William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Donald Samuels is a CFP® with 50 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at SagePoint Financial, Inc. and Royal Alliance Associates, Inc. In addition to his advisory work, he owns Samuels Financial Service, Inc., where he provides life and annuity products as well as tax and accounting services for various client entities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance, asset allocation, and portfolio optimization.

Sean Turner is the sole advisor at Masdevallia LLC in Youngstown, OH, holding a Series 65 designation with nine years of industry experience. He has worked at Comcast since 2001 in a non-investment role unrelated to his advisory work. Masdevallia provides portfolio management and financial planning for individuals, high-net-worth clients, and businesses, tailoring investment policies to client goals and risk tolerance. The firm typically favors index funds and employs various investment strategies, including options trading, while integrating registered insurance services with advisory offerings.

Jackie Dierickx is a financial advisor at Total Financial Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in education and corporate roles from 2015 to 2023. Total Financial Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement-plan advisory services, and insurance consulting, with a focus on customized, tax-conscious portfolios and integrated tax, accounting, and insurance advice.

David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

Andrew Pursel is a CFP® and ChFC® affiliated with Matune Basile Advisors, with seven years of industry experience. He has worked at Matune Basile Advisors since 2017, with prior roles at DiNuzzo Index Advisors, Inc., IPEG, Inc., Robert Morris University, and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm uses a range of analytical methods to construct customized portfolios focused on long-term horizons and manages approximately $342.6 million for about 245 clients.

George Mowrey is a CFP® with 37 years of experience and has been with G. Earl Mowrey & Co., L.L.C. since 2007. He holds a Series 63 license and operates from Youngstown, OH. Outside of his advisory role, he manages a rental property business with limited time devoted to it during non-trading hours. G. Earl Mowrey & Co., L.L.C. is a small, fee-only firm serving individual and high-net-worth investors with financial planning and portfolio management. The firm manages approximately $41 million in assets, focusing on globally diversified portfolios primarily composed of mutual funds and ETFs, and executes trades mostly on a non-discretionary basis with client approval.

Christopher Copploe is a CFP®-certified financial advisor with 13 years of experience, currently practicing at G. Earl Mowrey & Co., L.L.C. in Youngstown, OH, where he has worked since 2013. His role focuses on providing comprehensive financial planning and portfolio management. G. Earl Mowrey & Co., L.L.C. is a small, fee-only advisory firm serving individual investors, including high-net-worth households. The firm manages approximately $41 million in client assets, utilizing globally diversified portfolios composed of mutual funds and ETFs, and employs a predominantly non-discretionary approach to portfolio management.

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Mark Kollar is a financial advisor at HDA Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc and Hovanic, Dunham & Associates. HDA Wealth Management serves individual and high-net-worth clients by providing portfolio management, pension and employee benefit plan consulting, and financial planning. The firm uses written Investment Policy Statements and a combination of model allocations and individualized guidance, employing both long-term strategies and options trading.

Jerald Kennedy is a financial advisor with Adviser Alliance, LLC and holds 19 years of industry experience. He has worked at Adviser Alliance since 2018 and previously held roles at Summit Wealth Partners, LLC and COPPELL ADVISORY SOLUTIONS, LLC dba Fusion Capital Management. In addition to his advisory work, he is the managing member and insurance agent of J Kennedy Financial, LLC, where he has been involved in sales of fixed insurance and annuities since 2005. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisers. The firm serves a non-high-net-worth client base and utilizes managed portfolios that may include equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts, often delegating billing and platform services to third-party providers.

Joshua Petrusko is a financial advisor with Iron Gate Wealth Advisors, LLC, bringing 16 years of industry experience. He previously worked at MML Investors Services, Inc. and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Petrusko serves as an NRA instructor, teaching handgun safety and concealed carry classes, and holds a board trustee position with the National Association of Insurance and Financial Advisors, running local chapter meetings. Iron Gate Wealth Advisors primarily serves individual clients along with businesses, charities, and small pension plans, offering comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, fundamental investment approach tailored to client circumstances and maintains an operational affiliation with an accounting practice.

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Legacy Advisory Group since 2009. Marini serves as an advisory board member for Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness, and is also a board member of Legacy Educational Institute, an educational nonprofit. Legacy Advisory Group provides investment management, financial planning, and consulting services to individual investors, trusts, estates, and retirement accounts. The firm offers diversified portfolio construction, discretionary and non-discretionary management, and sponsors private pooled investment vehicles alongside insurance and accounting/tax-affiliated business lines.

David Cervone is a financial advisor with Adviser Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Adviser Alliance since 2017 and previously worked at Summit Wealth Partners LLC. Adviser Alliance, LLC provides discretionary investment management to individuals and certain entities through independent contractor advisors, managing about $5.9 million in discretionary assets across roughly 28 client relationships. The firm serves a non-high-net-worth client base, utilizing third-party platforms and managers to implement diversified portfolios including equities, debt securities, mutual funds, ETFs, and variable annuity sub-accounts.

Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.

Robert Lyles is a financial advisor at Storehouse Investments LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Williams-Cleaveland Financial and SA Stone Investment Advisors. Outside of his advisory role, Lyles serves as a school director for the New Castle Area School District, a municipal secretary for the City of New Castle, and volunteers with the Lawrence County Sports Hall of Fame. Storehouse Investments is a small advisory firm serving individual clients, retirement plans, and charitable or business entities. The firm offers discretionary asset management, financial planning, ERISA plan services, and manages annuity and variable life contracts, tailoring portfolios to client goals using fundamental analysis and periodic reviews.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.

Jason Hoeltzel is a CFP® with 15 years of industry experience, currently serving as an advisor at Kissling Financial Services, LLC. His prior roles include positions at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and several other firms. Outside of his advisory career, he has experience running the Log Cabin Inn and CJ’s Grill. Kissling Financial Services is an SEC-registered advisory firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a custom, tactical allocation approach incorporating fundamental, technical, and cyclical analysis and employs a broad range of investment strategies and instruments, including structured bank notes as a regular portfolio component.