David Mandelbaum is a senior healthcare investor and portfolio manager with 25+ years of experience managing equity portfolios across hedge fund, wealth management, and private investment platforms.

David serves as the Portfolio Manager of the OnePoint Benestar Strategy and as a member of the Investment Committee at OnePoint BFG Wealth Partners.

He previously spent nearly two decades managing healthcare portfolios at leading hedge funds, including 14 years at Omega Advisors where he served as Partner, Portfolio Manager, and Healthcare Sector Head.

David has deep experience across the full investment cycle, encompassing fundamental research and analysis, portfolio construction, and active risk management through changing market environments. His core expertise includes translating policy, regulatory, and industry dynamics into differentiated investment insights across biopharma, life sciences, medical technology, and healthcare services.

His earlier experience included practicing healthcare law, advising diverse healthcare industry clients on complex regulatory and transactional matters, and managing private investments for a strategic venture fund.

David holds a JD from Brooklyn Law School, an MBA from NYU Stern, and an MPH from Yale University.

Joseph has served as the Director of Financial Planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.

Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.

Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University.

Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Marlene has a multifaceted role as part of the HR department, providing emotional support to employees through one-on-one interactions, facilitating team-building activities, and enhancing communication and trust across the firm. For the last 7 years she has been responsible for shaping and maintaining the firm's culture, ensuring a positive and productive work environment for everyone.

Marlene offers coaching services to OnePoint BFG’s clients as well, helping them navigate through various life circumstances. She is a dedicated coach with close to a decade of experience empowering individuals to achieve their personal and professional goals.

In 2016, Marlene received her coaching certification from The Institute of Professional Excellence in Coaching (iPEC). She has been a member of the International Coaching Federation (ICF) since 2017.

In her free time, Marlene enjoys working out, being outdoors, traveling and spending time with her family and friends.

Ryan is the founder and Director of Wealth Management for The Hicks Team.

Ryan has a true passion for helping people. Ryan’s favorite saying is, “people have goals and dreams, I want to help them make these a reality.”

Ryan and his Team work tirelessly to help their clients reach their maximum financial potential. The Team approach promotes active and ongoing client service, quarterly client reviews, and “think tank” strategy building for client planning.

Ryan has specialized in working with business owners, pre-retirees/retirees and high-income earning entrepreneurs and professionals for over 15 years.

His work in the business owner community has proven his abilities to recognize business risks and understand where the business owner should be redeploying funds to build and grow their most precious asset - their ability to thrive in business.

Ryan’s retirement planning strategies have helped create a plan for his retirees where they are in a better position to maximize their retirement income and minimize taxation so they can enjoy their retirement lifestyle throughout their GO-GO years and beyond.

For his high-income earners and entrepreneurial clients, he helps them protect their ability to Earn Income - their most valuable asset! Through a cash flow analysis, he shares that every dollar earned, spent, saved, or invested becomes either efficient or inefficient. Taxes are one of the largest erosions to our capital and it must be addressed annually. His proprietary planning process allows for his clients to review the cause and effect of every dollar in their financial plan.

Ryan studied Accounting and Finance at the University of Pittsburgh. This education has been passed through to his clients, granting them an edge through the planning techniques in which he has the ability to create and recognize.

Ryan also earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation where he is held by the CFP® Boards Code of ethics to act in the highest degree of responsibility over the management of his clients planning and decision making

Ryan resides in Peters Township with his wife Jill and two sons Asher and Landon. In his time away from the office, he enjoys spending time with his family, sporting events and golfing.

Ryan and his Team are here to help and look forward to having a conversation about your financial position.

Kiersten serves as the Director of Operations for The Hicks Team, bringing a wealth of expertise in operational leadership and a deep understanding of financial services.  Working alongside Ryan since 2015, she is dedicated to optimizing processes that drive the team’s efficiency, client satisfaction, and overall success. In her role, she oversees day-to-day operations, ensure staff communication, and implements strategic initiatives that enhance the client experience.

She collaborates closely with the team to streamline workflows, manage complex portfolios, and support key business objectives. Known for a results-driven approach, she has a proven track record of improving operational performance while maintaining a high level of service excellence. With a strong foundation in operations management, she excels at identifying opportunities for process improvement and leveraging technology to create efficiencies in fast-paced environments. Kiersten resides in Pittsburgh, where she enjoys reading, spending time with friends and family, and staying active.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Over the last 20 years, I’ve worked with individuals, families, and small business owners to uncover their true financial goals and dreams in order to make them a reality. Like a fingerprint, we all are different, which means that a financial plan should not be one size fits all. I listen to my clients intently to uncover the important components that make a lasting difference on their lives, not solely the financial data at play. The numbers do matter, of course, but a lifelong plan is one that will grow with my clients and can withstand any unforeseen circumstances that may arise along the way.

As a Financial Services Certified Professional® (FSCP®), I offer the most complete product knowledge as well as thorough marketing and planning skills training that is available to financial services professionals today.  My favorite time is family time; I enjoy reading, golf, beach vacations, and most recently, hiking!

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License ID#2061980.

Brad has a B.S. in Marketing with a Sales Management Emphasis from the University of Dayton. He has extensive experience in the fields of e-commerce and IT integrations and solutions. It is his goal for all clients to know that a knowledgeable, friendly contact is only a phone call away. Brad currently resides in Pittsburgh, where he enjoys trying out the city’s newest restaurants, golfing, and spending time with his friends and family.

Financial Representative of The Guardian Life Insurance Company of America®(Guardian), New York, NY.  Lifetime Financial Growth is not an affiliate or subsidiary of Guardian.

Michael is the newest member of The Hicks Team. He joins with over 5 years of experience in the Financial Industry and 15 years in Leadership Roles. Michael graduated from Robert Morris University with a major in Sports Management.  Michael is passionate about delivering white glove client experience while educating individuals to make the best decisions for their families. Michael and his family reside in McDonald, Pennsylvania. In his downtime, he is coaching his son’s sports teams or refereeing ice hockey.

Financial Representative of Guardian.

As a former Professional Golfer on the LPGA Tour, Missie brings a unique background to The Hicks Team. Missie focused on Optimal Performance for many years, and continues to bring the same dedication and passion from the golf course when it comes to her clients financial futures. Holding a degree in Finance from the University of Miami, Missie is excited to now have the opportunity to be involved in the world of financial planning – a goal she always had for herself.  Being a professional woman and single mom, Missie is committed to having all of her clients plan ahead for themselves and their children.

Registered Representative and Financial Advisor of Park Avenue Securities. CA insurance license #0L68421.

Shane has a strong background in Business Management. He has developed a niche working with restaurant owners and their employees. Shane consistently strives to provide professional service and support to clients. He enjoys getting to know them and assisting them with any inquiries they may have. In his spare time, Shane enjoys reading, camping, gardening, and snowboarding.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.