Francis Allan Magno

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.

Jason Hoeltzel is a CFP® with 15 years of industry experience, currently serving as an advisor at Kissling Financial Services, LLC. His prior roles include positions at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and several other firms. Outside of his advisory career, he has experience running the Log Cabin Inn and CJ’s Grill. Kissling Financial Services is an SEC-registered advisory firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a custom, tactical allocation approach incorporating fundamental, technical, and cyclical analysis and employs a broad range of investment strategies and instruments, including structured bank notes as a regular portfolio component.

Timothy Kissling is a financial advisor with Kissling Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Madison Avenue Securities, Inc., and leadership at Kissling Amoroso & Co., Inc., a CPA firm where he serves as president and owner. Outside of financial advising, he is involved in several manufacturing businesses specializing in metallized film and maintains ownership interests in these ventures. Kissling Financial Services is an SEC-registered firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and businesses. The firm uses a custom tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and includes a broad range of investments such as exchange-listed securities, fixed income, mutual funds, ETFs, BDCs, publicly traded partnerships, and structured bank notes.

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.