William Fraser III

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.

Arthur Sobczak III is a financial advisor at Private Wealth Services, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role, he has worked with firms including LPL Financial and Ownership Advisors, Inc. Sobczak is involved in insurance consulting and wholesaling activities in addition to his advisory work. Private Wealth Services, LLC serves individuals, trusts, profit-sharing plans, and business entities primarily through a solicitor/referral model, introducing clients to third-party registered investment advisers. The firm provides financial planning and consulting services addressing various non-investment matters and does not manage client assets or exercise discretionary authority.

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.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.

Stuart Strasner is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Defiant Capital Group. He has worked at Five Nations Capital LLC since 2020 and has been with PNC Financial Services since 2004. Defiant Capital Group provides investment advisory, financial planning, and family office services to high-net-worth individuals, families, foundations, and institutional clients. The firm employs an open-architecture investment approach that combines external manager allocations with selective individual security selection, utilizing both quantitative and qualitative analysis across passive and active strategies.