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.

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.

Christopher Pavcic is a financial advisor with EWA, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at EWA since 2020 and previously held roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial career, he worked at Ruth's Chris Steakhouse. EWA, LLC is a nine-advisor registered investment adviser managing approximately $750.7 million for about 397 clients. The firm offers comprehensive wealth management and financial planning services, emphasizing long-term strategies, strategic asset allocation, and tax-aware asset location, with portfolios managed through both low-cost diversified funds and customized investment options.

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

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 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.

Kent Aloia is a CFP® certificant with 19 years of experience in financial advising. He is currently with H Financial Management and previously worked at Triad Advisors, Inc. Aloia also holds a Pennsylvania life insurance license. H Financial Management serves individuals, families, and select business and retirement-plan clients with investment management, financial planning, and consulting services. The firm emphasizes asset allocation using mutual funds and low-cost ETFs, employs an internal investment committee, and incorporates options strategies and AI tools under formal policies.

Daniel Costa is a CFP® with over 31 years of industry experience, currently serving at BCR Financial Services, LLC. He previously worked at LPL Financial LLC and Lincoln Financial Securities Corporation. Costa also holds a CPA designation and has maintained an independent financial planning practice since 1998. BCR Financial Services, LLC provides financial planning and consulting services to individual clients across various wealth levels, focusing on written financial plans rather than ongoing portfolio management. The firm uses detailed analysis and planning tools to generate recommendations, does not take custody of client assets, and typically implements advice through affiliated broker-dealer and insurance channels chosen by clients.

Daniel Dingus is a CFP® professional with 23 years of industry experience. He is associated with Fragasso Wealth Advisors and has held roles at Private Client Services, Fragasso Financial Advisors, LPL Financial LLC, StanCorp Investment Advisers, and Invesmart Advisors Inc. Dingus serves as president of the Pittsburgh Society of Investment Professionals and is a board member of the Veterans Leadership Program of Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation approach with in-house portfolio management and offers a range of advisory services including discretionary asset management and retirement plan consulting.

William Gaffey is a CFA® charterholder with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014. Aufman Associates serves individual clients, trusts, estates, pension and profit-sharing plans, small businesses, and charitable organizations, providing investment management and comprehensive financial planning services. The firm employs a long-term, fundamental investment approach with a focus on diversified portfolios and manager selection, managing approximately $863 million in discretionary assets with a team of three advisors.

Michael Kauffelt is a CFA® charterholder with 32 years of industry experience. He is currently with Bill Few Associates, Inc. and has been affiliated with the firm and its predecessor entities since 1997. 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’s investment process incorporates fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Edward Aufman is a CFP® professional with 23 years of industry experience. He has been with Aufman Associates Inc. since 2014, where he is part of a three-advisor team. Aufman Associates provides investment management and comprehensive financial planning 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 active and passive strategies and accepts complex operational roles such as trustee and bill-paying services.

Tyler Houston is a CFP® professional at EWA, LLC with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Interchange Capital Partners. EWA, LLC is a registered investment adviser managing approximately $750.7 million for around 397 clients through a nine-advisor team. The firm offers comprehensive wealth management services, including portfolio management, retirement-plan analysis, tax planning via an affiliated entity, and insurance products, emphasizing long-term strategies, diversification, and tax-aware asset location.

Rachel Weaver is a financial advisor at Fragasso Wealth Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked at Fragasso Financial Advisors since 2013, including roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation strategy with an in-house portfolio management team and offers both discretionary and non-discretionary advisory services.

Mia Kovacs is a CFP® with 14 years of industry experience, currently serving at Bill Few Associates, Inc. since 2015. She previously worked at Bill Few Securities, Inc. from 2015 to 2021. 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 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.

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC from 1996 to 2018. Fertig has been with Fragasso Financial Advisors since 2012 and currently provides private client services. 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, comprehensive financial planning, retirement plan consulting, and related advisory services.

Jason Bendik is a financial advisor at Allegheny Investments with eight years of industry experience. He holds a Series 66 designation and has worked at Pandolfo Bendik, Ltd for 15 years. Outside of advisory services, he serves as president of an accounting and tax firm. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio and planning solutions using primarily mutual funds, in-house research, and third-party managers, and features a mix of discretionary and non-discretionary account management.

Stephen Bierker is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He currently serves at Asset One Wealth Management, LLC and previously worked for Pittsburgh Financial Planners, Inc. for 10 years. He is also the managing member of SGBIER ENTERPRISES, LLC, which provides business consulting services. Asset One Wealth Management is an SEC-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm combines strategic asset allocation with long-term investment strategies and family-office style coordination for clients with significant assets.

David Rishel is a CFP® professional with 28 years of industry experience, currently affiliated with Bill Few Associates, Inc. since 2012. He has held positions at Summit Street Capital Management, LLC, Aca Group, and Foreside. In addition to his advisory role, Mr. Rishel works as a consultant with Keystone Adviser Compliance LLC, providing regulatory compliance services to investment advisors and broker-dealers. 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 utilizes a combination of fundamental and qualitative analysis, asset allocation by an internal committee, and periodic rebalancing, with a focus on mutual funds and tactical strategies implemented with client consent.

David Rearick is a financial advisor at Allegheny Investments with 41 years of industry experience. He has been with Allegheny Investments since 1998 and holds Series 63 and Series 65 licenses. 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 portfolio management and financial planning solutions, utilizing mutual funds and third-party managers, with an investment approach that considers client goals, risk tolerance, and tax factors.