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.

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.

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.

Earl Stevenson is a financial advisor with Chicago Capital Management Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior work includes roles at Avellino Financial Advisors, Forest Securities, Questar Asset Management, Questar Capital Corporation, and Charis Financial Group. In addition to his advisory work, he is an enrolled IRS agent providing tax preparation services. Chicago Capital Management Advisors offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and provides multiple model styles and custom portfolios tailored to client risk profiles.

Todd Loyal is a financial advisor at United Brokerage Services, INC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with United Brokerage Services since 2013. Prior to this, he worked at United Bank from 2013 to 2016. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and offers a range of investment approaches including asset allocation, trading strategies, and manager-driven model portfolios.

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.

Kristin Bernard is a financial advisor at Janney Montgomery Scott in Uniontown, PA, holding a Series 66 designation. She is part of a large enterprise firm with 1,325 advisors. Janney Montgomery Scott serves a broad range of individual and institutional clients, offering brokerage services, investment advisory, financial planning, retirement plan consulting, and lending referrals. The firm operates a trust subsidiary and provides diverse advisory programs that combine third-party managers, in-house models, and overlay services such as tax optimization.

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.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community activities such as coordinating a youth running program and holds trustee and investment committee positions with Catholic organizations in Greensburg, PA. Janney Montgomery Scott manages over $100 billion in client assets and supports more than 1,200 advisors with a range of services including portfolio management, financial planning, and retirement consulting for individuals, institutions, and high-net-worth clients through an integrated investment platform.

Lisa Ritsko is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement plan advisory, and brokerage through a multi-channel investment platform.

Geremy Hoover is a CFP® professional with 16 years of industry experience, currently serving at Janney Montgomery Scott. He has been with Janney since 2014 in various roles. Outside of his advisory work, he serves as a board member for Fillies Basketball, a nonprofit organization promoting girls' basketball for elementary school students in the Laurel Highlands School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform with both discretionary and non-discretionary account options.

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.

Christopher Filicky is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 66 designation and has been with Janney since 2015. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and custody for individuals, high-net-worth clients, corporations, charities, and institutions.

Peter Barchetti is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns a tax preparation and accounting business. Centaurus Financial, Inc. provides advisory services to individuals, families, businesses, and institutional clients through a network of independent representatives, offering financial planning, investment management, and access to third-party money managers.

Melody Cole is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has been with Janney Montgomery Scott since 2005. She holds the Series 63 and Series 65 designations. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party managers, in-house portfolio management, and various advisory and brokerage services.

Bryan Bougher is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with PNC Investments and PNC Bank since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses approved strategies managed by PNC and third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Jeffrey Costelnock is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney since 2005. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Melissa Herron is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 15 years of industry experience. She has been with Janney Montgomery Scott since 2009. Herron serves on the Development Committee for the Touchstone Center for Crafts in Farmington, PA, contributing to event planning and fundraising initiatives. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services to individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

William Bush is a financial advisor at Wealth Enhancement Advisory Services, LLC with 56 years of industry experience. He previously worked at BPU Investment Management, Inc. and LPL Financial. He serves as a board member of the Fayette County Assessment Appeals Board in Pennsylvania. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across risk classes, supported by quantitative and fundamental research.

Devan White is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, LLC and BPU Investment Management, Inc. Outside of his advisory work, he owns a real estate rental business in Perryopolis, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.