Stuart Strasner II is a CFA® charterholder with six years of industry experience. He is affiliated with Defiant Capital Group and has previously worked at Five Nations Capital LLC and PNC Financial Services. Defiant Capital Group provides wealth management, financial planning, and family-office style services primarily to high-net-worth individuals, families, family offices, foundations, and institutions. The firm employs an open-architecture investment approach that combines external managers and individual securities, conducts formal due diligence on third-party managers, and offers tailored investment strategies and monitoring.

Matthew Arndt is a CFP® and CFA® with 18 years of industry experience. He has been with Gallatin Investments, LLC since 2012. Outside of his advisory role, he is also a CPA and provides tax return services through a separate accounting practice. Gallatin Financial Advisors serves primarily individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a disciplined investment approach based on asset allocation and security analysis, providing clients with discretionary account management and tiered subscription planning options.

Jacob Mc Connell is a CFP® professional with four years of industry experience. He currently works at River's Edge Wealth Management and has prior experience with O. N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory role, he is involved with Life Family Church. River’s Edge Wealth Management serves individuals, high-net-worth clients, physicians, and owners of closely held businesses, offering discretionary portfolio management, financial planning, and retirement-rollover guidance. The firm emphasizes evidence-based, goal-driven asset allocation with tax-aware techniques and provides a wrap fee program along with educational seminars and specialized services for physician clients.

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.

Thomas Boris is a financial advisor with Guardian Capital, LLC, where he has worked for 14 years. He holds legal credentials and has also practiced law at the Elder Law Offices of Shields & Boris for over 22 years. Outside of his financial advisory role, he maintains an active legal practice specializing in elder law and insurance services. Guardian Capital, LLC manages approximately $128 million for about 240 clients, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services using a variety of investment strategies and third-party model services.

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.

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.

John Mccarthy is a financial advisor at Gallatin Financial Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Premier College Planning. Outside of advisory services, he is also a licensed insurance agent selling fixed life insurance. Gallatin Financial Advisors serves primarily individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm integrates accounting and insurance services within its advisory team and provides investment management guided by asset allocation and security analysis.

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.

Greg Miller is a financial advisor with Guardian Capital, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Guardian Capital since 2010 and also operates Greg Miller & Associates, where he provides estate planning services and insurance products. Additionally, he is a franchise owner of SportsClips in Pennsylvania. Guardian Capital, LLC is a fee-based investment adviser managing approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

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.

Debra Rea is a financial advisor at Nfi, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with Nfi since 2005. Nfi provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, managing portfolios with a combination of fundamental, technical, and cyclical analysis.

Daniel Rea is a CFP® with 28 years of industry experience, currently serving as an advisor at Nfi, Llc since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, selling insurance policies on an as-needed basis. NFI provides financial planning, consulting, and investment management to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a blend of fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with three years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Northwestern Mutual in various roles, as well as having studied at Yale. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses, providing customized, risk-adjusted, tax-aware investment management and financial planning. The firm employs a blend of active and passive strategies and offers both discretionary and non-discretionary portfolio management.

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.

James Shields is a financial advisor at Guardian Capital, LLC with 14 years of industry experience. He holds a Series 63 designation and has been with Guardian Capital since 2012. In addition to his advisory role, Shields is a managing partner and attorney at the Elder Care Offices of Shields & Boris, where he manages the law firm and provides legal representation, focusing on estate planning and related legal services. Guardian Capital, LLC manages approximately $128 million for around 240 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services using a range of investment strategies and tools.

Shiv Sethi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in March 2020. His practice centers on assisting sophisticated individuals, families, and businesses with preserving and growing their wealth to support their goals. Shiv focuses on creating bespoke wealth strategies that encompass comprehensive advice on investing, generational wealth transfer, and philanthropic giving, along with providing access to banking and borrowing services through Bank of America. He has specialized experience in managed solutions, alternative investments, and liquidity management. Before rejoining Merrill, Shiv held the position of Vice President at JP Morgan Private Bank and worked in the North American Investment Banking division at Macquarie Capital. He originally began his career at Merrill in 2009, undertaking various roles within the Global Wealth Management division over six years. Shiv holds a BBA in Finance (Cum Laude) from Temple University and an MBA from Columbia Business School. He also holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. As a second-generation American, Shiv is committed to supporting diversity and inclusion in both his professional and personal life. He serves on the board of directors for the August Wilson African American Cultural Center and is a member of the Professional Advisors Council at Lincoln Center for the Performing Arts in New York City. Additionally, he is an avid animal lover and participates in animal welfare charities and shelters.

Kenneth Eirkson is a ChFC® with 31 years of industry experience and serves as an investment advisor representative at Synergy Investment Group, LLC. He has worked at StoneX Securities Inc. since 2012 and Arriba Investment & Exchange Inc. since 2009. Outside of his advisory role, he participates on the financial endowment committee of Salem United Methodist Church and serves as president of a nonprofit providing off-campus student housing. Synergy Investment Group, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary managed account portfolio management alongside various levels of financial planning. The firm customizes portfolios using a combination of mutual funds, ETFs, equities, and fixed income based on client risk profiles and financial information.

Robert Falk is a CFP® with 19 years of experience in financial advisory. He is affiliated with Centauri Advisory Group, Inc. and has worked at Trustmont Advisory Group, Inc. and TRUSTMONT FINANCIAL GROUP, INC. since 2006. Beyond his advisory work, he serves on the board of directors for Appalachian Clothing Company and acts as a trustee for an ESOP, in both roles without compensation, and also works as a CPA and tax preparer. Centauri Advisory Group, Inc. 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 investments, using mutual funds, ETFs, stocks, and occasionally alternative strategies, and integrates tax preparation and income tax planning services alongside its advisory offerings.

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.