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Alex F

Series 66

Cranberry Twp, PA

Hoffman Capital Advisors LLC

Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. 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 client assets through a team of seven advisors and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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Robert Y

Series 66

Sewickley, PA

Fragasso Wealth Advisors

Robert Yelenovsky is a financial advisor with Fragasso Wealth Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with firms including Morgan Stanley and LPL Financial and currently serves as Senior Vice President and Manager at Fragasso Financial Advisors. Yelenovsky is also involved with the Marine Corps Scholarship Foundation as a committee member for a nonprofit fundraiser. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm focuses on diversified, global asset-allocation models and integrates financial advice with accounting expertise, offering services to clients with a range of investment needs.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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Sandra S

Series 65

Wexford, PA

Mckinley Carter Wealth Services, Inc.

Sandra Steedle is a financial advisor with McKinley Carter Wealth Services, Inc. She holds a Series 65 designation and has over 30 years of experience, including 28 years at Allegiance Financial Advisors and four years at McKinley Carter. Outside of her advisory role, she is involved in retail customer service at Kohl’s. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers a range of financial planning and investment management services, employing a mix of fundamental and technical analysis within a strategic long-term allocation framework tailored to client needs.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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Joseph D

Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

Joseph Deandrea is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of advisory services, he also sells insurance through Capitas/Pittsburgh Brokerage. 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 combined fundamental and qualitative investment approach, utilizes mutual funds extensively, and offers discretionary and non-discretionary management along with retirement account guidance.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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David M

CFP®, ChFC®, Series 63, Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
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Kevin C

Series 66

Sewickley, PA

Bill Few Associates, Inc.

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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Joel N

Series 65, Series 63

Cranberry Twp., PA

Capital A Wealth Management

Joel Nesbitt is a financial advisor at Capital A Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management and Capital A Insurance, where he is also involved in insurance sales. Capital A Wealth Management serves a diverse client base, including individuals, high-net-worth households, and institutional clients, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Jacqueline C

CFP®, Series 66

Sewickley, PA

Roble, Belko and Company, Inc.

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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Emily S

Series 66

Sewickley, PA

Bill Few Associates, Inc.

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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Audrey P

CFP®

Sewickley, PA

True Wealth Design, LLC

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.

General retirement planning Retirement income strategy General tax planning Tax-loss harvesting Passive / index investing Founder/Business Owner Retired Approaching retirement Retired
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Daniel H

Series 66

Mars, PA

Comprehensive Capital Management, Inc.

Daniel Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked with Comprehensive Capital Management since 2010 and also operates the investment advisory and brokerage business Harper & Hodge. Outside of advisory services, he serves as treasurer and board member of the Lighthouse Foundation and holds board positions with both the McGuire Memorial Foundation and First Presbyterian Church of Monaca. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, third-party manager selection, and financial planning. The firm employs fundamental and technical investment methods, including tactical overlays and market-timing strategies, offering both discretionary and non-discretionary management across a range of model portfolios.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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Josiah H

Series 66

Cranberry Twp, PA

Hoffman Capital Advisors LLC

Josiah Hoffman is a Series 66-licensed financial advisor with 17 years of industry experience. He currently serves at Hoffman Capital Advisors LLC and Mid Atlantic Capital Corporation, where he has worked since 2017. Hoffman is a board member of the Parkinson's Foundation Western PA and Grace Community Church. Outside of financial services, he is a craftsman involved in woodworking and epoxy art. Hoffman Capital Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning and portfolio management to approximately 365 clients with $185 million in assets under advisement. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary management through a wrap fee program.

Options & derivatives strategies Annuities Private / alternative investments Wealth management Executive Founder/Business Owner
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Luigi D

Series 66

Pittsburgh, PA

Quattro Advisors L.L.C.

Luigi Di Ianni is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 66 designation with 17 years of industry experience. He has worked at Quattro Advisors since 2008 and previously operated the Law Office of Luigi Di Ianni from 1998 to 2020. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice with active portfolio oversight and invests across public and private markets, including proprietary private funds and commodity pool operations.

Private / alternative investments Real estate investing Wealth management Executive Founder/Business Owner
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Patrick D

Series 65

Cranberry Twp., PA

Capital A Wealth Management

Patrick Danglidis is a financial advisor at Capital A Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at Capital A Wealth Management and affiliated entities since 2021. Outside of his advisory role, he is also involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management serves a diverse client base including individuals, high-net-worth households, institutions, and retirement plans. The firm employs a top-down, macro approach to tactical asset allocation, utilizing mutual funds, ETFs, individual securities, and third-party model managers to implement portfolios and provide retirement plan consulting and participant advice.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Joseph N

PFS™, Series 66

Seven Fields, PA

E. E. Powell & Company Inc.

Joseph Niesslein is a financial advisor at E. E. Powell & Company Inc. with 23 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Hefren Tillotson, Inc. for 24 years and Robert Baird & Co. for one year. Outside of his advisory role, Niesslein operates a CPA tax preparation business. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting, serving clients with a client-specific investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies. The firm typically operates with discretionary trading authority and offers hourly consulting engagements alongside its advisory services.

Active portfolio management Real estate investing Annuities
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Daniel C

CFP®, Series 63, Series 65

Wexford, PA

BCR Financial Services, LLC

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.

General retirement planning Income planning General estate planning guidance Cash flow / budgeting
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Daniel D

CFP®, Series 63, Series 65

Sewickley, PA

Fragasso Wealth Advisors

Daniel Dingus is a CFP® with 23 years of industry experience currently serving at Fragasso Wealth Advisors. His prior roles include positions at LPL Financial LLC and Private Client Services. He serves as president of the Pittsburgh Society of Investment Professionals and is a board member of the Veterans Leadership Program of Western Pennsylvania. Fragasso Financial Advisors provides discretionary asset management and advisory services to individuals, retirement plan sponsors, trusts, foundations, and institutions. The firm emphasizes diversified, global asset-allocation models and integrates financial advice with accounting expertise.

Private / alternative investments Concentrated stock management Retirement income strategy Founder/Business Owner Retired
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John B

Series 65

Wexford, PA

Mckinley Carter Wealth Services, Inc.

John Binz is a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA, holding a Series 65 designation with seven years of industry experience. He previously worked at PNC Bank for three years before joining McKinley Carter Wealth Services in 2019. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client needs.

Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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William G

CFA®

Sewickley, PA

Aufman Associates Inc

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.

Income planning General tax planning
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Michael K

CFA®, Series 63, Series 65

Sewickley, PA

Bill Few Associates, Inc.

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired
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