Trevor York is a CFP®, ChFC®, and Series 66-licensed advisor with eight 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 has experience with the Reformed Presbyterian Church. River’s Edge Wealth Management is a team of four advisors serving individuals, high-net-worth clients, physicians, and owners of closely held businesses. The firm focuses on evidence-based, goal-driven asset allocation with an emphasis on tax efficiency, cost control, and long-term risk management.

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

Jake Mccracken is a CFP® with 13 years of experience in financial advisory roles. He has worked at River's Edge Wealth Management since 2021 and previously held positions at EWA, LLC and Northwestern Mutual, including roles in wealth management and investment management. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses with discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm employs an evidence-based, goal-driven investment approach that emphasizes tax efficiency, cost control, and long-term risk management.

Quinn Mc Cracken is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at River's Edge Wealth Management, LLC since 2021 and previously held positions at EWA, LLC, Ken Mixter, Inc., Dunn & Associates, Geneva College, Northwestern, Geneva Falls, and Beaver County Christian School. Outside of financial advising, he has worked as a ride-sharing driver. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and operates a wrap fee program that includes advisory, custody, and certain trading costs.

Marc Hoffrichter is the sole advisor at MDH Investment Management, Inc. in East Liverpool, OH, holding a Series 63 designation with 25 years of industry experience. He has led MDH Investment Management (formerly Tri-State Acquisition) since 2004. MDH Investment Management is a state-registered advisory firm serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm uses a macroeconomic-driven investment process with fundamental and technical analysis to build diversified portfolios tailored to client objectives, and it manages its own wrap fee program offering bundled advisory, execution, and custody services.

David Bickerton is a financial advisor at MDH Investment Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with MDH Investment Management since 2009. MDH Investment Management is a state-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm employs an international, macroeconomic-driven investment process and offers a range of strategies tailored to client objectives, including managing its own wrap fee program that combines advisory, execution, and custody services.

Mark Dinuzzo is a CFP® and ChFC® with 27 years of industry experience. He is a senior vice president at DiNuzzo Private Wealth, Inc., where he has worked since 1997, and has also been with Beaconsfield Financial Services Inc. since 2009. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers multiple client service tracks, combining automated model delivery with ongoing advisor oversight.

Vasilios Rizos is a CFP® and CFA® with six years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2022. Prior to this, he held roles at LPL Financial, Cetera Advisor Networks, Voya Financial Advisors, and several other firms. He is also involved with Three Cord Tax Solutions, an affiliated accounting entity providing tax preparation and related services. Three Cord True Wealth Management serves individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans with comprehensive financial planning and wealth management. The firm emphasizes diversified, asset-allocation-driven portfolios tailored to client risk tolerance and objectives, offering both direct management and third-party manager selection through LPL’s platforms.

Dana Fitzgerald is a financial advisor at Three Cord True Wealth Management, LLC with a Series 66 designation and six years of industry experience. Prior to joining Three Cord, Dana worked at Incline Equity Partners and has held roles at LPL Financial and other firms. Three Cord True Wealth Management serves individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans with comprehensive financial planning and wealth management services. The firm focuses on diversified, asset-allocation-driven portfolios and provides both discretionary and non-discretionary portfolio management, utilizing LPL Research and model portfolios.

Patrick Dinuzzo is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. He has been associated with Dinuzzo Index Advisors, Inc. since 1989. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm manages approximately $1.01 billion in assets and employs globally diversified, index-based portfolios using mutual funds and ETFs, combining automated model delivery with personalized advisor oversight.

James Garr is a financial advisor with LPL Financial and Three Cord True Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been associated with LPL Financial since 2014 and has operated Three Cord True Wealth Management, an independent advisory firm, since 2020. His other business activities include providing life, pension, long-term care, disability, and health insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research, model portfolios, and a variety of delivery options tailored to client needs.

Robert Graham is a CFP® professional with 33 years of industry experience, currently serving at DiNuzzo Private Wealth, Inc. since 2016. Prior to this, he worked at PNC Investments for one year. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers a range of client service tracks, including a full-service family office platform and an automated emerging wealth solution.

Michael Dinuzzo is a CFP® and ChFC® with 15 years of experience in financial planning and wealth management. He is a principal at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and has also been affiliated with Beaconfield Financial Services since 2011. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm manages approximately $1.01 billion in assets and offers tailored client service tracks, employing globally diversified, index-based portfolios with a combination of automated and advisor-managed strategies across multiple office locations.

Lori Hodge is a financial advisor with Aurora Private Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Comprehensive Capital Management Inc., Comprehensive Asset Management & Servicing, Inc., and Harper & Hodge. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a network of investment adviser representatives who tailor strategies to client objectives.

Tod Arbutina is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2006 and previously at Cottrill, Arbutina & Associates PC for 26 years. In addition to his advisory work, he is the creator and investor of a software development project called Sanctuary through Our Data Revolution, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that constructs model portfolios and offers various strategic and tactical solutions, delivered through a large network of investment adviser representatives.

Carl Hartman is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with DiNuzzo Index Advisors, Inc. since 2007. Hartman is based in Beaver, PA, and holds Series 63 and Series 65 licenses. DiNuzzo Private Wealth, Inc. provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm uses globally diversified, index-based portfolios grounded in Modern Portfolio Theory and offers both automated and high-touch advisory services across multiple client segments.

Robert Holdcroft is a financial advisor with Three Cord True Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Advisers, Rosenthal Wealth Management, Voya Financial Advisors, and The AYCO Company. He serves as a board member for the Marshall Heights Homeowners Association. Three Cord True Wealth Management, LLC provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans. The firm focuses on diversified, asset-allocation-driven portfolios and offers a range of advisory services including portfolio management, retirement plan advisory, and IRA rollover guidance.

Nicholas Raught is a CFP® with nine years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC since 2020. He previously worked at LPL Financial and Cottrill, Arbutina Wealth Management Group. Outside of his advisory role, he is involved in a family-owned commercial real estate business. Three Cord True Wealth Management, LLC provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, professionals, business owners, corporate executives, and retirement plans. The firm focuses on diversified, asset-allocation-driven portfolios and offers both direct management and third-party manager selection, supported by an affiliated accounting entity and licensed insurance professionals.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at DiNuzzo Index Advisors, Inc. since 2019. Outside of advisory work, he owns and operates McDaniel Tax Company, where he provides tax preparation and planning services as an enrolled agent. DiNuzzo Private Wealth offers discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios primarily using mutual funds and ETFs, serving clients through a combination of automated model delivery and personalized advisor oversight.

Jacob Potts is a financial advisor with DiNuzzo Private Wealth, Inc. in Beaver, PA. He holds the CFP®, ChFC®, and Series 65 credentials and has nine years of industry experience. Potts has been with DiNuzzo Private Wealth since 2015, including his time as a student at Robert Morris University prior to full-time employment. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm uses a globally diversified, index-based investment approach and offers multiple client service tracks ranging from emerging wealth to family office platforms.