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Michael R
Series 63, Series 66
Harmony, PA
Rodgers Brothers, Inc.
Michael Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 66 credentials and having 32 years of industry experience. He has been with Rodgers Brothers since 1998. Outside of his advisory role, he is president and owner of Tinicum REO Capital, Inc., a consulting firm focused on real estate advisement and management. Rodgers Brothers, Inc. provides discretionary portfolio management services to a range of clients including individuals, trusts, and institutional entities. The firm employs a value-oriented investment approach combining fundamental and technical research and manages assets across multiple security types with strategies tailored to client objectives.
William K
Oakmont, PA
Invicta Advisors LLC
William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.
Gregg I
Series 66
Mars, PA
MDRN Capital
Gregg Indovina is a financial advisor at MDRN Capital with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Golden Reserve Retirement, RFG Advisory, and Accelerated Wealth Advisors. Outside of his advisory work, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.
Thomas R
Series 65
Sewickley, PA
Bill Few Associates, Inc.
Thomas Reisdorf Jr. is a financial advisor at Bill Few Associates, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at First Commonwealth Advisors from 2016 to 2023. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, utilizing asset allocation guided by fundamental and qualitative analysis with regular portfolio review and rebalancing.
Patrick R
ChFC®, Series 65
Pittsburgh, PA
Milestone Asset Management, LLC
Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC in Pittsburgh, PA, holding the ChFC® designation and a Series 65 license, with six years of industry experience. His prior roles include positions at Brookstone Capital Management and Power Home Remodeling Group. He also holds a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and various institutions. The firm employs a combination of tactical and strategic portfolio management approaches, utilizing model portfolios and sub-advisory relationships to manage approximately $690.7 million in discretionary assets.
Robert S
Series 63, Series 65
Pittsburgh, PA
Allegheny Investments
Robert Spicher is a financial advisor at Allegheny Investments with 23 years of experience at the firm and over 40 years operating Spicher Associates, Inc., where he serves as president. He holds Series 63 and Series 65 licenses and is based in Pittsburgh, PA. In addition to his advisory work, he manages a non-investment related CPA business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, and various plans, using a combination of proprietary research, third-party managers, and tailored strategies to meet client goals and risk profiles.
Leo S
Series 63, Series 66
Wexford, PA
BCR Financial Services, LLC
Leo Scalercio Jr. is a financial advisor at LPL Financial with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Securities Corporation for 12 years. Outside of his advisory role, he is involved in insurance brokerage through Pittsburgh Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory product offerings.
David D
Series 66
Cranberry Twp., PA
Capital A Wealth Management
David Domenick Jr. is a financial advisor with Capital A Wealth Management in Cranberry Township, PA, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Madison Avenue Securities and AE Wealth Management, among others. He is active in nonprofit education, serving as a member and presenter on retirement planning topics for the Association of Financial Consultants and the Council of Financial Educators. Capital A Wealth Management provides discretionary investment management and financial planning for individuals, high-net-worth households, foundations, trusts, estates, corporations, and retirement plans, including government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and integrates tax and insurance services through affiliated entities.
Alex F
Series 66
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.
Robert Y
Series 66
Sewickley, PA
Fragasso Wealth Advisors
Robert Yelenovsky is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial, and he is involved with the Marine Corps Scholarship Foundation’s Steel City Awards Dinner Committee. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through a diversified global asset-allocation approach and offering discretionary asset management, financial planning, and retirement consulting services.
Sandra S
Series 65
Wexford, PA
Mckinley Carter Wealth Services, Inc.
Sandra Steedle is a Series 65-licensed financial advisor with McKinley Carter Wealth Services, Inc. She has over 30 years of industry experience, including 28 years at Allegiance Financial Advisors and 4 years at her current firm. Outside of her advisory work, she is employed part-time in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within tailored portfolio construction and an active use of independent managers and private placements.
Joseph D
Series 63, Series 65
Sewickley, PA
Bill Few Associates, Inc.
Joseph Deandrea is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 designations 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 advisory services, he also sells insurance through Capitas/Pittsburgh Brokerage. 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 services. The firm employs a combined fundamental and qualitative investment approach, utilizes mutual funds extensively, and offers discretionary and non-discretionary management along with retirement account guidance.
Kevin C
Series 66
Sewickley, PA
Bill Few Associates, Inc.
Kevin Corbett is a financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, holding a Series 66 designation with 23 years of industry experience. He has been with Bill Few Associates since 1999 and previously worked at Bill Few Securities, Inc. for 22 years. 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 determined by an internal Investment Policy Committee, and periodic rebalancing, primarily employing mutual funds and offering additional tactical tools such as covered call option strategies.
Joel N
CFA®, Series 65, Series 63
Cranberry Twp., PA
Capital A Wealth Management
Joel Nesbitt is a financial advisor with Capital A Wealth Management in Cranberry Township, PA. He holds the CFA® designation along with Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC and has been involved with Capital A Insurance, LLC in insurance sales and services. Capital A Wealth Management offers discretionary investment management and financial planning to individual, institutional, and government clients. The firm utilizes a top-down, macro-driven investment approach that includes tactical asset allocation and sector rotation, providing both customized and model portfolio solutions along with integrated tax and insurance services.
Jacqueline C
CFP®, Series 66
Sewickley, PA
Roble, Belko and Company, Inc.
Jacqueline Cannella is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Roble, Belko and Company, Inc., where she has worked since 2024, following roles at UBS Financial Services and JPMorgan Chase & Co. Prior to her financial services career, she was affiliated with Penn State University. Roble, Belko and Company manages discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations, employing a tailored investment approach that includes strategic asset allocation and a core/satellite framework with active and passive strategies, as well as selective use of derivatives for hedging, tax management, or income enhancement.
Emily S
Series 66
Sewickley, PA
Bill Few Associates, Inc.
Emily Sekerak is a financial advisor at Bill Few Associates, Inc. with seven years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 2019. Bill Few Associates, Inc. provides investment advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.72 billion across discretionary and non-discretionary accounts, using asset allocation guided by fundamental and qualitative analysis with a focus on mutual funds and ETFs.
Audrey P
CFP®
Sewickley, PA
True Wealth Design, LLC
Audrey Petrus is a CFP® professional with seven years of industry experience. She currently works at True Wealth Design, LLC, where she has been since 2023. Prior to this, she was affiliated with Mops and Muscles and Plans to Prosper, LLC. True Wealth Design, LLC serves individuals, families, business entities, trusts, estates, charitable organizations, and retirement plans through financial planning, investment advisory, wealth management, and retirement-plan consulting. The firm employs a structured, tax-aware investment approach that includes asset allocation, tax-loss harvesting, and direct indexing, and it operates alongside affiliated tax and accounting services as well as an independent insurance brokerage.
Daniel H
Series 66
Mars, PA
Comprehensive Capital Management, Inc.
Daniel Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked with Comprehensive Capital Management since 2010 and also operates the investment advisory and brokerage business Harper & Hodge. Outside of advisory services, he serves as treasurer and board member of the Lighthouse Foundation and holds board positions with both the McGuire Memorial Foundation and First Presbyterian Church of Monaca. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, third-party manager selection, and financial planning. The firm employs fundamental and technical investment methods, including tactical overlays and market-timing strategies, offering both discretionary and non-discretionary management across a range of model portfolios.
Josiah H
Series 66
Cranberry Twp, PA
Hoffman Capital Advisors LLC
Josiah Hoffman is a Series 66-licensed financial advisor with 17 years of industry experience. He currently serves at Hoffman Capital Advisors LLC and Mid Atlantic Capital Corporation, where he has worked since 2017. Hoffman is a board member of the Parkinson's Foundation Western PA and Grace Community Church. Outside of financial services, he is a craftsman involved in woodworking and epoxy art. 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 $185 million in assets under advisement. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management through a wrap fee program.
Patrick D
Series 65
Cranberry Twp., PA
Capital A Wealth Management
Patrick Danglidis is a financial advisor at Capital A Wealth Management with four years of industry experience. He holds the Series 65 credential and has worked at various firms including AE Wealth Management and WestPac Wealth Partners. In addition to his advisory role, he is an associate advisor involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and offers integrated tax and insurance services through affiliated companies.
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