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. He has worked at Pinnacle Investments since 2019 and has concurrent experience with Global Investment Advisors, LLC and Essex Securities LLC since 2010. Outside of advising, Snyder manages and works as a bartender and cook at Stanley's Bar & Grille. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and about 50 advisors serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across a range of investment products.

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

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Star Financial Services Group LLC since 2013. In addition to his advisory role, he provides income tax preparation services seasonally and occasionally performs bookkeeping and payroll tasks. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

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.

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.