Megan has been working in the industry since 1998. Her areas of experience include retirement plan consulting, plan design analysis, investment monitoring, provider and fee benchmarking, business development strategies, plan governance and fiduciary responsibility, financial well-being strategies and program implementation, and practice and business management.

Megan studied political science at Westminster College. Outside of work, Megan spends time with her family, golfs with her husband and two daughters, watches her daughters play soccer and basketball, and enjoys her energetic Bernedoodle, Penny.

*Megan holds the Series 6 and 63 securities registrations with LPL Financial.

Kevin began working in the industry in 2012. His areas of experience include individual wealth management, retirement income planning, participant education, account consolidation, retirement plan analysis and investment analysis. He studied Finance at John Carroll University. Kevin and his wife, Ally, live in the South Hills of Pittsburgh. His hobbies include golf, travel, hiking with his dogs and supporting his favorite sports franchises.

*Kevin holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners.

Joseph has been working in the industry since 2003 in various roles including: 401(k), defined benefit, non‐qualified call center, plan administration, new plan onboarding and implementation, and relationship management/plan consulting. His areas of experience include: 401(k), 403(b), 457(b), 457(f), 457 governmental, defined benefit, ESOP and nonqualified retirement plans; plan design analysis; retirement readiness best practices and strategic benefit design; financial wellness program evaluation, implementation and ongoing oversight, investment benchmarking and analysis; employee education; fiduciary liability considerations and plan governance best practices; and vendor oversight, evaluation and benchmarking.

He studied finance at The Pennsylvania State University. Joseph has two kids and lives in the suburbs of Pittsburgh.

*Joe holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners. 

Pat began working in the industry in 1985. Serving as an investment and retirement plan professional at the institutional level, Pat works with companies and organizations to review the effectiveness and efficiency of their retirement programs. By reviewing the plan’s current design, investment, and communication efforts, he is able to make recommendations that allow companies to help their employees plan for a successful retirement and use their employee benefits budget wisely.

Pat studied business at Duquesne University. He was awarded a Recognition of Academic Achievement for Retirement Plans by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. He was a PIMCO Defined Contribution Advisory Board Member from 2019–2022. He was also a board member for the American Society of Pension Professionals and Actuaries (ASPPA) Benefits Council of Greater Philadelphia for eight years. Pat and his wife have three grown children who live outside of the Pittsburgh area, and he enjoys visiting with them. He also enjoys pretending he knows how to play golf.

*Pat holds the Series 6 and 63 securities registrations with LPL Financial.

Jack began working at Henderson Brothers Retirement Partners in 2016. He joined the company after working at a large national bank for two years. His areas of experience include financial planning and estate planning. He studied finance and investment management at Duquesne University. He received his MBA and JD from the University of Pittsburgh. Outside of work, Jack enjoys cycling and traveling.

*Jack holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners.

John began working in the industry in 2014. His areas of experience include investment manager research, portfolio construction, investment lineup consulting and asset allocation. He studied finance at John Carroll University. John is married with two children. Outside of work, he enjoys skiing and golfing.

Joseph is a holder of the Chartered Financial Analyst® designation and has a passion for financial research, portfolio management, investment consulting, and wealth planning. He has been working in the industry since 2019.

He is a graduate of Ohio University, where he studied International Business with a focus on Finance and Trade, graduating with honors.

Outside of his professional pursuits, Joseph leads an active lifestyle. He enjoys exercising, exploring new destinations through travel, and indulging his adventurous side with activities such as kayaking and rafting at Ohiopyle. Joseph is also an avid language learner and dedicates time to researching investment markets. However, his greatest joy comes from spending quality time with his fiancé and their two loyal Labrador retrievers.

As a retirement plan consultant of Henderson Brothers Financial Partners, Austin Krise provides assistance in a variety of ways to Plan Sponsors to ensure their plan is running smoothly and efficiently.  He is responsible for providing fiduciary best practices, plan design assistance, investment monitoring, and regulatory updates.  Further, he provides availability as a primary point of contact for all Plan Sponsors to provide solutions in any Ad Hoc questions or issues they may have.

Austin has been in the industry since 2016. He has worked in a variety of spaces in the financial services industry including TPA Services, Investments, and Relationship Management.

His areas of experience include plan design assistance, investment fiduciary responsibility, investment monitoring, data analytics, fee benchmarking, and plan governance support.

He attended Edinboro University of Pennsylvania and received a bachelor’s degree in business administration with a concentration in Marketing and Economics.  Furthermore, he’s attained the CPFA designation and holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and Henderson Brothers Financial Partners.

Outside of the office, he enjoys spending his time at the gym, golf course, or spending time with family.

Chris began working in the industry in 2001. His areas of experience include investment consulting, fiduciary liability consulting and plan design. He studied business administration at the University of Lynchburg.

Outside of work, Chris spends time with his wife and three kids. He enjoys playing golf, skiing and being at the beach. He loves taking his Jeep off-roading and fixing and building things around his home.

*Chris holds the Series 6 and 63 securities registrations with LPL Financial and the Series 65 registration with Henderson Brothers Financial Partners.

Oakes brings over 10 years of experience in the financial services industry. He has developed a deep insight in life insurance planning for individuals, large families, and businesses. His approach is centered around helping clients work towards securing their financial futures and create tailored solutions to meet their unique needs.

Oakes’ academic background includes studies in Biochemistry at the University of Pennsylvania, as well as Chemistry at the United States Military Academy at West Point, where he cultivated a disciplined, analytical approach to financial problem-solving.

Outside of his professional life, Oakes enjoys spending quality time with his partner Maddie and their dog, Jim. He is an avid golfer, a passionate supporter of Pittsburgh sports teams, and enjoys gathering with friends and family around a campfire.

Scott has over 30 years of ERISA experience assisting Plan Sponsors with their 401(k)
and pension plans. During his career, he has consulted with retirement plan sponsors,
helping them implement customized plan governance, investment analysis, education,
and plan-design strategies.

Scott holds a B.S. in Business Administration from Duquesne University and has earned
the Certified Employee Benefit Specialist (CEBS) designation. Scott previously held a
variety of management-level positions with several of the largest retirement plan
financial services firms.

Outside of work, Scott spends time with his family and enjoys golf.

Will has worked in the retirement plan industry since 2015 and partners with plan sponsors to strengthen plan design, improve participant outcomes, and support effective governance. His experience includes plan design analysis, investment monitoring, provider and fee benchmarking, fiduciary support, and financial well-being strategies.

Will earned his degree in Business Management from Robert Morris University. Outside of work, he enjoys time with family and friends, gardening, and golf.

Will holds the Series 6 and Series 65 registrations through LPL Financial.

Anthony has worked in the financial services industry since 2007. His areas of experience include financial planning, retiree income planning, life insurance, investor education, wealth management, retirement plan analysis and plan implementation, and he is an education specialist. He studied business finance at Youngstown State University. Anthony enjoys spending time with his family and being involved in sports, including coaching his children’s little league teams and watching sports on TV or in person. In his free time, he loves cooking and grilling, woodworking, and traveling to new places.

*Anthony holds the Series 7 and 24 securities registrations with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners.

Ben has worked in the retirement industry since 2009. His areas of experience include retirement readiness, retirement income planning, retirement plan education and analysis, portfolio analysis, life insurance, and wealth management. He studied economics and political science at Allegheny College. Ben enjoys spending time with his wife, Brandice, and his daughter, Fiona. His hobbies include traveling and the occasional round of golf.

*Benjamin holds the Series 6, 7 and 63 registrations with LPL Financial and the Series 65 registration with Henderson Brothers Financial Partners.

Craig began working in the industry in 2016. His areas of experience include financial planning for families and individuals, investment strategies, and corporate and governmental retirement plans. He studied economics at The Ohio State University. Craig lives southwest of Pittsburgh. He enjoys traveling, seeing new places, trying new foods, and taking his dog on hikes and kayaking trips.

*Craig holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners.

Gabriel has worked in the wealth management and financial planning industry since 2016. His areas of experience include comprehensive financial planning, investment management, income planning, and estate planning and coordination. He studied finance at Bentley University. Gabriel enjoys reading, playing golf and spending time with his family.

*Gabriel holds the Series 7 and 63 securities registrations with LPL Financial.

Leanne Borgan has been working in the financial services industry since 1999, with a focus on supporting employers and their employees through effective retirement plan education programs. She specializes in retirement plan support and delivers engaging, practical education designed to improve participants’ financial confidence and long-term outcomes.

Leanne studied Elementary Education at Edinboro University of PA, a background that shapes her ability to simplify complex topics and connect with diverse audiences.

Outside of work, she enjoys spending time with her husband and two children, relaxing on beach vacations, and unwinding on her family’s pontoon boat.

Leanne holds the Series 6 and 63 securities registrations with LPL Financial.

Sierra started working in the industry in 2021. She joined the team after an internship in the Henderson Brothers Claims Department. She studied business administration with a focus in finance and economics at the University of Pittsburgh. Outside of work, Sierra enjoys running, cooking and all things Pittsburgh.

*Sierra holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Global Retirement Partners.

Tiffany has been working in the industry since 2000. Her areas of experience include wealth management and financial planning. She studied business administration with a concentration in economics at Robert Morris University. Tiffany is an adjunct professor at Carnegie Mellon University and teaches a class on financial literacy. In her free time, she loves to golf, sporting clay shoot, travel, exercise, and volunteer. She is currently on the Young Professional Board for Light of Life Rescue Mission and a member of 100 Women Who Care Pittsburgh. Previously, Tiffany has worked with Meals on Wheels and Animal Protectors of Allegheny Valley, and she has participated in several mission trips to Haiti and Brazil.

*Tiffany holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners. 

Alisha has been in the industry since 2000 and holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and Henderson Brothers Financial Partners. Specializing in providing support to maintain client accounts, she leverages her Bachelor’s degree in Finance and Accounting to assist with tailored financial solutions. Outside of work, Alisha enjoys hiking and traveling, constantly seeking new adventures.

Amanda has been working in the industry since 2014. She joined the company with an administrative and school business background. Her areas of expertise include commissions, invoicing and plan administration. She studied business management at Point Park University. Outside of work, Amanda enjoys spending time with her husband and kids.

Arleen began in the industry in 2015. Prior to that, she worked various roles in marketing and meeting and event planning. Her areas of experience include planning and organization. She studied communications at the University of Pittsburgh. Arleen is married and enjoys spending time with her family. Outside of work, she loves traveling, cooking and winter sports.

Carla has worked in the insurance and financial services industry since 1996. Her areas of experience include assisting financial advisors and client services. She studied specialized business at Duff’s Business Institute. Carla is married with four children. She enjoys spending time with family and friends, shopping, and traveling.

Jesse joined the industry in 2024, bringing a diverse background in education, legal support, and nonprofit leadership. Before transitioning to the financial services industry, Jesse was a 12th-grade English teacher and a legal assistant for law firms, where she worked in general litigation and insurance defense. Most recently, she served as the Area Director for the Western Pennsylvania Chapter of the American Foundation for Suicide Prevention. In this role, she led initiatives to promote mental health awareness, planned fundraising events, and advocated for improved suicide prevention resources.

Jesse collaborates with financial advisory teams to ensure clients receive efficient, high-quality service. She helps manage incoming accounts, builds lasting relationships with clients and partners, and coordinates community service initiatives through the HB Helps Program to support local nonprofits.

Jesse holds a Bachelor of Arts in English Writing with a General Business Minor and a Master of Science in Secondary English Education, both from Duquesne University.
Outside of work, Jesse lives in the South Hills area with her husband, their two cats, Bunny and Henrietta, and their dog, Shiloh. In her free time, she enjoys reading, attending kettlebell classes, spending time with friends and family, and traveling to passport-required destinations. She also loves building Lego sets and indulging in cheese. One day, Jesse hopes to live in an A-frame house by a serene lake.

Max began working at Henderson Brothers Financial Partners in 2008. He joined the company after working in wealth management for several years. His area of experience includes wealth management client services and compliance. He studied finance and investment management at Duquesne University. Max is married with three sons. He enjoys watching his boys play travel baseball, basketball and track.

*Max holds the Series 7 securities registration with LPL Financial.

Renee has been in the industry since 2006.  Her areas of experience include client service needs, financial transactions, meeting preparation and documentation processing. Renee studied social work at Seton Hill University. She enjoys spending time with her husband and two teenage sons. Outside of work, her hobbies include skiing and volunteering with the local Boy Scout troop and high school Music Boosters program.

*Renee holds the Series 7 securities registration with LPL Financial.