Brian Goldman is a financial advisor with Success Wealth Management LLC in Wexford, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Forest Securities, Inc. and Questar Capital Corporation before joining Success Wealth Management. Outside of his advisory role, he serves as an insurance agent for Success Financial Solutions, LLC, and is involved in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit One Day to Remember. Success Wealth Management LLC advises individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting services. The firm customizes asset allocations based on client goals and risk tolerances, conducts quarterly account reviews, and may allocate to sub-advisors when appropriate.

Matthew Kloos is a financial advisor at Success Wealth Management LLC in Wexford, PA. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior roles include positions at Cetera, PNC Bank, and Mutual of Omaha Investor Services. Success Wealth Management LLC advises individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on client goals, conducting quarterly reviews and implementing both long- and short-term strategies.