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.

Bryan Vescio is a financial advisor at VAM Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has formerly operated several advisory practices, including Vescio Asset Management and Bryan Advisory Services. VAM Group LLC provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis, employing both long- and short-term trading strategies tailored to client needs.

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.

Mark Trauman is a CFP® professional with Commonwealth Financial Network, based in Sewickley, PA, and has 33 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and has owned and operated Reliance Financial Advisors since 1996. In addition to his advisory work, he provides tax preparation services through Reliance Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, and compliance support while allowing advisors discretion in constructing client portfolios.

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.

Robert Finn is a CFP®-certified financial advisor with six years of industry experience. He is currently with Beacon Light Wealth Management, where he has worked for one year, following five years at Northwestern Mutual in various wealth management and investment services roles. Beacon Light Wealth Management provides goals-based wealth management and retirement plan consulting to individuals, families, and small businesses. The firm combines strategic, diversified asset allocation with active and passive investment management, emphasizing tax-aware strategies and individualized financial 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.

Matthew Yanni is a CFP® and CFA® with 19 years of experience in the financial industry. He has been the sole advisor at Yanni & Associates Investment Advisors, LLC since 2007. In addition to his advisory role, he is individually licensed to sell life, long-term care, and short-term disability insurance products. Yanni & Associates Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and one-time portfolio analyses for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term trading approach using mutual funds, ETFs, individual securities, and limited niche allocations, supported by a combination of fundamental, technical, charting, and cyclical analysis.

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.

James Shields is a financial advisor at Guardian Capital, LLC with 14 years of industry experience. He holds a Series 63 designation and has been with Guardian Capital since 2012. In addition to his advisory role, Shields is a managing partner and attorney at the Elder Care Offices of Shields & Boris, where he manages the law firm and provides legal representation, focusing on estate planning and related legal services. Guardian Capital, LLC manages 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 offers discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services using a range of investment strategies and tools.

Christopher Kirkwood is a CFP® professional with 10 years of industry experience. He is currently with Beacon Light Wealth Management and previously spent a decade with Northwestern Mutual in various roles across wealth management, investment services, and life insurance. Beacon Light Wealth Management provides goals-based wealth management and financial planning services to individuals, families, and small businesses. The firm emphasizes a written investment plan with a strategic active/passive asset allocation approach, primarily using ETFs and mutual funds, along with tax-aware investment strategies.

Hayden Gaus is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Beacon Light Wealth Management and previously held roles at Northwestern Mutual Wealth Management Co and related entities from 2018 to 2025. Prior to his financial industry career, he worked at the Wheeling YMCA for two years. Beacon Light Wealth Management provides wealth management and financial planning services to individuals, families, and small businesses. The firm uses a goals-based approach with strategic, diversified asset allocation and emphasizes tax-aware implementation, managing approximately $39.1 million on a discretionary basis.

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.

Marc Hoffrichter is the sole advisor at MDH Investment Management, Inc. in East Liverpool, OH, holding a Series 63 designation with 25 years of industry experience. He has led MDH Investment Management (formerly Tri-State Acquisition) since 2004. MDH Investment Management is a state-registered advisory firm serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm uses a macroeconomic-driven investment process with fundamental and technical analysis to build diversified portfolios tailored to client objectives, and it manages its own wrap fee program offering bundled advisory, execution, and custody services.

Kenneth Eirkson is a financial advisor with Synergy Investment Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked at StoneX Securities Inc since 2012 and has been involved with Arriba Investment & Exchange Inc since 2009. Outside of his advisory work, he serves on the financial endowment committee at Salem United Methodist Church and is president of a nonprofit providing off-campus student housing at Indiana University of PA. Synergy Investment Group, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm manages portfolios on a discretionary basis, using a mix of mutual funds, ETFs, equities, and fixed income tailored to client risk profiles, and offers ongoing advice along with comprehensive to limited financial planning options.

John Schneider is a Certified Financial Planner® with 33 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He has prior experience with Pwa Securities, Inc. and Private Wealth Advisors, Inc. In addition to his financial advisory work, Schneider owns and operates a real estate brokerage, PWA Real Estate, and is involved in several construction and manufacturing businesses. JMS Capital Group Wealth Services is an SEC-registered adviser providing portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm serves a diverse client base, including high-net-worth and institutional investors, and employs a comprehensive investment approach combining fundamental, technical, and asset-allocation analysis across multiple asset classes.

Scott Miller is a CFP® with 26 years of industry experience, currently serving at JMS Capital Group Wealth Services, LLC since 2015. He previously worked at Pwa Securities, Inc. and Private Wealth Advisors, Inc. His credentials also include the Series 66 designation. JMS Capital Group Wealth Services LLC is a small advisory team managing approximately $161 million across 410 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base, employing a personalized investment approach that integrates fundamental, technical, and asset-allocation analysis.

Jonathan Stasko is a financial advisor at Yanni & Associates Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Kurt J Lesker Company for three years before entering the financial advisory field. Yanni & Associates provides discretionary and non-discretionary investment supervisory services and portfolio management to individuals, trusts, estates, corporations, and retirement plan participants, typically starting with household portfolios around $250,000. The firm employs a proprietary mix of core and niche investments, uses multiple analytical methods, and offers ongoing monitoring with quarterly reviews.