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.

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.

Benjamin Ruttenberg is a CFP® professional with seven years of industry experience, currently serving as an advisor at EWA, LLC since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales and service. EWA, LLC is a fiduciary 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, utilizing long-term strategic asset allocation, diversification, and tax-aware asset location, supplemented by both low-cost diversified funds and customized investment options.

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.

Jessica Lee is a financial advisor with H Financial Management in Canonsburg, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked for Pittsburgh Gateways Corp. for 16 years and has been the owner and executive managing member of ViveVenture, LLC, a business involved in legacy coaching and music production, since 2001. H Financial Management provides investment management, financial planning, and consulting services to individuals, families, and select business and retirement-plan clients. The firm emphasizes asset allocation using mutual funds and low-cost ETFs, employs options strategies in certain accounts, and integrates AI tools under internal controls to support investment decisions.

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.

Andrew Silver is a financial advisor with Fragasso Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at Fragasso Financial Advisors since 2017 and previously worked at PNC Investments and LPL Financial. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model with discretionary and non-discretionary advisory services, combining in-house portfolio management and third-party oversight to address a broad range of client needs.

David Fallgren is a CFA® charterholder with 25 years of experience in the investment industry. He has worked at Venator Management LLC since 2020 and previously spent seven years at Rockshelter Capital Management LLC. Based in Pittsburgh, PA, he is one of two advisors at Venator Management. Venator Management LLC serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension plans, trusts, foundations, and endowments. The firm employs an opportunistic, value-oriented investment approach with a margin-of-safety philosophy, managing both multi-cap value portfolios and a private hedge fund with long and short positions, options, and credit securities.

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.

Brian Jourdan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Bill Few Associates, Inc. since 2004. He holds a Series 66 license and is based in Sewickley, Pennsylvania. 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 employs a disciplined investment process involving fundamental and qualitative analysis, asset allocation oversight by an internal committee, and regular rebalancing, with a focus on mutual funds and cost efficiency.

Mario Posteraro is a CFP® professional with eight years of experience in financial advising. He has worked at Roble, Belko and Company, Inc. since 2018 and previously spent three years at PNC Wealth Management. Roble, Belko and Company provides comprehensive wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, primarily serving larger households. The firm employs a strategic asset-allocation, core/satellite approach with an emphasis on philanthropic planning and utilizes non-traditional strategies, including derivatives and sub-advisory relationships, to meet complex, high-net-worth client needs.

Brian Robinette is a financial advisor with Fragasso Wealth Advisors in McMurray, PA. He holds the CFP® designation and has 26 years of industry experience, including prior roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through discretionary asset management and comprehensive financial planning. The firm employs a diversified global asset-allocation model managed by an in-house team and offers both discretionary and non-discretionary advisory services.

Jason Defelice is a Series 65-licensed financial advisor at Bill Few Associates, Inc. in Pittsburgh, PA, with three years of industry experience. Before joining Bill Few Associates, he worked at Dunbar Bender and Zapf and held positions at Robert Morris University, Westmoreland Mechanical Testing and Research, and Greater Latrobe High School. Bill Few Associates serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a disciplined investment process combining fundamental and qualitative analysis, asset allocation guided by an internal committee, and periodic rebalancing, with mutual funds as a primary investment vehicle.

Michael Whalen is a CFP® professional with 32 years of industry experience. He is currently with BCR Financial Services, LLC and has prior experience at LPL Financial and Lincoln Financial Securities Corporation. Whalen also holds a non-variable insurance license and operates HCMC Wealth Stewardship, LLC for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to individual clients, focusing on written financial plans covering tax, cash flow, investments, insurance, retirement, estate, and disability planning. The firm emphasizes analysis and planning tools without managing client assets or providing discretionary portfolio management, using fixed-fee engagements instead.

Ted Drost Jr. is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Fragasso Wealth Advisors. His work history includes roles at Private Client Services, LPL Financial, and Select Financial Group, LLC. Fragasso Wealth Advisors manages approximately $3 billion in assets and serves individuals, trusts, corporations, and institutional clients. The firm utilizes a diversified global asset allocation model with an in-house portfolio management team that handles discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Edward Aufman is a CFP® professional with 27 years of industry experience. He has led Aufman Associates Inc. since 2014, overseeing a senior team of three advisors. Aufman Associates provides investment management and comprehensive financial planning services 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 actively and passively managed portfolios tailored to client risk profiles, and it also offers specialized services including employee benefit program advice, family office services, and trustee-like roles.