Our Team

Our Team

Ed Siddell, President and CEO

Ed brings more than 20 years of experience in the financial services industry to serve the Wealth Management and Fiduciary needs of Pension Plans, Business Owners, Executives and Individuals utilizing a very comprehensive and disciplined approach thru his full spectrum planning firm The EGSI Financial Group, Inc. Ed and his team of experts is an independently owned Advisory Firm  that delivers an unbiased approach and the broadest possible range of services — from accredited investment strategies and IRS-approved pension plans to sophisticated risk management and estate planning programs to clients and their companies across the United States.

LeAnne Siddell, Principal Agent
LeAnne has been serving the needs of  our clients since inception. Her vast knowledge and experience in the financial services industry serves the unique needs of our clients while continuing to maintain and build that relationship bridging the gap of plan analysis and implementation.
 
Clint Pelfrey, Chief Financial Officer

Clint brings more than 22 years experience in the banking and financial services industries. He Senior Vice President and Senior Investment Officer for Huntington Wealth Advisors where he is responsible for the management of investment portfolios for Personal Trust, Retirement, Non-Profit, Public Funds, and Corporate clients. Clint joined Huntington through the acquisition of the Sky Financial Group, where he served as the Director of Institutional Asset Management and Chair of the Investment Strategy Committee overseeing the investments for over $1 billion in assets under management. With an emphasis on family wealth and institutional relationships, Clint has built highly successful track record of developing and implementing comprehensive client-specific investment strategies designed to meet a wide variety of goals and objectives.

Wayne Barker, Vice President of Investments

Wayne has over 20 years of experience in the investment field ranging from securities trading to portfolio management of personal trust clients and large institutional relationships with Huntington Wealth Advisors and Sky Trust. He was also an equity analyst for Huntington’s research team and a member of the Fixed Income Committee. Wayne is responsible for monitoring current economic and market conditions, working closely with the Chief Investment Officer in the development of PCA’s core investment strategies, and assisting our advisors in portfolio management and financial planning for their clients.         

Tim Marcinek, Investment Operations Manager

Tim is responsible for the management of the investment support functions performed in the operations department, including portfolio accounting, performance reporting and client account maintenance. He also develops and manages workflow systems and operational procedures, assists and trains our advisors’ operations teams and maintains relationships with our key service providers. In addition, Tim performs due diligence on the firm’s investment platforms, engages in the trading for customer accounts with our custodians, and assists our advisors in the development of financial plans.