With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

A J Jugan, Private Wealth Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

A J Jugan

CFP®, CRPC

Private Wealth Advisor

Managing Partner of Premier Wealth Partners
Learn more about A J Jugan Visit A J Jugan's website
Jeffery C Suhayda, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Jeffery C Suhayda

CRPC, APMA

Financial Advisor

Learn more about Jeffery C Suhayda Visit Jeffery C Suhayda's website
Jason Short, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Jason Short

Financial Advisor

Learn more about Jason Short Visit Jason Short's website
Brian Stumpf, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Brian Stumpf

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian Stumpf Visit Brian Stumpf's website
Antonio Aiello, Private Wealth Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Antonio Aiello

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Antonio Aiello Visit Antonio Aiello's website
Lisa Brooks, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Lisa Brooks

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lisa Brooks Visit Lisa Brooks's website
David W Headrick, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

David W Headrick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David W Headrick Visit David W Headrick's website
Michael David Headrick, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Michael David Headrick

Financial Advisor

Learn more about Michael David Headrick Visit Michael David Headrick's website
Barry W Courson, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Barry W Courson

CFP®

Financial Advisor

Learn more about Barry W Courson Visit Barry W Courson's website
John Norman, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

John Norman

Financial Advisor

Learn more about John Norman Visit John Norman's website
Jonathan Sweet, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Jonathan Sweet

APMA, CRPS

Financial Advisor

Learn more about Jonathan Sweet Visit Jonathan Sweet's website
David Salgarolo, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

David Salgarolo

CFP®, CRPC

Financial Advisor

Learn more about David Salgarolo Visit David Salgarolo's website
Brett Clark, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Brett Clark

CFP®, CPWA®, CRPC

Financial Advisor

Learn more about Brett Clark Visit Brett Clark's website
Katherine Clark, Associate Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Katherine Clark

Associate Financial Advisor

Learn more about Katherine Clark Visit Katherine Clark's website
Kassandra Krason, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Kassandra Krason

AAMS, APMA

Financial Advisor

Learn more about Kassandra Krason Visit Kassandra Krason's website

John Bane

CRPC

Financial Advisor

Learn more about John Bane Visit John Bane's website
Donald Herndon, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Donald Herndon

Financial Advisor

Franchise Owner
Learn more about Donald Herndon Visit Donald Herndon's website
Ed Vallandingham, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Ed Vallandingham

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ed Vallandingham Visit Ed Vallandingham's website
Ray Morton, Private Wealth Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Ray Morton

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ray Morton Visit Ray Morton's website
David Patterson, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

David Patterson

CFP®, CRPC

Financial Advisor

Learn more about David Patterson Visit David Patterson's website
Dale Goff, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Dale Goff

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dale Goff Visit Dale Goff's website
Cheryl Carretta Whitney, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Cheryl Carretta Whitney

MS, CFP®, BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cheryl Carretta Whitney Visit Cheryl Carretta Whitney's website

Charles Herndon

Associate Financial Advisor

Learn more about Charles Herndon Visit Charles Herndon's website
Bruce W Kidd, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Bruce W Kidd

CFP®, CRPC, CFS®

Financial Advisor

Learn more about Bruce W Kidd Visit Bruce W Kidd's website
Ben Hall, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Ben Hall

Financial Advisor

Learn more about Ben Hall Visit Ben Hall's website

James C McClure

CRPC

Financial Advisor

Learn more about James C McClure Visit James C McClure's website
Thomas Frame, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Thomas Frame

APMA

Financial Advisor

Learn more about Thomas Frame Visit Thomas Frame's website

Our team

Ashley Corwin

Ashley Corwin

Office Manager,

Client Service Specialist

Personal Intro

In Ashley’s free time, she loves to be outside! She and her family have a camp in the mountains, and one at the lake. During weekends, she, and her family love to go side by side riding and boating. Ashley also loves to feed her excessive habit of online shopping.

Qualifications

  • Bachelor of Science in Human Resources -- Southern New Hampshire University
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Cassidy Graham

Cassidy Graham

Marketing Manager

Personal Intro

Cassidy enjoys spending time and travelling with her husband, John and their beagle mix puppy, Chloe. On the weekends you can find Cassidy either trying a new local restaurant or entertaining family and friends.

Qualifications

  • Bachelor of Arts in Public Relations & Bachelor of Arts in Digital Design with a minor in Marketing, Waynesburg University.

Roles & Responsibilities

  • Work with advisors to develop, implement and manage tailored marketing strategies for their individual practices
  • Optimize client experiences for current clients and prospective clients of Premier Wealth Partners
  • Partner with advisors to manage client events and discover new business opportunities
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Megan Ross

Megan Ross

Investment Specialist

Personal Intro

I like to listen to music and go for walks outside.

Qualifications

  • I’ve been in the industry for five years. I’ve passed the Series 7, and I’m working towards the Series 66

Roles & Responsibilities

  • I manage our SPS Advisor accounts
  • I handle incoming Rollovers and Transfers
  • I process money requests
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Chris Nickelson

Chris Nickelson

Financial Planning Specialist

Personal Intro

Spending time outdoors (biking, hiking with my dog, Cooper and gardening) and spending time with family and friends. Community participation is also very important to me. Currently, I serve as a board member for the Crafton Borough Parks & Recreation.

Qualifications

  • Bachelorof Science in Business Administration, Finance – Waynesburg University

Roles & Responsibilities

  • Lead our Financial Planning and Insurance Teams.
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Jennifer Sherback

Jennifer Sherback

Client Service Manager

Personal Intro

Jennifer enjoys spending time with her family, hiking/exploring new areas, skiing, beach trips, playing with her dog and watching a great TV series.

Qualifications

  • Master of Occupational Therapy -- Duquesne University
  • Bachelor of Science in Health Sciences -- Duquesne University
  • After a successful 20+ years as an occupational therapist, Jennifer transitioned into the financial world in 2021 to explore new interests and skills

Roles & Responsibilities

  • Lead client follow up
  • Handle all aspects of project management
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Kellie Lynch

Kellie Lynch

Client Service Specialist

Personal Intro

Kellie enjoys being outdoors and staying active by traveling, skiing, boating, hiking, playing sports and working out. She also loves curling up to read and relax.

Qualifications

  • Bachelor of Science in Business Administration with a concentration in Economics and a double minor in Spanish and Statistics – California University of PA

Roles & Responsibilities

  • Onboarding specialist for new clients, transitioning clients and Experienced Advisor Recruits
  • Prepare initial agendas and reports for client meetings
  • Facilitate communication between team members to ensure completion of tasks
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Maria Hudock

Maria Hudock

Client Service Specialist

Chasity Matteson

Client Service Specialist

Nancy Lingeman

Client Service Specialist

Michele Martin

Michele Martin

Operations Manager

Personal Intro

Michele enjoys hiking, k ayaking, r eading, c rocheting and crafting, and s pending time with family

Qualifications

  • BA University of Pittsburgh
  • M. Ed. Franciscan University

Roles & Responsibilities

  • Operations Manager for Tony Aiello and Lisa Brooks
  • Responsible for Team management and culture
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Barbara Arend

Barbara Arend

Client Relationship Manager

Personal Intro

Besides spending time with her husband, Matthew and cat, Grayson, Barbara likes to go to estate and tag sales, as well as farmers’ markets and church festivals. She is an avid reader and she crochets. Barbara is the genealogist in the family. Her family tree on Ancestry.com has over 12,300 people.

Qualifications

  • Master of Telecommunications Management and Public Administration
  • Bachelor of Arts in Radio & Television Programming & Production
  • Before starting with Ameriprise, Barbara worked for more than 20 years in the management, education and media industries as a producer/director
  • Barbara has been with Ameriprise for more than 12 years
  • Barbara is a notary public

Roles & Responsibilities

  • Prepare before and follow up after client meetings
  • Work directly with clients as a primary contact for her advisor team
  • Facilitate communication between team members to ensure completion of tasks
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Shane Bright

Shane Bright

Financial Planning Specialist

Personal Intro

I like to get outdoors, workout, cook/grill, read a book/watch a flick, explore different craft beers, and watch whatever game is on TV.

Qualifications

  • Masters Business Administration, East Carolina University

  • Bachelor of Arts in Criminal Justice, East Carolina University

Roles & Responsibilities

  • I prepare for meetings for Tony Aiello and Lisa Brooks, as well as produce financial plans/reports for our clients.
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Janine Olivieri

Janine Olivieri

Client Service Specialist

Gloria Stultz

Gloria Stultz

Client Service Specialist

Elizabeth Sloan

Elizabeth Sloan

Client Service Specialist

Personal Intro

Liz enjoys cooking, listening to audiobooks, camping, and spending time with her family and friends.

Qualifications

  • Bachelor of Arts in Journalism with a minor in Sociology from Indiana University of Pennsylvania
  • She has been in the industry for 3.5 years, 1 of those years with PWP.

Roles & Responsibilities

  • Maintaining high performance levels for service-related processes, and implementing improvement activities wherever necessary
  • Ensuring that systems, procedures, and methodologies are in place to support outstanding service delivery
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Michelle Petrella

Michelle Petrella

Client Relationship Manager

Makenzie Aloe

Makenzie Aloe

Intern

Kristina Messenger

Kristina Messenger

Client Service Specialist

Mary Goodman

Client Service Specialist

Donald Maraney

Client Relationship Manager

Travis Maraney

Paraplanner

Personal Intro

I have three young children that occupy most of my life outside of work. When I'm not coaching t-ball or doing home improvement jobs, I also enjoy attending West Virginia Mountaineer sporting events.

Qualifications

  • Bachelor of Science in Engineering, West Virginia University

  • Series 7 & Series 66

Roles & Responsibilities

  • After an 8-year career in engineering and IT, I decided to pursue financial advising. This path allows me to continue my love for problem solving while making a positive impact on individual lives.
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Michael W. Nye

Michael W. Nye

Paraplanner

Qualifications

  • B.S. in Management, Penn State University

Roles & Responsibilities

  • Maintains compliance standards
  • Coordinates client financial advice
  • Performs investment research
  • Executes trades and provides client service
  • Provides technology support
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Terri L. Dominick

Marketing Specialist

Qualifications

  • B.A. in Communication, Minor in Journalism, Slippery Rock University of Pennsylvania

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Kelly Karas

Client Service Specialist

Qualifications

  • Associates Degree in Liberal Arts, Westmoreland County Community College

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Julie Bays

Financial Planning Specialist

Susan Mullens

Client Service Specialist

Debbie Voloski

Assistant

Hope Stapleton

Client Service Manager