James J. Holtzman, CFP^®, CPA (inactive), is the CEO, President and Wealth Advisor with Legend Financial Advisors, Inc.^® (Legend).  He enjoys working with clients to discover their financial goals and develop a plan to help them achieve financial success.

Jim has more than two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses. Jim also serves as the firm’s Income Tax and Education Planning Specialist and is also one of the firm’s Retirement Planning Specialists.  

In addition to being a Certified Financial Planner^TM, Jim is also a Certified Public Accountant (inactive).  This wealth of expertise supports Jim as he leads Legend’s Wealth Advisory Team in serving clients in many areas including: meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates. His expertise includes investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning and education planning.

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 has also provided financial advice to various Fortune 500 and public company executives.

Mr. Holtzman graduated from La Roche University with Bachelor of Science degree in Accounting as well as in Administration and Management. Jim is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), the nation’s largest Fee-Only professional organization.  Jim is a member of the XY Planning Network, a leading organization of fee-only advisors who are focused on working with Generation X and Generation Y clients.  Jim is a member of FeeOnlyNetwork.com which elevates the visibility of fee-only financial advisors.  Jim is also a member of the Financial Planning Association (FPA), the Pennsylvania Institute of Certified Public Accountants (PICPA) and American Institute of Certified Public Accountants (AICPA). Jim is a former member of The Economic Club of Pittsburgh and a graduate of the Pittsburgh Civic Leadership Academy.  He is also a graduate of the Pittsburgh Leadership Development Initiative, which provides young leaders with the tools necessary to affect positive change in the Pittsburgh region, and Pittsburgh Leadership Onboard Programs.  Jim also serves on the La Roche University Executive Board of the Alumni Association, is a member of Pittsburgh Cares, and is a former member of the Finance Committee for the Pittsburgh Downtown Partnership.

Mr. Holtzman was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered Section 529 Plan Consultant through the www.savingforcollege.com Website.

Jim was profiled for the cover story of Equity Magazine, a publication that focused on financial and practice strategies for today’s physician and is received by a readership of over 25,000 physicians across America. Jim has also written articles for publications including SmartBusiness Pittsburgh and the Pittsburgh Business Times. He has also been quoted in The Wall Street Journal, MSN Money, Marketwatch, Pittsburgh Post-Gazette, Bloomberg, Financial Planning Magazine, Financial Advisor Magazine, Investment News, Physician’s Personal Advisory, and in Bottom Line Personal. Jim has been interviewed on CNNfn’s “Your Money” and “Business Unusual,” as well as WPXI-TV’s “Our Region’s Business” television programs. He has also been a guest speaker on several radio broadcasts.  On a number of occasions, Jim has been requested to speak on various investing and financial planning topics for various audiences including professional groups, educational institutions, investment clubs, rotary groups, senior citizen groups, medical societies, and other non-profit organizations and foundations. 

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William T. Knight (Bill), CFP^®, AWMA^®, PPC^® is a Wealth Advisor with Legend Financial Advisors, Inc.^® (Legend).  Bill thrives on servicing and developing client relationships.  He takes a thorough approach to financial planning and investment management by tailoring each strategy to meet a client’s individual financial goals.

Bill had previously been an intern with Legend from 2007 to 2010 and worked at the firm full-time from 2011 to 2014.  Bill returned to Legend in 2020 and has been an integral part of the Advisory Team.

As a Wealth Advisor at Legend, Bill assists all types of clients with their financial planning and investment needs.  Bill’s primary responsibilities include meeting with clients, performing investment research, overseeing securities trades, creating financial planning analyses for clients and assisting in training and development of staff members.  Bill is a member of the firm’s Investment Committee.  Bill is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools. 

Bill also works with clients with 401(k) and/or 403(b) Plans, helping them make important decisions about saving for retirement.  As a Professional Plan Consultant^® (PPC^®), Bill’s advanced study and training in this area provides expertise and understanding of ERISA requirements for employer-sponsored retirement plans and implement plan services with a Fiduciary standard of care.  Some of the benefits of working with a PPC^® include: mitigate risk by understanding the regulatory bodies that govern employer-sponsored plans; increase practice efficiency and effectiveness by implementing a prudent process; improve plan service models by identifying common shortfalls.  As a result of being a PPC^®, Bill has the distinction of being a retirement plan specialist.

Bill is a member of FeeOnlyNetwork.com which elevates the visibility of fee-only financial advisors.  

He graduated from the University of Pittsburgh with a Bachelor’s of Science degree in Business Administration with a major in Finance.  Bill is a native of Pittsburgh’s North Hills and currently resides in Oakland.  Bill is fluent in Spanish.  In his free time, Bill enjoys spending time with his family and pursuing hobbies in health, fitness, and Latin dancing. 

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Christopher J. Kail is the Chief Marketing Officer for Legend Financial Advisors, Inc.^® (Legend).

Chris leads the firm’s marketing efforts which have largely contributed to the growth and success of Legend. Chris’ primary responsibilities include strategic marketing planning, execution of the firm’s marketing campaigns and meeting with prospective clients. Chris leads the team that manages the firm’s Website, SEO, e-mail marketing and social media campaigns, educational Webcasts, and digital marketing initiatives.

Chris is also instrumental in the firm’s new business development activities that includes cultivating relationships with prospective clients as well as with attorneys and accountants to develop referral relationships. 

Chris has also previously served as an Adjunct Professor of Marketing at Duquesne University.  At Duquesne, he was a Professional Advisor and Mentor for Pi Sigma Epsilon (PSE).  The mission of Pi Sigma Epsilon is to develop the sales and marketing skills of its members through experiential learning and professional opportunities.  Chris was also a member of Duquesne University’s Marketing Advisory Board.  He has been a guest speaker at local universities discussing various marketing and networking strategies as well as internship opportunities for students.  He has previously spoken to Carnegie Mellon University's student Chapter of the American Marketing Association (AMA) and Duquesne University's Chapter’s of the AMA and the Public Relations Student Society of America (PRSSA). 

Chris is actively involved in various local non-profit organizations.  Chris’ extensive charity work includes being a past member of the Board of Directors for the Greater Pittsburgh Unit of the American Cancer Society (ACS).  Chris is currently on the ACS Golf Committee and assists the Men Wear Pink campaign.  Chris is a past candidate and winner of the Men Wear Pink competition in the Pittsburgh area.  

Chris is currently a member of the Board of Directors for the Cystic Fibrosis Foundation, Western PA chapter. Chris is a past "Pittsburgh's 50 Finest" honoree and finished second overall in the fundraising competition in his class. He currently serves on the Pittsburgh’s “50 Finest” Steering Committee.

Chris is currently a member of the Board of Directors for the Leukemia & Lymphoma Society (LLS), Western PA and WV chapter.  He currently serves on the “Visionary of the Year” Leadership Committee.  Chris was previously selected by the LLS as one of their “Visionary of the Year” candidates.  “Visionary of the Year” is a fundraising competition in communities across the U.S.  Candidates raise funds for blood cancer research in honor of local children who are blood cancer survivors. 

Chris is a former member of the Board of Directors for the former Northern Allegheny Chamber of Commerce (now the Pittsburgh North Regional Chamber) where he also served as the Chairperson of the Education Committee, awarding college scholarships to local high school students.  Chris was previously selected by the Northern Allegheny Chamber of Commerce as their “Emerging Business Man of the Year”. 

Chris has also been selected by Pittsburgh Magazine and PUMP as one of the “40 Under 40” recipients.  Each year, Pittsburgh Magazine and PUMP Sponsor the “40 Under 40” program with the goal of recognizing 40 people under the age of 40 who are committed to shaping our region and making it a better place for everyone to live, work, and play.  The “40 Under 40” recipients were chosen based on their passion, commitment, visibility, diversity, and overall impact on the region.  The “40 Under 40” recipients were selected by a panel of judges comprised of former winners, business professionals, and civic leaders.  Chris was chosen for this from a pool of 225 nominees.  

Chris graduated from Duquesne University with a Bachelor of Arts Degree in Communication Studies.  Chris also earned a Master’s Degree from Duquesne in Corporate Communications with a concentration in Integrated Marketing Communication.  Chris is an avid Steelers fan and season ticket holder.  He is a native of Bethel Park, PA and currently resides in the Mt. Washington neighborhood of Pittsburgh. 

Chris is an avid Steelers fan and enjoys attending sporting events and spending time with family and friends.  He is a native of Bethel Park, PA and currently resides in the Mt. Washington neighborhood of Pittsburgh.

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Celine Stanasolovich is the Director of Accounting and Human Resources at Legend Financial Advisors, Inc.^® (Legend). Celine joined Legend in 1995 after an early career in multi-unit retail management. She manages both the Human Resources and Accounting Departments.

In the accounting area, Celine is responsible for accounts payable, accounts receivable, payroll, and financial reporting.

Celine is responsible for the hiring process for all new employees including recruitment, pre-employment screening and testing, and coordinating all new hire onboarding. She is the administrator of all employee benefit programs including Flexible Spending Accounts, Health, Life and Disability Insurances and the Profit- Sharing Plan.

Celine has developed the recruiting efforts for our college and high school interns. She has served on the Employer Advisory Boards for both the Career and Professional Development Department at Robert Morris University, and the North Hills High School Academy for Business and Finance. Celine has been a volunteer for DECA Career Development district competitions; and at Duquesne University, the University of Pittsburgh, and Community College of Allegheny County for student career development programs.

Celine has volunteered for many years in her community. She has previously been a Preschool Faith Formation teacher, Faith Formation office assistant, and coordinator of a Blood Drive at Saints John and Paul Parish. She served in a variety of roles for Boy Scout and Cub Scout Troops #81 while her sons were active in scouting. She is a frequent platelet donor for Vitalant.

Celine has two adult sons: Ken, who resides in the North Hills of Pittsburgh and Tom, who resides in Honolulu, Hawaii. She resides in Franklin Park with her dog Prince, and is a Beaver County native.

Robert C. White, Jr. (Bob), AWMA^® is an Assistant Wealth Advisor at Legend Financial Advisors, Inc.^® (Legend).  Bob is a former Finance intern at Legend (June 2015 to August 2018).  Bob graduated Magna Cum Laude from Robert Morris University with a Bachelor of Science in Business Administration with a dual Major in Finance and Economics in May 2018.  Bob earned a number of academic awards while at Robert Morris University, including earning Dean’s List status from 2014 to 2018.

As an Assistant Wealth Advisor, Bob primary responsibilities include performing investment research, implementing securities’ trades, analyzing client investment portfolios, overseeing performance reports and preparing financial planning analyses for clients and assisting in training and development of staff members.  Bob is a Member of the firm’s Finance Team and Investment Committee.  Bob is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools.  

Bob was previously employed as a Universal Banker working closely with clients and servicing their financial needs.  Bob is a native of Pittsburgh’s North Hills and currently resides in Baden.

Luke A. Helsel, is an Assistant Wealth Advisor at Legend Financial Advisors, Inc.^® (Legend). Luke graduated from Robert Morris University with a Bachelor of Science Degree in Applied Mathematics and a minor in Finance. Luke also earned a Master of Business Administration with a concentration in Business Analytics.

As an Assistant Wealth Advisor, Luke’s primary responsibilities include performing investment research, implementing securities’ trades, analyzing client investment portfolios, creating performance reports and preparing financial planning analyses for clients and assisting in training and development of staff members. Luke is a member of the firm’s Finance Team and Investment Committee. Luke is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools.

Luke is a native of Johnstown, PA and resides in Moon Township, PA.

Susan M. Smith (Sue), is an Investment Coordinator at Legend Financial Advisors, Inc.^® (Legend). As an Investment Coordinator, Sue’s primary responsibilities include opening accounts and preparing client paperwork, coordinating client cash needs and assisting in training and development of staff members. Sue coordinates annual IRA Contributions and Required Minimum Distributions for clients. Sue assists clients with navigating eMoney’s Website. She also assists with the firm’s Quarterly Valuation process. Sue is a Member of the firm’s Finance Team and Investment Committee.

Sue attended Bradford Business School. She resides in Shaler Township.

Sherry Mitton, is an Information Systems Coordinator at Legend Financial Advisors, Inc.^® (Legend). As an Information Systems Coordinator, Sherry’s primary responsibilities include researching and implementing various technology programs, managing various firm projects, overseeing the firm’s administrative initiatives and managing the client appointment scheduling process for the Advisory Team. Sherry also assists with the firm’s Quarterly Valuation process. Sherry has been with the firm since 2003.

Sherry and her family reside in Ross Township.

Daniel D. Kleck is a Creative & Digital Marketing Specialist at Legend Financial Advisors, Inc.^® (Legend). Dan graduated from the University of Pittsburgh with a Bachelor of Arts degree in Media and Professional Communication with a concentration in Corporate and Community Relations. Dan originally began his career with Legend as a Marketing Intern.

Dan’s primary responsibilities at Legend include managing various aspects of the Company’s Website, developing all graphic design and marketing materials, producing and delivering electronic publications, managing E-Mail Marketing campaigns, and planning and promotion of various Educational Webcasts presented for clients and prospective clients. Dan serves as moderator for many of the firm’s Webcasts. Dan also assists in the training and development of staff members. He is also a member of the firm’s Marketing Committee.

Dan lives in the North Hills of Pittsburgh with his wife and son.

Ken Stanasolovich is a Finance & Marketing Associate at Legend Financial Advisors, Inc.^® (Legend). Ken’s primary responsibilities include developing and building the firm’s various educational newsletters and communications to both clients and prospective clients, managing the Marketing Team’s regulatory responsibilities, tracking communications between the firm and prospective clients, assisting with management of the firm’s Website, adding prospective clients into the firm’s CRM, contacting reporters for potential story opportunities and assisting with a wide-range of marketing projects. Ken also assists the Finance Team with developing various investment reports.

Ken resides in the North Hills of Pittsburgh.

Angela L. White (Angie), is an Administrative Assistant at Legend Financial Advisors, Inc.^® (Legend). Her primary responsibilities include implementing the firm’s administrative initiatives, organizing client data, e-mail processing, phone reception and various marketing and regulatory projects. Angie prepares daily reports for our finance team and assists with the Quarterly Valuation process. Angie has been with the firm since 2020. She is a 2019 graduate of Point Park University with a Bachelor’s degree in Sports, Arts and Entertainment Management.

In her free time, Angie enjoys painting, practicing various musical instruments, and attending live music events in the Pittsburgh area. Angie is a native of Pittsburgh’s North Hills and currently resides in Ross Township.