ADVISOR BIO

Aaron Xavier Holland is a financial advisor at Morgan Stanley. Aaron has been in the industry since July 2011. Aaron is registered with the state of Pennsylvania and holds Series 7, 9, 10, 66 and SIE licenses. Aaron has previously worked at WELLS FARGO ADVISORS, LLC, and EDWARD JONES.

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ADVISOR BIO

Abby Kristeen Mann is an Investment Advisor Representative with Hyperion Partners, LLC. Abby Mann has been working in the financial services industry since 2013 and is registered with the state of Pennsylvania. Abby Mann specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Abby Mann has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Adam Rieger is a financial advisor registered with Bryn Mawr Capital Management, LLC. Adam has been in the industry since January 1998, working in various roles in the financial sector. Adam currently holds the designation of Chartered Financial Analyst (CFA). Adam is registered as an Investment Advisor Representative (IAR) in the state of Pennsylvania and is active in the industry.

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ADVISOR BIO

Alan Glassey is a financial advisor with LPL Financial LLC. Alan has over 30 years of experience in the financial services industry. Alan's previous experience includes positions with OSAIC FA, INC., The Lincoln National Life Insurance Company, and SAGEMARK CONSULTING, INC. Alan is registered to provide investment advice and brokerage services in 17 states. Alan holds a Series 6, 7, 22, 24, 63 and 65 licenses as well as the SIE designation.

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ADVISOR BIO

Amir Shahpari is a financial advisor who has been in the industry since 2001. Amir is registered with Raymond James & Associates, Inc. and is licensed to offer securities and investment advisory services in several states. Before joining Raymond James & Associates, Inc. Amir was previously employed at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Amir holds multiple professional designations and has passed several industry exams, including the Series 7, Series 63, and SIE exams.

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ADVISOR BIO

Amy Abromaitis is a financial advisor with over 20 years of experience in the industry. Amy has held positions at several firms including The Strategic Financial Alliance, Inc., VSR Financial Services, Inc., and Sanders Morris Harris Inc. Amy holds the Series 6, 7, 63 and 66 licenses, and is a Certified Financial Planner. Amy is currently employed at Carnegie Wealth Management, LLC where she manages a portfolio of $333,639,773 for both individuals and institutions. Amy specializes in financial planning, portfolio management and selection of other advisors.

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ADVISOR BIO

Andrew Hogan is an investment advisor representative with Sequoia Financial Group, LLC in Berwyn, Pennsylvania. Andrew Hogan is also registered as an Investment Advisor in Pennsylvania.

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ADVISOR BIO

Andrew Morse is a financial advisor with over 35 years of experience in the industry. Andrew has worked with a number of firms including Alex. Brown & Sons Incorporated, Fahnestock & Co., Inc., and UBS Financial Services Inc. currently working with Morgan Stanley. Andrew is registered to provide investment advice in 37 states and is a registered representative in 2 states. Andrew is a Series 65, Series 63, Series 3, Series 7, Series 31, and SIE licensed professional. Andrew is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Andrew Reder is a financial advisor with Creative Planning. Andrew is a registered Investment Advisor Representative. Andrew has been in the industry since 1988 and has experience working at APW Capital, Inc. and Cambridge Investment Research, Inc. Andrew's primary office is located in Berwyn, PA, but he also serves clients from other locations. Andrew's firm is located in Overland Park, KS, and manages over $175 billion in assets. Andrew's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Andrew Francis Smith is an Investment Advisor Representative with Sequoia Financial Group, LLC and is licensed in Pennsylvania. Andrew is active in the industry since 2009 and has experience providing services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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