Meet Our Team

Our staff is made up of the industry’s leading experts and specialists, each with unique backgrounds to contribute to our clients achievements.

Shams Afzal

Managing Director
– Toledo

Richard Alt

Principal/Chief Investment Officer
– Cleveland

William R. Anderson

Wealth Advisor/Portfolio Manager
– Cleveland

Bryan Blackburn, CFP®

Wealth Advisor/Financial Planner
– Cleveland

Brittany Blazey

Office Manager/Relationship Manager
– Toledo

Stephanie Bush

Chief Compliance Officer
– Cleveland

Robert P. Carroll, CPA, CFP®, CDFA™

Managing Director
– Cincinnati

Brandi Casey

Senior Portfolio Administrator
– Toledo

Jodi Cowgill

Senior Portfolio Administrator/Trader
– Cleveland

Denise Delia

Concierge/Office Administrator
– Cleveland

Kendall Exline

Client Service Manager
– Cleveland

Marybeth Fitzgerald

Personnel & Client Service Manager
– Cleveland 

Linda Fousek, CFA

Portfolio Manager
– Cleveland

Kimberly Gannis, AIF®

Principal/Director of Retirement Services
– Pittsburgh

Danielle Goebel

Relationship Manager
– Toledo 

Brendan A. Goldstein

Managing Director
– New York City

Gwen Graham

Client Service Manager
– Cleveland

Donald L. Haisman, CFP®

Senior Financial Planner/Managing Director
– Fort Myers

Meg Halloran

Senior Portfolio Manager – Cleveland

Elizabeth Hammelrath

Office Administrator
– Cincinnati 

Christopher Henry

Portfolio Manager
– Toledo

Scott R. Inglis, CFA

Regional Director/Portfolio Manager
– Philadelphia 

Kyle Kopecky

Client Service Manager – Cleveland

Gene A. Kovacs

Client Director
– Philadelphia 

Laurel Lawrence

Client Service Manager
– Cleveland

Brent Luce

Senior Portfolio Manager
– Cleveland

Mindy Mackey

Marketing Manager
– Cleveland

Debbie McCollum

Office Administrator
– Dayton

Micah McCollum

Client Services
– Dayton

Paul McCollum, CIMA®, CFP®

Managing Director
– Dayton

Arthur G. Merriman, III, CFA

Principal/Senior Portfolio Manager
– Cleveland 

Elmer Al Meszaros, CFA, Senior Portfolio Manager at Carnegie

Elmer "Al" Meszaros, CFA

Senior Portfolio Manager
– Cleveland

Laura Mock

Office Manager/Client Services Manager
– Fort Myers

Douglas Pease

Trader/Portfolio Manager
– Cleveland

Razmig Pounardjian

Portfolio Manager
– Cleveland

Heidi Rose, CFP®

Financial Planner
– Cincinnati 

Howard A. Trauger

Managing Director
– Philadelphia 

Peter Vanden Broeck

Senior Portfolio Manager
– Cleveland

Keith Vargo, CFA, Senior Portfolio Manager at Carnegie Investment Counsel

Keith Vargo, CFA

Senior Portfolio Manager
– Cleveland

Gary P. Wagner, AIF®

Principal/Chief Operations Officer
– Cleveland

Chad Warmbein

Portfolio Advisor
– Pittsburgh 

Keith Warmbein

Director of Participant Services
– Pittsburgh

Michael Woomer

Michael Woomer

Retirement Plan Advisor
– Pittsburgh

Sue Yeagley

Senior Portfolio Administrator
– Cleveland 

CARNEGIE HALL OF FAME

Thomas P. Carroll, CFP®

Financial Planner

Ensign Cowell

Managing Director

Norman Klopp, CFA

Senior Portfolio Manager

S. Sterling (Ted) McMillan

Director & Senior Wealth Manager

James Pease, CFA

Director/Senior Wealth Advisor