Karen Durany Gould

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.

Steven Sivak is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with Innovate Wealth since 2016. Outside of financial advising, he operates Park City Custom Garage, a business specializing in custom garage upfits. Innovate Wealth provides financial planning, estate planning assistance, tax services, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm emphasizes a collaborative, software-based planning process and employs a passive, asset-allocation investment approach complemented by trend-following adjustments and equity factor tilts.

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.

Earl Stevenson Jr. is a financial advisor at Chicago Capital Management Advisors, LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Forest Securities, Inc., Avellino Financial Advisors, Inc., Questar Asset Management, and Charis Financial Group. Stevenson is also an enrolled agent with the IRS and performs tax preparation services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Todd Loyal is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He has held his current position since 2013 and previously worked at United Bank for three years. Todd holds Series 63 and Series 66 licenses. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs through its clearing relationship with Wells Fargo Clearing Services, employing a strategy that includes asset allocation, mutual funds and ETFs, individual securities, model portfolios, and tax-aware overlays.

Eric Luckey is a financial advisor with StoneX Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and having 18 years of industry experience. He has worked at StoneX Advisors since 2017 and previously held positions at StoneX Securities, LPL Financial, PNC Wealth Management, Natcity Investments, and Ameriprise. Outside of his advisory role, he is involved in a life insurance business through Dilworth Financial Services, which he owns. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party managers across multiple platforms.