ADVISOR BIO

Robert Fitzpatrick has been an active investment advisor in the financial services industry since 1980. Robert currently works at L.m. Kohn & Co. and holds several active registrations, including the Series 7 and Series 65 licenses, and is registered in several states. His previous experience includes positions at MIDSOUTH CAPITAL, INC., WACHOVIA SECURITIES, LLC, FIRST UNION CAPITAL MARKETS CORP., PRUDENTIAL SECURITIES INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Robert’s specialties include financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Robert Petrus wilhelm Kanters is a financial advisor who has been in the industry since 1985. Robert is currently registered with Morgan Stanley. Robert has previously worked at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and LEGG MASON MASTEN INC. Robert is a licensed agent with a Series 63, Series 7 and a SIE license.

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ADVISOR BIO

Robert Medlock is a financial advisor at Vanguard Advisers, Inc. Robert is registered as a securities broker in Pennsylvania. Robert holds Series 6, 7, 24, 63 and 66 securities licenses. Robert has been working in the securities industry since July 2006.

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ADVISOR BIO

Robert John Buell is a financial advisor with Ic Advisory Services, Inc.. Robert has been in the financial industry since 1997 and is licensed in several states, including Pennsylvania, Florida, Ohio, North Carolina, and Virginia. Robert provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Robert also has experience in working with charitable organizations and pension and profit-sharing plans. Robert's primary office is in Bedminster, New Jersey, but Robert also serves clients in Curwensville, Pennsylvania.

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ADVISOR BIO

Robert Schubert is an investment advisor representative with LPL Financial LLC. Robert has been in the financial services industry for 20 years. Robert is registered with the state of Pennsylvania and is a Series 66, Series 7, and SIE licensed representative. Robert has previously worked at Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. Robert specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Robert Joseph Standish is a financial advisor with Wealth Enhancement Advisory Services, LLC. Robert has been working in the financial industry since December 6, 1999. Robert has been registered with Wealth Enhancement Advisory Services, LLC since March 4, 2020. Previously, Robert was registered with BPU INVESTMENT MANAGEMENT INC., PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., and MERCER ALLIED COMPANY, L.P. Robert is licensed in California, Nevada, and Pennsylvania. Robert is also a Certified Financial Planner.

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ADVISOR BIO

Robert Clayton is a financial advisor with MML Investors Services, LLC in Exton, Pennsylvania. He has been in the industry for over 1 year, with experience working at both Equitable Advisors, LLC and Merrill Lynch. Robert is a Series 66, Series 7TO and SIE licensed professional and registered as a Registered Representative in Pennsylvania. He specializes in providing a wide range of services, including asset allocation programs, financial planning, pension consulting, educational seminars and selection of other advisors. His firm offers a variety of investment advisory services for individuals, businesses, and institutions, including investment companies, trusts, and foundations.

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ADVISOR BIO

Robert J. Grispon is a financial advisor at J.P. Morgan Securities LLC. Robert has been in the industry since 2000. Robert has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Robert holds a Series 6 and a Series 63 license and is registered in Delaware, Florida, Nevada, New Jersey, Pennsylvania, and Virginia.

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ADVISOR BIO

Robert Kenneth Parks is a registered Investment Advisor Representative with Wealth Quest, Ltd. Robert is a Certified Financial Planner with over 25 years of experience in the financial industry. Robert is also a partner in a CPA firm, Parks & Company. Robert is committed to providing his clients with personalized financial advice and guidance. Wealth Quest, Ltd. is a fee-only firm that offers financial planning services to individuals and families. The firm does not charge commissions or sell products.

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ADVISOR BIO

Robert J. Montag is an investment advisor representative with Osaic Institutions, Inc. Robert has been in the industry since 2003. He has a series 6, 7, 24, 63 and 65. Robert is registered in the state of Pennsylvania. Robert has experience with providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals. Robert is also a member of the New Deal Hunting and Fishing Camp.

SPECIALIZATIONS