Nelson Lewis Person

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

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 in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

Rebekah Kiger is an investment adviser representative at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Investments and Citizens Securities. Outside of her advisory role, she is a Certified High Performance Coach and serves as a brand ambassador for health products with Xendurance. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a mix of fundamental and technical analyses and uses model portfolios aligned with clients’ goals, managing approximately $62.9 million in discretionary assets.

Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.