Steven James Sivak

Christina Bryner is a Series 65-licensed advisor with nine years of industry experience. She has been with Advice & Planning Services LLC since 2017 and also has a background with East Pittsburgh Courier Services, LLC. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in client assets, employs a range of analytical techniques including modern portfolio theory and quantitative analysis, and typically recommends ETFs with a long-term trading approach.

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.

Ryan Naugle is a CFP® with 25 years of industry experience. He is affiliated with Advice & Planning Services LLC, where he has worked since 2016. Prior to this, he spent time with Purshe Kaplan Sterling Investments. Additionally, he holds a role as a licensed insurance broker through Ash Brokerage, offering clients life, disability, and long-term care coverage as needed. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in assets and employs a long-term trading approach using model portfolios and various analytical techniques, mainly recommending ETFs and conducting regular account reviews.

Eric Luckey is a financial advisor with Stonex Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. He has worked at StoneX Advisors Inc. since 2017 and has a background that includes roles at StoneX Securities Inc., LPL Financial, PNC Wealth Management, Natcity Investments, and Ameriprise. Outside of his advisory work, he is involved with Dilworth Financial Services, where he owns and operates an investment and insurance business and is an agent for Ameritas Life Insurance Co. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment approaches through independent advisors, an in-house Private Client Group, and uses multiple platforms and third-party money managers to implement customized strategies.

Scott Pritchard is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Mid Penn Bank, and PNC Bank. Outside of his financial advisory work, he officiates youth and high school wrestling matches in Jefferson Hills, PA. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating through a hybrid adviser/broker-dealer model that combines firm supervision with client control over transactions.

Tyler Handlan is a financial advisor with PNC Wealth Management in Mount Pleasant, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at PNC Bank and Lincoln Financial Distributors. Outside of finance, he works as an umpire for Steel City Officials. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs.