Michael Keefer

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.

Ian Wild is a CFP® professional with nine years of experience in financial advising. He is the principal of All-Pro Advisors LLC and has previously worked at Greenrose Wealth Management, Origin Financial, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Ian also has experience with the Winnipeg Blue Bombers and Toronto Argonauts football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies through index mutual funds and ETFs, offering tailored plans without a firmwide account minimum.

Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.

Nicholas Kennedy is a CFP® and holds a Series 66 license with 13 years of industry experience. He is the president and owner of Three Rivers Executive Consulting, LLC, where he has worked since 2021. Prior to this, he spent seven years at Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as board president of the North Park Manor Homeowner’s Association and is a board member of the Birmingham Foundation. Three Rivers Executive Consulting serves individual clients, pension and profit-sharing plans, state or municipal entities, and corporations, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using technical and fundamental analysis and employs a broad range of investment instruments, with $53.4 million in discretionary assets as of early 2025.