Scott Coy is the president and sole advisor at Coy Capital Management in Monroeville, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Invicta Advisors, LLC and Trustmont Financial Group, Inc. Outside of investment advisory, he leads a real estate consulting firm and a fixed insurance business, both based in the Pittsburgh area. Coy Capital Management provides financial planning and portfolio management services to individuals, small businesses, and small pension and profit-sharing plans, including high-net-worth clients. The firm also advises qualified investors on private real estate pooled investment vehicles and generally manages client accounts on a non-discretionary basis using model portfolios and a range of equity and event-driven strategies.

Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.

Douglas Bostich is a financial advisor at Braun-Bostich & Associates Inc. with 22 years of industry experience. He has held the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before joining Braun-Bostich & Associates in 2017. Braun-Bostich & Associates serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and other asset types when appropriate.

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.

Maria Devlin is a CFA® charterholder with over 31 years of experience in the financial industry. She has worked at DWD Portfolio Solutions, Inc. since 1994, with prior roles at Pacific Portfolio Consulting, LLC and PrimeSolutions Advisors, LLC. DWD Portfolio Solutions, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, employee benefit plans, and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring, using a range of investment approaches including Modern Portfolio Theory and both fundamental and technical analysis.

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.

Robert Fragasso is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously spent 22 years with LPL Financial. Fragasso is also the author of a book on starting an independent advisory practice. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm offers discretionary asset management and comprehensive financial planning through a diversified global asset-allocation model, with services that include retirement plan consulting and portfolio rebalancing.

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.

Ayden Hanes is a financial advisor at Networth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase & Co. outside of his advisory role, Hanes has experience in various business environments including West Shore Home LLC and Bearing Distributors Inc. Networth Advisors, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $185 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis within a long-term investment framework and offers educational workshops and media content on investment topics.

Keith Woerner is a financial advisor with DWD Portfolio Solutions, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at DWD Portfolio Solutions since 2017 and previously at PrimeSolutions Advisors, LLC, and Fortune Financial Services, Inc. In addition to his advisory role, Woerner practices as an attorney specializing in estate planning and estate administration. DWD Portfolio Solutions provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employee benefit plans and corporate clients. The firm emphasizes tailored asset allocation and ongoing monitoring using a variety of investment approaches and conducts formal account reviews at least annually.

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.

Garrett Hoge is a CFP® and ChFC® with 42 years of industry experience. He is president of H Financial Management and has previously held roles at firms including Triad Advisors, Inc. and General American Life Insurance Company. Outside of his advisory work, he serves as vice president on the board of The LaPlante Foundation, a charitable organization. H Financial Management advises individuals, families, and select business and retirement-plan clients through discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s portfolios emphasize asset allocation using mutual funds and low-cost ETFs, with oversight from an internal investment committee and selective use of options strategies and AI tools governed by formal policies.

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.