Steven Sabo

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and First Commonwealth Bank. Outside of his advisory role, Garrett serves as COO of Checkmate Rentals and is an active property and casualty insurance agent. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach with a core–satellite portfolio structure and integrates estate, tax, longevity, insurance, and income-optimization planning using managed model portfolios and third-party money managers.

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Kevin Phillis is a ChFC® with 42 years of industry experience, currently serving at Centauri Advisory Group, Inc. He has been with Trustmont Financial Group, Inc. since 2007. Outside of his advisory role, he is a part-owner of an insurance company and is involved in selling property and casualty insurance as well as fixed-rate annuities. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach using a core–satellite structure and integrates estate, tax, longevity, insurance, and income-optimization planning with access to pre-selected third-party money managers.

Tyler Falk is a Series 65-registered advisor with Centauri Advisory Group, Inc. in Zelienople, PA, where he has worked since 2014, accumulating nine years of industry experience. Outside of his advisory role, he serves as a JV baseball and basketball coach at Riverside High School and acts as the treasurer for the campaign of Pennsylvania State Senator Elder Vogel Jr. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses, using a conservative-to-moderate investment approach with a core–satellite portfolio structure. The firm integrates tax preparation and insurance services alongside portfolio management and emphasizes risk management and capital preservation.

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bennett Associates Wealth Management. He has also been affiliated with Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies combining active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.