ADVISOR BIO

Rosemary Cleary is a financial advisor at Osaic Wealth, Inc. with over 5 years of experience in the financial industry. Rosemary has held previous roles at MML Investors Services, LLC in Boston, MA. She is licensed to provide securities advice in Pennsylvania and has successfully completed the Series 7 and SIE exams. Rosemary specializes in providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Rosemary Carnahan is a financial advisor with Morgan Stanley. Rosemary has been in the financial services industry since 2004. Rosemary is registered with FINRA, and holds the Series 63, SIE and Series 7 licenses. Rosemary is registered with the states of Pennsylvania and Connecticut. Prior to joining Morgan Stanley, Rosemary worked with UBS Financial Services Inc.

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ADVISOR BIO

Rosemary Knight Caffrey is a financial advisor with over 35 years of experience in the industry. Rosemary is currently registered with Raymond James Financial Services Advisors, Inc. in Clarks Summit, PA. Prior to joining Raymond James, Rosemary worked as an advisor at Wells Fargo Advisors, LLC. Rosemary is licensed to sell securities in 7 states and has a strong record of success in providing financial advice and investment management services.

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ADVISOR BIO

Roshanna Richardson is a registered investment advisor with Citizens Securities, Inc. Roshanna is a financial advisor who has been working in the industry since 2008. Her experience includes working with individuals, corporations, and other businesses. Roshanna is also a registered representative and has passed the Series 6, 7, 63, 66, and SIE exams. Roshanna is licensed to provide financial advice in New Jersey.

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ADVISOR BIO

Ross Burnam is a financial advisor with Omicron Advisors, LLC, based in Lancaster, PA. Ross has been in the industry since 2005 and has a strong background in financial planning and portfolio management. Ross is a Certified Financial Planner and has extensive experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Ross is committed to providing clients with personalized financial advice that meets their individual needs and goals.

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ADVISOR BIO

Ross Cohn is an Investment Advisor Representative at Sage Financial Group Inc. in West Conshohocken, PA. Ross has been in the financial industry for over 7 years and has a Series 7, Series 66 and SIE license. Ross specializes in providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Ross also holds a Certified Financial Planner designation.

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ADVISOR BIO

Ross Muldoon is a financial advisor with Ellis Investment Partners, LLC located in Berwyn, Pennsylvania. Ross has been in the industry since 2007 and has been associated with Ellis Investment Partners, LLC since January 2013. Ross has a Series 7 and Series 66 license. Ross is a Certified Financial Planner and has experience working with a variety of clients including high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Ross is also licensed to sell life insurance.

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ADVISOR BIO

Ross Paul Hart is a financial advisor associated with Raymond James & Associates, Inc. Ross is a registered representative with the Financial Industry Regulatory Authority (FINRA), and has been in the industry since March 4, 2013. Ross holds the Series 66, Series 7, and SIE licenses. Ross provides financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals.

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ADVISOR BIO

Ross Rubin is a financial advisor with over 15 years of experience in the industry. Ross currently works with Alphastar Capital Management, LLC in Radnor, PA. Ross is licensed to provide financial advice in Pennsylvania and Texas and holds several industry credentials, including Series 7 and Series 65 licenses. Ross has a strong background in financial planning and portfolio management, specializing in providing advice to individuals and families. In addition to his work with Alphastar Capital Management, Ross also has experience working with BCG Securities, Inc. and Financial Network Investment Corporation.

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ADVISOR BIO

Ross Vincent Harryhill is an Investment Advisor Representative with Mycio Wealth Partners, LLC. Ross is licensed in Pennsylvania. He is also a Series 65 licensed Investment Advisor Representative. Ross has over 10 years of experience in the financial services industry. He has a strong commitment to providing clients with personalized financial advice. Ross has experience working with high-net-worth individuals, corporations and charitable organizations. He also offers financial planning, portfolio management, and investment advisory services. Ross is committed to helping clients achieve their financial goals.

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