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.

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.

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 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.

Lindsay Frabotta is a financial advisor at Capital A Wealth Management with three years of industry experience. She holds a Series 65 credential and previously worked at New Castle Area School District for 13 years. In addition to her advisory role, she is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management provides discretionary investment management and financial planning to a range of clients, including high-net-worth households, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach, utilizing tactical asset allocation and sector rotation, and offers integrated tax and insurance services through affiliated entities.

David Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Comprehensive Capital Management since 2010 and is also involved with Harper & Hodge, an investment advisory and brokerage business. Additionally, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, and financial planning services. The firm employs a mix of fundamental and technical investment methods, including tactical overlays and market-timing strategies, managing assets on both discretionary and non-discretionary bases.

David Domenick Sr. is a financial advisor at Capital A Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Madison Avenue Securities and AE Wealth Management. Outside of his advisory role, he owns and operates an insurance sales and services business and serves as a board member for the New Castle Sanitation Authority. Capital A Wealth Management provides discretionary investment management and financial planning services to individual clients, high-net-worth households, institutions, and government entities. The firm uses a top-down, macro-driven investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework, deploying portfolios through bespoke allocations, pre-built models, and third-party managers.

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.

Vasilios Rizos is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Three Cord True Wealth Management, LLC and has previously worked at firms including LPL Financial, Cetera Advisor Networks, and Voya Financial Advisors. Outside of advisory work, he is involved with Three Cord True Wealth Tax Solutions, which offers tax preparation and accounting services. Three Cord True Wealth Management provides comprehensive financial planning and wealth management to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with Three Cord True Wealth Tax Solutions.

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.

Christopher Fineburg is a CFA® charterholder with six years of industry experience. He is currently with Next Capital Management LLC and previously worked at Rockefeller Global Family Office, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies as a sub-adviser for private placement life insurance assets. The firm offers tailored asset allocation and monitoring, employing strategies across mutual funds, ETFs, equities, fixed income, and alternative investments, including direct indexing and tax-managed long/short approaches.

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.

Mitchell Sienkiewicz is a CFP® and holds a Series 66 license with three years of industry experience. He is currently affiliated with Capital A Wealth Management and Madison Avenue Securities. Outside of his advisory role, he manages a family-owned Christmas tree farm and serves as a director for Historic Harmony Inc., an organization dedicated to preserving local historic buildings and traditions. Capital A Wealth Management provides discretionary investment management and financial planning to individuals, foundations, trusts, corporations, and government entities. The firm employs a top-down, macro-driven investment approach with tactical asset allocation and sector rotation, offering both bespoke portfolios and model-based solutions.

Richard Whalen is a financial advisor with E. E. Powell & Company Inc., holding a Series 66 designation and over 50 years of industry experience. He has been with E. E. Powell & Company since 1975. E. E. Powell & Company Inc. provides discretionary and non-discretionary portfolio management and financial consulting services, advising across a broad range of securities including mutual funds, ETFs, structured products, and derivatives. The firm employs a client-specific investment process using fundamental analysis and modern portfolio theory, typically operating with discretionary trading authority.

Dana Fitzgerald is a financial advisor at Three Cord True Wealth Management, LLC with one year of industry experience. Dana holds the Series 66 designation and previously worked at Incline Equity Partners for six years. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven investment approach and integrates tax, brokerage, and insurance services within a single platform.

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.

Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee structure.

Brandon Domenick is a Series 65-credentialed financial advisor with nine years of industry experience. He is currently with Capital A Wealth Management and has prior experience including work with AE Wealth Management and Westminster College. Outside of advising, he is an author and publisher of financial books and is involved in insurance sales through Capital A Insurance, LLC. Capital A Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth households, foundations, trusts, estates, corporations, employer-sponsored retirement plans, and government clients. The firm employs a top-down, macro-driven investment approach emphasizing tactical asset allocation and sector rotation, and provides integrated services including tax and insurance through affiliated entities.

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.