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.

Lynn Johnson is a financial advisor at 4th River Financial Group, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as President and Chairman of the Board for a nonprofit focused on educating teens about the hazards of distracted driving, organizing fundraising events such as a hockey tournament. 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 across about 301 client relationships, operating primarily on a non-discretionary basis and employing a blend of charting, fundamental, technical, and cyclical analysis within both long- and short-term trading strategies.

Ronald Smith is a financial advisor at 4 Th River Financial Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 4 Th River Financial Group and Financial Independence Group since 2009, as well as Whitney & Associates since 2016. He is also active as an insurance agent for Whitney & Associates and Financial Independence Group, spending approximately 10 hours per month on insurance and annuity marketing. 4th River Financial Group provides investment supervisory services and financial planning to individuals and business entities, managing around $66.6 million in assets across approximately 301 client relationships. The firm operates primarily on a non-discretionary basis, employing a combination of charting, fundamental, technical, and cyclical analysis, and offers services such as personalized Investment Policy Statements, a client newsletter with trade recommendations, and periodic educational seminars.

Christopher Campanella is a financial advisor at Keystone Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Keystone since 2009. Keystone Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside financial planning services including retirement, tax, education, and estate planning. The firm employs a core-and-satellite investment approach using primarily passive index funds and ETFs, operates on a fee-only basis, and offers both ongoing asset management and limited-scope financial planning engagements.

John Cully is a financial advisor at Aspire Wealth Architects in Wexford, PA, holding Series 63 and Series 65 designations with 47 years of industry experience. He worked at Wealthcare Capital Management LLC for ten years before joining Aspire Wealth Architects in 2018. Aspire Wealth Architects provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a goals-based investment process with Monte Carlo simulation to guide portfolio management, emphasizing diversified, low-cost, tax-efficient indexed ETFs and offering specialized options such as direct indexing for qualifying clients.

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 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.

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.

Christopher Conti is a CFP® professional with experience at Aspire Wealth Architects, MAI Capital Management LLC, Deloitte Tax LLP, and PricewaterhouseCoopers. He has been in the financial industry since 2022 and currently serves as an advisor at Aspire Wealth Architects. Aspire Wealth Architects provides comprehensive financial planning and portfolio management for individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, emphasizing fee, tax, and risk reduction.

Walter Laub is a CFP®, CFA®, and Series 65 professional with 16 years of experience in financial advising. He has been with Aspire Wealth Architects since 2018 and previously worked at Wealthcare Capital Management LLC. Aspire Wealth Architects provides comprehensive financial planning and portfolio management to individuals, trusts, estates, and select institutional clients. The firm follows an evidence-based, passive investment approach focused on broadly diversified, low-cost ETFs and indexed strategies, utilizing tools like Monte Carlo analysis and direct indexing to manage risk and tax efficiency.

Gregory Burd is a financial advisor at Keystone Investment Advisors, LLC with 22 years of industry experience. He has been with Keystone since 2009. Keystone serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside comprehensive financial planning services. The firm employs a core-and-satellite investment approach using passively managed index funds and ETFs, and offers fee-only, discretionary portfolio management with quarterly reviews.

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.

Thomas Mcgahan is a CFA® charterholder with five years of industry experience. He is currently with Eamon Capital Management, LLC, where he has worked since 2017. His prior roles include positions at Alpha Capital Partners and MetLife. Eamon Capital Management provides investment management and financial planning primarily for individual and high-net-worth clients, utilizing a strategic asset allocation framework combined with both passive and active strategies. The firm offers personalized portfolio management, ongoing advisory services, and comprehensive planning engagements.

Craig Thompson is a financial advisor with 17 years of industry experience, currently affiliated with 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has a background that includes work at Whitney and Associates as well as serving as an independent insurance agent with Financial Independence Group and Whitney and Associates. 4th River Financial Group provides investment supervisory services and financial planning primarily on a non-discretionary basis to individuals and business entities, including high-net-worth clients. The firm manages approximately $66.6 million across 301 client relationships, offering portfolio management, customized investment policy statements, and educational seminars.

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.

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.

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.