Greg Holzer

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Robert Rodino is a financial advisor at Rodino Wealth Management LLC in Latrobe, PA, holding a Series 66 designation with two years of industry experience. Prior to founding his independent firm, he worked at Ameriprise Financial Services, LLC. His outside business activities include acting as a licensed insurance agent with limited time spent on insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice incorporating fundamental and technical analysis and may engage sub-advisors for portfolio management, conducting quarterly account reviews with attention to rebalancing and tax-loss harvesting.

Laura Manion is a CFP® professional and principal of Manion Financial Solutions LLC, with six years of experience as a self-employed tutor and two years in financial advisory. Prior to founding her firm in 2024, she worked at Live Oak School for seven years. Outside of her advisory role, she tutors K-12 students. Manion Financial Solutions LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning services. The firm emphasizes client education, workshops, and coordination with third-party professionals while not providing discretionary investment management or accepting custody of client funds.

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

Christina Bryner is a financial advisor at Advice & Planning Services LLC with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2017. Outside of advising, she has been involved with East Pittsburgh Courier Services, LLC since 2016 and previously with Greensburg Alliance Church. Advice & Planning Services LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm uses a diversified investment approach focused primarily on ETFs, combining modern portfolio theory with multiple analytical methods to align portfolios with client goals and risk tolerances.