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.

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.

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.

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.

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.

Michael Dinuzzo is a financial advisor at DiNuzzo Private Wealth, Inc. with 15 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has worked at Beaconfield Financial Services and DiNuzzo Private Wealth since 2010. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms, including wealth management, family office services, and an automated advisory option, using globally diversified, index-oriented portfolios guided by Modern Portfolio Theory principles.

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.

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.

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.

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.

Lori Hodge is a financial advisor at Comprehensive Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Comprehensive Capital Management since 2010. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension plans, and businesses. The firm employs a mix of fundamental and technical investment methods and offers both discretionary and non-discretionary account management.

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® 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.

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.

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.

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, as well as at LPL Financial from 2015 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and a range of advisory services. The firm builds diversified, global asset-allocation models tailored to client objectives and offers ongoing portfolio monitoring and client review.

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.