Austin Matthew Naser

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.

Christina Bryner is a financial advisor with Advice & Planning Services LLC, holding a Series 65 designation and having nine years of industry experience. She has worked at Advice & Planning Services since 2017 and has been involved with East Pittsburgh Courier Services, LLC since 2016. She also previously served with Greensburg Alliance Church from 2009 to 2016. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in client assets and employs a mix of analytical techniques with a long-term trading approach, mainly recommending ETFs and conducting quarterly client account reviews.

Rosemarie Porter is a financial advisor at Direct Financial Care with two years of industry experience. She holds a Series 65 designation and has previously worked at GuidedMoney, LLC, Virtual Outsource Solutions, and McClarren Financial Advisors, LLC. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, serving both discretionary and non-discretionary clients.

Steven Sivak is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with Innovate Wealth since 2016. Outside of financial advising, he operates Park City Custom Garage, a business specializing in custom garage upfits. Innovate Wealth provides financial planning, estate planning assistance, tax services, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm emphasizes a collaborative, software-based planning process and employs a passive, asset-allocation investment approach complemented by trend-following adjustments and equity factor tilts.

Ryan Naugle is a CFP® with 25 years of industry experience. He is affiliated with Advice & Planning Services LLC, where he has worked since 2016. Prior to this, he spent time with Purshe Kaplan Sterling Investments. Additionally, he holds a role as a licensed insurance broker through Ash Brokerage, offering clients life, disability, and long-term care coverage as needed. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in assets and employs a long-term trading approach using model portfolios and various analytical techniques, mainly recommending ETFs and conducting regular account reviews.

Eric Luckey is a financial advisor with StoneX Advisors Inc., holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has been with StoneX Advisors since 2017 and has also worked with StoneX Securities Inc. since 2014. In addition to his advisory role, Luckey operates Dilworth Financial Services, which provides investment and insurance services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations through discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm employs a range of advisor-managed portfolios and model-based solutions, utilizing various platforms and third-party managers to implement strategies.