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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Kevin Phillis is a ChFC® with 42 years of industry experience, currently serving at Centauri Advisory Group, Inc. He has been with Trustmont Financial Group, Inc. since 2007. Outside of his advisory role, he is a part-owner of an insurance company and is involved in selling property and casualty insurance as well as fixed-rate annuities. 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 using a core–satellite structure and integrates estate, tax, longevity, insurance, and income-optimization planning with access to pre-selected third-party money managers.

Tyler Falk is a Series 65-registered advisor with Centauri Advisory Group, Inc. in Zelienople, PA, where he has worked since 2014, accumulating nine years of industry experience. Outside of his advisory role, he serves as a JV baseball and basketball coach at Riverside High School and acts as the treasurer for the campaign of Pennsylvania State Senator Elder Vogel Jr. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses, using a conservative-to-moderate investment approach with a core–satellite portfolio structure. The firm integrates tax preparation and insurance services alongside portfolio management and emphasizes risk management and capital preservation.

Debra Rea is a financial advisor at Nfi, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with Nfi since 2005. Nfi provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, managing portfolios with a combination of fundamental, technical, and cyclical analysis.

Daniel Rea is a CFP® with 28 years of industry experience, currently serving as an advisor at Nfi, Llc since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, selling insurance policies on an as-needed basis. NFI provides financial planning, consulting, and investment management to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a blend of fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios.