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Advisors

Brian Yates, CFP®

Prior to age 21, Brian passed the examinations for Series 7, 11 and 63 to become a Registered Representative in the Securities Industry, such that during the summers of his college years, he worked at several Washington, DC brokerage...

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Steve Bierker, CFA®

Steve has worked in finance related capacities since 1990.  Prior to joining and becoming a principal at Pittsburgh Financial Planners, Inc, Steve was the Trader and an Investment Analyst for a Pittsburgh based asset manager.

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