Marc Hoffrichter

Trevor York is a CFP®, ChFC®, and Series 66-licensed advisor with eight 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 has experience with the Reformed Presbyterian Church. River’s Edge Wealth Management is a team of four advisors serving individuals, high-net-worth clients, physicians, and owners of closely held businesses. The firm focuses on evidence-based, goal-driven asset allocation with an emphasis on tax efficiency, cost control, and long-term risk management.

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

Jake Mccracken is a CFP® with 13 years of experience in financial advisory roles. He has worked at River's Edge Wealth Management since 2021 and previously held positions at EWA, LLC and Northwestern Mutual, including roles in wealth management and investment management. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses with discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm employs an evidence-based, goal-driven investment approach that emphasizes tax efficiency, cost control, and long-term risk management.

Quinn Mc Cracken is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at River's Edge Wealth Management, LLC since 2021 and previously held positions at EWA, LLC, Ken Mixter, Inc., Dunn & Associates, Geneva College, Northwestern, Geneva Falls, and Beaver County Christian School. Outside of financial advising, he has worked as a ride-sharing driver. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and operates a wrap fee program that includes advisory, custody, and certain trading costs.

David Bickerton is a financial advisor at MDH Investment Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with MDH Investment Management since 2009. MDH Investment Management is a state-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm employs an international, macroeconomic-driven investment process and offers a range of strategies tailored to client objectives, including managing its own wrap fee program that combines advisory, execution, and custody services.

Mark Dinuzzo is a CFP® and ChFC® with 27 years of industry experience. He is a senior vice president at DiNuzzo Private Wealth, Inc., where he has worked since 1997, and has also been with Beaconsfield Financial Services Inc. since 2009. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers multiple client service tracks, combining automated model delivery with ongoing advisor oversight.