Legend Financial Advisors, Inc - Professional Biographies

<BODY> LOUIS P. STANASOLOVICH, CFP™ Louis P. Stanasolovich, CFP™, is founder, Chief Executive Officer (CEO), and President of Legend Financial Advisors, Inc.® (Legend®). Mr. Stanasolovich has been selected in 2004 by Robb Report Worth magazine as one of “The Nation’s 100 Most Exclusive Wealth Advisors”. Lou has also been selected by Worth magazine six times as one of “The 250 Best Financial Advisors in America”, four times by Medical Economics magazine as one of “The 150 Best Financial Advisors for Doctors in America”, and twice as one of “The 100 Great Financial Planners in America” by Mutual Funds magazine. He has been named to Investment Advisor magazine’s 2004 “IA 25” list, ranking the 25 most influential people in and around the financial planning profession. Mr. Stanasolovich earned the Certified Financial Planner™ designation in 1984 and was admitted to The Registry of Financial Planning Practitioners in 1986. He is a member of the Financial Planning Association (FPA), and is a registered financial advisor with The National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization. He graduated from The Pennsylvania State University with a Bachelor of Science degree in Accounting. He has completed the 1999/2000 Entrepreneurial Management Program at Carnegie Mellon University Graduate School of Industrial Administration’s Donald H. Jones Center for Entrepreneurs. Mr. Stanasolovich is one of the co-founders of The Alpha Group. The Alpha Group, formed in 1990, is an exclusive association comprised of 17 senior investment advisors. All are principals of nationally recognized independent investment management firms throughout the United States. Collectively, they manage more than $4.0 billion of client investments. Mr. Stanasolovich was elected to the International Association for Financial Planning (IAFP; a forerunner of the FPA) National Board of Directors for four consecutive one-year terms (1988-1992). He served as a member of the IAFP’s National Ethics Committee, Registry Committee, Education Committee, Investment Committee, and the Review Committee of The Registry of Financial Planning Practitioners. He is also a former member of Certified Financial Planner Board of Standards Pass Score Committee. Lou is currently a member of FOLIOfn’s advisory board, a member of Advisor Intelligence’s advisory board, and member of the TD Waterhouse President’s Council. Lou has served on TIAA/CREF Institute’s advisory board and on the TD Waterhouse Advisory Council for the period from 1999 to 2001. Lou chaired the IAFP Northeastern United States Regional Council (1987-1988), and is a past president of the 450-plus member Pittsburgh Chapter of the IAFP (1985-1987). He is a member of the editorial advisory board of the Fee-Only Client Newsletter. He also served on the Board of Directors of the Pittsburgh Chapter of the Massachusetts Institute of Technology Enterprise Forum (1992-1993) and was a board member of the Pittsburgh Society of the Institute of Certified Financial Planners (ICFP; also a forerunner of the FPA) (1994-1995). Mr. Stanasolovich has appeared on “CBS This Morning”, Wall Street Journal Television, CNBC’s “Mutual Fund Investor”, CNBC’s “Money Club”, “Wake Up Call”, “Power Lunch”, CNNfn’s “Money & Markets”, “Your Money”, “The Money Gang”, Fox News Channel’s “Fox on Money” and “Forbes on Fox” programs and on various radio news broadcasts, including “The Bloomberg Money Show” and “The Bloomberg Countdown”. He has published articles in the following periodicals and/or web sites: The Pittsburgh Business Times, Financial Advisory Practice, Financial Planning magazine, Financial Planning on Wall Street, Personal Financial Planning, Pennsylvania Law Journal, Small Business News, Smart Business magazine, Investment News, and TheStreet.com. Quotes by him have appeared in Accounting Today, Barron’s, Bloomberg Personal, Business Week magazine, Brill.com, CFP Today, Changing Times magazine, CBS MarketWatch, Executive Report, Family Life magazine, Bottom Line Personal, Financial Planning magazine, Financial Planning News, Dow Jones Investment Advisor magazine, Journal of Financial Planning, Medical Economics, Money magazine, Morningstar Investor, Mutual Fund Market News, National Underwriter, NEFE Digest, Kiplinger’s Personal Finance, The New York Times, Physicians Financial News, USA Today, and The Wall Street Journal. He was also one of the contributing financial advisors to the books Wall Street’s Picks 1998, 2000 and 2001 by Kirk Kazanjian and the book Tips From the Top; Targeted Advice From America’s Top Money Minds edited by Edie Milligan. He has been a speaker on various financial planning and investment management subjects at national, regional, and local AICPA, FPA, IAFP, ICFP, and NAPFA conferences as well as for numerous corporations and community organizations. back to top DIANE M. PEARSON, CFP™ Diane M. Pearson, Certified Financial Planner™ (CFP™), is the Director of Financial Planning and a Financial Advisor for Legend Financial Advisors, Inc.® (Legend®). Ms. Pearson has been with Legend® since its inception in January, 1994. She has over fifteen (15) years of experience in the financial advisory profession. Diane is responsible for meeting with clients, researching client issues, preparing and presenting financial plans and updates and training staff associates in these areas. Her areas of concentration include estate planning, stock option exercise planning and pre- and post-retirement distribution planning. Diane chairs the firm’s financial planning committee and is a member of the investment committee. As the senior staff member, she oversees and/or serves as a resource for many of the firm’s day-to-day operations. She graduated from Robert Morris University in December, 1985 with a Bachelor of Science degree in Management and an Associate’s degree in Accounting. She has been twice selected by Worth Magazine as one of “The 250 Best Financial Advisors in America”. Also, she is an active member of the Financial Planning Association (FPA) and is a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization. Ms. Pearson is also a member of The National Association of Women Business Owners (NAWBO), where she holds the official position of Treasurer for the Pittsburgh Chapter and has been selected as the “Woman Business Owner of the Year” for 2004. Ms. Pearson was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered 529 Plan Consultant through the www.savingforcollege.com web site. Ms. Pearson has developed and presented a number of educational programs for organizations such as the Allegheny County Medical Society, the American Association of Individual Investors (AAII), outplacement firms, and various corporations on a variety of financial topics including: retirement planning, funding retirement plans, as well as retirement plan distribution planning; starting a savings plan and Roth IRA conversions. Diane has also hosted a roundtable discussion for Chatham College’s MBA program on the topic of “How To Find The Right Financial Advisor”. Ms. Pearson has been quoted in the Wall Street Journal, Money magazine, Family Money, Financial Planning magazine, Individual Investor magazine, Institutional Investor magazine, Investment Advisor magazine, Investment News, Physicians Personal Advisory, Pittsburgh Post-Gazette, Pittsburgh Business Times, Worth magazine and on Bloomberg’s, CNN’s, and MorningstarAdvisor.com’s web sites. She is also a regular columnist for WomensWallStreet.com. Her articles address financial planning and investing issues most important to women. Ms. Pearson has also authored a landmark article entitled Pre-59½ Distributions – Careful Analysis Is Required, regarding retirement distribution planning. She has been a guest speaker on various radio and web site broadcasts including CBS Radio, E*Trade On-Air, and “The Wealth Advisor” Show on WALE radio. She has also been a featured guest on KDKA Television’s “The Sunday Business Page”. Ms. Pearson was a monthly contributor to the Pittsburgh Tribune Review’s business page, writing articles on a variety of topics in the retirement planning area. back to top JAMES J. HOLTZMAN, CFP™, CPA James J. Holtzman is a Certified Financial Planner™ (CFP™) and a Certified Public Accountant (CPA) with Legend Financial Advisors, Inc.® (Legend® ). Mr. Holtzman is a Financial Advisor at Legend® and is also a member of the firm’s financial planning, investment management, advanced technology and education committees. Mr. Holtzman also serves as the firm’s Income Tax and Education Specialist. Mr. Holtzman’s previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses. Jim’s responsibilities at Legend® include meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates. His areas of concentration include income tax planning, estate planning, stock option exercise planning, insurance, retirement planning and Section 529 Plans. Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management. Jim is a member of the Pennsylvania and American Institute of Certified Public Accountants. He is also a graduate of the Pittsburgh Leadership Development Initiative and Pittsburgh Leadership Onboard Programs. Jim also serves on the LaRoche College Board Of Governors, is a member of the Finance Committee for the Pittsburgh Downtown Partnership and is also a member of Pittsburgh Cares. Mr. Holtzman was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the rigorous testing requirements to be a Registered Section 529 Plan Consultant through the www.savingforcollege.com web site. Jim has written articles for publications including SmartBusiness Pittsburgh and the Pittsburgh Business Times on Section 529 Plans. He has also been quoted in The Wall Street Journal Online, Pittsburgh Post-Gazette, Bloomberg Wealth Manager, National Underwriter, Smart Money, Investment News, Physician’s Personal Advisory, and in Bottom Line Personal. Jim has been interviewed on CNNfn’s “Your Money” and “Business Unusual” television programs. Jim has also been a guest speaker on various radio and web site broadcasts including CBS Radio, E*Trade On-Air and “The Wealth Advisor” Show on WALE radio. back to top RONALD W. BARNER, CFP™ Ronald W. Barner is a Certified Financial Planner™ and Financial Advisor with Legend Financial Advisors, Inc.® (Legend®). He is also a member of the firm’s Financial Planning and Investment Management committees. Ron has over twenty (20) years of experience in the financial services industry. Ron received a Bachelor of Science Degree in Business Administration with a concentration in Finance from The American University in Washington, D.C. He earned the Certified Financial Planner™ (CFP™) designation in 1993 and is a member of the Financial Planning Association (FPA). Ron served as Co-Education Chair in Central Pennsylvania’s Chapter of the FPA in 2001 and 2002. He was also the Chapter’s President-Elect in 2002 before moving to Pittsburgh. Ron has also served as President of the Exchange Club of York, Pennsylvania. Ron’s primary responsibilities at Legend® entail working in both the Investment Management and Financial Planning departments. Specific duties include researching client issues, preparing and presenting financial cases, plans and updates, developing and implementing solutions, and communicating with clients on their financial issues. He also assists with creating investment recommendations, investment research, investment management reporting and analysis as well as conducting client presentations. back to top DAVID M. WOLFE, CPA, MBA David M. Wolfe, CPA, MBA joined Legend Financial Advisors, Inc.® (Legend®) as a tax advisor in July, 2000. He previously founded the public accounting firm, David M. Wolfe, Certified Public Accountant in 1991. His public accounting firm provides services to small businesses and individuals that involve accounting, forms of business ownership, and tax planning and compliance issues. Dave’s primary duties include providing tax advice to clients who are forming, currently own, or disposing of business entities. Dave also consults clients with regard to the tax ramifications of liquidations of real estate. Mr. Wolfe has held staff and management positions in accounting, finance and sales with Deloitte & Touche, Gimbels, Rockwell International, Automatic Data Processing (ADP) and Mellon Bank. Dave graduated from The Pennsylvania State University with a Bachelor of Science degree, in accounting, and from The Ohio State University with a Masters of Business Administration degree. Dave has served on the boards of directors and held various officer positions of the Cranberry Area Chamber of Commerce, Cranberry Rotary Club, American Wind Symphony Orchestra, Pine Creek Community Band, and his church. back to top <div align="left"><FONT face="Arial, Helvetica, sans-serif" size=2><A href="index.htm" target=_top><B><FONT size=3>Home</FONT></B></A><BR> </FONT></div> <DIV align=left><FONT face="Arial, Helvetica, sans-serif" size=2><A href="/f_firm_overview.htm" target=_top><B>FIRM OVERVIEW </B></A></FONT></DIV> <DIV align=left><FONT face="Arial, Helvetica, sans-serif" size=2><A href="/f_business.htm" target=_top><B>BUSINESSES</B></A></FONT></DIV> <DIV align=left><FONT face="Arial, Helvetica, sans-serif" size=2><A href="/f_tech.htm" target=_top><B>TECH PROFESSIONALS </B></A></FONT></DIV> <p><FONT face="Arial, Helvetica, sans-serif" size=2><A href="/f_articlesonlinebus.htm" target=_top>Articles Online</A></FONT></p> <p><FONT face="Arial, Helvetica, sans-serif" size=2><A 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