Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2017, following a 17-year tenure at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management, accommodating client preferences and working with third-party advisers as part of its service model.

Linda Fousek is a CFA® charterholder with 12 years of industry experience. She is currently with Carnegie Investment Counsel, where she has worked since 2013. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

William Anderson is a financial advisor at Carnegie Investment Counsel with 18 years of industry experience. He holds a Series 65 designation and has been with Carnegie Investment Counsel since 2012. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a varied investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Richard Ahl is a CFA® charterholder with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2025 and previously operated Ahl Investment Management, Inc. from 1999 to 2025. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad range of clients including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Brendan Goldstein is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds the Series 65 designation and has previously worked at Lebenthal Asset Management LLC and Lebenthal Wealth Advisors LLC. Goldstein's career has been primarily with Carnegie Investment Counsel since 2017. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and may use discretionary portfolio management, third-party manager oversight, and specialized planning, with a focus on aligning portfolios to client goals through formal investment policy statements and regular monitoring.

Alejandro Velazquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. His prior work includes roles at Eagle Ridge Investment Management and Northwestern Mutual Wealth Management Company. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and trading strategies to align portfolios with client goals and offers specialized services such as ERISA fiduciary support and governance consulting.

Gary Wagner is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a mix of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Robert Carroll is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Carnegie Investment Counsel since 2013 and holds a Series 65 license. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Douglas Warzinski is a financial advisor at Carnegie Investment Counsel with 11 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His prior experience includes roles at PNC Investments and Fi360, Inc. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients, including individuals, high net worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs diverse analytical approaches and provides both discretionary and non-discretionary portfolio management, with additional services tailored to retirement plans and specialized planning needs.

Kimberly Gannis is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, government entities, and other investment advisers. The firm employs a range of analytical approaches and may use various trading strategies to align portfolios with client goals, while also offering specialized planning and fiduciary services.

Steven Daugherty is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at PNC Private Bank, SS&C Market Services, LLC, and Charles Schwab. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a range of analytical approaches and trading strategies, often seeks discretionary authority, and provides specialized services such as ERISA fiduciary reviews and nonprofit governance support.

Douglas Pease is a Series 65-licensed advisor at Carnegie Investment Counsel with 14 years of industry experience. He has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Charles Robb is a financial advisor at Carnegie Investment Counsel with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Telos Capital Management, Rnc Genter Capital Management, and IMST Distributors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a mixed investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Lynn Najman is a CFP® with one year of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Prior to joining Carnegie in 2025, she worked at Eagle Ridge Investment Management for four years and LRN Associates, Ltd for thirteen years. She volunteers with the Foundation for Financial Planning, providing pro bono financial coaching to recently widowed women. Carnegie Investment Counsel offers investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, and it provides both discretionary and non-discretionary portfolio management tailored to client preferences.

Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Wendy Eldridge is a CFP® professional with 13 years of industry experience. She joined Carnegie Investment Counsel in 2024 after spending nine years at Aurum Wealth Management Group. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm uses a range of analytical approaches and offers both discretionary and non-discretionary portfolio management tailored to client goals.

Jodi Cowgill is a CFP® professional with 17 years of experience at Carnegie Investment Counsel. She has been with the firm since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, offering specialized services such as ERISA fiduciary oversight and nonprofit governance support.

Peter Vandenbroeck is a financial advisor at Carnegie Investment Counsel with 17 years of industry experience. He has held roles at Carnegie Investment Counsel since 2017 and previously worked at Midwest Investment Management LLC. He serves on the investment committee advisory role at Notre Dame College in South Euclid, Ohio. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

John Frye is a CFA® charterholder with 23 years of industry experience. He has worked at Carnegie Investment Counsel since 2021 and was previously with Crane Asset Management, LLC for 18 years. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including high net worth individuals, pension plans, nonprofits, corporations, and government entities. The firm employs a variety of analytical approaches and may use both long- and short-term trading strategies, options, and margin when appropriate, emphasizing alignment with client goals through written investment policy statements and ongoing monitoring.

Maria Isabel Pedrosa is a financial advisor at Gesar Capital Management with 15 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel from 2019 to 2024. She serves as Chair of the Investment Committee and a member of the Executive Committee for the Khyentse Foundation, a client of her firm. Gesar Capital Management provides discretionary portfolio management and hourly financial advisory services to individual investors, including high-net-worth clients, and charitable institutions. The firm’s investment approach is tailored to client risk profiles and includes due diligence on private funds and active management of foundation relationships.

Scott Inglis is a CFA® charterholder with 18 years of industry experience. He is currently with Carnegie Investment Counsel, where he has worked since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Benjamin Connard is a CFA® charterholder with one year of industry experience. He has worked at Carnegie Investment Counsel since 2025 and previously spent ten years at Eagle Ridge Investment Management, LLC. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension plans, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and investment strategies to align portfolios with client goals, offering both discretionary and non-discretionary management as well as specialized planning services.

Richard Alt is a financial advisor at Carnegie Investment Counsel in Fort Meyers, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Arthur Merriman III is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Skye Garland is a CFP® and CFA® affiliated with Carnegie Investment Counsel, with five years of industry experience. Prior to joining Carnegie in 2025, Garland worked at Constellation Wealth Advisors, Johnson Investment Counsel, Mariner Wealth Advisors, and FEG Investment Advisors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.

Michael Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He is currently with Carnegie Investment Counsel, where he has worked since 2025, following a 17-year tenure at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Alison Hamilton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Carnegie Investment Counsel. Her prior roles include seven years at Eagle Ridge Investment Management and seventeen years at Bessemer Trust. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofit organizations, corporations, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

David Tillson is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He joined Carnegie Investment Counsel in 2025 after 17 years at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, trust companies, government entities, and other advisers. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Brittany Blazey is a Series 65-registered advisor with seven years of industry experience. She has worked at Carnegie Investment Counsel since 2018 following five years at Private Wealth Consultants LTD. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may use long- and short-term trading, options, and margin strategies for suitable clients.

Christopher Henry is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2018, following a seven-year tenure at Private Wealth Consultants. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Michael Curry is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Schneider Downs Wealth Management Advisors, Gateway Private Wealth Management, Helm Financial, and Gateway Financial Group. Outside of his advisory role, Curry serves as Treasurer of the National Eagle Scout Association of Pittsburgh and is a member of the Young Professional Advisor Committee at The Pittsburgh Foundation. Carnegie Investment Counsel provides investment supervisory services and financial planning to a diverse client base, including individuals, high net worth clients, nonprofits, and government entities. The firm employs a variety of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Shams Afzal is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2018, with prior experience at Private Wealth Consultants. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment process combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.

Gregory Halter is a CFA® charterholder with 26 years of industry experience. He has been with Carnegie Investment Counsel since 2019 and previously worked at Laurel Grove Capital, RE Advisers Corporation, and RE Investment Corporation. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.