ADVISOR BIO

Alan Cohn is a financial advisor with Sage Financial Group Inc. based in West Conshohocken, PA. Alan has been in the financial industry since 1987. Alan has passed numerous securities exams including Series 6, 22, 63, 65, 26 and 28. Alan is a Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, businesses, charitable organizations, and pooled investment vehicles. Alan has experience in managing a variety of investments. The firm charges fixed fees, percentage of assets, and performance-based fees.

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ADVISOR BIO

Alan Latoff is a financial advisor with Janney Montgomery Scott LLC. Alan has been in the financial industry since 1989 and has experience working with a variety of clients, including individuals, corporations, and institutional investors. Alan holds the Series 7 and Series 63 securities licenses and has a Chartered Financial Analyst designation. Alan is registered in 23 states and has been working with Janney Montgomery Scott LLC since 2007.

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ADVISOR BIO

Alan Glassey is a financial advisor with LPL Financial LLC. Alan has over 30 years of experience in the financial services industry. Alan's previous experience includes positions with OSAIC FA, INC., The Lincoln National Life Insurance Company, and SAGEMARK CONSULTING, INC. Alan is registered to provide investment advice and brokerage services in 17 states. Alan holds a Series 6, 7, 22, 24, 63 and 65 licenses as well as the SIE designation.

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ADVISOR BIO

Alan Jutca is a financial professional with over 20 years of experience in the industry. Alan is currently registered with Park Avenue Securities LLC and provides a range of financial services to individuals, families, and businesses.

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ADVISOR BIO

Alan Matthew Fertel is a registered investment advisor representative associated with Private Advisor Group, LLC. Alan has been in the financial services industry since May 1993 and has been registered with the Securities and Exchange Commission (SEC) since August 2013. Alan is a registered representative in multiple states, including Pennsylvania, New Jersey, New York, Maryland, Florida, Arkansas, Minnesota, Delaware, North Carolina, Virginia, and the District of Columbia. Alan holds the Series 7, Series 31, and Series 66 licenses. Alan is a member of the Financial Industry Regulatory Authority (FINRA). Alan specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Alan offers a wide range of services, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Alan Popa is a financial advisor with over 20 years of experience in the financial services industry. Alan is registered with the state of Pennsylvania. Alan holds the Series 7 and Series 63 securities licenses and is a registered representative of Popa Financial Services, Inc. where Alan is also a President. Alan's firm provides financial planning and portfolio management services to individuals. Alan also serves as President of Popa & Associates, PC, a full-service accounting firm.

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ADVISOR BIO

Alan Mark Schapire is a financial advisor registered with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Alan is a Certified Financial Planner™ and a Personal Financial Specialist. Alan provides financial planning, pension consulting, and selection of other advisors. Alan also offers portfolio management services for individuals and businesses.

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ADVISOR BIO

Alan Shannon-breslin is a financial advisor with Ameriprise Financial Services, LLC. Alan has been in the financial industry since January 25, 2000. Alan is a Certified Financial Planner and holds the following licenses: Series 63, Series 66, Series 7, and SIE. Alan is registered to provide financial advice in Arizona, Delaware, Florida, Indiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Virginia, and Washington. Alan has worked with Ameriprise Financial Services, LLC since August 21, 2015.

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ADVISOR BIO

Alan Barlow is a financial advisor with Ameriprise Financial Services, LLC. Alan has been in the financial services industry since 2001. Alan is registered with the state of Pennsylvania and Florida. Alan has a series 63, Series 66, Series 7, and SIE licenses. Alan specializes in asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses. Alan provides a range of services including educational seminars, the publication of periodicals, and selection of other advisors.

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ADVISOR BIO

Alan Klevan is a financial advisor registered with Santander Securities LLC. Alan is based in Broomall, PA, and has been in the industry since 2014. Alan has passed the SIE, Series 6, and Series 63 exams, and is registered to sell securities in Pennsylvania. Alan's previous experience includes NYLIFE Securities LLC. Alan provides financial advice to individuals, corporations, and trusts. Alan's clients at Santander Securities LLC include individual investors, corporations, and charitable organizations.

SPECIALIZATIONS