Gary Boatman is a CFP® with 16 years of industry experience based in Monessen, PA. He has operated his own sole proprietorship since 1979 and founded Boatman Wealth Management, LLC, where he provides financial planning and consulting services. Outside of advisory work, he manages a tax preparation business and is a licensed insurance agent involved in college planning. Boatman Wealth Management serves individual investors and charitable organizations by offering portfolio management through third-party money managers, financial planning, and related services such as insurance products and tax preparation referrals. The firm primarily implements client objectives by selecting model portfolios and monitoring third-party managers, focusing on non-discretionary management and a referral-based approach.

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.

Ryan O'Brien is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to clarify their financial goals, identify potential risks, and develop plans to help them work toward achieving those goals. He has been with Fidelity Investments since 2006, bringing 19 years of experience to his work with clients.

John Iannucci is a financial advisor at ILG Private Wealth, Inc. with 10 years of industry experience. He holds a Series 63 designation and has previously worked at Horter Investment Management LLC and Penn Mutual Life Insurance Company. In addition to his advisory role, Mr. Iannucci founded and practices law at The Iannucci Law Group, PC, a firm he has operated since 1996. ILG Private Wealth serves individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers, financial planning, and pension consulting. The firm employs a detailed due-diligence process to evaluate and monitor a broad range of managers, aiming to provide disciplined oversight and manager selection.

Ryan Galiotto is a CFP® with 15 years of industry experience, currently serving at ETCH Financial. His prior roles include work at SmartPath Advisors, LLC and Fields Financial Services. Outside of advising, he is co-owner of a craft beer microbrewery and provides coaching on student loan repayment strategies through his own consulting business. ETCH Financial is a fee-only registered investment adviser that serves individual clients, including high-net-worth households, and employer plan sponsors. The firm offers tailored portfolio management and comprehensive financial planning, integrating passive and active investment vehicles with specialized student-loan and retirement plan consulting.

Benjamin Martik is a CFA® charterholder with eight years of industry experience. He has been with Valley Brook Capital Group since 2017 and previously worked at Duquesne University. He also occasionally engages in insurance product sales as a minor part of his activities. Valley Brook Capital Group provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals and institutional accounts. The firm develops individualized asset-allocation models and offers discretionary and non-discretionary wealth management, retirement-plan advisory services, and trustee services, integrating financial planning with portfolio management.

Donald Slone is a financial advisor at ETCH Financial with Series 65 and Series 66 credentials and several years of experience in the industry. His prior roles include positions at Vagabond Cruises, Fiduciary Financial Advisors, Ivy Bridge Planning, Leetown Advisors, Capstone Wealth Partners, and Captain Derek's Dolphin Adventure. He has also been affiliated with Georgia Southern University since 2015. ETCH Financial is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households, and employer plan sponsors. The firm offers integrated financial planning and investment management, combining passive and active investment vehicles tailored to clients’ goals, tax considerations, and risk tolerance.

Evan Steinfeld is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at LiftPoint Family Wealth Advisors, LLC and also supports Allora Solutions, LLC by providing business analytics to assist medical device sales representatives. His prior experience includes roles at LPL Financial, Morgan Stanley, and NewEdge Advisors. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments, and coordinates planning with clients’ tax, estate, and insurance professionals.

Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.

Jayme Russo is a financial advisor with Valley Brook Capital Group in Venetia, PA, holding a Series 63 designation and 21 years of industry experience. She has been with Valley Brook Capital Group since 2004. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm offers tailored asset-allocation models implemented through a mix of equities, mutual funds, ETFs, and fixed-income securities, along with an automated portfolio service and integrated financial planning.

Karen Iannucci is a financial advisor at ILG Private Wealth, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at ILG Private Wealth since 2019. In addition to her advisory role, Ms. Iannucci serves as a project director in the Corporate Compliance Department of UPMC’s insurance division services. ILG Private Wealth provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers. The firm employs a structured manager-selection process with ongoing due diligence, including office visits and performance monitoring.

Robert Pulit is a financial advisor at Valley Brook Capital Group in Venetia, PA, with 19 years of industry experience. He has been with Valley Brook since 2010 and holds Series 63 and Series 65 licenses. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service delivered through Charles Schwab.

Gregory Martik is a CFP® with 21 years of industry experience and has been with Valley Brook Capital Group since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he occasionally engages in insurance product sales. Valley Brook Capital Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm develops individualized asset-allocation models and offers both discretionary and non-discretionary wealth management, including an automated portfolio service through Charles Schwab.

Robert Fragasso is the Chairman and Chief Executive Officer of Fragasso Financial Advisors with 53 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously at LPL Financial from 1996 to 2018. Fragasso is also the author of the second edition of "Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other." Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets, operates with a team of about 25 advisors, and emphasizes a diversified global asset allocation approach supported by fundamental analysis and stress-testing.

Daniel Tatomir is a financial advisor with Fragasso Financial Advisors in McMurray, PA, holding Series 63 and Series 65 licenses and totaling 20 years of industry experience. He has been with Fragasso Financial Advisors since 2015 and previously worked at LPL Financial. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and utilizes a diversified global asset allocation process with a centralized portfolio management team.

Michael Fertig is a financial advisor at Fragasso Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2012, following more than two decades at LPL Financial LLC. Fragasso Financial Advisors serves individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $2.83 billion in discretionary assets and employs a team of about 25 advisors, utilizing a diversified global asset allocation approach supported by fundamental analysis and periodic portfolio rebalancing.

Andrew Silver is a financial advisor at Fragasso Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fragasso since 2017, with prior roles at PNC Investments and LPL Financial. Fragasso Financial Advisors manages approximately $2.83 billion in discretionary assets, serving over 2,000 client relationships including high-net-worth individuals, retirement plan sponsors, trusts, corporations, and nonprofits. The firm employs a team-based approach centered on diversified global asset allocation and fundamental analysis, utilizing a broad range of investment vehicles and adhering to ERISA fiduciary standards for retirement plans.

Brian Robinette is a CFP® professional with 25 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously spent 18 years with LPL Financial LLC. He holds Series 63 and Series 65 licenses. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a team of about 25 advisors using a diversified global asset allocation strategy supported by fundamental analysis and quarterly rebalancing.

Richard Alfera II is a financial advisor at Fragasso Financial Advisors with 24 years of industry experience. He holds a Series 66 license and has worked at The Fragasso Group since 2007, as well as Linsco Private Ledger Corp (now LPL Financial) from 2001 to 2018. Outside of advising, he serves as the president and managing partner of a CPA firm and coaches youth soccer in Pittsburgh. Fragasso Financial Advisors manages discretionary assets for a diverse client base including individuals, retirement plans, trusts, corporations, and nonprofits. The firm employs a team-based approach centered on diversified global asset allocation with fundamental analysis, quarterly rebalancing, and stress-testing to serve over 2,000 client relationships and manages approximately $2.83 billion in assets.

James Danko is a financial advisor with Fragasso Financial Advisors and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at LPL Financial LLC and Private Client Services. Outside of his advisory work, Danko serves as a wrestling official for various high schools in Western Pennsylvania. Fragasso Financial Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individual investors, retirement plan sponsors, trusts, corporations, and nonprofit institutions. The firm manages approximately $2.83 billion in discretionary assets and employs a team of about 25 advisors who focus on diversified global asset allocation supported by fundamental analysis and risk management.