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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 1,578 near 15317

Out of 400,000+ nationwide

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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
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Ian M

CFP®, ChFC®, Series 66

Pittsburgh, PA

Edward Jones

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Scot L

CFP®, Series 66

Pittsburgh, PA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Founder/Business Owner
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Matthew B

Series 66

Washington, PA

Edward Jones

Business ownership considerations Business Financial Management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Engineering Professional Oil & Gas Doctor or Medical Professional
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Myah I

Series 66

Pittsburgh, PA

Merrill

Myah Irick is a Private Wealth Advisor at Merrill Private Wealth Management, where she founded the Irick Group in January 2020. She provides wealth planning strategies focused on successful executives, sports and entertainment professionals, individuals and families navigating sudden wealth, as well as nonprofits and foundations. Myah specializes in aligning clients’ wealth with their personal values to create comprehensive wealth and investment plans. Her approach emphasizes collaboration, creative financial strategies, and the use of her firm's resources to support clients’ long-term financial goals and philanthropic efforts. Prior to joining Merrill, Myah held senior roles including Executive Director at JPMorgan Private Bank, relationship manager at PNC Wealth Management, and advisory positions at Columbia University focused on philanthropy and estate planning. Her expertise covers areas such as corporate executive services, legacy planning, socially responsible investing, and multigenerational wealth management. She holds a B.A. from Lewis & Clark College, an M.A. from Columbia University, and a joint international M.B.A. with honors from Brown University and Instituto de Empresa. Additionally, she earned a certificate in Financial Planning from Northwestern University and holds the Chartered Financial Consultant (ChFC®) designation. In addition to her professional work, Myah is active on several boards and committees promoting access and inclusion in education and leadership. She serves on the boards of the Carnegie Science Center and the Energy Innovation Center Institute, and partners strategically with organizations including InvestmentNews, The Advanced Leadership Institute, and the Miss USA Organization. Her experience as Miss Oregon 2003 continues to inspire her commitment to advancing educational opportunities for women. Myah is also a frequent speaker on topics such as managing sudden wealth, sustaining generational wealth, and strategic philanthropy.

Wealth management ESG / Sustainable investing Multi-generational wealth transfer Charitable giving & philanthropy Family Business Executive Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) Mid-Career Professionals
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Michael D

Series 66

Pittsburgh, PA

Merrill

Michael Duckworth is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He is a founding member of The Duckworth Haggerty Group, a private wealth management team based in Pittsburgh that serves a national clientele. Michael and his team provide specialized support and planning tailored to the complex financial needs of successful business executives and entrepreneurs. Their services include investment management, liquidity event strategies, trust and estate planning, customized credit and lending through Bank of America, philanthropy, and family wealth dynamics and governance. The team also has significant experience addressing financial planning challenges faced by families with a member who has a medical disability, severe illness, or special needs. Michael joined Merrill in 2008 after 15 years of experience in the private client advisory group of a large commercial bank. He holds a bachelor's degree from the University of Pittsburgh and holds the Personal Investment Advisor (PIA) professional designation. He has been recognized multiple times by Barron's as one of the "Top 1,200 Advisors in America" and by Forbes as a "Best-in-State Wealth Advisor," reflecting his sustained commitment to his clients and professional excellence. Outside of his professional responsibilities, Michael has served as the immediate past President of the Board of Directors for the Children's Museum of Pittsburgh. He lives north of Pittsburgh with his wife Tracy and their three children. His personal interests include hiking, reading, running, traveling, and spending time with his family.

Liquidity event planning Wealth management General estate planning guidance Charitable giving & philanthropy Planning for children with special needs Executive Founder/Business Owner Women Professionals Approaching retirement
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Gennaro D

Series 66

Pittsburgh, PA

Merrill

Gennaro Disilvio is a Private Wealth Advisor at Merrill Private Wealth Management. In his role, he focuses on understanding clients' goals, future needs, and risk appetite to act as a steward of their capital. As both a Private Wealth Advisor and Portfolio Manager, he employs active management strategies aimed at achieving maximum risk-adjusted returns while adapting to market changes and inefficiencies. He manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Gennaro's expertise extends to serving a variety of clients, including families, institutions, endowments, foundations, and non-profits. He utilizes Merrill’s resources, such as an inventory of investment-grade fixed income securities and secondary market presence, to help clients maintain liquidity under challenging conditions. He also provides professional oversight related to fiduciary responsibilities and guidance concerning Investment Policy Statements. His client focus covers a broad range of areas, including family wealth management, institutional investment consulting, liquidity management, socially responsible investing, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Duquesne University. Outside of his professional work, Gennaro has an interest in adventure sports, basketball, billiards, football, golfing, ice hockey, music, skiing, and traveling.

Active portfolio management Wealth management Tax-loss harvesting ESG / Sustainable investing
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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
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Brad C

Series 63, Series 66

Pittsburgh, PA

Merrill

Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs. With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh. Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.

Business exit / sale strategy Business ownership considerations Wealth management Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Brett A

Series 66

Pittsburgh, PA

Merrill

Brett Allen serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he and his team at Yanders & Associates assist clients in building, managing, and preserving their wealth. With more than nine years of industry experience, Brett specializes in delivering personalized financial planning, wealth management, and investment strategies tailored to the unique goals of individuals and businesses. His client focus includes Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He participates in professional and community organizations such as 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. His community involvement includes volunteering with Family House, Inc. and the Greater Pittsburgh Community Food Bank. Outside of his professional work, Brett enjoys baseball, basketball, football, golfing, music, and spending time with his family. He approaches financial advising with a philosophy centered on understanding clients’ life priorities to create personalized plans that reflect what matters most to them, beyond just market considerations.

Wealth management Executive Divorced Women Professionals
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