ADVISOR BIO

Robert Cole is a registered investment advisor representative who has been in the industry since 2012. Cole has a background in both brokerage and investment advisory work, having previously worked at Park Avenue Securities LLC and Allied Beacon Partners, Inc. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed to conduct business in several states, including Pennsylvania, New Jersey, and New York. Cole offers a range of services to clients, including financial planning, portfolio management for individuals, and selection of other advisors. He is a Series 6, 7, 24 and 66 licensed advisor.

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ADVISOR BIO

Robert Halbert is a financial advisor at Edward Jones. Robert is a registered investment advisor in multiple states and has been in the financial industry since 2013. Robert provides investment advice to individuals, corporations, trusts, and partnerships. Robert's services include financial planning, investment management, and retirement planning. Robert is committed to providing clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Robert Barnes is a financial advisor with over 10 years of experience in the industry. Robert has a broad range of experience with both broker-dealer and investment advisory services. Robert is currently registered as a Registered Representative and Investment Advisor Representative with Avantax Advisory Services, providing financial advice and investment management services to individuals, businesses and retirement plans. Prior to this, Robert was an investment advisor representative with Purshe Kaplan Sterling Investments, providing similar services to individuals and businesses. Robert holds both a Series 6 and Series 7 securities license, and a Series 63 and Series 65 investment advisor licenses. Robert is passionate about helping clients achieve their financial goals, and he takes a personalized approach to understand each client's unique situation and goals.

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ADVISOR BIO

Robert Michael O'Reilly is a financial advisor with over 16 years of experience in the financial services industry. Robert is currently registered with Great Valley Advisor Group, Inc. and has held previous registrations with Pruco Securities, LLC., LPL Financial LLC, Citigroup Global Markets Inc., and UBS Financial Services Inc. Robert holds Series 66, 7, and SIE licenses. Robert is also a registered investment advisor in the state of Pennsylvania. Robert specializes in financial planning, portfolio management, and consulting services.

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ADVISOR BIO

Robert K. Raposa is a financial advisor with MML Investors Services, LLC. Robert has been in the financial industry since 2007 and is licensed in several states. Robert focuses on providing asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Robert is also a registered representative of Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

Robert Ryan is a registered investment advisor representative with MML Investors Services, LLC. He is licensed in Pennsylvania and Texas. Robert has been in the financial services industry for over 2 years. His specialties include investment management, financial planning, and pension consulting. He has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Robert Wilgos is a financial advisor with Summit Financial Advisors, LLC based in Doylestown, Pennsylvania. Robert has been in the industry since June 2009 and is registered with the state of Pennsylvania and New Jersey. Robert holds a Certified Financial Planner designation. Robert also runs a separate business called Laurel Financial Consultants, LLC.

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ADVISOR BIO

Robert Link is a financial advisor with Oppenheimer & Co. Inc., based in Jenkintown, Pennsylvania. Robert has been working in the financial industry since April 15, 1981. Robert has a range of experience and expertise. Prior to joining Oppenheimer & Co. Inc. Robert was with Morgan Stanley. Robert's current registrations include Series 63 and Series 65 licenses, in addition to holding a Series 7, Series 15 and SIE licenses. Robert is currently registered as an investment advisor representative in Pennsylvania. Robert's specializations include financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Robert can assist clients in a variety of financial needs, including pension consulting and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Robert Daries is a financial advisor who has been in the industry since 1994. Robert is currently registered with Oppenheimer & Co. Inc. and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Gruntal & Co., L.L.C., Josephthal & Co., Inc., Kensington Wells Incorporated, Josephthal Lyon & Ross Incorporated, Olde Discount Corporation and Continental Broker-Dealer Corp. Robert has a broad range of experience, including serving high-net-worth individuals, corporations, and individuals other than high-net-worth. Robert provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Robert Francis Manning is a financial advisor at Morgan Stanley. Robert has been in the industry since January 27, 2015. Robert is registered in 35 states and is a Series 7, Series 66, and SIE licensed professional. Robert specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS