John Callas

Noah Rankin is a financial advisor with Green Leaf Advisors LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to founding Green Leaf Advisors, he worked at Eagle Strategies LLC, Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is a fee-only independent investment adviser serving individual clients, pension and profit-sharing plans, and plan sponsors. The firm’s investment approach focuses on asset allocation and Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, and third-party managers, while also providing retirement plan consulting and ERISA 3(38) investment management services.

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Timothy Gottus is a financial advisor at Bull Harbor Capital LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the Planning Committee for the Buffalo Township Board and is president of the Freeport Basketball Boosters. Bull Harbor Capital LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and uses a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Pinnacle Investments since 2019 and has concurrent experience with Global Investment Advisors, LLC and Essex Securities LLC since 2010. Outside of advising, Snyder manages and works as a bartender and cook at Stanley's Bar & Grille. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and about 50 advisors serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across a range of investment products.

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

Jeffrey Pifer is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 10 years. He is also involved with Pifer Financial Group in Sarver, PA, where he works as an insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.