Cathleen Louise Beatrice

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.

Robert Lyles is a financial advisor at Storehouse Investments LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Williams-Cleaveland Financial and SA Stone Investment Advisors. Outside of his advisory role, Lyles serves as a school director for the New Castle Area School District, a municipal secretary for the City of New Castle, and volunteers with the Lawrence County Sports Hall of Fame. Storehouse Investments is a small advisory firm serving individual clients, retirement plans, and charitable or business entities. The firm offers discretionary asset management, financial planning, ERISA plan services, and manages annuity and variable life contracts, tailoring portfolios to client goals using fundamental analysis and periodic reviews.

Barbara Battin is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory role, she serves as a committee member at Cochranton Community Church, where she oversees budget, expenses, and audits financial records. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting to institutional clients. The firm employs a fiduciary approach with active and passive investment strategies, emphasizing asset allocation and macroeconomic analysis.

Todd Fennick is a financial advisor with LaSalle St. Investment Advisors, L.L.C. and holds a Series 63 designation. He has 30 years of industry experience, including prior roles at Sterne Agee and ownership of Fennick Financial Services. Outside of his advisory work, Fennick is a 50% owner of a lawncare business and serves on the governing boards of the New Castle Rotary and First Alliance Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Michael Williams is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and 15 years of industry experience. He has worked at Fusion Capital Management since 2019 and has prior experience with Panthrex Asset Management LLC and Virtue Capital Management, LLC. Additionally, he has been involved with The Williams Group since 1991, where he also works as an insurance agent. Fusion Investment Advisors, operating under Coppell Advisory Solutions, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs an open-architecture platform utilizing both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset classes.