Francis 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.

Corey Kendall is a financial advisor at Hyco River Investments, Incorporated with a Series 65 designation and over a decade of experience in the industry. He has been associated with his own practice, Corey S. Kendall, CPA, since 2012 and previously worked with FON Management / DON Services for eleven years. Hyco River Investments, Incorporated is an SEC-registered investment adviser that serves a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, corporations, and non-U.S. governmental entities. The firm employs a fundamental investment approach focusing on asset allocation, risk/return analysis, and due diligence, managing discretionary custodied accounts and providing advisory oversight for held-away assets.

Robert Lyles is a financial advisor at Storehouse Investments LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments and Williams Cleaveland Company. Outside of his advisory work, Lyles serves as a school director for the New Castle Area School District and is the secretary for the City of New Castle municipal government. He is also a volunteer with the Lawrence County Sports Hall of Fame and currently teaches in the Farrell Area School District. Storehouse Investments LLC provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm offers ongoing portfolio management, financial planning, and ERISA plan services, combining investment advisory with insurance, tax preparation, and educational seminars.

Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.

Timothy Kissling is the sole advisor at Kissling Financial Services, LLC, an independent firm based in New Castle, Pennsylvania. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at Madison Avenue Securities and leadership of Kissling Amoroso & Co., a CPA firm where he serves as president. Outside of financial advising, he owns and manages several manufacturing and holding companies related to metallized film production. Kissling Financial Services provides fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, offering customized solutions including structured bank notes and a range of equity and fixed income instruments, while managing a high client load for a solo advisor.