Board of Directors

Front row from left to right: James J. Browne, CFP®, Jonathan A. Kuhn, CFP®, Jennifer M. Schrauder, CFP®, Brandon J. Haynes, CFP®.
Back row from left to right: Mark A. Manetti, CFP®, Michael A. Montileone, CFP®, David Jeter, CFP®, Darin B. Hawn, CFP®, Ralph S. Boyd, Jr., CFP®, Raymond Schutzman, CFP®, Steve Kutlenios, CFP®, CFA®, CCFSTM, R. Steven Hurst, CFP®.


Megan Ewing, Director of Human Resources

Director of Human Resources

As the Human Resources Director, Megan Ewing manages all employee relations, HR policies, and benefits for Allegheny Financial Group. She provides leadership training and guidance to AFG managers, and oversees recruitment activities for the firm. In addition to leading the Wellness Committee, Megan serves on various corporate committees including Marketing and Technology.

Education & Professional Credentials

  • The University of Toledo | Bachelor’s Degree in Business Administration – Human Resources
  • Certified DDI® Training Facilitator

Professional Experience

  • Joined Allegheny Financial Group in 2009
  • Over 15 years of HR experience in various industries
  • Experienced in employee relations, compensation, benefits administration and talent acquisition

Professional Activities

  • Member of Society for Human Resource Management (SHRM)
  • Member of Pittsburgh Human Resources Association (PHRA)

Chief Financial Officer, Chief Compliance Officer

Mr. Hawbaker manages all finance, accounting, and tax matters, as well as risk management for Allegheny Financial Group and Allegheny Investments.

Education & Professional Credentials

  • Baldwin-Wallace College | Bachelor’s Degree in Accounting
  • Certified Public Accountant
  • Series 7, 24, 28 and 99 FINRA licenses

Professional Experience

  • 13 years in public accounting
  • Four years as a Chief Financial Officer in the healthcare industry
  • Four years as Vice President of Corporate Services with a Pittsburgh-based bank

Professional Activities

  • Member of the Pennsylvania & American Institutes of Certified Public Accountants

Community Involvement

  • Board member of Bridge to Hope® National

Jamie Headley, IT Director in Pittsburgh, PA

Director of Information Technology

Sue Kimmerling, Manager of Portfolio and Commission Accounting in Pittsburgh, PA

Manager, Portfolio and Commission Accounting

Sue Kimmerling joined Allegheny Financial Group as Manager of Portfolio and Commission Accounting in Feburary 2015.

Education & Professional Credentials

  • LaRoche College | Bachelor of Science in Business Administration
  • Lean Six Sigma Certification

Professional Experience

  • 21 years as Analyst/Supervisor at Bank of New York Mellon
  • 13 years as Accounting Specialist/Supervisor at Westinghouse Financial

Jack Kraus, Chief Investment Officer in Pittsburgh, PA

Chief Investment Officer

Jack D. Kraus has served as Chief Investment Officer since March 1989 for Allegheny Financial Group, Ltd., a Registered Investment Advisory firm providing comprehensive financial advice.

Education & Professional Credentials

  • Duquesne University | Bachelor’s Degree in Accounting
  • Chartered Financial Analyst

Professional Experience

Mr. Kraus works with pension plans, individuals, and businesses in developing and implementing investment programs. These clients have had assets ranging in value from several hundred thousand to several hundred million dollars. He has worked with each client to establish investment objectives and asset allocation, select professional investment managers, and monitor the investment program.

Professional Activities

  • A frequent speaker to various professional groups on the topics of asset allocation, portfolio design, and mutual funds
  • Member of the Pittsburgh Society of Financial Analysts
  • Past Board member of the Pittsburgh Association for Financial Planning

Awards & Recognition

  • Repeat recipient of Five Star Wealth Manager Award
  • Featured in the summer “Financial Focus” issues of Pittsburgh Quarterly 2009-2018
  • Recognized as an honored member in Who’s Who Worldwide of Global Business Leaders in the Financial Services Industry
Carolyn Madigan, Practice Manager of JJB Group in Pittsburgh, PA

Practice Manager, JJB Group

Carolyn Madigan has been with Allegheny Financial Group since 1995. As the practice manager and a partner of the JJB Group, Carolyn is responsible for the day to day management of the practice, and together with her JJB Group colleagues, is dedicated to building relationships and providing exceptional service to clients.


  • Le Moyne College | Business Administration

Joe Marstellar, Manager of Advisor Services, Pittsburgh, PA

Manager of Advisor Services

Within the Advisor Services department, Joe oversees the trading, distribution, and account opening functions for all brokerage and direct mutual fund accounts. His main responsibilities include ensuring the proper processing of business and maintaining the relationship between Allegheny Financial Group, Allegheny Investments, and National Financial Services.

Education & Professional Credentials

  • University of Pittsburgh | Bachelor’s Degree in Business Administration and Finance
  • Series 7, 24, 53, and 66 FINRA licenses

Professional Experience

  • Manager of Brokerage Operations at WRP Investments; Youngstown, OH from 2005-2011

Sherree Richards, Compliance Officer

Compliance Officer

Sherree A. Richards is a Compliance Officer with Allegheny Financial Group where she provides direct support to the Chief Compliance Officers in the areas of developing, maintaining and revising policies and procedures, monitors compliance with and conducts reviews of the current compliance program to ensure compliance with regulations and coordinates regulatory examinations and inquiries.

Education & Professional Credentials

  • Westminster College
  • Operations Professional, Series 99
  • Pennsylvania Life & Health Insurance License

Professional Experience

  • Compliance Officer with Allegheny Financial Group and Allegheny Investments, 2007-present
  • Insurance Specialist with Allegheny Financial Group, 2004-2007
  • Insurance Agency Specialist with State Farm Insurance, 2000-2004
  • Insurance Agency Specialist and Catastrophe Claim Specialist with Allstate, 1996-2000

Professional Activities

  • President, Greater Pittsburgh Compliance Roundtable

Jacqueline Thacik, Vice President of Operations, Pittsburgh, PA

Vice President of Operations

As the Vice President of Operations, Jacqueline focuses on business analysis, systems integration, data management and project leadership for large, cross-functional projects.  She is responsible for managing all aspects of HAS (Hanlon Advisory Software), which serves three key purposes: client relationship management (CRM), portfolio management, and financial planning. She also has oversight of the IT and Portfolio & Commission Accounting departments.

Education & Professional Credentials

  • The Ohio State University | Bachelor of Science Degree in Business Administration
  • Marist College | Master of Business Administration
  • Rutgers The State University of New Jersey | Professional Certificate in Project Management
  • Series 99 | Series 7 | Series 24
  • Project Management Professional (PMP)

Professional Experience

  • Joined Allegheny Financial Group in 2007 and held positions including IAS Business Coordinator, IAS Business Analyst, and Director of Information Management.