James Shields

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, with 42 years of industry experience. She has been operating A. Neff Associates since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. Arlene holds a Series 63 designation. A. Neff Associates LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm offers non-discretionary asset management, written financial planning, and retirement plan consulting, combining fundamental and technical analysis with regular portfolio monitoring and reporting.

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

Christopher Barto is a financial advisor at Block House Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kovitz Investment Group Partners, Fort Pitt Capital Group, and Fiducia Investment Research. Block House Investments, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on publicly traded equities through fundamental analysis and long-term trading strategies. The firm prepares individualized Investment Policy Statements and manages accounts under discretionary authority, emphasizing tailored investment strategies based on clients’ goals, income, tax considerations, and risk tolerance.

Jay Patel is a financial advisor at ClearPeak Capital Management with five years of industry experience. He holds the Series 66 designation and previously worked at Federated Global Investment Management Corp. and RSM. Outside of his advisory role, Patel is the managing member and president of JM Metal Merchants, a business engaged in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management services primarily to individual and high-net-worth clients. The firm employs fundamental, cyclical, and macro analysis to tailor investment strategies that include long- and short-term positions, option writing, derivatives, and margin trading under discretionary authority.

Patrick Drazga is the principal of Drazga Wealth Advisors, LLC in Wexford, PA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience and has led his independent firm since 2009. Drazga maintains his life and health insurance licenses and is able to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm’s investment approach centers on asset allocation with strategic and tactical adjustments, offering customized portfolios that may include mutual funds, ETFs, REITs, fixed income, and individual securities, supported by ongoing monitoring and institutional research.