ADVISOR BIO

Oakes Dewar Salancy is a financial advisor at M Holdings Securities, Inc. Oakes has been in the financial services industry since February 13, 2017, and holds the Series 63, Series 7 and SIE licenses. Prior to joining M Holdings Securities, Oakes worked at Northwestern Mutual Investment Services, LLC. Oakes currently works out of the firm’s Pittsburgh, Pennsylvania office.

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ADVISOR BIO

Ofir Maman is a financial advisor who has been in the industry since 2003. Ofir is currently registered with LPL Financial LLC, and previously worked at Ameriprise Financial Services, Inc. Ofir is licensed to provide financial advice in several states, including Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Nevada, New Jersey, Pennsylvania, and Virginia. Ofir specializes in a variety of financial services, including investment advisory services, financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Oleksa Kyj is a financial professional with over 20 years of experience in the industry. Oleksa is currently registered with Stifel, Nicolaus & Company, Inc. in Pennsylvania and Texas. Before joining Stifel, Nicolaus & Company, Inc., Oleksa was registered with Morgan Stanley, Citigroup Global Markets Inc. and UBS Financial Services Inc. Oleksa is also a board member for the Ukrainian Heritage School. Oleksa's specializations include retirement planning, mutual funds, stocks, bonds, and ETFs.

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ADVISOR BIO

Oliver Kristof Trojak is an investment advisor representative with Vanguard Advisers, Inc.. Oliver has been working in the financial services industry for 10 years and has a Series 7, Series 63, and Series 66 licenses. Oliver specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Oliver also holds a current registration with the state of Pennsylvania for investment advisory services.

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ADVISOR BIO

Oliver Joseph Oxenreiter is an active advisor registered in Pennsylvania and Texas. Oliver has been in the industry since June 2021 and is currently employed by J.p. Morgan Securities LLC. Oliver is registered to provide advisory services in both the broker-dealer and investment advisor channels, and is able to provide a wide range of financial services, including portfolio management and financial planning. Oliver has been registered to provide services across a large number of states.

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ADVISOR BIO

Olivia Atlasik is a financial advisor with Raymond James & Associates, Inc., based in Lancaster, PA. Olivia has been in the financial services industry since 2017. Olivia is a Series 7, Series 52 and Series 63 licensed representative. Previously, Olivia was a financial advisor with RBC CAPITAL MARKETS, LLC. Olivia specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Olivia Ackerman is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Olivia Ackerman is licensed to provide investment advice in 22 states and has been active in the industry since July 24, 2024. Olivia Ackerman has passed the Series 7TO, SIE, and Series 66 exams. Olivia Ackerman is based in Center Valley, Pennsylvania.

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ADVISOR BIO

Olivia Lawler is an active advisor with over 20 years of experience in the industry. Olivia is currently registered with RBC Capital Markets, LLC and has also been previously registered with WELLS FARGO CLEARING SERVICES, LLC and PNC INVESTMENTS. Olivia has been registered in various states, including Pennsylvania and Texas. Olivia has passed the Series 7TO, Series 6, and Series 63 examinations and is a specialist in various financial services areas, including investments and financial planning.

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ADVISOR BIO

Olivia Casale is a financial advisor with Ameriprise Financial Services, LLC. Olivia has been in the industry since 2023. Olivia is registered in New York and Pennsylvania. Ameriprise Financial Services, LLC is a financial services company that offers a variety of products and services, including financial planning, investment management, and insurance. The company has over 140,000 clients and manages over $479 billion in assets.

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ADVISOR BIO

Olivia Gilliland is a registered representative and investment advisor representative with LPL Financial LLC. Olivia has been in the securities industry since October 2022. Olivia has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Olivia is registered in Pennsylvania. Olivia's office is located in Butler, Pennsylvania. Olivia offers a variety of financial services, including financial planning, investment management, and consulting. Olivia is committed to helping her clients achieve their financial goals.

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