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.

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Star Financial Services Group LLC since 2013. Outside of advising, he is involved in income tax preparation and occasional bookkeeping and payroll services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

David Lacinski is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2021. He also has concurrent roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, both since 2009. Outside of his advisory work, Lacinski helps coach the varsity football team at Armstrong High School. 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 asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked with firms including Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Mutual Group, and CUNA Brokerage Services, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

James Mashey is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Farmers Financial Solutions. Outside of his advisory work, he owns a golf simulator business. LPL Enterprise provides advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through its network of investment adviser representatives.

Jason Fischer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also has ongoing involvement with Uber. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on discretionary implementation through its wrap program and TAMP sponsors.

Troy Schall is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jobot and Maxim Healthcare. Outside of his advisory role, he is the owner of S Squared Stables LLC, a horse boarding and training business managed primarily by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities beyond advisory services.

Philip Wosotowsky is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 40 years of industry experience. He worked at Pruco Securities, LLC for 39 years before joining LPL Enterprise in 2024. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of securities and insurance products.

Joseph Mc Guigan Jr. is a financial advisor at Edward Jones with 27 years of industry experience. He has held his current role at Edward Jones since 2004. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

James Piotrowski is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Piotrowski also serves as an advisor and agent for Liberty Mutual in property and casualty insurance-related activities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating both as an investment adviser and broker-dealer with affiliated insurance services.

Nathan Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Cuna Brokerage Services, Inc. and CUNA Mutual Group since 2014. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Courtney Callas is a CFP®-certified financial advisor with LPL Financial, based in Kittanning, PA, and has nine years of industry experience. She has been with LPL Financial since 2015 and previously worked for the Franklin Regional Area School District. Outside of her advisory role, she works part-time as a natural gas meter reader. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

John Callas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he consults on qualified plans through J. Alexander Callas Qualified Plans Consultants. LPL Financial serves a wide range of clients including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers diverse advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

Stephen Warcholak is a financial advisor with Edward Jones in Ford City, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Beth Davis is a CFP®-certified financial advisor with Edward Jones, based in Freeport, PA. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, tax-efficient strategies, and affiliated investment products.