Lori 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 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at LPL Financial and Gladstone Wealth Partners. Outside of advisory work, he operates Palmieri Financial Group, a sole proprietorship selling fixed annuities, Medicare and healthcare products, and property coverage for collectibles, and he also buys and sells items on eBay. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Alicia Reed is a financial advisor at CWM, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Inc., Mid Atlantic Capital Corporation, and Lions Gate Wealth Management. Reed has been with CWM since 2019. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Daniel Halle is an investment advisor representative with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. Halle also serves as a regional director of retirement plan sales with P&A Group and is a board member of Pittsburgh Retirement Professionals. He provides voluntary consulting support on goal setting for Hospice of Warren County. Kestra Advisory Services offers investment advisory and retirement-plan consulting for plan sponsors and a diverse range of institutional and individual clients. The firm provides services including fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary fiduciary roles.

Grayson Foley is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at PNC Investments and Western and Southern Life. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable foundations, universities, private businesses, sovereign wealth funds, and banking institutions. The firm provides investment advisory and broker-dealer services, encompassing portfolio management, financial and tax planning, estate and trust consulting, and retirement-plan education, using the Envestnet platform alongside proprietary strategy models.