Brian Scott Sommers

HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.

Located in Charleston, West Virginia, Kanawha Investment & Trust Co. is a registered investment advisor that offers investment, trust and related wealth management services. The firm also manages the AAM Equity Fund.

Fusion Investment Group LLC (FIG) is a registered investment advisor and hedge fund manager headquartered in Canonsburg, Pennsylvania founded in 2008. The firm provides discretionary and non-discretionary asset management services and investment supervisory services to separately managed accounts and several investment vehicles that were formed by their general partner, Fusion Capital Management LLC, in 2006. FIG offers investment supervisory services relative to a number of pooled investment vehicles and also provides asset management services directly through their Private Access Program and in the form of third party money management services to institutional investors, qualified high net-worth individuals, and financial advisors. In addition, the firm serves as the sub-advisor to other investment firms. On 29 June 2018, FIG was acquired by Research Affiliates Global Advisors Ltd, trading as Rayliant Global Advisers Ltd., FIG is now trading as Rayliant Asset Management. The acquisition expands Rayliant’s geographical footprint in Pittsburgh market. Following the transaction, FIG would operate as the Pittsburgh office of Rayliant.

McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities.

MDL Advisers, Inc. is a registered investment advisory firm headquartered in Pittsburgh with offices in Atlanta and New York. The firm offers portfolio management services to public funds, hospitals, Taft Harley funds, ERISA qualified plans, foundations and endowments.