Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

Andrew Faderewski is a CFA charterholder and the principal of Vindicta Investment Advisors LLC, with over 16 years of industry experience. Prior to founding Vindicta, he worked at C.S. McKee Investment Managers from 2007 to 2023. He also holds a concurrent role as an investment manager at The Pittsburgh Foundation, a nonprofit organization. Vindicta Investment Advisors provides discretionary asset management and financial planning services to high-net-worth individuals, institutions, small businesses, and not-for-profit organizations. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, implementing various strategies in separately managed accounts.

Eric Carlson is a financial advisor at Sewickley Financial LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sewickley Financial since 2014. Outside of his advisory role, he serves as a volunteer board member and treasurer of the finance and endowment committee at the Sewickley Library. Sewickley Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing mainly on U.S. equities within a long-term trading framework.

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.

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.

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.

Steven Templeton is a CFP® with over 22 years of experience at Templeton Financial Planning and previously worked at Gene Root CFP for four years. He maintains a Series 63 registration and is based in Coraopolis, PA. Approximately 70% of his professional time is dedicated to comprehensive financial planning services including tax preparation, tax planning, and small business consulting. Templeton Financial Planning serves individuals and families across income levels with no minimum asset requirement, focusing on fee-only comprehensive planning that integrates investment advice with tax, retirement, education, and estate planning. The firm uses a non-discretionary approach to investment recommendations and emphasizes tax-efficient portfolio construction using no-load mutual funds, ETFs, and indexed strategies.

Ryan Knoll is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Nav Wealth Partners since 2024. He previously worked at Ameriprise Financial Services LLC and PNC Investments, LLC. Knoll is also a licensed insurance agent. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to create diversified portfolios aligned with client investment policy statements.

Elizabeth Genter is a financial advisor at Schenley Capital, Inc. with 17 years of industry experience and holds Series 65 and Series 63 licenses. She has worked at Schenley Capital since 1989. Outside of her advisory role, she serves as an Edgeworth Borough Councilwoman and is a board member of BOSS Controls, LLC. Schenley Capital primarily serves individual investors, trusts, estates, retirement plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and an automated advisory option through Schwab Institutional Intelligent Portfolios, combining hands-on planning with automated strategies and selective private fund recommendations.

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.

Alexander Gough is a CFP® professional with over eight years of industry experience. He has worked at Nav Wealth Partners since 2026 and previously spent seven years at Allegheny Financial Group. Prior to his advisory roles, he was employed at Robert Morris University for three years. Nav Wealth Partners provides portfolio management and financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to clients' investment policy statements.

Melissa Corso is a financial advisor with JMS Capital Group Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at JMS Capital Group since 2015 and previously at PWA Securities, Inc. and Private Wealth Advisors, Inc. from 2010 to 2017. In addition to her advisory role, she is an independent insurance agent. JMS Capital Group Wealth Services LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and government entities. The firm manages approximately $161 million across about 410 client relationships and employs a personalized investment approach combining fundamental, technical, and asset-allocation analysis.

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.

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.

John Schneider is a Certified Financial Planner® with 33 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He has prior experience with Pwa Securities, Inc. and Private Wealth Advisors, Inc. In addition to his financial advisory work, Schneider owns and operates a real estate brokerage, PWA Real Estate, and is involved in several construction and manufacturing businesses. JMS Capital Group Wealth Services is an SEC-registered adviser providing portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm serves a diverse client base, including high-net-worth and institutional investors, and employs a comprehensive investment approach combining fundamental, technical, and asset-allocation analysis across multiple asset classes.

Scott Miller is a CFP® with 26 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He previously worked at Pwa Securities, Inc. and Private Wealth Advisors, Inc. His credentials also include the Series 66 designation. JMS Capital Group Wealth Services LLC is a small advisory team managing approximately $161 million across 410 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base, employing a personalized investment approach that integrates fundamental, technical, and asset-allocation analysis.