William Messner is the principal of Bill Messner Contrarian Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including 10 years at Keystone Investment Advisors, LLC before founding his current firm in 2019. Outside of advising, he works as a substitute teacher in Pennsylvania and Ohio and owns Tranquil Sanctuary Services, LLC, which provides high-end tutoring. Bill Messner Contrarian Investment Advisory, LLC offers personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, state and municipal entities, and pension and profit-sharing plans. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with selective active strategies, and it provides discretionary management options for employer retirement plans.

Jackie Dierickx is a financial advisor at Total Financial Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in education and corporate roles from 2015 to 2023. Total Financial Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement-plan advisory services, and insurance consulting, with a focus on customized, tax-conscious portfolios and integrated tax, accounting, and insurance advice.

Simonae Lyles is a financial advisor with Storehouse Investments LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Storehouse Investments since 2019 and has prior experience at Williams-Cleaveland Financial and related firms. Outside of advising, she serves on the boards of the YMCA in New Castle and the Lawrence Community Foundation, and is a part-time instructor at Slippery Rock University. Storehouse Investments provides discretionary investment management and financial planning to individuals, retirement plans, charitable organizations, and business entities. The firm delivers tailored advice using fundamental analysis and offers additional services including ERISA plan management, tax preparation, insurance, and financial education through seminars and workshops.

Mark Kollar is a financial advisor at HDA Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc and Hovanic, Dunham & Associates. HDA Wealth Management serves individual and high-net-worth clients by providing portfolio management, pension and employee benefit plan consulting, and financial planning. The firm uses written Investment Policy Statements and a combination of model allocations and individualized guidance, employing both long-term strategies and options trading.

Michael Dunham is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He is the sole advisor at HDA Wealth Management, LLC and has previously worked with StoneX and Stonex Advisors Inc. In addition to his advisory role, he serves as president of the Dunham Family Foundation, a nonprofit charitable organization. HDA Wealth Management provides advisory services to individual and high-net-worth clients, including portfolio management, pension and employee benefit plan consulting, and financial planning. The firm serves retail investors and plan sponsors with a discretionary investment approach tailored to clients’ goals and risk tolerance.

Robert Lyles is a financial advisor with Storehouse Investments LLC in New Castle, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Williams-Cleaveland Financial and teaching at the Farrell Area School District. He serves as a school director for the New Castle Area School District and as secretary for the City of New Castle municipal government, and volunteers with the Lawrence County Sports Hall of Fame. Storehouse Investments is a small advisory firm that serves individual clients, retirement plans, and charitable or business entities, providing discretionary asset management, financial planning, ERISA plan services, and management of annuity and variable life contract investments. The firm customizes portfolios based on client goals and risk tolerance and supplements its advisory services with educational seminars and planning engagements.

Joseph De Pascale is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the principal of Total Financial Management, LLC, an independent, single-advisor registered investment adviser based in Poland, Ohio. Prior to founding Total Financial Management in 2017, he worked at Farmers Trust Company from 2011 to 2017 and has been involved with CMFS & Associates, LLC, an Ohio-based public accounting firm he owns, since 1993. Total Financial Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with customized portfolio management and comprehensive financial planning. The firm emphasizes a long-term, tax-conscious investment approach and offers integrated tax, accounting, and insurance advice through its affiliations with a public accounting practice and a third-party insurance consulting platform.

Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.

Timothy Kissling is the sole advisor at Kissling Financial Services, LLC, an independent firm based in New Castle, Pennsylvania. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at Madison Avenue Securities and leadership of Kissling Amoroso & Co., a CPA firm where he serves as president. Outside of financial advising, he owns and manages several manufacturing and holding companies related to metallized film production. Kissling Financial Services provides fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, offering customized solutions including structured bank notes and a range of equity and fixed income instruments, while managing a high client load for a solo advisor.

Kevin Brown is a financial advisor at Union Capital Company with 41 years of industry experience. He has been with Union Capital since 2015. Outside of his advisory role, he is a 50% partner and vice president of Specialty Insurance and Financial Services, where he is involved in sales and management of life, health, disability, annuity, long-term care, dental, and vision insurance products. Union Capital Company provides portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes Markowitz modern portfolio theory for asset allocation and offers both discretionary and non-discretionary management using a range of investment vehicles including mutual funds, ETFs, and equities.

Barbara Battin is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory role, she serves as a committee member at Cochranton Community Church, where she oversees budget, expenses, and audits financial records. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting to institutional clients. The firm employs a fiduciary approach with active and passive investment strategies, emphasizing asset allocation and macroeconomic analysis.

Frank Filisky is a CFP® and ChFC® with 21 years of industry experience. He has been with Tucker Asset Management LLC since 2015 and has operated his own advisory business, Frank C. Filisky LLC, since 2011. Outside of his advisory work, he owns and operates the Frank Filisky Insurance Agency, providing life, health, long-term care insurance, annuities, and tax preparation services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm utilizes a top-down, macroeconomic asset-allocation approach to manage discretionary portfolios and offers a range of growth, fixed-income, and alternative investment strategies.

Todd Fennick is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments Inc. Outside of finance, he is a 50% owner of T & J Lawncare and serves on the governing boards of New Castle Rotary and First Alliance Church. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, using both passive and active approaches, and manages substantially more assets on a non-discretionary basis than discretionary.

Anthony Daprile is a financial advisor with StoneX Advisors Inc. in New Middletown, OH, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019 and previously at Nationwide Securities, LLC from 2012 to 2019. Outside of advising, he is the owner of Daprile Insurance Group, LLC, a property and casualty insurance agency with locations in Warren and New Middletown. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and offers both proprietary and third-party investment solutions.

Michael Williams is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and 15 years of industry experience. He has worked at Fusion Capital Management since 2019 and has prior experience with Panthrex Asset Management LLC and Virtue Capital Management, LLC. Additionally, he has been involved with The Williams Group since 1991, where he also works as an insurance agent. Fusion Investment Advisors, operating under Coppell Advisory Solutions, provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm employs an open-architecture platform utilizing both fundamental and technical analysis to implement tailored investment strategies across a broad range of asset classes.

Jonathan Van Kirk is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Iron Point Financial, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a blend of fundamental and technical analysis across various strategies and places particular focus on retirement plan consulting and fiduciary services.

David Anton is a financial advisor at Tucker Asset Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP. Outside of investment advisory, he operates a life insurance and fixed annuities business. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management and financial planning using a top-down, macroeconomic asset-allocation approach that incorporates growth, fixed income, alternative investments, and model portfolios.

Regina Unger is a financial advisor with KCD Financial, Inc., holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with multiple life insurance companies and health insurers, including American Amicable Life Insurance, Protective Life Insurance Company, and United Healthcare. Unger also serves as an independent insurance agent through AVR Financial LLC and participates in her local church’s finance and capital campaign committees. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer that offers asset management, financial planning, and portfolio appraisal services to individuals, corporate retirement plans, and charitable organizations. The firm uses a range of investment strategies and third-party management programs, with a business model combining advisory and broker-dealer activities alongside licensed insurance services.

Ronald Peters is a financial advisor at Vicus Capital, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Strategic Lifestyle Advisors, Inc., Cetera Wealth Services, and CPL Financial Group. Peters serves as an elected board member for the Clarion Forest County Visiting Nurses Association, where he reviews financial matters and approves business plans. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis with various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.