Gibson Wiley Mc Cracken

Jonathan Dane is a CFP® and CFA® with over 18 years of industry experience. He founded Defiant Capital Group in 2020 after previously working at a family office and on Wall Street at Goldman Sachs and Jefferies. Defiant Capital Group provides entrepreneurs, founders and highly compensated executives with optimized tax planning and financial guidance. We offer both flat-fee and AUM models depending on the client engagement and need. We specialize in comprehensive planning pre- and post-liquidity, and our advanced planning work spans equity compensation, QSBS, capital gains, estate strategy, and multi-generational family businesses. Our team works together on every client, and no two engagements look the same - we structure each one around what the client actually needs.

Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

Trevor York is a CFP® and ChFC® with nine years of industry experience. He has worked at River’s Edge Wealth Management since 2021 and previously held roles at EWA, LLC, Northwestern Mutual, and Jake McCracken. Outside of his financial career, he was affiliated with the Reformed Presbyterian Church for three years. River’s Edge Wealth Management serves individual and high-net-worth clients, with an emphasis on physicians and owners of closely held businesses. The firm employs an evidence-based, goal-driven investment approach with a focus on tax efficiency, direct indexing, and client education.

Stuart Strasner II is a CFA® charterholder with six years of industry experience. He is affiliated with Defiant Capital Group and has previously worked at Five Nations Capital LLC and PNC Financial Services. Defiant Capital Group provides wealth management, financial planning, and family-office style services primarily to high-net-worth individuals, families, family offices, foundations, and institutions. The firm employs an open-architecture investment approach that combines external managers and individual securities, conducts formal due diligence on third-party managers, and offers tailored investment strategies and monitoring.

Jacob Mc Connell is a CFP® professional with five years of industry experience currently advising clients at River's Edge Wealth Management. His prior experience includes roles at O. N. Equity Sales Company and Hummel Wealth Management, among others. Outside of finance, he is involved with Life Family Church in Beaver, Pennsylvania. River's Edge Wealth Management serves individual and high-net-worth clients, particularly physicians and owners of closely held businesses, managing approximately $157 million across 217 client relationships. The firm employs an evidence-based, goal-driven investment approach with an emphasis on tax efficiency and long-term risk management, and it offers services such as discretionary portfolio management, direct indexing, and physician contract review.