ADVISOR BIO

Kevin Rafferty is a financial advisor with over six years of experience in the industry. He is currently registered with Great Valley Advisor Group, Inc. in Wilmington, DE. Kevin has a wide range of experience, including working with high-net-worth individuals and pension plans. Kevin provides investment advisory services and financial planning.

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ADVISOR BIO

Kristen Leigh Mervine is a financial advisor at LPL Financial LLC. Kristen has been in the industry for over 20 years and is currently licensed in Pennsylvania. Kristen provides a wide range of financial services to individuals, families, and businesses.

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ADVISOR BIO

Kurt Angstadt is an investment advisor representative registered with K Wealth Advisors. Kurt has 17 years of experience in the securities industry. Kurt is also a Certified Financial Planner. Kurt is registered with the state of Pennsylvania as an Investment Advisor Representative and is also registered with the state of Pennsylvania as a Securities Agent. Kurt previously worked at Cresap, Inc. and Vanguard Marketing Corporation. Kurt's current employment is with K Wealth Advisors. Kurt's practice focuses on serving the financial needs of individuals, high-net-worth individuals, and charitable organizations. Kurt provides financial planning, pension consulting, educational seminars, and portfolio management services. Kurt is also involved in the following specializations: 1, 2, 3, and 6.

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ADVISOR BIO

Kyle Rolek is a financial advisor with Rolek Retirement Planning. Kyle has been in the financial services industry for over 10 years. Kyle specializes in financial planning, portfolio management for individuals, and educational seminars. Prior to joining Rolek Retirement Planning, Kyle was an advisor at Arete Wealth Management, LLC and PURSHE KAPLAN STERLING INVESTMENTS. Kyle is a Certified Financial Planner and holds a Series 66, Series 7, and Series 24 license.

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ADVISOR BIO

Lauri Graziano is a financial advisor with Morgan Stanley. Lauri has been in the industry since 2011 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Lauri is a dedicated financial professional who provides comprehensive financial planning and investment management services to her clients. She has a proven track record of success and a deep understanding of the financial markets. Lauri specializes in a wide range of financial services, including investment management, retirement planning, and estate planning. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Lauri is committed to providing her clients with the highest level of service and expertise. Lauri is also a registered representative of Morgan Stanley. Lauri has been with Morgan Stanley since 2016.

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ADVISOR BIO

Lindsay Friel is a financial advisor at Morgan Stanley. Lindsay has been in the industry since October 2021. Lindsay holds the Series 66, Series 7TO, and SIE licenses. Lindsay is registered to provide investment advice in 39 states.

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ADVISOR BIO

Lisa Broome is a financial advisor with Goal Quest Advisors, LLC. Lisa has been a registered representative since 1997 and has worked in the financial services industry for over 20 years. Lisa has a wide range of experience, having previously worked with companies like DAS Financial Services, Inc., Hornor, Townsend & Kent, Inc., and Lincoln Financial Advisors Corporation. Lisa specializes in providing financial planning and portfolio management services for individuals and families. Lisa is also a Certified Financial Planner.

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ADVISOR BIO

Louis Pastore is a registered representative and investment advisor representative with LPL Financial LLC. Louis has been in the securities industry since August 2013. Louis is registered in Delaware, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Louis has passed the Series 6, Series 7, Series 63, Series 65, and SIE exams. Louis previously worked with OSAIC FA, INC. and Equity Services, Inc.

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ADVISOR BIO

Luis Sepulveda is an investment advisor representative at Bryn Mawr Capital Management, LLC. Luis is registered with the state of Pennsylvania and has a Series 65 license. Luis has been in the financial industry since 2004. Luis has experience at several firms, including Valley National Advisers Inc, Chartwell Investment Partners, The Killen Group and Bryn Mawr Trust. Luis also holds specializations in 1, 2, 4, and 6.

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ADVISOR BIO

Malkia Dandy is a registered representative with Morgan Stanley. Malkia has been in the industry since October 2008, with experience at Citigroup Global Markets Inc. and Morgan Stanley. Malkia has a series 7, series 66 and SIE license. Malkia is registered with the state of Pennsylvania.

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