William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

Corey Kendall is a financial advisor at Hyco River Investments, Incorporated with a Series 65 designation and over a decade of experience in the industry. He has been associated with his own practice, Corey S. Kendall, CPA, since 2012 and previously worked with FON Management / DON Services for eleven years. Hyco River Investments, Incorporated is an SEC-registered investment adviser that serves a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, corporations, and non-U.S. governmental entities. The firm employs a fundamental investment approach focusing on asset allocation, risk/return analysis, and due diligence, managing discretionary custodied accounts and providing advisory oversight for held-away assets.

Robert Lyles is a financial advisor at Storehouse Investments LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments and Williams Cleaveland Company. Outside of his advisory work, Lyles serves as a school director for the New Castle Area School District and is the secretary for the City of New Castle municipal government. He is also a volunteer with the Lawrence County Sports Hall of Fame and currently teaches in the Farrell Area School District. Storehouse Investments LLC provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm offers ongoing portfolio management, financial planning, and ERISA plan services, combining investment advisory with insurance, tax preparation, and educational seminars.

Barbara Battin is a financial advisor with Confluence Financial Partners, holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory work, she serves as a committee member at Cochranton Community Church, where she oversees the budget, expenses, and audits financial records. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm employs a fiduciary, goals-based investment process that includes a mix of active and passive strategies, detailed retirement plan consulting, and portfolio management tailored to client objectives.

Todd Fennick is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments Inc. Outside of finance, he is a 50% owner of T & J Lawncare and serves on the governing boards of New Castle Rotary and First Alliance Church. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, using both passive and active approaches, and manages substantially more assets on a non-discretionary basis than discretionary.

Michael Williams is a financial advisor with Coppell Advisory Solutions LLC who holds a Series 63 designation and has 14 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously held roles at Panthrex Asset Management LLC, Virtue Capital Management, and Horter Investment Management. In addition to his advisory work, he has been an insurance agent at The Williams Group since 1991. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment process that combines internally developed asset allocation models with fundamental and technical analysis, implementing strategies on a discretionary basis aligned with client objectives.

Jonathan Van Kirk is a financial advisor at Vicus Capital, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Iron Point Financial. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Timothy Harrison is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and four years of industry experience. He previously worked at The Alliance and McConkey Financial before joining Fennick Financial, where he is involved in insurance and investment services. Outside of his advisory role, Harrison occasionally speaks at local churches, drawing on his past work abroad as a clergy worker with the Christian and Missionary Alliances. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering fee-based financial planning alongside both discretionary and non-discretionary portfolio management. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Shawn Sauerwein is a CFP® and holds a Series 66 license, with 24 years of experience in the financial industry. He has been with Janney Montgomery Scott since 2012, currently based in New Castle, PA. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage, supported by a multi-channel investment platform and integrated portfolio management capabilities.

Benjamin Burkley is a financial advisor with LPL Financial and Stratos Wealth Partners, LTD, holding a Series 66 designation and 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and was previously with Hefren-Tillotson, Inc. from 2015 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households, offering a variety of investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Brock Cheurco is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Brock attended Youngstown State University and has experience working in local government prior to entering the financial industry. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Corey Altman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Arnett Carbis Toothman LLP, and A&F Financial Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Cathleen Beatrice is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 designations and has 12 years of industry experience. She has worked at Mercer County State Bank since 2017, where she serves as AVP of Branch Banking, and has prior experience with Infinex Investments, Ristvey Investment Group, and Raymond James Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions using a mix of fundamental and technical analysis, with a notable emphasis on non-discretionary assets.

Matthew Pruitt is a CFP®-designated financial advisor at MAI Capital Management, LLC with eight years of industry experience. His prior roles include positions at WCG Wealth Advisors, Treloar & Heisel, Citizens Securities, Bank of America, Merrill, and PNC Bank. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and related services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform incorporating equity and fixed-income portfolios, ETFs, options, private investments, and third-party managers.

Philip Springirth is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at First Commonwealth Bank since 2019 and previously worked at LPL Financial, Cetera Advisor Networks, and CashDollar & Associates. Outside of his advisory work, he serves on the endowment committee of his local church. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset base and offers access to alternative investments, lending, and cash-management solutions via a network of investment adviser representatives.

Sean Battin is a financial advisor with Capital Analysts in Mercer, PA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Lincoln Investment, Horace Mann Investors, and Sankey Insurance and Financial Services, where he remains involved. Outside of his advisory work, he serves as a board member for Cochranton Community Church, assisting with strategic planning and governance. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines in-house investment management and research with advisor consulting to offer customized portfolios and managed programs, overseeing approximately $8.9 billion in assets as of the end of 2024.

Cathaleen Finn is a financial advisor with OSAIC Institutions, INC. in Grove City, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her career includes roles at Infinex Investments, Inc., Mercer County State Bank, The Huntington Investment Company, and The Huntington National Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized engagements and access to alternative investments through platforms like CAIS. The firm is notable for its predominantly non-discretionary assets and its combined broker-dealer and adviser operations.

Brittany Shaker is a CFP® with 17 years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. She has previously worked at Ameriprise Financial Services and holds roles with Mid Atlantic Financial Management, Tempus Advisory Group, and B McFarland Inc. In addition to her advisory work, she is a licensed insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a variety of analytic approaches and regular portfolio reviews.

Gregory Sankey is a CFP® professional with 17 years of experience in the financial industry. He currently serves with Lincoln Investment and Capital Analysts, having previously worked at The Horace Mann Companies. He is also president and owner of Sankey Insurance and Financial Services, a business that provides insurance and fixed annuity sales. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, and charitable organizations, offering a mix of advisor-managed portfolios, third-party strategies, and retirement plan advice.