ADVISOR BIO

Richard J. Smith is a financial advisor with Osaic FA, Inc., based in Oakmont, Pennsylvania. Richard has been in the financial industry since February 2009 and holds the Series 6, Series 63 and Series 65 licenses. Richard's experience includes previous employment at MetLife Securities Inc. Richard has a strong focus on portfolio management for individuals and businesses and also offers educational seminars. Richard is a registered representative of Osaic FA, Inc. and also offers insurance products through another company.

SPECIALIZATIONS

ADVISOR BIO

Richard Petro is an investment advisor with over 33 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Pennsylvania and is a registered representative of Securities America, Inc. Richard Petro's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Richard Petro's investment advisory services include selection of other advisers, educational seminars and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Richard F. White has been in the financial services industry since July 18, 1991. Richard is a Registered Representative of Innovation Partners LLC. Richard has extensive experience in the financial services industry, specializing in providing financial planning, consulting services, and investment advice to individuals and businesses. Richard's expertise includes retirement planning, college savings, and asset allocation. Richard also holds a Series 6, Series 63 and SIE license.

SPECIALIZATIONS

ADVISOR BIO

Richard Paul Tetzlaff is a financial advisor with over 35 years of experience in the industry. Richard currently works with Wells Fargo Clearing Services, LLC and is registered with the state of Pennsylvania. Richard has previously worked with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, PARKER/HUNTER INCORPORATED, and DEAN WITTER REYNOLDS INC. Richard is a Series 63, 65, 3, 5, 7, 8, 9, 10, and SIE licensed professional. Richard offers various financial services, including investment consulting, portfolio management, and financial planning. Richard is a member of the Parks & Recreation Committee for the Township of Ferguson and has held this position since January 2022.

SPECIALIZATIONS

ADVISOR BIO

Richard Vera is a registered investment advisor representative with Avantax Advisory Services. Richard has been in the industry since 2000 and has a Series 7 and Series 63 license. Richard is also a Personal Financial Specialist. Richard has experience providing financial planning and investment advice to individuals and businesses. Richard is a shareholder in Vera-CPA Inc. and provides income tax return preparation, forensic accounting, and fraud examination services. Richard also serves as a Finance Committee member for the Hemlock Farms Community Association.

SPECIALIZATIONS

ADVISOR BIO

Richard Parsons is a financial advisor who is registered with the state of Pennsylvania as both a broker and an investment advisor. Richard Parsons works for The Ayco Company, LP and is based out of their Canonsburg, PA office. Richard Parsons has been in the financial services industry since 2023. Richard Parsons has passed the Series 66, Series 7TO and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Richard Frable is a financial advisor with over 30 years of experience in the industry. Richard has a strong background in securities, investment advisory, and insurance. Richard is a Certified Financial Planner and holds a Series 63, Series 65, Series 7, and Series 24 license. Richard is currently registered with Liberty Asset Management and has previous experience with FSC Securities Corporation, Ascend Financial Services, Inc., and Capital Analysts, Incorporated. Richard has worked in Pennsylvania, Minnesota, Ohio, and New Jersey. Richard specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Richard Anthony Biele is an investment advisor representative with Andrew Garrett Inc. Richard Anthony Biele is licensed to offer financial services in 13 states. Richard Anthony Biele has been in the financial services industry since November 1991. Previously, Richard Anthony Biele was registered with S.W. BACH & COMPANY, KIRLIN SECURITIES INC. and PRINCETON SECURITIES CORPORATION. Richard Anthony Biele's office is located at 41 UNIVERSITY DRIVE, SUITE 400, NEWTOWN, PA 18940.

SPECIALIZATIONS

ADVISOR BIO

Richard Staszak is a financial advisor who has been in the industry since August 2001. He currently works for Cetera Investment Advisers LLC. Richard has held previous positions with Edward Jones in St. Louis, Missouri. Richard has passed Series 63, 66, and 7 exams and the SIE. Richard specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Richard focuses on fixed insurance products, including life, disability, annuities, LTC, VUL, and LIRPS.

SPECIALIZATIONS

ADVISOR BIO

Richard Irr has been in the financial services industry since December 1994 and is currently a registered representative with LPL Financial LLC. Richard Irr has experience providing financial advice to a range of clients, including individuals, businesses, and institutions. Richard Irr has also been a registered representative with Cambridge Investment Research, Inc., Cantella & Co., Inc., and Raymond James Financial Services, Inc., over the years. Richard Irr has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS