowicz & Associates. Outside of his advisory work, he has experience in education and club management. 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 services. The firm employs a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, using mutual funds as primary investment vehicles and providing both discretionary and non-discretionary account management.

William Skidmore is a financial advisor at Fragasso Financial Advisors in Sewickley, PA, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at BNY Mellon, First Exchange Bank, and involvement with the West Virginia Student Managed Investment Fund. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions with discretionary asset management and advisory services, offering diversified global asset-allocation models and a range of investment options tailored to client objectives.

Brett Nesbitt is a financial advisor at Capital A Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at S.R. Snodgrass, P.C. and Butler Community College. In addition to his advisory role, Nesbitt manages Capital A Tax Solutions, LLC, providing tax preparation services. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach that includes tactical asset allocation, sector rotation, and a growth/value framework, implementing portfolios through mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Tammy Vargo is a financial advisor at Bill Few Associates, Inc. with 25 years of industry experience. She holds the Series 66 designation and has worked at Bill Few Associates, Inc. since 1997, including 21 years at Bill Few Securities, Inc. prior to that. 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’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal committee, utilizing mutual funds as a primary investment vehicle alongside tactical tools such as covered call options and limited margin use.

Nicholas Fajack is a financial advisor at Capital A Wealth Management with six years of industry experience. He holds a Series 63 designation and has previously worked at firms including Madison Avenue Securities, SA Stone Investment Advisors, Cetera Investment Services, and Farmers National Bank. Outside of his advisory role, he contributes as a presenter on retirement planning topics for nonprofit organizations focused on financial education. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro-environmental investment strategy that combines tactical asset allocation and sector rotation across mutual funds, ETFs, individual equities, and fixed income, utilizing third-party model managers and a platform with AE Wealth Management for portfolio oversight.

Scott Bruce is a CFP® with 20 years of experience in the financial services industry. He currently works at Diversified, LLC and has previously been affiliated with Geneos Wealth Management Inc, Commonwealth Financial Network, and Integrity Wealth Consulting. He also holds a license as an independent insurance agent for life, health, disability, and long-term care insurance. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management and offers a range of services including wrap programs and access to third-party advisory platforms.

Brian Jourdan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Bill Few Associates, Inc. since 2004. He holds a Series 66 license and is based in Sewickley, Pennsylvania. 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 disciplined investment process involving fundamental and qualitative analysis, asset allocation oversight by an internal committee, and regular rebalancing, with a focus on mutual funds and cost efficiency.

Mario Posteraro is a CFP® professional at Roble, Belko and Company, Inc. with seven years of industry experience. He has worked at Roble, Belko and Company since 2018 and previously at PNC Wealth Management from 2015 to 2018. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process with a core/satellite approach and incorporates passive and active strategies, including the selective use of derivatives for hedging, tax management, and income enhancement.

Jason Defelice is a Series 65-licensed financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, with three years of industry experience. Before joining Bill Few Associates, he worked at Dunbar Bender and Zapf and held positions at Robert Morris University, Westmoreland Mechanical Testing and Research, and Greater Latrobe High School. Bill Few Associates 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 combining fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Michael Whalen is a CFP® professional with 32 years of industry experience. He is currently with BCR Financial Services, LLC and has prior experience at LPL Financial and Lincoln Financial Securities Corporation. Whalen also holds a non-variable insurance license and operates HCMC Wealth Stewardship, LLC for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans covering tax, cash flow, investments, insurance, retirement, estate, and disability planning. The firm emphasizes analysis and planning tools without managing client assets or providing discretionary portfolio management, using fixed-fee engagements instead.

Ted Drost Jr. is a CFP® professional with 19 years of industry experience, currently serving at Fragasso Financial Advisors in Wexford, PA. He has been with Fragasso since 2015 and also worked at LPL Financial from 2015 to 2018. Fragasso Financial Advisors provides discretionary asset management and advisory services to individual investors, retirement plan sponsors, trusts, foundations, and other institutions, focusing on diversified global asset-allocation models tailored to client objectives.

Edward Aufman is a CFP® professional with 26 years of industry experience. He has been with Aufman Associates Inc. since 2014, where he is part of a three-advisor team based in Sewickley, PA. Aufman Associates serves a diverse client base including individuals, trusts, small businesses, and charitable organizations, providing investment management and comprehensive financial planning. The firm employs a long-term, fundamental investment approach, managing approximately $863 million in discretionary assets with a focus on manager selection and tailored client services.

Joann Rodkey is a financial advisor at E.E. Powell & Company Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Oppenheimer. E.E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting on an hourly basis. The firm serves clients with tailored investment strategies using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority and advising across a broad range of securities.

Richard Mangieri is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Securities for 16 years before joining LPL Financial in 2024. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes in-depth analysis and planning tools to generate recommendations but does not manage client assets or provide discretionary portfolio management.

Charles Petredis is a CFA® charterholder with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.

Matthew Kloos is a financial advisor with Success Wealth Management LLC in Wexford, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Cetera, PNC Bank, and Mutual of Omaha. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across 814 client relationships, employing Modern Portfolio Theory for asset allocation and utilizing sub-advisor arrangements, with accounts reviewed at least quarterly.

William Nichols is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Bill Few Associates, Inc. since 2007. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and qualitative analysis, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, primarily using mutual funds.