Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and First Commonwealth Bank. Outside of his advisory role, Garrett serves as COO of Checkmate Rentals and is an active property and casualty insurance agent. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach with a core–satellite portfolio structure and integrates estate, tax, longevity, insurance, and income-optimization planning using managed model portfolios and third-party money managers.

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Kevin Phillis is a ChFC® with 42 years of industry experience, currently serving at Centauri Advisory Group, Inc. He has been with Trustmont Financial Group, Inc. since 2007. Outside of his advisory role, he is a part-owner of an insurance company and is involved in selling property and casualty insurance as well as fixed-rate annuities. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach using a core–satellite structure and integrates estate, tax, longevity, insurance, and income-optimization planning with access to pre-selected third-party money managers.

Tyler Falk is a Series 65-registered advisor with Centauri Advisory Group, Inc. in Zelienople, PA, where he has worked since 2014, accumulating nine years of industry experience. Outside of his advisory role, he serves as a JV baseball and basketball coach at Riverside High School and acts as the treasurer for the campaign of Pennsylvania State Senator Elder Vogel Jr. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses, using a conservative-to-moderate investment approach with a core–satellite portfolio structure. The firm integrates tax preparation and insurance services alongside portfolio management and emphasizes risk management and capital preservation.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bennett Associates Wealth Management. He has also been affiliated with Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies combining active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Robert Falk is a CFP® with 19 years of experience in the financial services industry. He is affiliated with Centauri Advisory Group, Inc. and has worked with Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. since 2006. Outside of his advisory role, Falk serves as a trustee for an ESOP and is a board member of Appalachian Clothing Company, both non-compensated positions, and he is also a CPA and tax preparer. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach using a core–satellite structure, emphasizing risk management and capital preservation while integrating tax, estate, and insurance planning.

Collin Randall is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with Randall & Associates Wealth Management in Butler, PA, having previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management, financial planning, and consulting. The firm manages approximately $167 million in client assets and employs a customized, risk-adjusted, tax-aware investment approach that combines active and passive strategies across multiple asset classes.

Matthew Rodgers is a financial advisor at Rodgers Brothers, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Rodgers Brothers since 2019 following four years at the University of Chicago. Rodgers Brothers provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.

Denise Rodgers is a financial advisor at Rodgers Brothers, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Rodgers Brothers since 1996. Rodgers Brothers, Inc. provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis, utilizing various strategies such as equity positions, securities trading, and option writing.

Ethan Lane is a financial advisor with ASG Investment Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ASG Investment Management since 2018 and has been involved with Accurate Solutions Group, LLC since 2015, where he markets and sells insurance products. Lane also contributes to Advisors Excel, providing business training and marketing resources related to insurance and annuities. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily delivers portfolio management through third-party managers on the AssetMark turnkey platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

Curt Knotick is a financial advisor at ASG Investment Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at ASG Investment Management since 2018 and previously held roles at Accurate Investment Solutions Inc. and Global Financial Private Capital LLC. Outside of his advisory work, he is the owner and managing member of CCK Holdings LLC, a property management and holding company. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily uses third-party managers through the AssetMark platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

James Rogan is a financial advisor with Financial Management Strategies, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Financial Management Strategies since 2015 and is also involved with Cranberry Highlands Golf Course. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting services, employing a range of investment analysis methods and providing both discretionary and non-discretionary account management.

Michael Rodgers is a financial advisor at Rodgers Brothers, Inc. in Harmony, PA, with 31 years of industry experience. He has been with Rodgers Brothers since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president and owner of Tinicum REO Capital, Inc., a consulting firm focused on real estate advisement and management. Rodgers Brothers provides discretionary portfolio management to a diverse client base including individuals, trusts, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.

Chris Rabenold is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with Rodgers Brothers since 1990. Outside of his advisory role, he serves as a shareholder and board member on the trust committee of Aligned Partners Trust. Rodgers Brothers provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm follows a value-oriented investment process that combines fundamental and technical research with sector and macroeconomic analysis to tailor portfolios to client objectives and risk tolerance.

Mark Rodgers is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Rodgers Brothers, Inc. since 2010. He holds Series 63 and Series 65 licenses and works from Harmony, PA. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, and institutions. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios to client objectives and risk tolerance.

Mark Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding a Series 65 designation and 46 years of industry experience. He has been with Rodgers Brothers since 1985. Outside of his advisory role, he serves as Secretary and Trustee for Friends of Quaker Valley Schools, a nonprofit organization. Rodgers Brothers provides discretionary, full-scale portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios to client objectives and risk tolerances.

Alison Wilson is a financial advisor at Fort Sheridan Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Western International Securities. Outside of her advisory role, she serves as Secretary of the Board for the nonprofit organization Hounds of Honor. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients by providing discretionary asset management and pension consulting. The firm employs a long-term, value-oriented investment approach that combines quantitative tools with qualitative judgment and routinely uses derivatives and option strategies in client portfolios.

Gary Rodgers is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at Rodgers Brothers since 1985. Outside of his advisory role, he serves on the board and as secretary of Aligned Partners Trust and acts as its treasurer. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm manages approximately $965 million in client assets using a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis.

Julia Polack is a financial advisor at Rodgers Brothers, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rodgers Brothers since 2019, following six years at Northwestern Mutual Investment Management. Rodgers Brothers provides discretionary, full-scale portfolio management to a range of clients including individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis to tailor portfolios according to client objectives and risk tolerance.

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.