Noah Rankin is a financial advisor at Green Leaf Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies (NY Life), Ruby Financial Group, and New York Life Insurance Company. Outside of his advisory role, he is also employed as a laborer and equipment operator with Rankin & Son Excavating, Inc. Green Leaf Advisors LLC is an independent, fee-only investment adviser serving mostly individual clients along with pension and profit-sharing plans. The firm utilizes asset allocation and Modern Portfolio Theory with a mix of passive and active funds and offers retirement plan consulting uncommon for a solo practice.

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Essex Securities LLC, Global Investment Advisors, LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of finance, he manages and works as a bartender and cook at Stanley’s Bar & Grille in Ford City, PA. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with a range of permitted investment strategies.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated investor services firm since 2008. In addition to his advisory role, Johnson is also an insurance agent specializing in life and fixed annuities, accident and health, property and casualty insurance lines. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and platform relationships to deliver tailored investment solutions.

Mark Luchesa is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has been with Private Advisor Group since 2011. He also operates Marcello Wealth Management, Inc., where he is involved with life and health fixed annuities. Additionally, Luchesa serves on the board of the Marcello Charitable Trust. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to deliver customized solutions.

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He has held roles at various firms including GW&K Investment Management, Mercer Global Advisors, Fisher Investments, and TD Ameritrade. Chase holds the Series 63 and Series 66 designations. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates governance and sustainability assessments in its active equity and fixed-income strategies across market capitalizations.

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021, and previously served at CUNA Mutual Group and CUNA Brokerage Services, Inc. for nearly two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. Their services integrate with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Justin Bonavitacola is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Distributors, INC for 17 years and at Axxcess/Vandalia Wealth Management, LLC for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a large nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brendan Allison is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following roles at Clarion Chrysler/Clarion Ford and Taylor Diversion Programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Scott Thompson is a financial advisor with Cetera, holding 35 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been affiliated with Dinin Parkins Associates since 2008. Outside of his advisory role, Thompson is involved in motivational speaking and assists with entertainment performances for events in Cranberry Township, PA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Courtney Callas is a CFP®-designated financial advisor at LPL Financial with 10 years of industry experience. She has been with LPL Financial since 2015 and previously worked for the Franklin Regional Area School District from 2015 to 2018. Outside of her advisory role, she works part-time as a natural gas meter reader. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, combining technology tools with a broad spectrum of investment options.

John Callas is a financial advisor with LPL Financial in Kittanning, PA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he provides employee benefit consulting through J. Alexander Callas Qualified Plans Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options and supports its advisors with advanced operational and research tools.