Scott Sheffer is a financial advisor at Carnegie Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Carnegie Wealth Management and affiliated firms since 2017. Outside of his advisory role, he is the owner of So Farr Holdings, LLC, a holding company related to his firm's ownership interests. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing a long-term, strategic asset allocation approach with tactical adjustments based on market conditions.

Amy Abromaitis is a CFP® with 28 years of industry experience, currently serving at Carnegie Wealth Management, LLC since 2010. She previously worked at The Strategic Financial Alliance from 2016 to 2022. Outside of advising, she manages a real estate business through Radar Enterprises, LLC. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term, strategic asset allocation approach with tactical adjustments, customizing portfolios using a range of investment types and monitoring accounts regularly.