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Anthony P

Series 65

Warrendale, PA

Petredis Investment Advisors

Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
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Brandon S

Series 66

Sewickley, PA

Fragasso Financial Advisors

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.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Drew D

Series 65

Pittsburgh, PA

EWA, LLC

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.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Roblyn K

Series 63, Series 65

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

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.

ESG / Sustainable investing Founder/Business Owner Retired
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Nicklaus S

CFP®, ChFC®, Series 66

Pittsburgh, PA

EWA, LLC

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.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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Sean H

Series 65

Pittsburgh, PA

Allegheny Investments

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy
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Melinda D

Series 66

Sewickley, PA

Bill Few Associates, Inc.

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.

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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Jacob I

Series 66

Pittsburgh, PA

Cookson Peirce Wealth Management

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.

General retirement planning General tax planning Active portfolio management Wealth management Founder/Business Owner
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Lindsay F

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked with AE Wealth Management and the New Castle Area School District. Outside of advising, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management serves individual investors, institutional sponsors, and nonprofit entities, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, offering access to third-party model managers and alternative investments.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Natalie K

Series 65, Series 66

Sewickley, PA

Bill Few Associates, Inc.

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.

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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David H

Series 63, Series 65

Beaver, PA

COMPREHENSIVE CAPITAL MANAGEMENT, Inc.

David Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Comprehensive Capital Management since 2010 and is also involved with Harper & Hodge, an investment advisory and brokerage business. Outside of his advisory roles, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a mix of strategic and tactical asset-allocation approaches and offers discretionary and non-discretionary portfolio management, model portfolio programs, and retirement plan consulting.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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David W

Series 63, Series 66

Wexford, PA

BCR Financial Services, LLC

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.

General retirement planning Income planning General estate planning guidance Cash flow / budgeting
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Keith W

CFA®

Sewickley, PA

Roble, Belko and Company, Inc.

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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David D

Series 63

Cranberry Twp., PA

Capital A Wealth Management

David Domenick Sr. is a financial advisor at Capital A Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Madison Avenue Securities and AE Wealth Management. Outside of investment advisory work, he owns and operates an insurance sales business. Capital A Wealth Management serves individual and institutional clients, offering discretionary investment management, financial planning, retirement-plan consulting, and participant investment advice. The firm utilizes a top-down macro approach to tactical asset allocation, incorporating mutual funds, ETFs, equities, and fixed-income securities, and also provides specialized retirement plan services.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Calen C

Series 65

Pittsburgh, PA

Milestone Asset Management, LLC

Calen Cummins is a financial advisor with Milestone Asset Management, LLC in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Milestone, he worked at Cummins and Perry Products and held positions at Westminster College and Hampton High School. Cummins also operates as an independent insurance agent focusing on accident and health, life, and fixed annuities. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

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

CFP®, Series 66

Pittsburgh, PA

Interchange Capital Partners

Brian Baum is a CFP® professional with 14 years of industry experience, currently serving at Interchange Capital Partners since 2020. Prior to that, he worked at Purshe Kaplan Sterling Investments and UBS Financial Services. He is a partner at Defiant Interchange Advisors LLC, an M&A advisory firm advising business owners on transaction structuring. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, tax- and fee-aware implementation, and broad diversification, often utilizing third-party managers and model portfolios tailored to client risk tolerance and liquidity needs.

Private / alternative investments Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner
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Austin K

Series 66

Pittsburgh, PA

Henderson Brothers Financial Partners LLC

Austin Krise is a financial advisor at Henderson Brothers Financial Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Global Retirement Partners, and Cambridge Investment Research. Krise is based in Pittsburgh, PA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm employs a range of portfolio construction methods and offers access to pooled employer and multiple employer plans for its clients.

ESG / Sustainable investing Founder/Business Owner Retired
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Alison W

CFP®, Series 66

Sewickley, PA

Bill Few Associates, Inc.

Alison Wertz is a CFP® with 28 years of industry experience, currently serving at Bill Few Associates, Inc. since 1996. She previously worked at Bill Few Securities, Inc. for 24 years. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by offering portfolio management, financial planning, and consulting services. The firm’s investment approach includes fundamental and qualitative analysis, asset allocation by an internal Investment Policy Committee, and periodic rebalancing, with a focus on mutual funds and tactical tools such as covered call option 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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Nicole G

CFP®, Series 65

Wexford, PA

Mckinley Carter Wealth Services, Inc.

Nicole Gabriel is a CFP® with 10 years of experience in financial advising. She has been with McKinley Carter Wealth Services, Inc. since 2015. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profit organizations, and institutional clients. The firm combines fundamental and technical analysis with a long-term strategic asset allocation framework and tailors portfolios to client risk tolerance and time horizon.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Jamison S

Series 63, Series 65

Pittsburgh, PA

EWA, LLC

Jamison Smith is a financial advisor at EWA, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC. Outside of advisory work, he has professional experience with Wheeling Jesuit University and True Lacrosse. 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, employing a fiduciary approach that includes strategic asset allocation, diversification, and tax-aware investment strategies.

Business exit / sale strategy Equity compensation tax strategy Tax-loss harvesting Roth conversion strategy Retirement income strategy Doctor or Medical Professional Executive Founder/Business Owner Mid-Career Professionals
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