ADVISOR BIO

Aaron Weierbach is a financial advisor with RBC Capital Markets, LLC. Aaron has been in the financial services industry since August 29, 2001. Aaron is registered with the state of Pennsylvania and New Jersey. Aaron holds the Series 7, Series 66 and SIE licenses. Aaron specializes in working with high net worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and pooled investment vehicles.

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ADVISOR BIO

Adam Baird Roberts is a financial advisor with UBS Financial Services Inc. based in Conshohocken, Pennsylvania. Adam Roberts has been working in the financial services industry since 2002. He is a registered representative with FINRA and has a Series 7, Series 9, Series 10, Series 66, and SIE licenses. Adam Roberts has held previous positions with MORGAN STANLEY and MORGAN STANLEY & CO. INCORPORATED. Adam Roberts is a specialist in investment management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Adam Heller is a financial advisor registered with Mill Creek Capital Advisors, LLC. Adam is a Certified Financial Planner and has been in the industry since 2008. Adam specializes in providing financial advice to individuals, families, and businesses. Mill Creek Capital Advisors, LLC is an investment advisory firm that provides financial planning, investment management, and other advisory services to a variety of clients, including high net worth individuals, families, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Adam Sherman is a financial advisor with over 35 years of experience in the financial services industry. Adam currently works at Hornor, Townsend & Kent, LLC and has been registered with FINRA since 1985. Adam is a Certified Financial Planner and a Chartered Financial Consultant. He holds the Series 6, 7, 26, 63, and 65 licenses. In addition to his experience with Hornor, Townsend & Kent, LLC Adam has also held positions at MetLife Securities, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

ADVISOR BIO

Adam Goldin is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., located in Wayne, Pennsylvania. Adam has been in the industry for over 10 years and is registered with the state of Pennsylvania as well as several other states. Adam offers a range of services to individuals, businesses, and institutions, including portfolio management, financial planning, and investment advisory services.

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ADVISOR BIO

Adit Sem is a registered investment advisor with over 14 years of experience in the financial services industry. Adit currently works at Santander Securities LLC in Conshohocken, PA. Adit has held past roles at Citizens Securities, Inc. in Philadelphia, PA and Wells Fargo Advisors, LLC in Bala Cynwyd, PA. Adit holds licenses in several states, including Florida, Massachusetts, New Jersey, New York, Pennsylvania and South Carolina. Adit specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Alana Elizabeth Storr is a registered representative and investment advisor representative with Equitable Advisors, LLC. Alana is based in Conshohocken, PA and has been in the financial services industry for 11 years. She has a Series 66, Series 7TO, and SIE license. Alana is a member of the LPGA Amateur's Philadelphia Chapter and serves on the Events Committee.

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ADVISOR BIO

Alexander Benson Nalle is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He has been in the industry since 1993 and currently holds registrations in 18 states for both securities and investment advisory services. Nalle's experience spans multiple firms, including Donaldson, Lufkin & Jenrette Securities Corporation, Philadelphia Investors, LTD., Credit Suisse Securities (USA) LLC, and Wells Fargo Clearing Services, LLC. He has a broad range of experience working with individuals, families, corporations, charitable organizations, and pension plans. Nalle offers a variety of financial services, including investment advisory, portfolio management, and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Alexandra Burkholder is a financial advisor currently registered with Hornor, Townsend & Kent, LLC. Alexandra is a licensed advisor in Pennsylvania and New York, and holds the Series 6, Series 63, and SIE licenses. Alexandra has been in the financial industry since 2014.

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ADVISOR BIO

Amanda Corry is a financial advisor at UBS Financial Services Inc. Amanda has been in the financial services industry since 2008, and has experience with a variety of financial products and services. Amanda is licensed to sell securities in multiple states. Amanda holds the Series 7, Series 63, and SIE licenses. Amanda is committed to helping clients reach their financial goals.

SPECIALIZATIONS