Jennifer Haggerty

David Foster is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients by providing personalized financial advice, retirement planning, and ongoing performance tracking. He works closely with individuals and small business clients to help optimize their retirement plan benefits and develop strategies tailored to their financial goals. With over 17 years of experience at Merrill, Foster’s expertise includes divorce transition planning, family wealth management strategies, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. He holds professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Foster earned a Bachelor’s degree in Information Technology and Business Communication from Robert Morris University. He resides in Upper St. Clair, Pennsylvania, with his two children, and enjoys attending their events as well as recreational activities such as boating, camping, fishing, football, golfing, hunting, and skiing.

Tea Lundell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their long-term goals. Drawing on extensive experience, Tea provides access to investment insights and a range of banking and lending solutions to support her clients' wealth management needs. Her client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, retirement income, and values-based investing such as socially responsible and ESG investing. Tea brings a comprehensive approach to wealth management, emphasizing flexibility and alignment with clients’ priorities. Tea holds a Bachelor's Degree from Colgate University and maintains her professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of her professional commitments, she enjoys golfing, skiing, and spending time with her family. Tea is also involved in her community through her association with the Marthas Vineyard Boys and Girls Club.

Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2010. In her role, she assists clients by developing wealth management strategies tailored to their individual needs. Devin's approach emphasizes understanding her clients' life priorities to create comprehensive financial plans that address accumulation, distribution, and preservation of wealth. Devin's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Westminster College. Outside of her professional responsibilities, Devin is active in her local community in Pittsburgh. She volunteers through various local organizations and participates in professional groups such as the United Way Bridges Society and the United Way Women's Leadership Council. In her personal time, Devin enjoys cooking, traveling, and spending time with her family.

Jason Kollar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 25 years of experience at Merrill, all as a Financial Advisor, and focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Jason's expertise includes executive compensation, family wealth management strategies, personal retirement planning, divorce transition planning, managing new wealth, women and wealth, and retirement income. He holds a Bachelor's Degree from Geneva College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason has been recognized on the Forbes Best-in-State Wealth Advisors list for 2022. Born and raised in Bentleyville, Pennsylvania, Jason is married with three children. He holds a pilot's license and enjoys golfing, hunting, fishing, and gardening. He lives on a 40-acre farm where he spends most of his time with family.

Scott Maidman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Planner Board of Standards, Inc. Scott is also a qualified Portfolio Manager, providing discretionary management of personalized and defined investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Scott’s client focus areas encompass education planning, equity compensation services, family wealth management strategies, legacy planning, new wealth management, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. He earned a Bachelor of Science degree in Finance from Kent State University and a Master of Business Administration in Corporate Finance from Robert Morris University. Outside of work, Scott spends time attending youth sporting events for his children. His personal interests include adventure sports, football, golfing, ice hockey, and skiing.