Timothy S Helman

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.

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

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.

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

Christina Bryner is a financial advisor with Advice & Planning Services LLC, holding a Series 65 designation and having nine years of industry experience. She has worked at Advice & Planning Services since 2017 and has been involved with East Pittsburgh Courier Services, LLC since 2016. She also previously served with Greensburg Alliance Church from 2009 to 2016. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in client assets and employs a mix of analytical techniques with a long-term trading approach, mainly recommending ETFs and conducting quarterly client account reviews.