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.

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.

Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.

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.

Timothy Hanna is the sole advisor at Hanna Financial and Tax Services in Bridgeville, PA, holding a Series 63 designation with 34 years of industry experience. He has worked at Allegheny Investments, Ltd. since 1992 and operates a separate business providing income tax and financial planning services. Hanna Financial and Tax Services offers investment advisory, income tax preparation, and insurance services to individual clients, managing approximately $14 million in assets across about 75 client relationships. The firm uses a non-discretionary approach with Fidelity Investments as custodian, combining portfolio management with tax and insurance offerings.

Andrew Gans is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been the sole advisor at Rockcliff Capital, LLC since 2013. Rockcliff Capital provides tailored investment and wealth management services along with comprehensive financial planning and consulting to individuals, including high-net-worth clients. The firm emphasizes fundamental analysis and diversified equity exposure through separate private account strategies, operating as a fee-based adviser without commissioned products or custodian services.

Kathi Zimmer is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been operating Zimmer Financial Planning since 2012 as the firm’s sole advisor. Zimmer Financial Planning is an independent, single-advisor firm based in Bethel Park, PA, providing comprehensive financial planning services for high-net-worth individuals. The firm focuses exclusively on financial planning through fixed-fee and hourly engagements and does not offer ongoing portfolio management or take custody of client assets.

Ryan Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Wyatt is also a licensed insurance agent. Wyze Wealth Advisors serves individual and business clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based investment approach focused on broad diversification, systematic rebalancing, and tax-efficient implementation, with distinctive use of private-market allocations and a proprietary direct-stock strategy.

Ryan Suess is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kapusta Financial Group in Pittsburgh, PA. His prior roles include positions at Alight Financial Solutions and Scottrade Inc. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm focuses on individualized, non-discretionary advice using asset-allocation models that consider client goals, risk tolerance, tax factors, and liquidity needs.