Daniel Odonnell

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.

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.

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.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.

Christina Bryner is a financial advisor at Advice & Planning Services LLC with eight years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2017. Outside of advising, she has been involved with East Pittsburgh Courier Services, LLC since 2016 and previously with Greensburg Alliance Church. Advice & Planning Services LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm uses a diversified investment approach focused primarily on ETFs, combining modern portfolio theory with multiple analytical methods to align portfolios with client goals and risk tolerances.

Ryan Galiotto is a CFP® with 15 years of industry experience, currently serving at ETCH Financial. His prior roles include work at SmartPath Advisors, LLC and Fields Financial Services. Outside of advising, he is co-owner of a craft beer microbrewery and provides coaching on student loan repayment strategies through his own consulting business. ETCH Financial is a fee-only registered investment adviser that serves individual clients, including high-net-worth households, and employer plan sponsors. The firm offers tailored portfolio management and comprehensive financial planning, integrating passive and active investment vehicles with specialized student-loan and retirement plan consulting.