Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, First Commonwealth Bank, and Westminster College. Outside of advisory services, Garrett is the COO of Checkmate Rentals and an active property and casualty insurance agent. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million across 383 clients. The firm focuses on conservative to moderate risk profiles using a model-portfolio approach with core plus satellite construction, offering services such as asset allocation, income optimization, and access to third-party 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® credentialed financial advisor with 43 years of industry experience. He is affiliated with Centauri Advisory Group, Inc. and has worked with Trustmont Financial Group, Inc. since 2007. Phillis is a part-owner of Jack L. Bonus Insurance Company, where he sells property and casualty insurance as well as life and health insurance. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million for about 383 clients through four advisors. The firm emphasizes conservative to moderate risk investment profiles using a model-portfolio approach centered on a core plus satellite strategy.

Tyler Falk is a financial advisor at Centauri Advisory Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Centauri Advisory Group since 2016. Outside of his advisory role, he coaches junior varsity baseball and basketball at Riverside High School and has served as treasurer for a state senate campaign. Centauri Advisory Group provides financial planning and portfolio management to individuals, trusts, and small businesses, focusing on conservative to moderate risk profiles. The firm employs a model-portfolio approach combining core and satellite strategies, utilizing mutual funds, ETFs, and other investment vehicles, and offers additional services such as income optimization and longevity planning.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and Northwestern Mutual in various capacities from 2021 to 2024. He also spent time affiliated with Yale School of Management between 2019 and 2020. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management alongside financial planning and consulting. The firm manages approximately $167 million in assets, employing customized, risk-adjusted, tax-aware strategies that integrate active and passive investments across multiple asset classes.

Robert Falk is a CFP® with 19 years of industry experience, currently serving at Centauri Advisory Group, Inc. He previously worked at Trustmont Advisory Group, Inc. and has been associated with TRUSTMONT FINANCIAL GROUP, INC. since 2006. Outside of his advisory work, Falk is a CPA and tax preparer, an insurance agent, and serves on the board of directors for Appalachian Clothing Company, as well as acting as trustee for an employee stock ownership plan. Centauri Advisory Group, Inc. provides financial planning and portfolio management to individuals, trusts, and small businesses, managing approximately $75.7 million across roughly 383 clients. The firm emphasizes conservative to moderate risk profiles, employs a core plus satellite investment approach, and integrates tax planning and preparation services alongside its advisory offerings.

Collin Randall is a CFP® and CFA® with 15 years of industry experience. He is currently with Randall & Associates Wealth Management in Butler, PA, and has 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, managing approximately $167 million in assets. The firm offers customized, risk-adjusted, tax-aware portfolios that combine active and passive strategies with both discretionary and non-discretionary management.

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 at C2 Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ASG Investment Management LLC and Accurate Solutions Group, LLC. Outside of his advisory role, Lane is involved in the sale and marketing of insurance products through Accurate Solutions Group. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to align investment decisions with retirement objectives.

Curt Knotick is a financial advisor at C2 Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at ASG Investment Management LLC and other firms. Outside of his advisory role, he is the owner and managing member of CCK Holdings LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, incorporating tax and estate coordination and requiring clients to attend a retirement education course as part of its integrated service model.

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 with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 66 credentials and having 32 years of industry experience. He has been with Rodgers Brothers since 1998. 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, Inc. provides discretionary portfolio management services to a range of clients including individuals, trusts, and institutional entities. The firm employs a value-oriented investment approach combining fundamental and technical research and manages assets across multiple security types with strategies tailored to client objectives.

Colin Craig is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 65 designation and has a background that includes several years at Geneva College. Beacon Wealth Consultants serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a structured investment process with a focus on faith-based, Biblically Responsible Investment screening and manages approximately $278 million in client assets.

Chris Rabenold is a financial advisor with Rodgers Brothers, Inc. in Harmony, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Rodgers Brothers since 1990. He serves as a shareholder and member of the board of directors and trust committee at Aligned Partners Trust, a registered trust bank. Rodgers Brothers, Inc. provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, tailoring strategies to client objectives across a broad range of securities.

Mark Rodgers is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Rodgers Brothers, Inc., where he has worked since 2010. The firm is a team of nine advisors based in Harmony, PA. Rodgers Brothers, Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, charitable organizations, and pension plans, typically managing accounts with minimums around $1 million. The firm uses a value-oriented investment approach combining fundamental and technical research, sector and macro analysis, and occasional onsite company reviews, offering tailored strategies that may involve long-term holdings, trading, options, short sales, and margin use.

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 credentials and has worked at firms including Aurora Securities and Western International Securities. She serves as Secretary of the Board for Hounds of Honor, a nonprofit organization. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach that combines quantitative optimization, computer models, technical analysis, and qualitative judgment to manage customized portfolios and oversee sub-advisers.

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.