Lori Jo Daff Siggins

Mark Bussey is the principal of Mark Bussey & Associates, LC, where he has provided investment management services since 2003. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. The firm focuses exclusively on individual clients, offering discretionary and non-discretionary portfolio management and investment analysis. Mark Bussey & Associates manages a range of securities including equities, fixed income, and mutual funds, employing various analytical methods such as charting and fundamental analysis. The firm’s investment approach includes both long-term holdings and short-term trades, with sole responsibility for portfolio management maintained by the principal.

John Palmieri is a financial advisor at Aviso Wealth Management with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at PNC Wealth Management, Gladstone Wealth Partners, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship selling fixed annuities, Medicare products, and property coverage, and also manages an eBay business. Aviso Wealth Management provides financial planning, portfolio management, pension consulting, and other services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, utilizing a range of analytical strategies and offering both discretionary and non-discretionary account management.

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.

Erinn Sveda is a financial advisor with CWM, LLC holding a ChFC® designation and Series 65 license, with two years of industry experience. Prior to joining CWM, she worked at Lions Gate Wealth Management and has a background managing a personal care home for elderly women, where she continues a part-time role assisting in training the new administrator. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm provides discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, along with financial planning, retirement plan services, and specialized investment solutions.

Kevin Ignatius is a financial advisor at &Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Uproxx Media, and Getty Images. Outside of finance, he is involved in music composition and film production, with ownership interests in multiple related ventures in California and Pennsylvania. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of analytical strategies and both proprietary and third-party investment solutions.

Jacob Harty is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lions Gate Wealth Management and Samson Properties, as well as various positions in education and restaurant management. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through more than 600 advisors. The firm employs model portfolios governed by an Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors, and offers a range of retirement plan and advisory services.