ADVISOR BIO

David Viola is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 40 years of experience in the industry. David specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients. David is registered with the state of Pennsylvania as both a Registered Representative and an Investment Advisor Representative.

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ADVISOR BIO

David William Groetsch is an investment advisor representative at Morgan Stanley. David has been in the financial industry since 1995. David is registered with the state of Pennsylvania. David has passed the Series 7, Series 31, Series 63, and Series 65 exams. David holds licenses in 33 states. David is a member of the North Hills YMCA Investment Committee and is on the board of the Pennsylvania Basketball Coaches Association. David has been employed with Morgan Stanley since 2009. David's specialties include providing financial planning, asset allocation, and investment advice. David is committed to helping clients achieve their financial goals.

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ADVISOR BIO

David Hubbs is a financial professional with over 7 years of experience in the securities industry. David is registered with J.P. Morgan Securities LLC in Pennsylvania and Texas. David has been associated with J.P. Morgan Securities LLC since October 2021. Prior to joining J.P. Morgan Securities LLC, David was employed with Citizens Securities, Inc. for 1 year and 1 month. David is also registered as an Investment Advisor Representative with J.P. Morgan Securities LLC in Pennsylvania. David holds Series 6, 7, 63, and 66 licenses.

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ADVISOR BIO

David Wayne Caccamo is an investment advisor representative at Sequent Planning, LLC. David has been in the industry for over 30 years. David is registered as an Investment Advisor Representative in Pennsylvania. David's firm has offices in Bethlehem, PA and Omaha, NE. David has been with Sequent Planning, LLC since 2019. David has previously worked at Mutual of Omaha Investor Services, Inc. David is a Series 63, 6, 65 and 26 licensed individual.

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ADVISOR BIO

David Lee Noggle is a registered investment advisor representative with Guardian Asset Advisors, LLC, and is based in Mechanicsburg, PA. David has been in the securities industry since December 14, 2010. David has passed the Series 7, Series 66 and SIE exams. David specializes in portfolio management for individuals and businesses, and financial planning. David is also registered with the Securities America, Inc. and National Planning Corporation.

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ADVISOR BIO

David Levi Frick is a financial advisor with Equitable Advisors, LLC. David is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 2016. David has a Series 7, Series 66, and Series 24 license. David has been a financial advisor for 7 years and is active in the industry. David is currently registered with the state of Pennsylvania and is also registered in Maryland, New York, South Carolina, Texas, Virginia and West Virginia. David holds a CPA license and is an adjunct professor at La Roche College.

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ADVISOR BIO

David Jason Zoll is a financial advisor with Edward Jones. David is licensed in Pennsylvania, Texas, and several other states. David has been in the financial services industry since 2009. David's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. David has a strong background in the financial services industry, with previous experience at Carrier Global Corporation and self-employment with Zoll & Company.

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ADVISOR BIO

David Bradley Forrest is an investment advisor representative at Simplicity Wealth. David has 7 years of experience in the financial services industry and has been registered with the state of Pennsylvania since 2023. David's previous employers include Cambridge Investment Research, Inc. and Devon Financial Partners. David is a licensed independent insurance agent and is the Founder & CEO of Doctor Protectors, LLC. David specializes in helping physicians, dentists and other affluent individuals with their financial needs. David holds the Series 66, SIE and Series 7 licenses.

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ADVISOR BIO

David Serratore is a financial advisor in Newtown Square, PA, and is registered with MML Investors Services, LLC. David has been in the financial industry since 2022 and is a registered representative and investment advisor. David holds a Series 63, Series 65 and a Series 6TO.

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ADVISOR BIO

David Wayne Loesser is a financial advisor with The Estate Planners Group. David Loesser has been with The Estate Planners Group since 2006. David Loesser specializes in providing financial planning, portfolio management, and insurance product advice. David Loesser has been in the financial industry since 1999. He is registered to provide investment advice in Pennsylvania, New Jersey and Florida.

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