Rosemarie Porter

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.

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.

Scott Pritchard is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Edward Jones, Mid Penn Bank, and PNC Bank. Outside of his advisory work, he officiates youth and high school wrestling matches in Jefferson Hills, PA. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, employing fundamental and technical analysis, asset allocation, and third-party due diligence for alternative investments.

Tyler Handlan is a financial advisor at PNC Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Distributors and PNC Bank. Outside of finance, he serves as an umpire for Steel City Officials. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithm-driven risk assessment and third-party managed investment strategies.