Trevor York is a CFP® and ChFC® with nine years of industry experience. He has worked at River’s Edge Wealth Management since 2021 and previously held roles at EWA, LLC, Northwestern Mutual, and Jake McCracken. Outside of his financial career, he was affiliated with the Reformed Presbyterian Church for three years. River’s Edge Wealth Management serves individual and high-net-worth clients, with an emphasis on physicians and owners of closely held businesses. The firm employs an evidence-based, goal-driven investment approach with a focus on tax efficiency, direct indexing, and client education.

Jacob Mc Connell is a CFP® professional with five years of industry experience currently advising clients at River's Edge Wealth Management. His prior experience includes roles at O. N. Equity Sales Company and Hummel Wealth Management, among others. Outside of finance, he is involved with Life Family Church in Beaver, Pennsylvania. River's Edge Wealth Management serves individual and high-net-worth clients, particularly physicians and owners of closely held businesses, managing approximately $157 million across 217 client relationships. The firm employs an evidence-based, goal-driven investment approach with an emphasis on tax efficiency and long-term risk management, and it offers services such as discretionary portfolio management, direct indexing, and physician contract review.

Jake Mccracken is a CFP® professional with 13 years of experience in the financial services industry. He has worked at River's Edge Wealth Management since 2021 and previously held roles at Northwestern Mutual from 2011 to 2020. His credentials also include the Series 66 designation. River’s Edge Wealth Management serves individual and high-net-worth clients, with a focus on physicians and owners of closely held businesses. The firm manages approximately $157 million across about 217 client relationships, employing an evidence-based, goal-driven investment approach that includes discretionary portfolio management, direct indexing strategies, and educational seminars.

Quinn Mc Cracken is a CFP® professional at River’s Edge Wealth Management with five years of industry experience. Prior to joining River’s Edge in 2021, he held roles at EWA, LLC, Ken Mixter, Inc., Dunn & Associates, and other firms. Outside of advisory work, he has worked as a rideshare driver. River’s Edge Wealth Management serves individual and high-net-worth clients, emphasizing physicians and owners of closely held businesses. The firm manages approximately $157 million across 217 client relationships and employs an evidence-based, goal-driven investment approach with a focus on tax efficiency, direct indexing, and client communication supported by technology.