Chris Rabenold is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Rodgers Brothers since 1990. He serves as a shareholder and member of the board of directors and trust committee at Aligned Partners Trust, a registered trust bank. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, tailoring strategies to client objectives across a broad range of securities.

Ted Drost Jr. is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Fragasso Wealth Advisors. His work history includes roles at Private Client Services, LPL Financial, and Select Financial Group, LLC. Fragasso Wealth Advisors manages approximately $3 billion in assets and serves individuals, trusts, corporations, and institutional clients. The firm utilizes a diversified global asset allocation model with an in-house portfolio management team that handles discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Edward Aufman is a CFP® professional with 27 years of industry experience. He has led Aufman Associates Inc. since 2014, overseeing a senior team of three advisors. Aufman Associates provides investment management and comprehensive financial planning services to individuals, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations. The firm employs a long-term, fundamental investment approach that combines actively and passively managed portfolios tailored to client risk profiles, and it also offers specialized services including employee benefit program advice, family office services, and trustee-like roles.

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.

Mark Rodgers is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Rodgers Brothers, Inc., where he has worked since 2010. The firm is a team of nine advisors based in Harmony, PA. Rodgers Brothers, Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, charitable organizations, and pension plans, typically managing accounts with minimums around $1 million. The firm uses a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, offering tailored strategies that may involve long-term holdings, trading, options, short sales, and margin use.

Charles Petredis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Petredis Investment Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member at The Saint Constantine School of Pittsburgh and is a member at large of the Whitetail Crossing Homeowners Association. Petredis Investment Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth families, retirement plans, non-profits, and businesses. The firm employs a combination of active and passive strategies across various asset classes, focusing on risk-adjusted, tax-efficient allocations tailored to client objectives.

Robert Holdcroft is a financial advisor at Three Cord True Wealth Management, LLC with 13 years of industry experience. He has held positions at several firms, including Rosenthal Wealth Management and The AYCO Company, L.P./Mercer Allied. He serves as a board member of the Marshall Heights Homeowners Association. 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 using LPL Research, model portfolios, and third-party managers, and offers integrated tax, brokerage, insurance, and wrap-fee program solutions.

Matthew Kloos is a financial advisor at Success Wealth Management LLC in Wexford, PA. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Cetera, PNC Bank, and Mutual of Omaha Investor Services. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on client goals, conducting quarterly reviews and implementing both long- and short-term strategies.

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.

Nicholas Raught is a CFP® with 10 years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC. He previously worked with LPL Financial, LLC and Cottrill, Arbutina Wealth Management Group. Raught is also involved in a family business managing a commercial real estate property. 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, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Susan Faust is a Series 66 credentialed financial advisor with 20 years of industry experience. She has been with Bill Few Associates, Inc. since 2015. 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, asset allocation guided by an internal Investment Policy Committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Kimberly Zeis is a financial advisor at Bill Few Associates, Inc. with 19 years of industry experience. She holds the Series 66 designation and has been with Bill Few Associates since 1998. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental and qualitative analysis with asset allocation overseen by an internal Investment Policy Committee, and employs mutual funds as a core investment vehicle.

Roger Roble is a financial advisor with Roble, Belko and Company, Inc. in Sewickley, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Roble, Belko and Company since 2000. 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 investment process emphasizing strategic asset allocation and a core/satellite approach, incorporating both traditional and non-traditional strategies, with attention to tax outcomes and risk management.

Adam Logan is a CFA® charterholder with four years of industry experience. He has worked at Bill Few Associates, Inc. since 2022 and previously held positions at Newton Investments, Mellon Investments, and Mellon Capital Management. 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 combination of fundamental and qualitative analysis with an internal Investment Policy Committee guiding asset allocation and emphasizes mutual funds and periodic rebalancing in its investment approach.

Brian Gongaware is a CFP® professional with 27 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2009 and previously spent 10 years at NetWorth Investment Advisors, Inc. Outside of his advisory role, he is the proprietor of BTGongo, LLC. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm combines fundamental and technical analysis within a strategic asset allocation framework and uses independent managers alongside mutual funds, ETFs, and private placements.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.

Mark Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding a Series 65 designation and 46 years of industry experience. He has been with Rodgers Brothers since 1985. Outside of his advisory role, he serves as Secretary and Trustee for Friends of Quaker Valley Schools, a nonprofit organization. Rodgers Brothers provides discretionary, full-scale portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios to client objectives and risk tolerances.

Serhiy Zayats is a financial advisor at Fragasso Wealth Advisors with eight years of industry experience and holds the Series 65 designation. His prior work experience includes roles at Bank of New York Mellon, Greycourt, Rootstock Advisors, and CIM Investment Management. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, financial planning, retirement plan consulting, and other advisory services.

David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. 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 assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.