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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 836 near 15367

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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Michael K

Series 66

California, 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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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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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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Jason K

Series 66

Upper Saint Clair, PA

Merrill

Jason Kollar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 25 years of experience working exclusively as a financial advisor, supporting executives and families through wealth management strategies, retirement planning, executive compensation, divorce transition planning, and managing new wealth. Jason also provides access to Bank of America Private Bank services including trust, estate planning, credit, and lending, and collaborates with clients’ external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Jason holds a bachelor’s degree from Geneva College and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise has been recognized through inclusion on the 2022 Forbes Best-in-State Wealth Advisors list. Born and raised in Bentleyville, Pennsylvania, Jason lives on a 40-acre farm where he enjoys spending time with his family. He is married with three children and holds a pilot’s license. His personal interests include golfing, hunting, fishing, gardening, bowling, cooking, and skiing.

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