ADVISOR BIO

Monica Dougherty is a financial advisor with New Edge Wealth. Monica has been working in the financial services industry since October 2020 and is registered with FINRA and the State of Pennsylvania. Monica has experience working with individuals, corporations, and pension and profit-sharing plans. She specializes in financial planning, portfolio management, and selection of other advisors. Monica is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Monica Pedano is a financial advisor with over 30 years of experience in the industry. Monica is currently registered with Independence Square Holdings, LLC as a Registered Investment Advisor and previously worked at firms like Morgan Stanley Smith Barney and Merrill Lynch. Monica holds several industry licenses and designations including Series 31, Series 7, and Series 10, among others. Monica is currently registered to provide investment advice in several states including California, Delaware, Florida, Nevada, New Jersey, New York, North Carolina, and Pennsylvania.

SPECIALIZATIONS

ADVISOR BIO

Monika Maria Panger is a registered investment advisor representative in Pennsylvania. Monika has been in the financial services industry since 2000. Currently, Monika is affiliated with 1919 Investment Counsel, LLC and has held previous positions at Deutsche Bank Securities Inc., Scudder Investor Services, Inc. and Brown Brothers Harriman & Co.. Monika holds a Series 7, Series 63, and Series 65 license.

SPECIALIZATIONS

ADVISOR BIO

Monique Castillo is a financial advisor with Concourse Financial Group Securities, Inc. Monique is a registered representative and has been working in the financial industry since 2008. Monique is also a licensed insurance agent and offers financial services including insurance sales in life, health, long-term care insurance, fixed and indexed annuity products. Monique has a strong track record of success in helping individuals and families reach their financial goals. Monique is dedicated to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Monique Kodor is a financial advisor who has been in the industry since October 2011. Monique Kodor is currently registered with Wells Fargo Clearing Services, LLC, and has a Series 6, Series 63 and SIE license. Monique Kodor has been registered in Pennsylvania since October 2011.

SPECIALIZATIONS

ADVISOR BIO

Monserrate Luisa Cohen is an investment advisor representative associated with Morgan Stanley. Monserrate has been working in the financial services industry since January 31, 2022. Prior to joining Morgan Stanley, Monserrate was employed by Wells Fargo Clearing Services, LLC. Monserrate holds the Series 66, Series 7TO, and SIE licenses and is registered in 41 states and 2 jurisdictions. Monserrate specializes in providing a wide range of financial services, including portfolio management, financial planning, pension consulting, and asset allocation advice.

SPECIALIZATIONS

ADVISOR BIO

Montana Nietert is a financial professional with over 4 years of experience in the financial services industry. Montana is registered with LPL Enterprise, LLC in Ohio and holds Series 7TO, SIE and Series 66 licenses. Montana specializes in providing financial planning, portfolio management and educational seminars to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Monti Allison is a financial advisor registered with Osaic FA, Inc. and Osaic FS, Inc. Monti has been in the industry since 2002. Monti is licensed to provide financial advice in 10 states.

SPECIALIZATIONS

ADVISOR BIO

Morayma Soledad Gonzalez is a financial professional with over 25 years of experience in the industry. Gonzalez is currently a registered representative at Stifel, Nicolaus & Company, Inc. in Conshohocken, Pennsylvania. Prior to Stifel, Nicolaus & Company, Inc., Gonzalez was a registered representative with MORGAN STANLEY in Winter Park, Florida, and J.P. MORGAN SECURITIES LLC in New York, New York. Gonzalez has a strong background in securities trading and investment advisory services, and holds a variety of licenses and certifications including Series 7, Series 9, Series 10, Series 24, and Series 55. Gonzalez specializes in providing financial planning, investment management, and portfolio management services to a wide range of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Morgan Grindley is a financial advisor with MML Investors Services, LLC and has been in the industry since January 20, 2004. Morgan specializes in the following areas: investment advisory, securities trading, and financial planning. Morgan is licensed in the following states: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, and Texas.

SPECIALIZATIONS