Our Independent Advisors are affiliated with Allegheny Investments, an investment management and financial planning firm offering clients extensive resources and comprehensive services.

Certified Public Accountant and Financial Advisor
Office: 1544 Mileground Road, Morgantown, WV 26505

Mr. Alexander is the Director of the Family Office Division of the CPA firm Cunningham, Powell, Alexander, A.C. in Morgantown, WV. Mr. Alexander has written publications, led numerous seminars, and is currently a Visiting Lecturer at the WVU School of Finance. He is one of few CERTIFIED FINANCIAL PLANNER™ practitioners actively practicing in the Morgantown area.

Mr. Alexander is married to his college sweetheart, and they have three adult children.

Professional Experience

  • Personal financial planning and institutional asset management since 2001
  • Bank Executive VP/Controller form 1985 to 2000
  • Public accounting from 1980 to 1985

Professional Credentials

  • Certified Public Accountant
  • Member, American Institute of Certified Public Accountants
  • Member, West Virginia Society of Certified Public Accountants
  • Member, North Central WV Estate Planning Council
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed insurance representative

Community Involvement

  • Co-founder of the Buckskin Adult Soccer League
  • Active USSF Soccer Referee
  • Board member of Morgantown United Soccer Club
  • Member of the Presbyterian Church in America
  • President of Morgantown Kiwanis Foundation
  • Board member of Friendship Manor, a senior citizens residential community
  • Serves on numerous local not-for-profit boards in the Morgantown area

Financial Advisor
Office: Pittsburgh, Pennsylvania

Britt R. Campbell, is a CERTIFIED FINANCIAL PLANNER™, affiliated with Allegheny Investments, a regional financial planning and investment management firm located in Pittsburgh, Pennsylvania. Britt has specialized in financial planning since 1976. He draws on his long experience in the field to provide pre- and post-retirement planning for individuals, focusing on lump-sum distributions, company pensions, and asset allocation. His experience serving executive employees and retirees at several Fortune 500 companies, as well as training and supervising personal financial planners, affords him exceptional objectivity and sensitivity to client needs.

Britt directs his clients through a process called “What If” planning. This process helps clients make better decisions when accumulating wealth, managing risk or planning for retirement. Britt is involved in the construction and execution of broad-based investment portfolios, which include multiple asset classes based on investment strategy statements customized to fit the individual client situation. While employing several time-proven investment disciplines and strategies, Britt continues to monitor and conduct periodic review meetings with his clients. A graduate of Miami Dade College, with a degree in Business Administration, Britt is active in many professional and civic activities, including the Financial Planning Association, whose goals are to establish and maintain professionalism in financial planning.

Britt has been recognized in Pittsburgh Magazine as a Five Star Wealth Manager. Five Star Professional evaluates award candidates against 10 objective eligibility and evaluation criteria through nominations by firms, peers or pre-qualification based on industry standing. Five Star Professional then partners with regional publications in more than 45 major markets in the United States and Canada, including Pittsburgh Magazine, to recognize the winners.

Financial Advisor

Bonnie DiCarlo has been a representative and financial planner with Allegheny Investments since 1981. Bonnie established a partnership in 2007 with a representative in Maryland known as The DiCarlo Group and maintains clients in Maryland and West Virginia.

Social Responsible mutual funds have been a priority with Bonnie since they were initiated in 1983. Many of her clients are looking to invest in funds that follow screens that are in accordance with the client’s positions and beliefs.

Professional Designations

  • Series 7 FINRA license
  • Insurance licenses in PA, MD, & WV
  • Securities licenses in CA FL, GA, MD, MI, NC, PA, WV, & WI
  • 25 years as a CERTIFIED FINANCIAL PLANNER™ practitioner

Professional and Civic Activities

Present or former Board Member of the following organizations:

  • Financial Planning Association, President, (1991-1992)
  • Business & Professional Women (District 3 Director 2008-2010)
  • Women’s Business Network
  • National Association of Women Business Owners (NAWBO)
  • Carlow University Alumnae Board (2009-2010)
  • Women’s Center & Shelter of Greater Pittsburgh
  • Miryam’s Board President
  • Bethlehem Haven
  • The Thomas Merton Center
  • The Carnegie Library of Homestead

Also currently active with:

  • Cribs for Kids
  • East End Community Thrift Shop
  • Friends of the Carnegie Library of Homestead
  • American Guild of Organists


  • One of 50 Best Women in Business in Pennsylvania
  • U.S. SBA award for Women In Business Advocate
  • NAWBO Make the Connection award for co-founding Celebrate & Share
  • YWCA Tribute to Women award for Leadership in Government/Public Service
  • One of 50 Outstanding Carlow University Alumnae (50th anniversary year)
  • WBN Woman of the Year
  • NAWBO Founder’s Award
  • Athena Finalist
  • Black Women’s Political Crusade Sweetheart Award


  • BA from Carlow University
  • MA from Northwestern University
  • Certificate from the School of Fine Arts in Fontainebleau, France

Financial Advisor

Certified Financial Planner CFP logoDavid Faith is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. He has been a practicing financial advisor since 1996.

Education & Professional Credentials

  • University of Pittsburgh | Master of Science degree in Industrial Engineering
  • Carnegie Mellon University | Bachelor of Science degree in Mathematics
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Series 7 License
  • Registered Investment Advisor

Awards & Recognition

  • Five-time recipient of the Five Star Wealth Manager Award

Community Involvement

  • Volunteer with the Swissvale Farmers’ Market
  • Active on school and church boards for many years

Jason Graper, Financial Advisor in Pittsburgh, PA

Financial Advisor

Financial Advisor

Mr. Guernsey began his business career with the accounting firm of Arthur Young & Co.  Subsequently, Kevin accepted a position with Union Switch & Signal, serving as Project Accountant, rising to the level of Project Director. In this capacity, Kevin was responsible for all aspects of multi-million dollar projects, including budgets, design, manufacture, and testing of complex transit signaling projects.

Mr. Guernsey began his financial planning career as a Registered Representative with Allegheny Investments in 2003. Kevin prides himself on developing long lasting relationships with his clients that in many cases include multiple generations within a family.


  • Education funding
  • 401k and IRA rollovers
  • Pre- and Post-retirement planning
  • Work with displaced employees

Credentials & Education

  • FINRA series 7, 63 & 66 licenses
  • Life, accident and health insurance licenses
  • Executive Certificate in Financial Planning, Duquesne University
  • Robert Morris University, Magna Cum Laude graduate

Personal Activities

  • An avid skier
  • Member of the Professional Ski Instructors of America
  • Member of the Ancient Order of Hibernians
  • Enjoys photography, woodworking
  • An auto enthusiast

Financial Advisor
Office: 1346 Silver Lane, Suite 201
Coraopolis, PA 15108

Bryan D. Hoover is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 10 years of experience offering professional, comprehensive financial planning services to individuals, families and small businesses.

Bryan does his best work in partnering with clients to understand their goals and objectives. This starts with a comprehensive financial plan that can increase the likelihood of accomplishing those goals. He believes strongly that collaborative work not only improves clients’ financial education but also creates a personal sense of accomplishment as a plan moves forward.

In addition to his financial planning work, Bryan involves himself in the community in a number of ways. He also actively practices his faith in and around his community in Robinson, PA. Most importantly, he is blessed to be a husband and father.

Education & Professional Credentials

  • Pennsylvania State University | Degree in Communications
  • CFP® Practitioner, Certified Financial Planner Board of Standards
  • Certified Medicaid Planner™, CMP™ Board
  • Licensed insurance representative

Professional Experience

  • Began his career at Fragrasso Financial Advisors in 2007
  • Worked on strategic planning initiatives in 2013 and 2016
  • Served as financial advisor for more than 150 clients

Awards & Recognition

  • Repeat recipient of Five Star Wealth Manager Award
  • Has been quoted in the Wall Street Journal and U.S. News and World Report

Financial Advisor
412.829.1745 or 412.367.3880

Joseph F. Hoover is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. Mr. Hoover is also the owner of Trinity Portfolios in Pittsburgh, Pennsylvania.


  • Indiana University of Pennsylvania | Bachelor’s Degree in Finance
  • Licensed Securities Representative

Professional Experience

  • Over 26 years of experience providing financial planning and investment management to individuals, businesses and organizations interested in building long-term wealth

Professional Activities

  • Community College of Allegheny County, Instructor—Continuing Education

Awards & Recognition

  • Five Star Wealth Manager Award recipient in 2010

Community Involvement

  • St. Vincent de Paul Society
  • Partners in Progress (PIP) National Non-Profit Corporation

Financial Advisor

Mr. Imler has been advising individuals and families in west-central Pennsylvania on financial matters since 1990 since 2005 in affiliation with Allegheny Investments. As part of comprehensive financial planning services, he provides independent, objective advice and guidance on investments, insurance, and retirement, estate and education planning.


  • Studied business at St. Francis University

Civic Activities

  • Service on his church counsel
  • Active member, civic and charitable organizations, including the Shriners


Certified Financial Planner CFP logo


Patricia Lampert, CFP, Five Star Wealth Manager

Financial Advisor

Patricia M. Lampert, CFP® is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Ms. Lampert provides comprehensive financial planning to individuals and families in Pennsylvania, New Jersey and other states. Through a disciplined process, she addresses clients’ present financial situation, investments, retirement, estate planning, tax planning, education planning, and insurance. Ms. Lampert also provides qualified retirement plans for small businesses. She aims to increase clients’ awareness and control of their financial lives. Ms. Lampert’s approach emphasizes close, personal attention to and knowledge of each client.


  • University of Philadelphia | Bachelor’s Degree in Accounting
  • CFP® Practitioner, Certified Financial Planner Board of Standards

Professional Experience

  • Over 20 years of experience in investment and comprehensive financial planning
  • Prior to joining Allegheny Investments as an Independent Advisor, Ms. Lampert was employed as a Financial Administrator/Controller for over 12 years with a law firm

Professional Activities

  • Member of Financial Planning Association (FPA®)

Awards & Recognition

  • Repeat recipient of Five Star Wealth Manager Award

Community Involvement

  • Volunteer at various charities throughout Pennsylvania and New Jersey

Financial Advisor

Certified Financial Planner CFP logo Jeffrey D. Markanich, a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant, works with individuals and business owners, helping them establish and realize their personal financial goals. Since 1981, Jeff has worked with his clients in the areas of investments, employee benefits, 401(k) plans, IRA rollovers, insurance, health benefits, retirement plans, and estate preservation techniques.

Jeff subscribes to the Code of Ethics and Professional Responsibility as mandated by The International Board of Standards and Practices for CERTIFIED FINANCIAL PLANNER™ practitioners. The Code’s underlying principles embody integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients. In addition, he must complete 30 continuing education credits bi-annually to maintain his status as a CFP® practitioner and a ChFC professional. This last requirement serves the public interest by assuring the public that CERTIFIED FINANCIAL PLANNER™ practitioners are staying abreast of changes in their rapidly changing field.

Jeff is a native of Western Pennsylvania and currently resides in Moon Township with his wife and two children.

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Financial Planner Board of Standards
  • Licensed securities representative
  • Licensed insurance representative
  • Member, Pittsburgh Chapter of the Financial Planning Association


  • Graduate, University of Pittsburgh, Pittsburgh, PA
  • Graduate, The College of Financial Planning, Denver, CO
  • Graduate, The American College, Bryn Mawr, PA

Professional Activities

  • Has addressed various organizations (such as corporations, associations, religious groups, and senior citizen organizations) regarding financial related topics
  • A registered classroom instructor
  • Conducts financial education workshops throughout the Tri-State area
  • Appeared on NBC Television as part of the “Ask the Financial Planner” call-in program

Financial Advisor

Edward A. Maruca is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC.

Education and Professional Credentials

  • Juniata College
  • Series 63, 7 and 24 licenses
  • Registered Representative
  • Registered Investment Advisor (RIA) designation

Professional Experience

  • Over 32 years as a Registered Representative

Awards & Recognition

  • Recipient of Five Star Wealth Manager Award in 2011

Community Involvement

  • Supporter of Central Cambria High School, Bishop Carroll High School and the United Way

Financial Advisor

Gerry is a licensed financial advisor to individuals, families, and small business owners. A graduate of Westminster College, he began his career in 1983 with Parker Hunter, Inc. He joined Allegheny Investments in 2008 and has offices in Brookville, PA and Allegheny Headquarters in Pittsburgh.

Financial Advisor

Fred Miner provides advisory services to his individual and business clients, utilizing the vast resources provided by his fellow professionals and staff with an emphasis on retirement and estate planning. After graduation from Kent State University with a BBA in Business and a Major in Marketing, Fred founded Famreps, Inc. and employed over 25 employees, represented over 100 companies over a twenty year period. Many of those employees went on to start their own companies and today are loyal clients.

Education and Previous Experience

  • BBA in Business from Kent State University, major in Marketing
  • Founded Famreps, Inc.

Professional Credentials

  • Series 6, 7, & 63 FINRA licenses
  • Life, Health, & Variable Annuities licenses

Financial Advisor

Certified Financial Planner CFP logoAn investment professional since 1993 and an Allegheny advisor since 1995, Mr. O’Neill specializes in investment planning for individuals and families. He helps clients identify investment goals and objectives, analyzes their current investments, and develops coordinated, written personal investment plans for subsequent implementation. By tailoring and diversifying investments, whether for retirement, education planning, or general investment purposes, he addresses the unique needs and personal circumstances of each client.


  • MBA Degree, emphasis in Finance and Investing, The University of Pittsburgh Graduate School of Business; named to natio