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.

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.

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.

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.

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.

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.