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.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Guy Deemer is the principal of Deemer Wealth Management LLC, an independent advisory firm based in Venetia, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to founding Deemer Wealth Management, he worked at IFS Advisory, LLC and IP Financial Advisory Services LLC. Outside of advising, he holds an active life and health insurance license, though he has not made insurance sales in several years. Deemer Wealth Management provides ongoing portfolio management primarily to individual and high-net-worth clients, blending multiple investment approaches including fundamental and technical analysis, modern portfolio theory, and options strategies. The firm also works with third-party platforms and managers to deliver tailored discretionary oversight aligned with clients’ goals and risk tolerance.

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.

Matthew Salcedo is the founder of Salcedo Financial Services in McKeesport, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at T. Rowe Price, Craig & Treff Financial Services, and Kestra Investment Services. Salcedo Financial Services offers investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and small businesses. The firm employs an asset-allocation-driven, discretionary investment approach guided by client-specific Investment Policy Statements and provides flexible fee arrangements beyond standard percentage-of-AUM billing.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has led Zimmer Financial Planning since 2012, operating as the firm's sole adviser. Zimmer Financial Planning offers comprehensive financial planning services for high-net-worth individuals, focusing on investment, retirement, tax, estate, insurance, and debt/credit planning through fixed-fee and hourly engagements. The firm does not provide ongoing portfolio management or take custody of client assets, emphasizing written investment policies, quarterly reviews, and a variety of investment analysis methods without charging percentage-of-assets fees.

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.

Craig Ellis is a CFP® with 18 years of experience in the financial advisory industry. He is the principal of CS Ellis, an independent firm founded in 2025, and previously worked at Centauri Advisory Group, Inc. for 14 years and Trustmont Advisory Group, Inc. for 3 years. Ellis is also a licensed insurance agent involved in the sale of various insurance products, including fixed indexed annuities. CS Ellis provides financial planning, ongoing portfolio management, and advisor-selection services to individuals and small businesses. The firm uses a non-discretionary investment approach focused on personalized core portfolios aligned with clients’ risk tolerance and long-term goals, combining public research sources with third-party managers and selective sector exposures.

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.

Ryan Codrick is a Series 65-licensed advisor at Chapel Hill Investment Analysts Inc with 8 years of industry experience. He has been with the firm since 2013. Chapel Hill Investment Analysts is an SEC-registered advisory firm serving individuals, businesses, trusts, and pension plans, managing over $400 million for approximately 1,411 clients. The firm combines a core, diversified allocation of ETFs and mutual funds with an actively traded equity sleeve and offers volatility-based portfolios, managing most accounts on a discretionary basis.

Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Cameron Roth is a financial advisor at McDowell Associates Investments, LP with eight years of industry experience. He holds a Series 65 designation and has worked with multiple firms including Kattan Ferretti Financial L.P. and Thor Financial Technologies. Roth is a 12% owner and portfolio manager at THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a long-term trading approach based on charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management.

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.

Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

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.

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.

Cameron Tobias is a financial advisor with Chapel Hill Investment Analysts Inc. He holds a Series 65 designation and has five years of industry experience. Prior to joining the firm, he worked in the automotive sector at Acent Auto and Malinish Auto Wrecking. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach with diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with accounting firms, law firms, and insurance providers.

Bradley Roth is a financial advisor at McDowell Associates Investments, LP with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UX Wealth Partners, Thor Financial Technologies, Sardonyx Capital Management, Hatrick Capital, and Kattan Ferretti Financial. He is a licensed insurance agent and a co-owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension plans, and pooled investment vehicles. The firm manages individualized portfolios using a long-term trading approach that incorporates charting, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary arrangements.

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.