August Frank Malekovich

Gary Boatman is a CFP® professional with 17 years of experience in financial advisory, operating as the sole advisor at Boatman Wealth Management, LLC. He has managed his own practices since 1979, including a tax preparation business and insurance services. In addition to his advisory work, he is involved in tax preparation through Valley Tax Services, LLC, and owns a local shopping center. Boatman Wealth Management is an independent advisory firm serving individuals and charitable organizations with investment advisory, financial planning, and consulting services. The firm primarily manages assets on a non-discretionary basis through third-party managers and model portfolios while also providing referrals for tax preparation and insurance products.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

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.

Guy Deemer is the principal of Deemer Wealth Management LLC, an independent advisory firm based in Venetia, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to founding Deemer Wealth Management, he worked at IFS Advisory, LLC and IP Financial Advisory Services LLC. Outside of advising, he holds an active life and health insurance license, though he has not made insurance sales in several years. Deemer Wealth Management provides ongoing portfolio management primarily to individual and high-net-worth clients, blending multiple investment approaches including fundamental and technical analysis, modern portfolio theory, and options strategies. The firm also works with third-party platforms and managers to deliver tailored discretionary oversight aligned with clients’ goals and risk tolerance.

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has led Zimmer Financial Planning since 2012, operating as the firm's sole adviser. Zimmer Financial Planning offers comprehensive financial planning services for high-net-worth individuals, focusing on investment, retirement, tax, estate, insurance, and debt/credit planning through fixed-fee and hourly engagements. The firm does not provide ongoing portfolio management or take custody of client assets, emphasizing written investment policies, quarterly reviews, and a variety of investment analysis methods without charging percentage-of-assets fees.