ADVISOR BIO

Marcus Magyar is a financial advisor with over 14 years of experience in the industry. Marcus has worked with several firms, including Prudential Investment Management Services LLC and Scottrade, Inc. Marcus is currently a partner at Captrust and manages their wealth management and executive financial planning practice. Marcus is registered as an Investment Advisor Representative in Pennsylvania. Marcus also holds Series 63, 65, 7 and 26 licenses and has passed the SIE exam.

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ADVISOR BIO

Marcy Lynn Annis is a financial professional with over 30 years of experience in the financial services industry. Marcy is currently registered with Lincoln Investment in Horsham, PA. Marcy has held previous roles with firms such as Citigroup Global Markets Inc., Advest, Inc., and Lincoln Investment Planning, Inc.. Marcy is Series 6, 7, and 63 licensed. Marcy has a wide range of experience and expertise. Marcy is passionate about providing financial guidance and working with clients to achieve their financial goals.

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ADVISOR BIO

Marcy Leprell is a financial advisor registered with Janney Montgomery Scott LLC since 2009. Marcy holds the Series 7, Series 63, and Series 65 licenses. Marcy previously worked for Citigroup Global Markets Inc. and Prudential Securities Incorporated. Marcy has been working in the financial services industry for over 23 years and is experienced in providing investment advice to a variety of clients, including high net worth individuals, corporations, and pension plans.

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ADVISOR BIO

Margaret Mary Petrillo is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since June 2015. Margaret Mary Petrillo is registered in 53 states and jurisdictions for both broker-dealer and investment advisor activities. In addition to securities, Margaret Mary Petrillo is also registered to offer banking products and services through JPMorgan Chase Bank, N.A. Margaret Mary Petrillo has worked for Morgan Stanley and Xerox Corporation in the past. The advisor holds Series 66, SIE, and Series 7 licenses.

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ADVISOR BIO

Margaret Felton Brown is a financial advisor with over 25 years of experience in the financial services industry. Margaret joined Osaic FA, Inc. in 2016, and has a focus on investment planning, and portfolio management services for both individuals and businesses. Margaret previously worked at HORNOR, TOWNSEND & KENT, INC. and PRUCO SECURITIES CORPORATION. Margaret holds the Series 6 license and the Securities Industry Essentials Examination.

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ADVISOR BIO

Margaret Bonner is an investment advisor representative with Equita Financial Network, Inc.. Margaret is registered in New York and holds a Series 65 license. She is a licensed investment advisor representative. Margaret's firm is a registered investment advisor with headquarters located in Fort Washington, PA. The firm's approximate total regulatory assets under management (AUM) is $283,061,181.

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ADVISOR BIO

Margaret Bridegum is a financial advisor at Stifel, Nicolaus & Company, Inc. Margaret has been in the industry since September 2019. Margaret is licensed in Pennsylvania and Texas. Margaret has a Series 66, Series 7TO, and SIE.

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Margaret Holden Folk is a financial advisor with Raymond James Financial Services Advisors, Inc. Margaret has been in the industry for over 10 years and has earned the Certified Financial Planner designation. Margaret is registered to provide investment advice in 18 states.

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ADVISOR BIO

Margaret Ellen Emerson is a financial advisor with Raymond James & Associates, Inc. with over 40 years of experience in the financial services industry. Margaret has a strong track record of providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Raymond James & Associates, Inc. in 2009, Margaret held positions at CITIGROUP GLOBAL MARKETS INC. and JANNEY MONTGOMERY SCOTT INC. Margaret holds the Series 7, Series 31, Series 63, and Series 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant.

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ADVISOR BIO

Margaret Chia is a financial professional with over 35 years of experience in the industry. Margaret is currently registered with Hornor, Townsend & Kent, LLC as a Registered Representative and Investment Advisor Representative. Margaret has also been a Registered Principal with Hornor, Townsend & Kent, LLC since 1991. Margaret has previously worked with AMA Investment Advisors, Inc. and has held licenses in multiple states. Margaret has a wide range of experience in providing financial services to a diverse clientele.

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