Daniel Sickelsmith

Earl Stevenson is a financial advisor with Chicago Capital Management Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior work includes roles at Avellino Financial Advisors, Forest Securities, Questar Asset Management, Questar Capital Corporation, and Charis Financial Group. In addition to his advisory work, he is an enrolled IRS agent providing tax preparation services. Chicago Capital Management Advisors offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and provides multiple model styles and custom portfolios tailored to client risk profiles.

Todd Loyal is a financial advisor at United Brokerage Services, INC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with United Brokerage Services since 2013. Prior to this, he worked at United Bank from 2013 to 2016. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and offers a range of investment approaches including asset allocation, trading strategies, and manager-driven model portfolios.

Eric Luckey is a financial advisor with StoneX Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with StoneX Advisors since 2017 and has worked at StoneX Securities Inc. since 2014. Outside of his advisory role, he is also an agent for Ameritas Life Insurance Co. and owns Dilworth Financial Services, focusing on investments and insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through proprietary models and third-party managers.

Kristin Bernard is a financial advisor at Janney Montgomery Scott in Uniontown, PA, holding a Series 66 designation. She is part of a large enterprise firm with 1,325 advisors. Janney Montgomery Scott serves a broad range of individual and institutional clients, offering brokerage services, investment advisory, financial planning, retirement plan consulting, and lending referrals. The firm operates a trust subsidiary and provides diverse advisory programs that combine third-party managers, in-house models, and overlay services such as tax optimization.

Scott Pritchard is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Edward Jones, Mid Penn Bank, and PNC Bank. Outside of his advisory work, he officiates youth and high school wrestling matches in Jefferson Hills, PA. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, employing fundamental and technical analysis, asset allocation, and third-party due diligence for alternative investments.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community activities such as coordinating a youth running program and holds trustee and investment committee positions with Catholic organizations in Greensburg, PA. Janney Montgomery Scott manages over $100 billion in client assets and supports more than 1,200 advisors with a range of services including portfolio management, financial planning, and retirement consulting for individuals, institutions, and high-net-worth clients through an integrated investment platform.