Joseph William Lucchino

Ian Wild is a CERTIFIED FINANCIAL PLANNER™ professional with ten years of industry experience. He is the principal advisor at All-Pro Advisors LLC, where he has worked since 2020. His prior roles include positions at Greenrose Wealth Management, LLC, Origin Financial, and Merrill. Outside of his advisory work, he spent several years involved with professional football organizations, including the Winnipeg Blue Bombers and Toronto Argonauts. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals and businesses, including high-net-worth clients. The firm emphasizes fundamental analysis and passive investment strategies, combining advisory and in-house tax preparation services without imposing a firmwide account minimum.

Michael Dieschbourg is a financial advisor at iCapital Advisors with Series 65 and Series 63 credentials and 27 years of industry experience. His prior roles include positions at Federated Investors and Alpha Capital Family Office. iCapital Advisors provides non-discretionary investment advisory and consulting services to institutional clients, family offices, trusts, nonprofits, and retirement plans. The firm employs a combination of fundamental and technical analysis for asset allocation and security selection, focusing on capital preservation while operating on a non-discretionary basis.

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, National Cooperative Bank, and Edward Jones. Convivia Financial LLC is an independent advisory firm providing non-discretionary direct asset management and financial planning services to individuals and high net worth clients. The firm constructs portfolios based on Modern Portfolio Theory and tailored client objectives, requiring client approval before executing transactions.

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.

Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.

Nicholas Terezis is a CFA® charterholder with 27 years of industry experience, serving as the sole advisor at Marathon Strategic Advisors, LLC since 1999. He is based in Pittsburgh, PA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Terezis is Vice President and a board member of the Greek Orthodox Church Foundation, a nonprofit supporting the Holy Trinity Greek Orthodox Church in Steubenville, OH. Marathon Strategic Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes investment policies tailored through detailed client interviews and uses a combination of fundamental, quantitative, qualitative, and cyclical analysis to implement portfolios on a discretionary basis.