Joseph Wuenschell is a CFP® professional with 16 years of experience in financial advising. He is the principal of Wuenschell Financial Services LLC, an independent firm he founded in 2023. Prior to this, he worked for S&W Advisors LLC for 13 years. Outside of financial services, he is a practicing accountant and the managing member of a pretzel bakery franchise. Wuenschell Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to build long-term portfolios, with ongoing monitoring and quarterly reviews.

David Schleis is the principal of DS Wealth Advisors, Inc., an independent advisory firm based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Schleis is also an accountant and licensed insurance agent with ownership interests in related businesses, including DS Financial Advisors, Inc. and D.W. Schleis, LLC, and he is a partner in DS Tax Advisors, LP. DS Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes long-term trading and diversified allocations using mutual funds and ETFs, employing various analysis methods alongside modern portfolio theory, with client portfolios reviewed at least quarterly.

John Kariss III is a financial advisor at Rex Consulting, LLC with eight years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His career includes roles at firms such as Western and Southern Financial Group and NYLIFE Securities LLC. Rex Consulting is an independent registered investment adviser serving individuals and high-net-worth clients. The firm primarily manages portfolios using exchange-traded funds and offers comprehensive financial planning and consulting with a focus on fundamental analysis and long-term investment strategies.

Benjamin Pearce is a financial advisor with Guardian Capital, LLC in Wexford, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Guardian Capital in 2025, he worked at PNC Investments for seven years and had roles at Edward Jones Investments and Quicken Loans Inc. 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 provides discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services.

Angela Ferrante is a financial advisor with Leonard Advisory Group LLC in Wexford, PA, holding a Series 63 license and 38 years of industry experience. She has held roles at Leonard Advisory Group since 2015 and serves as president of Laurel Highlands Risk Management, a risk management firm specializing in life, health, accident, long-term care, and annuities. In addition, she owns and operates a family farm, A.M. Cattle Company. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, and business clients, including investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, incorporates third-party investment platforms and managers, and maintains discretionary trading authority with quarterly reviews.

Nathan Thompson is a financial advisor with 17 years of industry experience, currently practicing at 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides investment supervisory services and financial planning to individuals—including high-net-worth clients—and business entities. The firm manages approximately $66.6 million in assets across 301 client relationships, operating primarily on a non-discretionary basis with a blend of technical and fundamental investment analyses.

William Knight is a CFP® with 12 years of industry experience, currently serving as an advisor at Legend Financial Advisors Inc. He previously worked with Inpax Academy LLC and was self-employed before joining Legend Financial Advisors. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios with tailored strategies emphasizing strategic asset allocation and active adjustments, utilizing mutual funds, ETFs, and individual securities as appropriate.

Trevor York is a CFP®, ChFC®, and Series 66-licensed advisor with eight years of industry experience. He has worked at River’s Edge Wealth Management since 2021 and previously held roles at Ewa, LLC, Northwestern Mutual, and Jake McCracken. Outside of his financial career, he has experience with the Reformed Presbyterian Church. River’s Edge Wealth Management is a team of four advisors serving individuals, high-net-worth clients, physicians, and owners of closely held businesses. The firm focuses on evidence-based, goal-driven asset allocation with an emphasis on tax efficiency, cost control, and long-term risk management.

Peter Belcastro is a CFP® with 18 years of experience in the financial services industry. He has been with Leonard Advisory Group LLC since 2023 and previously worked at Bill Few Associates, Inc. from 2015 to 2023. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, and it also selects and monitors third-party investment platforms and managers on behalf of its clients.

Stephen Blahovec is a financial advisor at North River Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for nine years before joining North River Wealth Advisors. North River Wealth Advisors provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach combining passive and active management with strategic asset allocation, integrating risk management and tax-aware planning across various financial areas.

Justin Connolly is a financial advisor at DuCharme Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Dollar Bank, FSB and Cetera Investment Services LLC. DuCharme Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary investment management focused on strategic asset allocation, tax-aware, lower-cost portfolios, and ongoing monitoring.

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.

Michael Dudkowski is a financial advisor at VAM Group, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Hightree Advisors and Willis Towers Watson. He serves as a volunteer board member for Achieva Family Trust, a nonprofit supporting individuals with disabilities. VAM Group, LLC provides portfolio management services to individuals, pension and profit-sharing plans, and state or municipal government entities. The firm employs a variety of investment methods and conducts monthly account reviews, serving a relatively small client base with discretionary assets under management.

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.

Michael Trauman is a financial advisor at Reliance Financial Advisors with a Series 66 designation and three years of industry experience. His background includes roles at Commonwealth Financial Network, Deloitte, and the Ohio Society of CPAs. Outside of financial advising, he is involved in tax preparation through a CPA practice. Reliance Financial Advisors is a small firm providing tailored financial planning services to individuals, trusts, non-profits, and businesses. The firm offers a broad scope of planning services and generally delivers non-discretionary advice through hourly or fixed-fee engagements, with implementation services directed through affiliated broker-dealer platforms.

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.

David Martin is a financial advisor at Financial Advisors Consortium, Inc. with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in mortgage brokerage through Independence Lending LLC and real estate brokerage with Right Direction Real Estate, LLC. Financial Advisors Consortium, Inc. serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides financial planning, consulting, and discretionary investment management using a combination of technical, fundamental, and cyclical analysis alongside modern portfolio theory.