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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 873 near 15332

Out of 400,000+ nationwide

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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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Glenn K

Series 63, Series 66

Monroeville, PA

Edward Jones

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Chad N

CFP®, Series 66

Charleroi, PA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer
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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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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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Ian M

CFP®, ChFC®, Series 66

Pittsburgh, PA

Edward Jones

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Kenneth S

Series 63, Series 65

Upper Saint Clair, PA

Merrill

Kenneth Sharon is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 32 years of experience exclusively with Merrill. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career in 1990 after earning a Bachelor’s Degree in Business Administration from the Pennsylvania State University System. Kenneth’s expertise spans a comprehensive range of wealth management services including college education planning, family wealth strategies, liquidity management, retirement planning, philanthropic and socially responsible investing, tax minimization, and supporting women and wealth. He applies a personalized approach that focuses on understanding his clients’ life priorities and tailoring strategies to meet their evolving goals. Kenneth works closely with individuals, families, attorneys, and CPAs seeking to address investment, business planning, and borrowing needs. Outside his professional role, Kenneth values spending time with his family and engages in various personal interests such as baseball, cooking, gardening, hiking, ice hockey, tennis, and woodworking. He has also been active in youth sports programs and charitable organizations throughout his career.

Wealth management College savings (529s, UTMA, etc.) Family Business Charitable giving & philanthropy Social Security optimization Women Professionals Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Alena I

Series 63, Series 66

Upper Saint Clair, PA

Merrill

Alena Ilyushyna is a Financial Solutions Advisor at Merrill Lynch Wealth Management, joining the firm in 2024. With over 10 years of experience at Merrill, she works with professional practice clients, nonprofit organizations, and high net worth families. Alena provides guidance across a variety of investment products and portfolio strategies tailored to clients’ financial goals, life stages, and aspirations for their lifestyle and legacy. She holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a Personal Investment Advisor (PIA). Alena earned both her Bachelor of Science and Master of Science degrees from Belarus State Economic University. Fluent in English and Russian, she combines her expertise with insights from Merrill and Bank of America to offer comprehensive investment solutions, including individualized portfolio allocations and market insights. Her background in the IT sector informs her focus on innovative market niches such as generative AI, cloud computing, and electric vehicles. Alena is actively involved in community and cultural organizations, including service on the Board of Directors for the Lubbock Symphony Orchestra and participation in the Jack Heinz Advisory Board of the Pittsburgh Symphony Orchestra. She supports initiatives like Dress for Success and has interests in drawing, gardening, hiking, music, painting, and traveling. As a first-generation American, Alena is committed to empowering others and advancing causes related to the environment, animal welfare, and the arts.

Wealth management Active portfolio management Real estate investing College savings (529s, UTMA, etc.) Caring for aging parents
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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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Devin K

Series 63, Series 65

Upper Saint Clair, PA

Merrill

Devin Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in wealth management. She assists clients in building customized financial strategies tailored to their individual priorities, focusing on family wealth management, personal retirement planning, philanthropic planning, and tax minimization, among other areas. Devin works collaboratively with a team of advisors to support clients across all stages of financial life, including accumulation, distribution, and preservation. Devin holds a Bachelor's Degree from Westminster College and the Personal Investment Advisor (PIA) designation. She is engaged in professional and community organizations such as the United Way Bridges Society and the United Way Women's Leadership Council. Devin devotes time to volunteering within the Pittsburgh community and emphasizes the importance of understanding clients' life priorities to create meaningful and effective financial strategies. Outside of her professional work, Devin enjoys cooking, spending time with her family, and traveling.

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