ADVISOR BIO

David Beltz is a financial advisor with over 25 years of experience in the industry. David is currently registered with Ameritas Advisory Services, LLC and holds a Series 6, Series 7, Series 24, Series 26, and Series 63 license. David is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. David has a strong track record of success in helping clients achieve their financial goals. David is committed to providing his clients with personalized advice and exceptional service.

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ADVISOR BIO

David Wright is a financial advisor in Hermitage, PA and has been in the industry since June 28, 1992. David is currently registered with LPL Financial LLC. David has been with LPL Financial LLC since December 2010. David has a total of 11 years of experience in the securities industry. David has passed the Series 6, Series 7, Series 63 and Series 65 exams. David specializes in providing financial planning services and portfolio management services to individuals and businesses.

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ADVISOR BIO

David Novick is a financial advisor with over 25 years of experience in the industry. David has been a Registered Representative and Investment Advisor Representative since 1996. David's current affiliations are with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. David is also a Certified Financial Planner and Chartered Financial Consultant.

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ADVISOR BIO

David Albert Domenick is an active investment advisor representative. David has over 8 years of experience in the financial industry and has been registered with the state of Pennsylvania since 2017. David is also registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed agent in Ohio and Texas. David Domenick is the owner and Managing Member of Capital A Wealth Management, LLC, a firm that provides wealth management, financial planning, and insurance services to individuals, businesses, and retirement plans. Capital A Wealth Management, LLC has offices in New Castle, Pennsylvania. The firm manages over $149 million in assets.

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ADVISOR BIO

David Jacowitz is a financial advisor with over 20 years of experience in the industry. David currently works with Equity Services, Inc., which has offices in Media, Pennsylvania and Montpelier, Vermont. David has been registered with Equity Services, Inc. since 2017. David specializes in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David has a wide range of experience in the financial services industry, having previously worked with several other firms, including MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., NYLife Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Morgan Stanley DW Inc. David is a Chartered Financial Consultant and holds several professional licenses, including Series 7, Series 24, Series 31, and the Series 66. David is committed to providing his clients with the highest level of service and personalized advice.

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ADVISOR BIO

David Saul Eisen is a financial advisor with over 30 years of experience in the industry. David has a diverse background, having worked for UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated before joining Morgan Stanley in 2020. David has a broad range of knowledge and experience, as demonstrated by his holding multiple licenses and certifications including Series 7, Series 31, Series 63, and Series 65. David is also a Registered Representative and Investment Advisor Representative for Morgan Stanley. He is based out of the West Conshohocken, PA branch office and serves clients in multiple states. David's focus is on providing comprehensive financial advice to individuals and businesses.

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ADVISOR BIO

David Rowan is a Certified Financial Planner® and Investment Advisor Representative with Rowan Financial LLC, a registered investment advisor based in Bethlehem, Pennsylvania. David has been in the industry since 2010. David is also an Investment Advisor Representative for Origin Financial, a registered investment advisor based in San Francisco, California. David provides financial planning and investment advice to individuals and families. David specializes in working with clients who are seeking to achieve their long-term financial goals.

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ADVISOR BIO

David Walley is a financial advisor who has been in the industry since November 24, 1987. David is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since November 2016. Previously, David has worked with Prudential Securities Incorporated, UBS PaineWebber Inc., and Kidder, Peabody & Co. Incorporated. David has obtained several certifications and licenses including Series 7, Series 63, Series 65, and SIE.

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ADVISOR BIO

David Patchcoski is a financial advisor with MML Investors Services, LLC, a registered investment advisor with over 72 billion dollars in regulatory assets under management. David has been in the industry for over 19 years and is registered in 27 states to provide securities and investment advice. David holds Series 6, 63 and 65 securities licenses, as well as the SIE exam. David specializes in portfolio management for individuals and businesses.

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ADVISOR BIO

David Michael Pifer is a financial advisor with Robert W. Baird & Co. Inc. David has been working in the financial industry since March 29, 2004. David is registered in 27 states and has passed the Series 66, Series 7 and SIE exams. David is a Certified Financial Planner and specializes in providing financial advice to high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, and state and municipal governments.

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