Jessica Geary

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Robert Rodino is a financial advisor at Rodino Wealth Management LLC in Latrobe, PA, holding a Series 66 designation with two years of industry experience. Prior to founding his independent firm, he worked at Ameriprise Financial Services, LLC. His outside business activities include acting as a licensed insurance agent with limited time spent on insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice incorporating fundamental and technical analysis and may engage sub-advisors for portfolio management, conducting quarterly account reviews with attention to rebalancing and tax-loss harvesting.

Laura Manion is a CFP® professional and principal of Manion Financial Solutions LLC, with six years of experience as a self-employed tutor and two years in financial advisory. Prior to founding her firm in 2024, she worked at Live Oak School for seven years. Outside of her advisory role, she tutors K-12 students. Manion Financial Solutions LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning services. The firm emphasizes client education, workshops, and coordination with third-party professionals while not providing discretionary investment management or accepting custody of client funds.

Christina Bryner is a financial advisor at Advice & Planning Services LLC with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2017. Outside of advising, she has been involved with East Pittsburgh Courier Services, LLC since 2016 and previously with Greensburg Alliance Church. Advice & Planning Services LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm uses a diversified investment approach focused primarily on ETFs, combining modern portfolio theory with multiple analytical methods to align portfolios with client goals and risk tolerances.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling with six years of industry experience. She holds a Series 65 designation and has worked at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm focuses on diversified no-load mutual funds and ETFs with multi-year track records and offers tailored portfolios managed with discretionary authority.

Ryan Codrick is a financial advisor at Chapel Hill Investment Analysts, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been with Chapel Hill Investment Analysts since 2013. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning and portfolio management, including retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach focused on diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.