ADVISOR BIO

Adam Hansen is a financial advisor with J.P. Morgan Securities LLC in Mansfield, Ohio. Adam has been working in the financial industry since August 2018. Adam holds the Series 6, Series 63, Series 6TO and SIE licenses. Adam specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.

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ADVISOR BIO

Adam Beveridge is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Mansfield, Ohio. Adam has been in the financial services industry since June 19, 2009. Adam has a Series 66, Series 7, and SIE license. Adam also holds licenses in 13 states, including Ohio, Colorado, Florida, Idaho, Illinois, Iowa, New Mexico, North Carolina, Pennsylvania, Vermont, Washington and Wisconsin. Adam has experience in a variety of areas, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Adam Lawrence Siringer is a financial advisor with J.p. Morgan Securities LLC. Adam has been working in the industry since January 2009. Adam has a Series 6 and SIE license and is registered in the state of Ohio. Adam specializes in investments, insurance, retirement planning, mutual funds, and variable annuities. Adam has previously been associated with Chase Investment Services Corp.

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ADVISOR BIO

Alex Kulka is an investment advisor representative who has been in the financial industry since 2014. Alex is currently registered with Pinnacle Advisors and is actively working as a financial advisor in Mansfield, Ohio. Alex has previously worked with Cambridge Investment Research, Inc., Invicta Capital LLC, Trustmont Financial Group, Inc., Securities Service Network, Inc., and ProEquities, Inc. Alex holds the Series 7 and 66 securities licenses as well as the SIE exam.

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ADVISOR BIO

Allen James Sykes is a financial advisor at Pinnacle Advisors in MANSFIELD, OH. Allen has been in the industry since 2011 and is a Certified Financial Planner. Allen is registered with the state of Ohio and specializes in financial planning, pension consulting, and portfolio management. Allen also has experience in working with clients in charitable organizations, high-net-worth individuals, corporations, and pension and profit-sharing plans.

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Amie Mutti is a financial advisor with over 20 years of experience in the industry. She is currently registered with Cetera Investment Advisers LLC and holds licenses to provide investment advice and services in Ohio. Previously, Amie worked for several other firms, including Infinex Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. She has passed the Series 6, Series 7, and SIE exams. Amie specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. She offers financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Andrew Elgin is a financial advisor who has been working in the financial industry since 2002. Andrew is registered with Janney Montgomery Scott LLC. He is registered in 32 states. Andrew's specializations include a broad range of financial services. Andrew has been registered with the firm since November of 2007.

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Andrew McGuire is a registered representative with J.P. Morgan Securities LLC, holding a Series 6 license. Andrew specializes in offering financial planning, pension consulting, and portfolio management services to individuals and businesses. Andrew's office is located in Mansfield, Ohio.

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ADVISOR BIO

Andrew T. Young is an Investment Advisor Representative registered with Whitaker-Myers Wealth Managers, Ltd. Andrew has been with the firm since December 2019. Andrew is also licensed to provide investment advice in Ohio and Texas. Andrew passed the Uniform Investment Adviser Law Examination (Series 65) on January 9, 2020. Andrew has a background in the financial services industry, having previously worked at Huntington Bank, JP Morgan Chase & Co. and other firms. Andrew's specialties include portfolio management for individuals, financial planning, and estate planning.

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ADVISOR BIO

Andrew Stofer is a financial advisor with MWA Financial Services Inc. He is a registered representative with the state of Ohio. Andrew has been in the financial services industry since 2009. Andrew holds Series 6 and SIE licenses. Andrew's specializations include Investment Company Products, Variable Contracts, Mutual Funds, Fixed Annuities and Variable Annuities.

SPECIALIZATIONS