ADVISOR BIO

Michael Kelley is an Investment Advisor Representative at Sequoia Financial Group, LLC, located in Akron, OH. Michael has been in the financial industry since 2010. Michael has passed the Series 7, 66, and 65 exams, and is registered in Pennsylvania. Michael has worked in the financial industry at Vanguard Marketing Corporation and Wells Fargo Advisors Financial Network, LLC in the past. Michael's experience and certifications allow Michael to provide financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Michael Allen is a financial advisor with Commonwealth Financial Network and Laurel Financial Group Inc. based in Pittsburgh, PA. Michael has been in the industry since April 2015 and holds both state and federal licenses. He is registered to provide financial planning and asset management services to individuals and businesses. Michael offers a variety of services, including portfolio management, financial planning, educational seminars, and selection of other advisors. He is registered in 18 states including Arizona, California, Colorado, Florida, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Virginia, and West Virginia.

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ADVISOR BIO

Michael Krum is a financial advisor with Osaic Wealth, Inc. located in YARDLEY, Pennsylvania. Michael has over 40 years of experience in the financial services industry. Michael has a Series 6, 7, 22, 63 and SIE licenses. Michael's areas of expertise include portfolio management for individuals and businesses, pension consulting, and financial planning. Michael is registered to provide investment advice in Colorado, Florida, Maryland, Nevada, New Jersey, Pennsylvania and Virginia. Michael is also a registered insurance agent.

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ADVISOR BIO

Michael Sean Farrell is an Investment Advisor Representative at SEI Investments Management Corp.. Michael has been in the industry since 1982 and holds a Series 63, Series 65, Series 7 and Series 24 licenses. Michael's prior registration was with SEI INVESTMENTS DISTRIBUTION CO. where Michael worked from 1993 to 2007. Prior to that Michael was registered with DEAN WITTER REYNOLDS INC from 1982 to 1988. Michael works out of the OAKS, PA office of SEI Investments Management Corp.. Michael is registered in 24 states and holds a total of 5 licenses.

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ADVISOR BIO

Michael Maniscalco is a registered investment advisor representative of Charles Schwab & CO., Inc. Michael has been in the securities industry since June 7, 2002. Michael is registered with the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the state of Pennsylvania. Michael has also passed the Series 6, 7, and 63 exams. In addition to being an investment advisor representative, Michael is also a registered representative with Charles Schwab & Co., Inc. Michael has been with Charles Schwab & Co., Inc. since December 2008 and has been with Charles Schwab Bank, SSB since December 2008. Michael is also a registered investment advisor representative with Charles Schwab & Co., Inc. in Texas.

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ADVISOR BIO

Michael Dougherty is a financial professional with over 30 years of experience in the industry. Michael is currently a registered representative and investment advisor representative at Janney Montgomery Scott LLC. Prior to joining Janney Montgomery Scott, Michael held positions at several other firms, including Stockcross Financial Services, Inc., WTS Proprietary Trading Group LLC, Legg Mason Wood Walker, Incorporated, Furman Selz LLC, Alex. Brown & Sons Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hopper Soliday & Co., Inc. Michael holds a Series 7, Series 24, Series 55, Series 57, and Series 99 license. Michael has a comprehensive understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Michael Christopher Assad is an investment advisor representative with Vicus Capital, Inc. in Bethlehem, Pennsylvania. Michael has been in the financial services industry since 2003. Prior to joining Vicus Capital, Inc., Michael worked at Walnut Street Securities, Inc. and Ameriprise Financial Services, Inc. Michael is licensed to sell securities in Pennsylvania and New Jersey. Michael holds the Series 66, SIE, and Series 7 licenses. Michael provides financial planning services to individuals and families. Michael also provides investment advisory services to pension and profit-sharing plans, corporations, and other businesses. Michael’s mission is to help individuals and families achieve their financial goals.

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ADVISOR BIO

Michael John Stramara is a financial advisor with over 18 years of experience in the financial services industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Danville, Pennsylvania. Michael has a strong background in both securities and investment advisory services. Michael has also been a vice president and independent insurance agent for various independent insurance companies.

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ADVISOR BIO

Michael Chell is a financial advisor with over 39 years of experience in the industry. Michael is a registered representative of Raymond James Financial Services Advisors, Inc., and has been with the firm since 2010. Michael is also an investment advisor representative and holds Series 7, 55, 63, and 65 licenses. Michael has been registered in 19 states and has worked for several other firms over the years. In addition to providing financial advice, Michael is also the CEO of Chell Financial Group, Inc., a support company for Raymond James.

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ADVISOR BIO

Michael Anderson is a financial advisor who has been working in the industry since 1996. Michael is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Michael is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Previously, Michael worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Michael holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses. Michael is a highly experienced advisor who has worked with a variety of clients, including individuals, families, businesses, and institutions. Michael is committed to providing personalized financial advice and helping clients achieve their financial goals.

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