Corina Lee Wack

Todd Delligatti is the president of Expert Financial Services, LLC in Wexford, PA, with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Leigh Baldwin & CO., LLC for 12 years. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting, bill paying, and tax preparation. Expert Financial Services, LLC primarily serves individual investors along with pension and profit-sharing plans, charitable organizations, businesses, and trusts. The firm provides managed account services on a primarily non-discretionary basis, using fundamental, technical, and cyclical analysis to support both long- and short-term investment strategies.

Patrick Drazga is a CFP®-credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Drazga Wealth Advisors, LLC, an independent firm he founded in 2009. He maintains life and health insurance licenses, allowing him to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals and small businesses. The firm employs a strategic and tactical asset allocation approach, customizing portfolios across various investment vehicles and adjusting them based on client needs and market conditions.

Thomas Proctor is a CFP® professional with 26 years of industry experience. He is the sole advisor at Proctor Advisory Wealth, LLC and previously worked at Fidelity Investments and Strategic Advisers, Inc. Proctor Advisory Wealth, LLC provides advisory services to individuals and high-net-worth clients, offering portfolio management, financial planning, and insurance products. The firm utilizes modern portfolio theory and individualized asset allocation, focusing on a limited range of investment instruments and providing periodic reporting to clients.

Wayne Kurtz is a CFP® professional with 15 years of experience in financial advising, currently operating as the sole advisor at Green Trail Investments, LLC since 2016. His prior experience includes four years at Nathan & Lewis Securities, Inc. Outside of advising, he owns and teaches leadership and goals training courses through Race Twitch.com, LLC dba Chief Goals Officer. Green Trail Investments is a fee-only advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm integrates modern portfolio theory and top-down sector analysis in its investment approach and also provides guidance on employer retirement accounts.

Ian Wild is a CERTIFIED FINANCIAL PLANNER™ professional with ten years of industry experience. He is the principal advisor at All-Pro Advisors LLC, where he has worked since 2020. His prior roles include positions at Greenrose Wealth Management, LLC, Origin Financial, and Merrill. Outside of his advisory work, he spent several years involved with professional football organizations, including the Winnipeg Blue Bombers and Toronto Argonauts. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals and businesses, including high-net-worth clients. The firm emphasizes fundamental analysis and passive investment strategies, combining advisory and in-house tax preparation services without imposing a firmwide account minimum.

Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.