ADVISOR BIO

Brian Scaletta is a financial advisor who has been in the industry since 2004. Brian is currently registered with Avantax Advisory Services in Johnstown, Pennsylvania. Brian also has a separate insurance license. Prior to joining Avantax Advisory Services, Brian was with Equity Services, Inc. for 19 years. Brian holds the Series 7, Series 66, and SIE licenses. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Brian also offers educational seminars.

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ADVISOR BIO

Brian Mundey is a financial professional with over 15 years of experience in the industry. Brian is currently registered with Lincoln Investment and has been with the firm since January 2011. Brian has previously worked at Great American Advisors, Inc. and Fifth Third Securities, Inc. Brian is licensed to provide financial advice in California. Brian specializes in providing financial planning services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth individuals.

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ADVISOR BIO

Brian Russo has been in the financial services industry since 2004. Brian is currently registered as a broker-dealer and an investment advisor representative with LPL Financial LLC. Brian holds a Series 7 and Series 66 license, in addition to a SIE exam. Prior to working at LPL Financial LLC, Brian has worked at RBC CAPITAL MARKETS, LLC and UBS FINANCIAL SERVICES INC. Brian's specializations include: retirement planning, college planning, insurance and estate planning.

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ADVISOR BIO

Brian Kennedy is a financial advisor with over 29 years of experience. Brian is a Registered Representative with Cambridge Investment Research Advisors, Inc. and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Brian works in the Camp Hill, Pennsylvania office of Cambridge Investment Research Advisors, Inc. Brian also has a background in Real Estate, Health Care and Insurance. Brian has a broad range of experience in the financial industry, including portfolio management, financial planning, and investment advisory services. Brian is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Brian Joshua Jacobs is a financial advisor currently registered with Corient. Brian has been in the financial services industry for over 20 years, and is licensed to provide financial advice in Pennsylvania and Texas. Brian earned his Series 7, Series 24, and Series 66 licenses. Brian holds the Certified Financial Planner designation. Brian has worked with Corient since November 2022. Brian's previous experience includes positions at Radnor Financial Advisors, INC. and Radnor Financial Advisors, LLC.

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ADVISOR BIO

Brian Joseph White is a financial advisor associated with Vermillion & White Wealth Management Group. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and is registered in Pennsylvania and New Jersey. Brian has been working in the industry since 2002. Brian has experience providing financial planning services to individuals, families, and businesses. Brian also provides investment management services and is experienced working with retirement plans.

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ADVISOR BIO

Brian Thomas Weber is a registered representative with MML Investors Services, LLC. Brian is based in Wilkes-Barre, PA and has been in the industry since March 22, 2023. Brian holds the Series 7TO and SIE licenses. MML Investors Services, LLC provides a range of financial services, including investment management, financial planning, and portfolio management for individuals, businesses, and institutions.

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ADVISOR BIO

Brian Beversluis is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Brian has been in the industry since 2016 and holds the Series 6, 7, and 66 licenses as well as the SIE exam. Brian is currently registered as a Registered Representative in Pennsylvania, offering investment advice services. Brian is also an Associate/Employee of Fulton Bank and Fulton Financial Advisors, offering investment related services. Brian has a strong track record of helping clients reach their financial goals, and is committed to providing personalized, high-quality service.

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ADVISOR BIO

Brian Moran is a financial advisor with over 30 years of experience in the industry. Brian is a Registered Representative and Investment Advisor Representative. Brian is currently registered with Lincoln Investment and Capital Analysts. Brian specializes in providing financial advice to individuals, businesses, and retirement plans. Brian has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Brian Pears is a financial professional with over 17 years of experience in the industry. Brian is currently registered with RBC Capital Markets, LLC, and is located in the Philadelphia, PA branch office. Brian has a strong background in securities trading and investment banking. Brian is a Registered Options Principal, a General Securities Principal, and holds Series 7, 24, 55, 57TO, 63, and 79TO licenses. Brian specializes in providing portfolio management, financial planning, and pension consulting services. Previous roles included working with firms such as JonesTrading, NYFIX Securities Corporation, NYFIX Millennium, L.L.C., and NYFIX Transaction Services, Inc..

SPECIALIZATIONS