Evan Haines

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.

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.

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 CFP® with 19 years of industry experience and has been with Innovate Wealth since 2016. He holds a Series 66 license and operates Park City Custom Garage, a business specializing in custom garage upfits. Innovate Wealth serves individuals, businesses, and high-net-worth clients by providing financial planning, estate planning assistance, tax services, and discretionary investment management through a wrap-fee program. The firm employs a passive, asset-allocation investment approach supplemented by trend-following signals and factor tilts, and it integrates estate-document and tax preparation services into its offering.

Ryan Naugle is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Advice & Planning Services LLC. He has worked at Purshe Kaplan Sterling Investments since 2016 and briefly at Global Financial Private Capital, LLC in 2015-2016. He is also licensed to offer insurance products through Ash Brokerage for clients requiring life, disability, or long-term care coverage. Advice & Planning Services LLC is an independent, single-advisor firm that provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a multi-method investment approach focused primarily on ETFs and manages accounts on both discretionary and non-discretionary bases, with regular quarterly reviews.

Eric Luckey is a financial advisor with StoneX Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with StoneX Advisors since 2017 and has worked at StoneX Securities Inc. since 2014. Outside of his advisory role, he is also an agent for Ameritas Life Insurance Co. and owns Dilworth Financial Services, focusing on investments and insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group to implement strategies through proprietary models and third-party managers.