Jonathan Brian Suley

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

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.

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, holding a Series 63 designation and bringing 43 years of industry experience. She has operated her independent advisory firm since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. A. Neff Associates LLC provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis with asset-allocation considerations, and offers retirement-plan consulting including participant education and plan-sponsor liaison support.

Jay Patel is a financial advisor with ClearPeak Capital Management in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. Prior to founding ClearPeak Capital Management in 2021, he held various roles at Federated Global Investment Management and related firms. Outside of advisory services, Patel is the managing member and president of JM Metal Merchants, a business involved in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management to individual and high-net-worth clients, using fundamental, cyclical, and macro analysis to guide investment decisions tailored to client objectives and risk tolerance. The firm manages approximately $2.73 million across about 26 accounts.

Terry Lyon is a CFP® professional with 34 years of industry experience, serving as the sole advisor at Breakforth Investment Management, Inc. in Pittsburgh, PA, where he has worked since 1990. He has been involved in investment education and community activities, including a long-standing role with the Pittsburgh Chapter of the National Association of Investors and leadership in multiple family and investment clubs. Lyon also serves as stewardship chairperson of Salem United Methodist Church. Breakforth Investment Management provides personalized financial planning and investment management primarily to individual clients, offering services that include cash flow, retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with core passive funds complemented by individual stocks and actively managed funds, operating mainly on a non-discretionary basis and providing limited tax-return preparation as an ancillary service.

Shobhan Sheth is the principal of Sheth Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GT Securities and Mid-Market Securities. Outside of his advisory work, he is involved in various business activities such as real estate brokerage, legal service sales, and small business brokerage. Sheth Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a modern portfolio theory approach utilizing model portfolios, asset allocation, and disciplined rebalancing, and also recommends third-party advisers when appropriate.