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.

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.

Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.

Nicholas Kennedy is a CFP® and holds a Series 66 license with 13 years of industry experience. He is the president and owner of Three Rivers Executive Consulting, LLC, where he has worked since 2021. Prior to this, he spent seven years at Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as board president of the North Park Manor Homeowner’s Association and is a board member of the Birmingham Foundation. Three Rivers Executive Consulting serves individual clients, pension and profit-sharing plans, state or municipal entities, and corporations, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using technical and fundamental analysis and employs a broad range of investment instruments, with $53.4 million in discretionary assets as of early 2025.

Arthur Sobczak III is a financial advisor at Private Wealth Services, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role, he has worked with firms including LPL Financial and Ownership Advisors, Inc. Sobczak is involved in insurance consulting and wholesaling activities in addition to his advisory work. Private Wealth Services, LLC serves individuals, trusts, profit-sharing plans, and business entities primarily through a solicitor/referral model, introducing clients to third-party registered investment advisers. The firm provides financial planning and consulting services addressing various non-investment matters and does not manage client assets or exercise discretionary authority.

Christopher Campanella is a financial advisor at Keystone Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Keystone since 2009. Keystone Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside financial planning services including retirement, tax, education, and estate planning. The firm employs a core-and-satellite investment approach using primarily passive index funds and ETFs, operates on a fee-only basis, and offers both ongoing asset management and limited-scope financial planning engagements.

Curtis Pritchard is a financial advisor with Wexford Wealth Advisors LLC in Pittsburgh, PA. He holds a Series 66 designation and has 14 years of industry experience, including prior work at Janney Montgomery Scott LLC. In addition to advisory services, he is also licensed to provide insurance sales on a limited basis. Wexford Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business-sponsored pension and profit-sharing plans. The firm employs a customized, long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, with selective use of individual securities, and provides ongoing fiduciary oversight and integrated financial planning.

Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.

Benjamin Pearce is a financial advisor at Guardian Capital, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments, Edward Jones Investments, Quicken Loans Inc., and Target Corporation. Pearce is based in Wexford, Pennsylvania. Guardian Capital, LLC is a fee-based investment adviser managing approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

Angela Ferrante is a financial advisor at Leonard Advisory Group LLC with 37 years of industry experience. She holds the Series 63 designation and has worked at Leonard Advisory Group and Center Street Advisors, among other firms. Outside of her advisory role, she is president of Laurel Highlands Risk Management and owns a family farm, A.M. Cattle Company. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary portfolio management and referrals to third-party money managers.

Nathan Thompson is a financial advisor at 4th River Financial Group, Inc. in Wexford, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He is also an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients, focusing on non-discretionary management of common investment instruments. The firm offers an active subscription newsletter and client educational seminars, with investment decisions guided by tailored written Investment Policy Statements.

Trevor York is a CFP®, ChFC®, and Series 66-licensed advisor with eight years of industry experience. He has worked at River’s Edge Wealth Management since 2021 and previously held roles at Ewa, LLC, Northwestern Mutual, and Jake McCracken. Outside of his financial career, he has experience with the Reformed Presbyterian Church. River’s Edge Wealth Management is a team of four advisors serving individuals, high-net-worth clients, physicians, and owners of closely held businesses. The firm focuses on evidence-based, goal-driven asset allocation with an emphasis on tax efficiency, cost control, and long-term risk management.

Peter Belcastro is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Leonard Advisory Group LLC in Pittsburgh, PA. He previously worked at Bill Few Associates, Inc. and Bill Few Securities, Inc. from 2015 to 2023. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing approximately $69.5 million in client assets with a three-advisor team.

Stuart Strasner is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Defiant Capital Group. He has worked at Five Nations Capital LLC since 2020 and has been with PNC Financial Services since 2004. Defiant Capital Group provides investment advisory, financial planning, and family office services to high-net-worth individuals, families, foundations, and institutional clients. The firm employs an open-architecture investment approach that combines external manager allocations with selective individual security selection, utilizing both quantitative and qualitative analysis across passive and active strategies.

Michael Dudkowski is a financial advisor at VAM Group, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Hightree Advisors and Willis Towers Watson. He serves as a volunteer board member for Achieva Family Trust, a nonprofit supporting individuals with disabilities. VAM Group, LLC provides portfolio management services to individuals, pension and profit-sharing plans, and state or municipal government entities. The firm employs a variety of investment methods and conducts monthly account reviews, serving a relatively small client base with discretionary assets under management.

Michael Trauman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Reliance Financial Advisors and Deloitte. Outside of advisory work, he is involved in tax preparation through a separate CPA business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing comprehensive advisory programs and back-office support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing, while supporting advisors with technology, compliance, and practice-management services.

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and First Commonwealth Bank. Outside of his advisory role, Garrett serves as COO of Checkmate Rentals and is an active property and casualty insurance agent. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach with a core–satellite portfolio structure and integrates estate, tax, longevity, insurance, and income-optimization planning using managed model portfolios and third-party money managers.

Jake Mccracken is a CFP® with 13 years of experience in financial advisory roles. He has worked at River's Edge Wealth Management since 2021 and previously held positions at EWA, LLC and Northwestern Mutual, including roles in wealth management and investment management. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses with discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm employs an evidence-based, goal-driven investment approach that emphasizes tax efficiency, cost control, and long-term risk management.