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.

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.

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.

Jarrod Sleppy is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2015 to 2026. Legacy Edge Advisors serves individuals, high-net-worth clients, and trusts, providing discretionary portfolio management and financial planning. The firm uses a blend of fundamental, quantitative, and technical analysis to guide investment decisions and manages over $1.2 billion in discretionary 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.

Brianne King is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and Fragasso Financial Advisors throughout her career. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients including retirement plan sponsors and charitable institutions. The firm manages roughly $3 billion in assets using a diversified global asset-allocation model and offers discretionary asset management alongside comprehensive financial planning and retirement consulting services.

Paul Mehno Jr. is a financial advisor at Fragasso Wealth Advisors with 29 years of industry experience. He holds the ChFC® designation and has worked at Fragasso Financial Advisors since 2018, following nearly two decades at AXA Advisors. He also provides tax preparation and independent insurance 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 that offers discretionary and non-discretionary advisory services tailored to both individual and plan clients.

Jeffry Marzina is a CFP® professional with 36 years of industry experience, currently with Bill Few Associates, Inc. in Pittsburgh, PA. He has worked at Bill Few Associates since 1990 and was previously with Bill Few Securities, Inc. for 24 years. 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 approach includes fundamental and qualitative analysis, asset allocation guided by an internal committee, and the use of mutual funds alongside tactical strategies such as covered call options with client consent.

Brian Goldman is a financial advisor at Success Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Success Wealth Management since 2018, previously with Forest Securities, Inc. and Success Financial Solutions, LLC. Outside of advising, he serves as a board member for the nonprofit One Day to Remember and is involved in media relations for the University of Pittsburgh Athletic Department. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm customizes asset allocation using Modern Portfolio Theory and conducts quarterly reviews, utilizing technology to support client engagement but not for investment decisions.

Michael Reimer is a financial advisor at Hoffman Capital Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes property and casualty insurance sales through Nationwide Insurance as an independent agent. Prior to his advisory role, he worked at Riverstone Wealth Management LLC and has longstanding experience in insurance at Allstate Insurance Company and his own agency. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $185 million in assets for about 365 clients. The firm employs a multi-disciplinary investment process combining various analytical methods and offers both discretionary and non-discretionary management with a wrap-fee structure and no account minimums.

Mark Rychel is a CFP® professional with 34 years of experience in the financial services industry. He is currently with BCR Financial Services, LLC and has previously worked at LPL Financial and Lincoln Financial Securities Corporation. Rychel is also involved with MJR Wealth Stewardship, LLC, a business entity for tax and investment purposes. BCR Financial Services, LLC provides comprehensive financial planning and consulting to individual clients, focusing on written plans covering personal, tax, investment, insurance, retirement, death/disability, and estate matters. The firm does not manage client assets but offers advice through fixed-fee and consulting engagements, using fundamental analysis and third-party manager due diligence.

Ryan Dayton is a financial advisor at Bill Few Associates, Inc. with a Series 65 credential and over three years of experience in the financial services industry. His prior roles include positions at PNC Financial Services and Hapanowicz & Associates. Outside of his advisory work, he has experience in education and club management. 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 with asset allocation overseen by an internal Investment Policy Committee, using mutual funds as primary investment vehicles and providing both discretionary and non-discretionary account management.

William Skidmore is a financial advisor with Fragasso Wealth Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at BNY Mellon, First Exchange Bank, and managing investments for the West Virginia Student Managed Investment Fund. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, offering discretionary asset management, financial planning, and retirement consulting. The firm manages approximately $3 billion in assets using a diversified global asset-allocation model with in-house portfolio management.

Brett Nesbitt is a financial advisor with Capital A Wealth Management in Cranberry Township, PA, holding a Series 65 credential and one year of industry experience. Prior to joining Capital A Wealth Management, he held roles at S.R. Snodgrass, P.C., Butler Community College, RSM US LLP, Amazon, and Grand Canyon University. He is also involved in accounting and tax preparation through his role at Capital A Tax Solutions, LLC. Capital A Wealth Management provides discretionary investment management and financial planning services to individuals, foundations, trusts, corporations, and government clients. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and offers integrated tax and insurance services through affiliated entities.

Tammy Vargo is a financial advisor at Bill Few Associates, Inc. with 25 years of industry experience. She holds the Series 66 designation and has worked at Bill Few Associates, Inc. since 1997, including 21 years at Bill Few Securities, Inc. prior to that. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental and qualitative analysis with asset allocation guided by an internal committee, utilizing mutual funds as a primary investment vehicle alongside tactical tools such as covered call options and limited margin use.

Scott Bruce is a CFP® with 20 years of experience in the financial services industry. He currently works at Diversified, LLC and has previously been affiliated with Geneos Wealth Management Inc, Commonwealth Financial Network, and Integrity Wealth Consulting. He also holds a license as an independent insurance agent for life, health, disability, and long-term care insurance. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management and offers a range of services including wrap programs and access to third-party advisory platforms.

Douglas Rudnik is a financial advisor at Allegheny Investments with 32 years of industry experience. He has worked at Allegheny Investments since 1994. Outside of his advisory role, he owns Unified Financial, LLC, an income tax preparation business. Allegheny Investments provides investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm constructs tailored client strategies using primarily mutual funds, combining in-house research with third-party manager recommendations.