Thomas Mcgahan is a CFA® charterholder with five years of industry experience. He is currently with Eamon Capital Management, LLC, where he has worked since 2017. His prior roles include positions at Alpha Capital Partners and MetLife. Eamon Capital Management provides investment management and financial planning primarily for individual and high-net-worth clients, utilizing a strategic asset allocation framework combined with both passive and active strategies. The firm offers personalized portfolio management, ongoing advisory services, and comprehensive planning engagements.

Craig Thompson is a financial advisor with 17 years of industry experience, currently affiliated with 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has also worked with Whitney and Associates and Financial Independence Group. Additionally, he is an independent insurance agent with Financial Independence Group and Whitney and Associates. 4th River Financial Group provides investment supervisory services and financial planning primarily on a non-discretionary basis to individuals and business entities, including high-net-worth clients. The firm manages approximately $66.6 million in assets across about 301 client relationships, employing a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term trading strategies.

Daniel Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Ward also operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on comprehensive written financial plans rather than ongoing portfolio management. The firm employs detailed analysis and planning tools to develop recommendations, without managing client assets or charging fees based on assets under management.

Maria Devlin is a CFA® charterholder with over 31 years of experience in the financial industry. She has worked at DWD Portfolio Solutions, Inc. since 1994, with prior roles at Pacific Portfolio Consulting, LLC and PrimeSolutions Advisors, LLC. DWD Portfolio Solutions, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, using a range of investment approaches including Modern Portfolio Theory and both fundamental and technical analysis.

Christina Simmonds is a financial advisor at Hapanowicz Financial in Pittsburgh, PA, with 10 years of industry experience. She holds the Series 66 designation and has worked at Hapanowicz & Associates Financial Services, Inc. since 2015 and LPL Financial LLC since 2012. Hapanowicz Financial provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages client accounts on a discretionary basis through LPL Financial’s SWM platform, using strategic and tactical asset allocation alongside model mutual-fund portfolios tailored to clients’ risk tolerance and objectives.

Robert Fragasso is the Chairman and Chief Executive Officer of Fragasso Financial Advisors with 54 years of industry experience. He previously worked at LPL Financial for 22 years before joining Fragasso Financial Advisors in 2012. Fragasso is the author of the second edition of *Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other* published by John Wiley & Sons. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and diverse advisory services. The firm constructs diversified, global asset-allocation models tailored to client goals and employs fundamental analysis while offering ongoing portfolio management, performance reporting, and client reviews.

John Jones is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Bill Few Associates, Inc. since 1996 and previously spent 24 years at Bill Few Securities, Inc. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans with portfolio management, model mutual-fund portfolios, financial planning, and consulting. The firm uses a combination of fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Brandon Schwan is a financial advisor at Fragasso Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked with Private Client Services and LPL Financial, LLC. Outside of his advisory role, he performs bookkeeping for a restaurant called Friendship Perk & Brew. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and various advisory services. The firm employs diversified, global asset-allocation models and uses fundamental analysis, combining financial advice with accounting expertise provided by licensed CPAs on the team.

Ayden Hanes is a financial advisor at Networth Advisors, LLC in Canonsburg, PA, with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase & Co. from 2021 to 2022. Networth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis within a long-term trading framework and offers educational workshops and media content on investment and retirement topics.

Keith Woerner is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at DWD Portfolio Solutions since 2017 and previously at PrimeSolutions Advisors, LLC, and Fortune Financial Services, Inc. In addition to his advisory role, Woerner practices as an attorney specializing in estate planning and estate administration. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employee benefit plans and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment approaches and conducts formal account reviews at least annually.

Drew Deimel is a financial advisor at EWA, LLC with nine years of industry experience and holds the Series 65 designation. Prior to joining EWA in 2025, he worked for 12 years at HBK Sorce Insurance LLC and HBKS Wealth Advisors. Outside of his advisory work, he has been involved with Car to Car Care since 2007. EWA, LLC is a registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services with an emphasis on long-term strategies, tax-aware asset allocation, and the use of both low-cost funds and customized investment options.

Roblyn Kelly is a financial advisor at Henderson Brothers Financial Partners LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC, Global Retirement Partners, LLC, and GWFS Equities, Inc. since 2012. Henderson Brothers Financial Partners LLC offers investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm uses a variety of investment strategies and products, including direct portfolio management and third-party programs, serving both non-high-net-worth and high-net-worth clients.

Nicklaus Stonesifer is a CFP® and ChFC® with 15 years of industry experience. He has worked at EWA, LLC since 2020 and previously spent time with Northwestern Mutual Wealth Management Company and Investment Management from 2010 to 2020. EWA, LLC is a registered investment adviser serving approximately 397 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term investment horizons, strategic asset allocation, and tax-aware strategies, while utilizing both low-cost diversified funds and customized investment options.

Sean Hoover is a Series 65-licensed financial advisor with Allegheny Investments in Pittsburgh, PA. He has seven years of industry experience and has been with Allegheny Investments since 2014. 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 and focuses on personalized strategies using mutual funds, independent third-party managers, and proprietary research to meet client goals.

Melinda Dickerson is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding a Series 66 designation and 25 years of industry experience. She has worked with Bill Few Associates since 1997 and was previously with Bill Few Securities, Inc. for 23 years. 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. The firm employs a combination of fundamental and qualitative analysis with asset allocation guided by an internal Investment Policy Committee and uses mutual funds as a primary investment vehicle.

Jacob Imling is a financial advisor at Cookson Peirce Wealth Management with one year of industry experience and holds a Series 66 designation. His prior work includes positions at LPL Enterprise LLC, Robert W. Baird & Co. Incorporated, and the University of Pittsburgh University Endowment Fund. Outside of his advisory role, he maintains part-time employment at South Hills Country Club where he is involved in operational upkeep. Cookson Peirce Wealth Management provides discretionary wealth management and financial planning services to private clients such as individuals, high-net-worth households, trusts, and foundations, as well as asset management services to professional advisors and institutional sponsors. The firm employs a quantitative, technically based investment approach focusing on equities and fixed income, and it serves both individual and institutional clients through customized portfolios and automated offerings.

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

Natalie Kasievich is a financial advisor at Bill Few Associates, Inc. with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Steel City, Thrivent, and Stifel, Nicolaus & Company. Outside of finance, she has been involved with the Pittsburgh School of the Arts and the Portiuncula Foundation of the Sisters of St. Francis. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting. The firm’s investment approach blends fundamental and qualitative analysis with asset allocation guided by an internal committee, emphasizing mutual funds and offering tactical strategies with client consent.

David Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. He also operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to a range of individual clients, emphasizing in-depth analysis and written financial plans rather than ongoing portfolio management. The firm uses a fixed-fee approach and does not take custody of client assets, with implementation typically carried out through affiliated broker-dealer and insurance channels.

Keith Wander is a CFA® charterholder with 10 years of industry experience. He has been with Roble, Belko and Company, Inc. since 2013. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step process focused on strategic asset allocation and a core/satellite approach, incorporating both passive and active strategies along with selective use of derivatives for hedging, tax management, and income enhancement.