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Mason Pascoe

Advisor at LPL Enterprise

Updated today
LPL Enterprise logo

Firm

LPL Enterprise

Location

Belle Vernon, PA 15012

Credentials

Series 66

Industry experience

1 year

Client services

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Fee options

Fixed

Flat fees for financial planning and consulting services typically range from $0 to $10,000.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Account minimum: Minimum asset value required for an MWP account to be managed; TAMP sponsors typically establish a minimum account value (specific amounts not stated); no minimum asset amount required for financial planning and consulting services. Fee-only: Financial planning and consulting services fees typically range from $0 to $10,000 flat fee or up to $500 per hour; may be discounted or complimentary.

Work history

LPL Enterprise

2025 - Present (1 year)

MML Investors Services, LLC

2023 - 2025 (2 years)

MassMutual Life Insurance Co

2023 - 2025 (2 years)

VINOSKI WINERY

2023 - 2023 (1 year)

Northwestern Mutual Investment Services

2022 - 2022 (1 year)

John Carroll University

2019 - 2023 (4 years)

Belle Vernon School District

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

David F

Series 66

Upper Saint Clair, PA

Merrill

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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Self-Employed Parents

Grant K

Series 66

Irwin, PA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner

Devin K

Series 63, Series 65

Upper Saint Clair, PA

Merrill

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.

Wealth management General retirement planning Charitable giving & philanthropy General tax planning Women Professionals

Lance B

Series 63, Series 66

Bethel Park, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance

Jason K

Series 66

Upper Saint Clair, PA

Merrill

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.

Liquidity event planning Business exit / sale strategy General retirement planning Retirement income strategy Executive Women Professionals

Scott M

Series 63, Series 66

Upper Saint Clair, PA

Merrill

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.

Wealth management Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance
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