Kevin Lee Mckinstry

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.

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.

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.

Jake Mccracken is a CFP® with 14 years of industry experience, currently serving at River's Edge Wealth Management since 2021. He previously worked at Northwestern Mutual in various capacities from 2011 to 2020 and spent a year at EWA, LLC. River’s Edge Wealth Management serves individual and high-net-worth clients, with a focus on physicians and owners of closely held businesses. The firm employs an evidence-based, goal-driven investment approach emphasizing tax efficiency and long-term risk management, and it offers services including discretionary portfolio management, comprehensive financial planning, direct indexing strategies, and educational seminars.

Joshua Petrusko is a financial advisor with Iron Gate Wealth Advisors, LLC, bringing 16 years of industry experience. He previously worked at MML Investors Services, Inc. and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Petrusko serves as an NRA instructor, teaching handgun safety and concealed carry classes, and holds a board trustee position with the National Association of Insurance and Financial Advisors, running local chapter meetings. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, fundamental investment approach tailored to client circumstances and maintains an operational affiliation with an accounting practice.