Nathan Rodgers

Ian Wild is a CFP® professional with nine years of experience in financial advising. He is the principal of All-Pro Advisors LLC and has previously worked at Greenrose Wealth Management, Origin Financial, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Ian also has experience with the Winnipeg Blue Bombers and Toronto Argonauts football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies through index mutual funds and ETFs, offering tailored plans without a firmwide account minimum.

Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.

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.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bennett Associates Wealth Management. He has also been affiliated with Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies combining active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.