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.

Jason Bendik is a financial advisor at Allegheny Investments with seven years of industry experience. He holds the Series 66 designation and has been involved with Pandolfo Bendik, Ltd, an accounting and tax firm, where he serves as president. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios, independent third-party managers, proprietary research, and regular client reviews.

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. He is also the owner of McMullen Industries, Limited, an insurance agency specializing in fixed insurance sales. Riverside Financial Advisors LLC is a small advisory team managing approximately $22.4 million, providing discretionary asset management and financial planning services. The firm employs quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning, offering tailored strategies across various asset classes.

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.

Andrew Sencindiver is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Guyasuta in 2023, he worked at The Hillman Company from 2013 to 2023. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based investment approach that combines top-down macro analysis with bottom-up fundamental research, managing primarily concentrated equity portfolios alongside laddered fixed-income strategies.

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 40 years of industry experience. He has been with Allegheny Investments, Ltd. since 1998. He holds Series 63 and Series 65 licenses. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily using mutual funds, supported by proprietary research and an investment committee.

Brianne King is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fragasso Financial Advisors since 2012 and at LPL Financial from 2005 to 2018. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and advisory services. The firm employs a global asset-allocation approach tailored to client objectives and incorporates fundamental analysis, with a notable integration of financial advice and accounting expertise.

Paul Mehno Jr. is a ChFC® credentialed financial advisor with 29 years of industry experience. He is a Vice President and Financial Advisor at Fragasso Wealth Advisors, where he has worked since 2018. Prior to joining Fragasso, he spent 19 years with Axa Advisors, LLC. Mehno also works as a tax preparer and an independent insurance agent. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and other institutions through discretionary asset management and advisory services. The firm employs diversified, global asset-allocation models and integrates financial advice with accounting expertise through licensed CPAs on staff.

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.

Kirtland Sippola is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, previously working at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians and offers tailored financial solutions for a limited client base.

Brian Goldman is a financial advisor at Success Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forest Securities, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves as an independent insurance agent offering fixed insurance products and participates in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit organization One Day to Remember. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs a goal-based, Modern Portfolio Theory framework for asset allocation and risk management, conducting regular portfolio reviews and utilizing third-party sub-advisors as needed.

Michael Reimer is a financial advisor with Hoffman Capital Advisors LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He has worked at Riverstone Wealth Management LLC and has over two decades of experience in insurance through Allstate Insurance Company and his own Reimer Insurance Agency. He operates as an independent property and casualty insurance agent with Nationwide Insurance Company. 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 about $185 million in assets under advisement. The firm employs a multi-disciplinary investment approach, offers both discretionary and non-discretionary management, and operates portfolio management on a wrap-fee basis with 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.

Deborah Lewis is a CFP® professional with 21 years of industry experience. She is currently with Invicta Advisors LLC and has held roles at The Strategic Financial Alliance, Inc. and Lewis Financial Management, LLC. She is also the owner and sole proprietor of Six Points Wealth Management. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary advisory arrangements.

Timothy Landis is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Invicta Advisors LLC and has previously worked at Coy Capital Management, Inc. and Trustmont Financial Group, Inc. Outside of his advisory role, Landis serves as chairman of the Patrick Waibel Memorial Fund, a nonprofit organization that raises money for research through fundraising events. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including both discretionary and non-discretionary services.

William Skidmore is a financial advisor with Fragasso Wealth Advisors in Sewickley, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Fragasso, he held roles at BNY Mellon and First Exchange Bank, among others. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, foundations, and institutions through discretionary asset management and various advisory services. The firm employs diversified, global asset-allocation models tailored to client objectives and integrates financial advice with accounting expertise through licensed CPA representatives.