ADVISOR BIO

Wesley Jordan Burke is a financial professional with over 11 years of experience in the financial services industry. Wesley is currently registered with Equitable Advisors, LLC, and is licensed to provide financial advice in 22 states. Wesley has a strong background in investments and financial planning, and is committed to helping clients achieve their financial goals. Wesley has a proven track record of success in providing financial guidance to individuals, families, and businesses. Wesley is dedicated to providing clients with personalized service and a comprehensive understanding of their financial needs. Wesley is committed to ethical and responsible financial practices, and is a member of various professional organizations.

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ADVISOR BIO

Whitney Parry is a financial professional who has been in the industry since March 2023. Whitney is a registered representative with Avantax Advisory Services and holds a Series 7TO, Series 66 and SIE licenses. Whitney also holds a state registration in Massachusetts and Pennsylvania. Whitney has experience working with individuals, corporations, and small businesses. Whitney offers financial planning, portfolio management, and retirement planning services to clients. In addition to working with Avantax Advisory Services, Whitney also operates Hartstone Business and Financial Services where Whitney provides financial services, life insurance, business consulting, tax preparation and accounting services.

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ADVISOR BIO

Whitney Bowers-miller is a financial advisor with Cetera Investment Advisers LLC, providing financial services for over 20 years. Previously, Whitney was employed by CETERA ADVISOR NETWORKS LLC, AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, M&T SECURITIES, INC., and KEYSTONE BROKERAGE, LLC, accumulating significant experience in the industry. Whitney currently provides services for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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Whitney Bates is a registered investment advisor representative with Cornerstone Advisors Asset Management, LLC. Whitney has been in the industry since February 11, 2015 and holds the Series 7, Series 66, and SIE exams. Whitney has experience providing investment advice and analysis to a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and insurance companies.

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Wilbur Lee Shertzer is a financial professional with over 30 years of experience. Wilbur is a Managing Partner at Stewardship Advisors, LLC. He is a Certified Financial Planner and a Chartered Financial Consultant. Wilbur has a diverse background with experience in various industries including finance, insurance, and real estate. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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Wilfred Morrison is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Wilfred is a registered representative in Florida, Pennsylvania and Texas. Wilfred has been in the industry since 1983 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Janney Montgomery Scott Inc., and Gruntal & Co. Incorporated. Wilfred provides investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.

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Will Henry Meyer is an investment advisor representative at Commonwealth Financial Network, specializing in financial planning. Will has been in the financial services industry since 2012 and has been registered with Commonwealth Financial Network since August 2024. Will holds the Series 65 and SIE exams and is registered with the state of Pennsylvania as an Investment Advisor Representative. Prior to joining Commonwealth Financial Network, Will worked at Strategic Path Retirement and Farmers National Bank.

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Will Benner is a financial advisor with Modera Wealth Management, LLC. Will has been in the industry since 2015. Will is a Certified Financial Planner and holds the Series 65 license. Will's areas of expertise include retirement planning, college savings, estate planning, and tax planning. Will has a history of working with individuals, families, and small businesses. Will is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Willard Foley is a financial advisor with over 30 years of experience in the industry. Willard is currently registered with &partners, a firm based in Nashville, Tennessee. Willard has been a registered representative since 1985, and has held licenses and registrations in multiple states. Willard has a broad range of experience, including securities, investment advisory, and insurance products. In addition to his work with &partners, Willard also has other business interests.

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Willem Hotham is a financial professional registered with LPL Financial LLC. Willem has been in the financial services industry since July 18, 2024. Willem holds the Series 7TO and SIE licenses. Willem is located in WEST CHESTER, PA.

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