Schneider Downs Wealth Management Advisors, LP

Kaylin Olster is a financial advisor at Schneider Downs Wealth Management Advisors, LP, holding a Series 65 designation. She has been with Schneider Downs since 2024 and has prior experience at Corient and Odyssey Capital Advisors. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm employs a process-driven investment approach that includes manager research, risk-tolerance review, and individualized portfolio construction, offering both discretionary and non-discretionary management with diversified portfolios and tax-aware services.

Alissa Garcia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP since 2018. Her prior roles include positions at Oakmont Capital Management and Covenant Church of Pittsburgh. Outside of advising, she is involved in her family's coffee and floral shop and provides special needs respite care through a local program. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm uses a process-driven approach incorporating manager research, risk tolerance reviews, and diversified portfolio construction, and it is affiliated with a regional accounting firm and related entities.

Jason Staley is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Schneider Downs Wealth Management Advisors, LP. He has been with Schneider Downs since 2016, with a brief tenure at Morgan Stanley Smith Barney LLC in 2016. Staley is a member of the Mercyhurst University Alumni Board. Schneider Downs Wealth Management Advisors provides investment management and financial planning services to individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm employs a process-driven approach featuring manager research, risk-tolerance assessment, and diversified portfolio construction, and is affiliated with a regional accounting firm and related entities offering corporate finance and retirement plan services.

Montana Nietert is a financial advisor at Schneider Downs Wealth Management Advisors, LP with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Enterprise, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory role, he is a private investor in the manufacturing sector. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach incorporating diversified portfolios and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Derek Eichelberger is a CFP® and CFA® with 22 years of industry experience, currently serving as Managing Partner and Director of Investment Strategy at Schneider Downs Wealth Management Advisors, LP. He has been with Schneider Downs since 2015 in various roles. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans through a process that emphasizes manager research, risk tolerance, and individualized portfolio construction. The firm manages approximately $2.9 billion in assets and offers both discretionary and non-discretionary services, integrating tax-aware strategies and access to private equity investments.

Demetrius Kokales is a CFP® and Series 66-licensed advisor with six years of industry experience. He currently works at Schneider Downs Wealth Management Advisors, LP, where he has been since 2021. His prior experience includes roles at Fort Pitt Capital Group LLC and PNC Investments. Kokales serves as a board member of the Pittsburgh chapter of the Society of Financial Service Professionals. Schneider Downs Wealth Management Advisors, LP provides investment management and financial planning services to individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm employs a process-driven approach to portfolio construction and risk management, with assets under management totaling approximately $2.9 billion across 21 advisors.

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Michael Divens is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA. His prior experience includes roles at Private Wealth Advisors, Inc., LPL Financial, and Hapanowicz & Associates Wealth Management. Schneider Downs Wealth Management Advisors, LP provides investment management and financial planning services to individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a process driven by manager research, risk tolerance assessment, and individualized portfolio construction, with approximately $2.9 billion in assets under management.

Daniel Napierkowski is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Schneider Downs Wealth Management Advisors, LP since 2005. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm utilizes a process driven by manager research and individualized portfolio construction, and it manages approximately $2.9 billion in assets across 21 advisors.

Tyler Brose is a CFP® and Series 66-registered advisor with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, where he has worked since 2019. He has nine years of industry experience, including three years at Hefren Tillotson prior to joining his current firm. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering services such as fee-based investment management, financial planning, and retirement plan consulting. The firm manages approximately $2.9 billion in assets across 21 advisors and employs a process focused on manager research, risk tolerance review, and diversified portfolio construction, with access to private equity and tax-aware strategies.

Miles Gibson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP. His background includes service in the United States Marine Corps and roles at Schneider Downs & Co., Inc. and SDAdvantage Retirement Solutions. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach featuring manager research, risk-tolerance reviews, and diversified portfolio construction, supported by an Investment Committee and affiliated regional accounting and broker-dealer entities.

Megan Muller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. Her prior roles include positions at Three Cord True Wealth Management and Blue Sky Closing Services, among others. She is based in Pittsburgh, PA. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach to portfolio construction and oversight, incorporating diversified investments and tax-aware strategies, and manages approximately $2.9 billion in assets across 21 advisors.

Michael Prosuk is a Series 66 licensed financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. He has held positions at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Primerica Financial Services. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach featuring manager research, risk-tolerance assessments, and diversified portfolio construction, and manages approximately $2.9 billion in assets across 21 advisors.

Evan Biggs is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Schneider Downs Wealth Management Advisors, LP since 2018 and previously held positions at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. He is based in Columbus, OH. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process focused on manager research, risk tolerance, and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Kelly Murphy is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 19 years of industry experience. She holds a Series 65 designation and has worked at Schneider Downs Wealth Management Advisors since 2019, with prior experience at Everhart Advisors and Csa Financial Advisors, Ltd. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan services. The firm employs a process-driven approach to portfolio construction and oversight, managing approximately $2.9 billion in assets across 21 advisors.