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.

Vasilios Rizos is a CFP® and CFA® affiliated with Three Cord True Wealth Management, LLC, with seven years of industry experience. He has previously worked at firms including LPL Financial, Cetera Advisor Networks, and Voya Financial Advisors. Rizos is also involved in Three Cord True Wealth Management Holdings LLC, the parent company of his current firm. 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 approach utilizing LPL Research, model portfolios, and third-party managers, and integrates tax, accounting, brokerage, and insurance services within a single platform.

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.

Colin Craig is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 65 designation and has a background that includes several years at Geneva College. Beacon Wealth Consultants serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a structured investment process with a focus on faith-based, Biblically Responsible Investment screening and manages approximately $278 million in client assets.

James Garr is a financial advisor at Three Cord True Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2014. He provides investment advisory services through Three Cord True Wealth Management, an independent Registered Investment Advisor firm. Three Cord True Wealth Management offers comprehensive financial planning and wealth management to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven investment approach using model portfolios and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Robert Graham is a CFP® with 34 years of experience in the financial industry. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers a range of service platforms, including Wealth Management, Family Office, and an automated Emerging Wealth option, and builds globally diversified, index-oriented portfolios using mutual funds and ETFs based on Modern Portfolio Theory.

Michael Dinuzzo is a CFP® and ChFC® with 16 years of industry experience. He is a senior vice-president at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and previously worked at Beaconfield Financial Services. DiNuzzo Private Wealth serves individuals, high-net-worth families, business owners, and institutional plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs globally diversified, index-oriented portfolios based on Modern Portfolio Theory and provides a range of services including full family-office offerings and an automated advisory platform.

Lori Hodge is a financial advisor at Comprehensive Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Comprehensive Capital Management since 2010. In addition to her advisory role, she is a partner and owner of a tax preparation firm, Lori A. Hodge, CPA & Assoc., PC. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension plans, and businesses. The firm employs a mix of fundamental and technical investment methods and offers both discretionary and non-discretionary account management.

Tod Arbutina is a CFP® and PFS™ with 28 years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2020, following a 20-year tenure at LPL Financial and 26 years at Cottrill, Arbutina & Associates PC. Outside of advisory services, he is the creator and investor of a software development project, Our Data Revolution, LLC. 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 approach incorporating model portfolios and third-party managers, and combines tax/accounting capabilities, brokerage access, and insurance product implementation within a single platform.

Carl Hartman is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. Hartman has been with Dinuzzo Index Advisors, Inc. since 2007. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm utilizes globally diversified, index-oriented portfolios and provides a range of service platforms, including wealth management, family office services, and an automated advisory option for emerging investors.

Robert Holdcroft is a financial advisor at Three Cord True Wealth Management, LLC with 13 years of industry experience. He has held positions at several firms, including Rosenthal Wealth Management and The AYCO Company, L.P./Mercer Allied. He serves as a board member of the Marshall Heights Homeowners Association. 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 approach using LPL Research, model portfolios, and third-party managers, and offers integrated tax, brokerage, insurance, and wrap-fee program solutions.

Nicholas Raught is a CFP® with 10 years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC. He previously worked with LPL Financial, LLC and Cottrill, Arbutina Wealth Management Group. Raught is also involved in a family business managing a commercial real estate property. 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 approach, utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.

Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.

Raymond Harper is a financial advisor with Comprehensive Capital Management, Inc. He holds a Series 63 designation and has 50 years of industry experience. Harper has worked at Comprehensive Capital Management since 2010 and has also been involved with Harper & Hodge since 2002. He serves as a board member of the Senior Citizens Caring Foundation in Beaver, Pennsylvania. Comprehensive Capital Management, Inc. provides portfolio management, retirement plan consulting, and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a combination of fundamental and technical investment strategies, offering both discretionary and non-discretionary account management through a network of advisers.

Kaleb Williams is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and experience beginning in 2026. His prior roles include positions at Key Bridge Compliance, ACA Group, Silver Regulatory Associates, The Colony Group, and Invision Human Services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including diversified mutual funds, ETFs, individual stocks and bonds, and may utilize independent managers or DFA funds.

Jean Furgiuele is a financial advisor at Pinnacle Investments, LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Global Investment Advisors and Essex Securities. Outside of advisory work, he is also an artist and designer operating as a sole proprietor under JMF DESIGNER. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a comprehensive range of financial planning and portfolio management services, employing both fundamental and technical analysis in tailored investment programs.

Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens since 2024. His prior roles include positions at Ratio Wealth Group LLC, The Leaders Group, Inc., Northwestern Mutual Investment Management, MassMutual Life Insurance Company, and MML Investor Services LLC. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, as well as tax and estate planning, managing $8.76 billion in assets as of December 31, 2025.

Erik Gabrich is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he has experience in the hospitality and real estate sectors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment advice and model portfolios developed by Morningstar Investment Management.