Alicia M Reed

John Palmieri is a financial advisor at Aviso Wealth Management with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at PNC Wealth Management, Gladstone Wealth Partners, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship selling fixed annuities, Medicare products, and property coverage, and also manages an eBay business. Aviso Wealth Management provides financial planning, portfolio management, pension consulting, and other services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, utilizing a range of analytical strategies and offering both discretionary and non-discretionary account management.

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.

Erinn Sveda is a financial advisor with CWM, LLC, holding the ChFC® designation and Series 65 license, and has two years of industry experience. Prior to joining CWM, she worked at Lions Gate Wealth Management and has a background managing a personal care home for elderly women, where she continues to assist part-time in training a new administrator. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Kevin Ignatius is a financial advisor at &Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Uproxx Media, and Getty Images. Outside of finance, he is involved in music composition and film production, with ownership interests in multiple related ventures in California and Pennsylvania. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of analytical strategies and both proprietary and third-party investment solutions.

Lori Daff Siggins is a CFP®, ChFC®, and Series 66-registered financial advisor with 24 years of industry experience. She has worked at firms including Merrill, Mid Atlantic Financial Management, and Lions Gate Wealth Management before joining CWM, LLC, where she has been since 2019. Outside of her advisory work, she serves as a Legacy Team Committee Member at Peace Presbyterian Church and is a co-owner of an educational curriculum business, MusicTime Productions, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios with both fundamental and technical analysis.

Jacob Harty is a Series 65-licensed advisor with CWM, LLC, based in Warren, PA. He has held roles at Lions Gate Wealth Management and CWM since 2026 and has a diverse background that includes experience in education and restaurant management. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and sub-advisory relationships, supported by a centralized Investment Committee and a range of tailored portfolio solutions.