Daniel Yeager is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also the accountant in charge at McCall Scanlon & Tice, LLC, providing accounting and tax services to businesses and individuals. Yeager has been associated with Valley Brook Capital Group since 2018 and McCall Scanlon & Tice since 2015. Valley Brook Capital Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and employs both discretionary and non-discretionary wealth management approaches, including an automated portfolio service through Charles Schwab.

Jayme Russo is a financial advisor with Valley Brook Capital Group in Venetia, PA, holding a Series 63 designation and 21 years of industry experience. She has been with Valley Brook Capital Group since 2004. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers tailored asset-allocation models implemented through a mix of equities, mutual funds, ETFs, and fixed-income securities, along with an automated portfolio service and integrated financial planning.

Robert Pulit is a financial advisor at Valley Brook Capital Group in Venetia, PA, with 19 years of industry experience. He has been with Valley Brook since 2010 and holds Series 63 and Series 65 licenses. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Richard Tice is a financial advisor at Valley Brook Capital Group with eight years of industry experience. He is also a partner at McCall Scanlon & Tice, LLC, a public accounting firm serving businesses and individuals. Valley Brook Capital Group provides investment advisory and financial planning services to a range of clients, including high-net‑worth individuals, pension plans, trusts, estates, corporations, and charitable organizations. The firm employs individualized asset-allocation models and an automated portfolio service, combining traditional and technology-driven approaches while maintaining a connection with accounting professionals within the affiliated firm.

Gregory Martik is a CFP® with 21 years of industry experience and has been with Valley Brook Capital Group since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally engages in insurance product sales. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service through Charles Schwab.

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Hefren-Tillotson for six years before joining Confluence in 2022. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm operates as a fiduciary, employing a mix of active and passive investment strategies and emphasizes asset allocation and macroeconomic analysis in portfolio construction.

Angela Grabb is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Park Avenue Wealth Management and Bankers Life, along with experience in the restaurant and hospitality sectors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm provides financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios managed internally with recommendations from advisory representatives and third-party managers.

Brody Mull is a financial advisor at Confluence Financial Partners in McMurray, PA. He holds the Series 65 designation and has one year of industry experience. Prior to joining Confluence, he spent four years at the University of Pittsburgh. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers a range of services including investment management, comprehensive financial planning, and retirement plan consulting, operating as a fiduciary with both discretionary and non-discretionary account management.

Samantha Sheetz is a CFP® and Series 66-registered financial advisor at Confluence Financial Partners with 10 years of industry experience. She previously worked at Waldron Private Wealth, LLC, Summit Bank, and Raymond James Financial Services. Outside of her investment advisory role, she is also licensed as an insurance agent. Confluence Financial Partners provides comprehensive wealth management and financial planning services to individuals, professionals, business owners, and institutional clients. The firm offers tailored investment management, retirement plan consulting, and insurance referrals, employing a combination of active and passive strategies alongside proprietary and third-party portfolio management.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Michael Touscany is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Confluence Financial Partners, where he has worked since 2024, and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting for institutional clients. The firm operates as a fiduciary, using a combination of active and passive investment approaches, with a notable focus on retirement plan consulting and access to third-party managers.

Dennis Burd is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His career includes roles at Verity Asset Management, Questar Capital Corporation, and ownership of Burd Financial Group, an insurance agency. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

Joseph Tabaka Jr. is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Confluence Financial Partners. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individuals, business owners, corporate executives, and institutional plan sponsors. The firm employs a fiduciary approach with a combination of active and passive investment strategies, alongside retirement plan consulting and insurance referrals through an affiliated entity.

Zachery Saunders is a CFP® with nine years of industry experience, currently serving as a financial advisor at Confluence Financial Partners since 2021. He previously worked at Raymond James Financial Services from 2017 to 2021 and spent a year at the University of Pittsburgh. Saunders is also a licensed insurance agent in related insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers tailored investment management, comprehensive financial planning, and retirement plan consulting, emphasizing fiduciary standards, asset allocation, and the use of both proprietary and third-party investment strategies.

Steven Hykes is a financial advisor at Confluence Financial Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CashDollar & Associates prior to joining Confluence. Confluence Financial Partners provides wealth management and financial planning services to individual clients, professionals, business owners, corporate executives, and institutional clients. The firm offers individualized investment management, comprehensive financial planning, and retirement plan consulting, emphasizing asset allocation, macroeconomic analysis, and fiduciary best practices.

Thomas Fitzsimmons is a financial advisor at Confluence Financial Partners with a Series 65 designation and no prior industry experience. His work history includes roles at Cashdollar & Associates and Milliport Sigma, as well as academic positions at Grove City College and the University of Wyoming. He is also involved with Krummholz Holdings LLC. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm emphasizes a fiduciary approach, combining active and passive investment strategies with retirement plan consulting and utilizes proprietary managed portfolios alongside third-party managers.

Richard Wingertsahn is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors LLC and BNY Mellon, N.A., as well as experience outside finance at Panera Bread Co. Confluence Financial Partners offers holistic wealth management and financial planning services to a diverse client base, including individual households, professionals, business owners, corporate executives, and institutional clients. The firm operates as a fiduciary, employing a mix of active and passive investment strategies, and maintains a notable focus on retirement plan consulting for ERISA plan sponsors.

Katherine Montagazzi is a CFP® with seven years of industry experience, currently advising at Confluence Financial Partners. Her prior roles include positions at Raymond James Financial Services and Hub International. She is also a licensed insurance agent managing insurance and annuity products. Confluence Financial Partners provides holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable focus on retirement plan consulting and fiduciary services. The firm employs a combination of active and passive investment strategies, personalized portfolio management, and access to third-party managers to serve a diverse client base.

Caleb Crousey is a Series 66-licensed financial advisor at Signal Advisors Wealth, LLC with nine years of industry experience. He previously worked at Wells Fargo Advisors for seven years and held roles at Lincoln Financial Advisors, Mosaic Wealth Consulting, and community foundations including The Pittsburgh Foundation and the Community Foundation of Westmoreland County. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis, while supporting a high client load per advisor across several thousand retail accounts.

Kurt Kimmich is a financial advisor with Confluence Financial Partners in McMurray, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing a power of attorney for his father. Confluence Financial Partners offers comprehensive wealth management and financial planning to individual clients, professionals, business owners, and institutional clients. The firm provides investment management, retirement plan consulting, and insurance referrals, operating as a fiduciary with a focus on asset allocation, macroeconomic analysis, and retirement plan services for ERISA plan sponsors.