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.

Debra Rea is a financial advisor with NFI, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with NFI since 2005. NFI, LLC provides financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets primarily on a discretionary basis, employing a mix of proprietary and third-party research and various investment analyses, with an emphasis on diversification, quality investments, and long-term account review.

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 Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and various Northwestern Mutual entities. He also has a background that includes time at Yale and the Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses by providing investment and wealth management along with financial planning and consulting. The firm offers customized, risk-adjusted, tax-aware asset allocations using a blend of active and passive strategies across multiple asset classes and provides both discretionary and non-discretionary portfolio management.

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 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.

Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.

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 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.

Nicole Gabriel is a CFP® and holds a Series 65 license, working as a financial advisor at McKinley Carter Wealth Services, Inc. in Wexford, PA. She has 10 years of industry experience and has been with McKinley Carter since 2015. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of mutual funds, ETFs, individual securities, options, and private placements tailored to client needs.

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.