Timothy Lamar Holter

John Palmieri is a financial advisor with Aviso Wealth Management in Warren, PA, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial, LLC, and currently conducts his advisory business through Aviso Wealth Management. Outside of advisory work, he owns a sole proprietorship, Palmieri Financial Group, which sells fixed annuities, Medicare and healthcare products, and property coverage for collectibles, and he also operates a separate eBay business. Aviso Wealth Management serves individuals, families, trusts, corporations, charitable organizations, and pension plans, managing about $621 million in assets for roughly 913 clients through a team of nine advisors. The firm offers personalized financial planning, portfolio management, pension plan consulting, and uses multiple analytical approaches across discretionary and non-discretionary accounts, with regular reviews and a range of investment strategies.

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.

Erinn Sveda is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Lions Gate Wealth Management. Outside of her advisory role, she assists part-time in training a new administrator at Watson Memorial Home, a personal care facility for elderly women. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Kevin Ignatius is a financial advisor at &Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Uproxx Media, and Getty Images. Outside of finance, he is involved in music composition and film production, with ownership interests in multiple related ventures in California and Pennsylvania. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of analytical strategies and both proprietary and third-party investment solutions.

Lori Daff Siggins is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and the Series 66 license. She has 24 years of industry experience and has worked with firms including Lions Gate Wealth Management and Mid Atlantic Financial Management. She is a co-owner of MusicTime Productions, LLC, an educational curriculum business, and serves as a Legacy Team Committee Member for Peace Presbyterian Church. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Alicia Reed is a financial advisor at CWM, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Lions Gate Wealth Management. Reed has been with CWM since 2019. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, utilizing discretionary management with model portfolios overseen by an internal Investment Committee.