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 a background that includes work at Whitney and Associates as well as serving as 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 across 301 client relationships, offering portfolio management, customized investment policy statements, and educational seminars.

Daniel Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Ward 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 through written comprehensive plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets directly and focuses on fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence in its recommendations.

Clinton Guyaux is a CERTIFIED FINANCIAL PLANNER™ at Centerview Wealth Advisors, LLC, with 20 years of industry experience. He has worked at Centerview since 2014 and previously held positions at MassMutual Life Insurance Company and Guardian Life. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a disciplined investment process that includes discretionary trading authority and integrates various analytical methods to tailor investment strategies.

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.

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.

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.

Brandon Schwan is a financial advisor at Fragasso Wealth Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked previously with LPL Financial, LLC. Outside of his advisory role, he provides bookkeeping services for a Pittsburgh-based restaurant. 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 alongside comprehensive financial planning and retirement consulting services.

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 financial advisor at Allegheny Investments with eight years of industry experience and a Series 65 designation. He has been with Allegheny Investments since 2014. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored strategies based on client goals, risk tolerance, and tax considerations, using primarily mutual funds and may include third-party independent managers.

Melinda Dickerson is a financial advisor at Bill Few Associates, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been with Bill Few Associates since 1997, including prior work at Bill Few Securities, Inc. from 1998 to 2021. 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, employing asset allocation strategies supported by fundamental and qualitative analysis and offering portfolio management, mutual fund model portfolios, and financial planning.

Jacob Imling is a financial advisor at Cookson Peirce Wealth Management in Pittsburgh, PA, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at LPL Enterprise LLC, Robert W. Baird & Co. Incorporated, and the University of Pittsburgh’s Endowment Fund. Outside of his advisory work, he is employed at South Hills Country Club, where he maintains facilities related to golf. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutional clients, and other professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and it acts as sub-advisor to the Catalyst Dynamic Alpha Fund while participating as a portfolio manager in multiple wrap fee sponsor programs.

Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 credential and previously worked at New Castle Area School District for 13 years. In addition to her advisory role, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management provides discretionary investment management and financial planning to a range of clients, including high-net-worth households, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach, utilizing tactical asset allocation and sector rotation, and offers integrated tax and insurance services through affiliated entities.

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.

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 multiple firms including Madison Avenue Securities and AE Wealth Management. Outside of his advisory role, he owns and operates an insurance sales and services business and serves as a board member for the New Castle Sanitation Authority. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, institutions, and government entities. The firm uses a top-down, macro-driven investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework, deploying portfolios through bespoke allocations, pre-built models, and third-party managers.

Calen Cummins is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cummins and Perry Products, Westminster College, and Hampton High School. Cummins also serves as an independent insurance agent specializing in accident and health, life, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to a diverse client base including individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using fundamental, technical, cyclical, and charting analysis, and manages approximately $690.7 million in discretionary assets.

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.