Gary William Boatman

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.

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.

Alexander Recker is the principal advisor at Recker Capital Management LLC, an independent firm based in McMurray, PA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guggenheim Investments and Alter Domus LLC. Recker Capital Management LLC provides wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and businesses. The firm uses asset allocation and Modern Portfolio Theory, combining passive and active strategies tailored to client objectives, and offers retirement plan consulting services for plan sponsors.

Matthew Salcedo is the founder of Salcedo Financial Services in McKeesport, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at T. Rowe Price, Craig & Treff Financial Services, and Kestra Investment Services. Salcedo Financial Services offers investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and small businesses. The firm employs an asset-allocation-driven, discretionary investment approach guided by client-specific Investment Policy Statements and provides flexible fee arrangements beyond standard percentage-of-AUM billing.

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.

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.