Jared Foote is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WealthPoint Advisors and New York Life. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs both tactical and strategic investment approaches, utilizing internally developed and third-party model portfolios, and offers client-facing technology including consolidated performance reporting and real-time account access.

Michael Ausherman Jr. is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Alphastar Capital Management, Brookstone Capital Management, and Legacy Capital Planners. He also owns and operates Ausherman Financial Group, an insurance sales business focused on life and long-term care insurance. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs both tactical and strategic portfolio construction using a variety of analytical approaches and model strategies.

Calen Cummins is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cummins and Perry Products, Westminster College, and Hampton High School. Cummins also serves as an independent insurance agent specializing in accident and health, life, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to a diverse client base including individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using fundamental, technical, cyclical, and charting analysis, and manages approximately $690.7 million in discretionary assets.

Alan Pershing is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 designations and 11 years of industry experience. His prior work includes roles at PNC Wealth Management and Morgan Stanley. In addition to his advisory work, he is involved as a financial consultant with West Financial Group, where he solicits insurance business. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using both proprietary and third-party models, and offers client-facing technology tools including consolidated reporting and real-time account access.

Walter West is a financial advisor with Milestone Asset Management, LLC and holds a Series 63 designation. He has 18 years of industry experience and has worked at multiple firms including Brookstone Capital Management and Center Street Advisors. In addition to his advisory roles, he serves as president of West Financial Group Inc., where he solicits insurance business. Milestone Asset Management, LLC provides discretionary asset management and financial planning services to a range of clients including individuals, families, businesses, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using internal and third-party models, and offers client-facing technology for real-time account access and consolidated reporting.

Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Alphastar Capital Management and Brookstone Capital Management. Hayes serves as a board member for the Prepare Institute, a nonprofit organization where he also teaches retirement classes. Milestone Asset Management provides discretionary asset management and financial planning to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs a combination of tactical and strategic investment approaches using both proprietary and third-party model portfolios.

Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC in Pittsburgh, PA, holding the ChFC® designation and a Series 65 license, with six years of industry experience. His prior roles include positions at Brookstone Capital Management and Power Home Remodeling Group. He also holds a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and various institutions. The firm employs a combination of tactical and strategic portfolio management approaches, utilizing model portfolios and sub-advisory relationships to manage approximately $690.7 million in discretionary assets.

Thomas Hayes is a Series 65 credentialed financial advisor with Milestone Asset Management, LLC, based in Kokomo, IN. He has two years of industry experience and has held multiple roles at Milestone along with prior positions at the University of Tampa and other organizations. Milestone Asset Management, LLC offers discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches utilizing both proprietary and third-party models, and provides clients with technology solutions for real-time account access and comprehensive performance reporting.

Richard Baker is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Alphastar Capital Management and Brookstone Capital Management. Outside of his advisory roles, he serves as a board member of the Prepare Institute, a nonprofit organization. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs a combination of tactical and strategic investment approaches using both internal and third-party models.

Austin Catania is a financial advisor at Milestone Asset Management, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management, LLC provides discretionary asset management, financial planning, and recommendations of third-party advisers and sub-advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm combines tactical and strategic approaches using fundamental, technical, cyclical, and charting analysis, and offers client-facing technology such as consolidated performance reporting and real-time account access.

Colin Barcley is a financial advisor at Milestone Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Milestone since 2022. His prior experience includes roles at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. He is also involved in insurance sales through West Advisory Group, specializing in life, long-term care, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and recommendations of third-party advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs both tactical and strategic investment approaches using internally developed and third-party model portfolios.