Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Steven Sivak is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with Innovate Wealth since 2016. Outside of financial advising, he operates Park City Custom Garage, a business specializing in custom garage upfits. Innovate Wealth provides financial planning, estate planning assistance, tax services, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm emphasizes a collaborative, software-based planning process and employs a passive, asset-allocation investment approach complemented by trend-following adjustments and equity factor tilts.

Robert Rodino Jr. is the sole advisor at Rodino Wealth Management LLC, holding a Series 66 designation with three years of industry experience. He previously worked at Ameriprise Financial Services, LLC for two years and was self-employed prior to founding his current firm in 2025. Rodino also maintains a licensed insurance agent activity that occupies less than 10% of his time. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and risk tolerance, conducts quarterly reviews including tax-loss harvesting, and manages each account separately using Charles Schwab & Co. as custodian.

Craig Ellis is a CFP® with 18 years of experience in the financial advisory industry. He is the principal of CS Ellis, an independent firm founded in 2025, and previously worked at Centauri Advisory Group, Inc. for 14 years and Trustmont Advisory Group, Inc. for 3 years. Ellis is also a licensed insurance agent involved in the sale of various insurance products, including fixed indexed annuities. CS Ellis provides financial planning, ongoing portfolio management, and advisor-selection services to individuals and small businesses. The firm uses a non-discretionary investment approach focused on personalized core portfolios aligned with clients’ risk tolerance and long-term goals, combining public research sources with third-party managers and selective sector exposures.

Christina Bryner is a Series 65-licensed advisor with nine years of industry experience. She has been with Advice & Planning Services LLC since 2017 and also has a background with East Pittsburgh Courier Services, LLC. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in client assets, employs a range of analytical techniques including modern portfolio theory and quantitative analysis, and typically recommends ETFs with a long-term trading approach.

Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Cameron Roth is a financial advisor at McDowell Associates Investments, LP with eight years of industry experience. He holds a Series 65 designation and has worked with multiple firms including Kattan Ferretti Financial L.P. and Thor Financial Technologies. Roth is a 12% owner and portfolio manager at THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a long-term trading approach based on charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management.

Rosemarie Porter is a financial advisor at Direct Financial Care with two years of industry experience. She holds a Series 65 designation and has previously worked at GuidedMoney, LLC, Virtual Outsource Solutions, and McClarren Financial Advisors, LLC. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, serving both discretionary and non-discretionary clients.

Ryan Naugle is a CFP® with 25 years of industry experience. He is affiliated with Advice & Planning Services LLC, where he has worked since 2016. Prior to this, he spent time with Purshe Kaplan Sterling Investments. Additionally, he holds a role as a licensed insurance broker through Ash Brokerage, offering clients life, disability, and long-term care coverage as needed. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in assets and employs a long-term trading approach using model portfolios and various analytical techniques, mainly recommending ETFs and conducting regular account reviews.

Bradley Roth is a financial advisor at McDowell Associates Investments, LP with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UX Wealth Partners, Thor Financial Technologies, Sardonyx Capital Management, Hatrick Capital, and Kattan Ferretti Financial. He is a licensed insurance agent and a co-owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension plans, and pooled investment vehicles. The firm manages individualized portfolios using a long-term trading approach that incorporates charting, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary arrangements.

Ashley Varner is a financial advisor at TCP Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including United Planners and H. Beck, Inc., as well as operating Varner Financial Group, Inc. and Ashley B Varner Independent Insurance. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages assets on a discretionary basis using multiple sub-advisers and model providers and maintains an 11-office footprint with over $1 billion in client assets.

John Rutter is an associate wealth advisor at TCP Asset Management, LLC with three years of industry experience. He has previously worked at Varner Financial Group Inc. and United Planners Financial Services. His background also includes roles outside of finance, such as positions at Ohio University and Medina City Schools. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting through a digital platform. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team and offers tailored investment strategies including a fixed-income SMA approach.

Angela Grabb is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Park Avenue Wealth Management and Bankers Life, along with experience in the restaurant and hospitality sectors. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm provides financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios managed internally with recommendations from advisory representatives and third-party managers.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Dennis Burd is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His career includes roles at Verity Asset Management, Questar Capital Corporation, and ownership of Burd Financial Group, an insurance agency. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

Caleb Crousey is a Series 66-licensed financial advisor at Signal Advisors Wealth, LLC with nine years of industry experience. He previously worked at Wells Fargo Advisors for seven years and held roles at Lincoln Financial Advisors, Mosaic Wealth Consulting, and community foundations including The Pittsburgh Foundation and the Community Foundation of Westmoreland County. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis, while supporting a high client load per advisor across several thousand retail accounts.

Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at BPU Investment Management, Inc. from 2016 to 2019 before joining Mutual Advisors in 2019. In addition to his advisory role, he is an independent insurance agent and a notary public. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale of institutional management, overseeing approximately $9.45 billion across 154 advisors.

Ronald Panichelle is a financial advisor with Mutual Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company from 1986 to 2019. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical approaches and third-party tools to tailor portfolios according to clients’ objectives.

Rebecca Haugh is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Her prior work includes roles at BPU Investment Management, Inc. and ERIKS North America. Outside of her advisory work, she is involved in her community as the president of the Central Valley Youth Soccer Club and volunteers with Central Valley Hockey. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm manages portfolios using a mix of active and passive strategies tailored to clients’ objectives and is notable for its scale, breadth of institutional work, and specialized operational features.

Timothy McGuire is a CFP® with two years of experience at Wealthcare Advisory Partners LLC and over 20 years running McGuire Financial Solutions, a registered investment advisory sole proprietorship. He has also been active in insurance sales since 1982. McGuire is currently dually registered with both firms during a transition period. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through more than 150 advisors, serving individuals, trusts, retirement plans, and businesses. The firm employs a goals-based planning approach supported by patented software and an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures.