ADVISOR BIO

Michael Touscany is a financial advisor with Confluence Financial Partners, registered to provide investment advice in Pennsylvania and Texas. Michael holds several industry certifications, including Series 63, 7, 9, 10, 31 and SIE. Michael has more than 30 years of experience in the financial services industry.

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ADVISOR BIO

Michael Samuel Monastra Jr. is a registered representative with MML Investors Services, LLC. Michael has been in the financial industry since 2011. Michael is licensed in the state of Pennsylvania and Texas. Michael has completed the Series 7TO, SIE, Series 6, Series 65, and Series 63 exams. Prior to joining MML Investors Services, LLC, Michael worked for MSI FINANCIAL SERVICES, INC. in Springfield, Pennsylvania.

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ADVISOR BIO

Michael Edward Jehle is a registered investment advisor representative with THI, Inc. in SEWICKLEY, PA. Michael has been in the industry since 1992 and has been associated with THI, Inc. since 1997. Michael also provides theatrical technical, special effects and lighting to local theater groups and schools. Michael is a practicing attorney and spends less than 10% of his time in this activity. THI also provides, through its SewickleyMartial Arts Club division, instruction in various martial arts.

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ADVISOR BIO

Michael Weishon Yen is an Investment Advisor Representative at McAdam LLC, located in Philadelphia, PA. Michael has been in the financial services industry since June 2017 and has experience working at both McAdam LLC and Purshe Kaplan Sterling Investments. Michael holds a Series 6, Series 63, and Series 65 license and is registered to provide advisory services in Colorado and Virginia. Michael specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Michael Kernicky is a financial advisor at Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Michael is a Certified Financial Planner and has over 40 years of experience in the financial services industry. Michael is registered to provide investment advice and securities brokerage services in 30 states.

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ADVISOR BIO

Michael Evans is a financial advisor with Grant Street Asset Management Inc., a firm that has offices in Canonsburg, Pennsylvania. Michael is registered as an Investment Adviser Representative in Pennsylvania and has been in the industry since 1973. Michael has a Series 65, and a Series 1 license and specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael's firm provides financial planning and portfolio management services.

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ADVISOR BIO

Michael Christopher Bass has been in the financial industry since 1995 and has been an active investment advisor since 2000. Michael has a strong background in both securities and investment advisory services. Michael is currently registered with Wealth Advisory Group, Inc. and BCG Securities, Inc. He is also a registered investment advisor representative in Pennsylvania and New Jersey. Michael holds a Series 7, 63 and 65 licenses and the SIE exam. Michael is a specialist in various areas of financial advising including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Michael Vanzandt Summers has been in the financial services industry since 1984. Michael is a registered representative with Investment Research Corp. and is currently registered in 18 states. Michael holds several licenses including Series 6, Series 22, Series 63 and SIE and has the designation of Certified Financial Planner. Michael has worked at 1717 Capital Management Company and World Capital Brokerage, Inc. in the past. Michael primarily works with individual clients as well as pension and profit-sharing plans, investment companies and high net worth individuals. The primary services Michael provides are financial planning, selection of other advisors and portfolio management.

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ADVISOR BIO

Michael Kloc is a registered representative with Nations Financial Group, Inc. located in Wayne, Pennsylvania. Michael has been in the securities industry since June 5, 1990. Prior to joining Nations Financial Group, Inc., Michael was a registered representative with Wells Fargo Advisors Financial Network, LLC, Janney Montgomery Scott LLC, Wachovia Securities, LLC, and Prudential Securities Incorporated. Michael has passed the Series 3, 7, 9, 10, 63, and SIE exams. Michael is a registered investment advisor in Pennsylvania.

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ADVISOR BIO

Michael Kalosy is a financial advisor with Pruco Securities, LLC, and Prudential Annuities Distributors, Inc. Michael has been working in the financial services industry since 2010. Michael holds the Series 6, Series 26, and Series 63 licenses. Michael's specializations include investment advisory, portfolio management, financial planning, and insurance. Michael is located at the Fort Washington, PA branch office.

SPECIALIZATIONS