Daniel Lee Halle

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 Carson Wealth and holds the ChFC® designation along with a Series 65 license. She has two years of industry experience, including prior roles at Lions Gate Wealth Management and ongoing involvement with Watson Memorial Home, a personal care home where she assists part-time in training the new administrator. Carson Wealth 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 a range of services including discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee that develops and monitors model portfolios and provides tailored investment solutions.

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-licensed advisor with 24 years of industry experience. She is currently with Carson Wealth and has held prior roles at Lions Gate Wealth Management, Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, Advest, and Merrill. Outside of her advisory work, she serves as a Legacy Team Committee Member at Peace Presbyterian Church and is a co-owner of MusicTime Productions, LLC, an educational curriculum business. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct model portfolios, with access to customized indexing, alternative investments, and third-party sub-advisors.

Jacob Harty is a financial advisor at Carson Wealth with a Series 65 designation. He has recent experience at Lions Gate Wealth Management and various educational and business roles dating back to 2016. 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, sub-advisory relationships, and retirement plan services, supported by a dedicated Investment Committee and partnerships with custodians and technology providers.