Joseph Headlee III

Gary Storie is a CFP® professional with 21 years of industry experience, currently operating as the sole advisor at Storie Financial Advisory LLC since 2010. He also owns a tax preparation business, Gary A. Storie, EA, where he prepares tax returns and handles related regulatory inquiries. Additionally, he holds a Pennsylvania Insurance Resident Individual Producer License and provides advice on life insurance and annuity products but does not sell insurance. Storie Financial Advisory LLC is an independent registered investment adviser serving individuals, trusts, estates, and foundations with fee-only financial planning and non-discretionary investment management. The firm employs a Core+Satellite portfolio approach, combining low-cost passive index investments with actively managed satellite positions, and offers in-house tax return preparation and advisory services without commission or 12b-1 fees.

Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.

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.

Richard Bryan Jr. is the principal of Bryan Advisory Services, LLC, holding a Series 63 designation and bringing 12 years of industry experience. His career includes leadership roles in several related companies, notably in energy and oil and gas sectors, such as Bryan Energy Management, LLC and Discovery Oil and Gas LLC. Outside of advisory activities, he serves as president and managing partner of multiple non-investment entities focused on energy, drilling, and land development. Bryan Advisory Services provides investment advisory and portfolio management services to individuals, trusts, foundations, and business organizations, with additional pension consulting and retirement projection services. The firm manages client portfolios on a discretionary basis using Modern Portfolio Theory and integrates quantitative and qualitative analysis, often employing a diverse range of financial products.

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 Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Wyatt is also a licensed insurance agent. Wyze Wealth Advisors serves individual and business clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based investment approach focused on broad diversification, systematic rebalancing, and tax-efficient implementation, with distinctive use of private-market allocations and a proprietary direct-stock strategy.