Carly Jenkins

Gary Boatman is a CFP® with 16 years of industry experience based in Monessen, PA. He has operated his own sole proprietorship since 1979 and founded Boatman Wealth Management, LLC, where he provides financial planning and consulting services. Outside of advisory work, he manages a tax preparation business and is a licensed insurance agent involved in college planning. Boatman Wealth Management serves individual investors and charitable organizations by offering portfolio management through third-party money managers, financial planning, and related services such as insurance products and tax preparation referrals. The firm primarily implements client objectives by selecting model portfolios and monitoring third-party managers, focusing on non-discretionary management and a referral-based approach.

Mark Digiorgio is the principal of Digiorgio Capital Management, Inc. in McKeesport, PA, holding a Series 65 designation with 27 years of industry experience. He also owns and operates Mark DiGiorgio Tax & Accounting Firm, where he oversees accounting functions and income tax preparation. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, focusing on conservative portfolios that primarily include large-cap mutual funds, equities, and fixed income securities. The firm manages approximately $42 million in assets across about 220 client relationships and operates alongside an affiliated accounting practice.

Guy Deemer is a financial advisor with IP Financial Advisory Services LLC who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked with IP Financial Advisory Services since 2019 and previously operated Deemer Wealth Management LLC beginning in 2015. Outside of advisory roles, he maintains an active life and health insurance license and has a passive investment in a plumbing and heating business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non–high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, insurance consulting, and risk management.

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.

Andrew Gans is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been the sole advisor at Rockcliff Capital, LLC since 2013. Rockcliff Capital provides tailored investment and wealth management services along with comprehensive financial planning and consulting to individuals, including high-net-worth clients. The firm emphasizes fundamental analysis and diversified equity exposure through separate private account strategies, operating as a fee-based adviser without commissioned products or custodian services.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been operating Zimmer Financial Planning since 2012 as the firm’s sole advisor. Zimmer Financial Planning is an independent, single-advisor firm based in Bethel Park, PA, providing comprehensive financial planning services for high-net-worth individuals. The firm focuses exclusively on financial planning through fixed-fee and hourly engagements and does not offer ongoing portfolio management or take custody of client assets.