Nelson Person

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling with six years of industry experience. She holds a Series 65 designation and has worked at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm focuses on diversified no-load mutual funds and ETFs with multi-year track records and offers tailored portfolios managed with discretionary authority.

Rebekah Kiger is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her background includes roles at PNC Investments, LPL Financial, and First Niagara Bank. Outside of her advisory work, she is a Certified High Performance Coach and serves as a brand ambassador for a health products company. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning primarily for individual clients, serving both non-high-net-worth and high-net-worth households. The firm employs a combination of fundamental and technical analysis and offers ongoing portfolio monitoring and rebalancing.

Allan Macdougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with 19 years of industry experience. He has been with Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management to individuals, trusts, charities, and occasional pension plans. The firm manages over $400 million on a discretionary basis, focusing on diversified no-load mutual funds and ETFs, with portfolios tailored to client objectives and semi-annual performance reviews.

Kenneth Sullivan is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at firms such as LPL Financial LLC and First Niagara, and he is involved with The Retirement Guys Formula, an investment advisory business he has operated since 2017. Retire Pittsburgh Management provides discretionary portfolio management and retirement planning advice to individual clients across a range of net worth levels. The firm employs both fundamental and technical analysis and offers ongoing portfolio monitoring, rebalancing, and retirement plan rollover guidance.