James Denny

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

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.

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, with 42 years of industry experience. She has been operating A. Neff Associates since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. Arlene holds a Series 63 designation. A. Neff Associates LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm offers non-discretionary asset management, written financial planning, and retirement plan consulting, combining fundamental and technical analysis with regular portfolio monitoring and reporting.

Gary Storie is a CFP® professional with 21 years of industry experience, currently operating as the sole advisor at Storie Financial Advisory LLC since 2010. He also owns a tax preparation business, Gary A. Storie, EA, where he prepares tax returns and handles related regulatory inquiries. Additionally, he holds a Pennsylvania Insurance Resident Individual Producer License and provides advice on life insurance and annuity products but does not sell insurance. Storie Financial Advisory LLC is an independent registered investment adviser serving individuals, trusts, estates, and foundations with fee-only financial planning and non-discretionary investment management. The firm employs a Core+Satellite portfolio approach, combining low-cost passive index investments with actively managed satellite positions, and offers in-house tax return preparation and advisory services without commission or 12b-1 fees.

Jay Patel is a financial advisor at ClearPeak Capital Management with five years of industry experience. He holds the Series 66 designation and previously worked at Federated Global Investment Management Corp. and RSM. Outside of his advisory role, Patel is the managing member and president of JM Metal Merchants, a business engaged in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management services primarily to individual and high-net-worth clients. The firm employs fundamental, cyclical, and macro analysis to tailor investment strategies that include long- and short-term positions, option writing, derivatives, and margin trading under discretionary authority.

Shobhan Sheth is the principal of Sheth Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GT Securities and Mid-Market Securities. Outside of his advisory work, he is involved in various business activities such as real estate brokerage, legal service sales, and small business brokerage. Sheth Group is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a modern portfolio theory approach utilizing model portfolios, asset allocation, and disciplined rebalancing, and also recommends third-party advisers when appropriate.