Our Team
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James J. Holtzman, CFP®, CPA (inactive)
CEO, President and Wealth Advisor
phone(412) 635-9210 Ext. 120READ BIO
linkedinemailSchedule An Appointmen -
Celine M. Stanasolovich
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Christopher J. Kail
Chief Marketing Officer (CMO)
phone(412) 635-9210 Ext. 126READ BIO
linkedinemailSchedule An Appointmen -
William T. Knight, CFP®, AWMA®, PPC®
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Robert C. White, Jr.
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David F. Cawley, CFP®
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Susan M. Smith
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Luke L. Helsel
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Sherry L. Mitton
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Daniel D. Kleck
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Kenneth D. Stanasolovich