ADVISOR BIO

David Robb is a financial advisor at Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. David has been in the financial services industry since 1985 and has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. David is registered to provide investment advice in 36 states and is also a registered representative in Pennsylvania and Texas. David holds Series 7, 6, 63, 65, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

David Anthony Navarro is a financial advisor with Bryn Mawr Capital Management, LLC in Philadelphia, Pennsylvania. David has been a registered investment advisor representative for over 18 years and has experience working in the financial industry since 2000. He is a Chartered Financial Analyst and holds Series 63, Series 66, and Series 7 licenses, and has also passed the SIE and Series 55 exams. David has worked with HD Vest Investment Services, T3 Trading Group, LLC, Quasar Trading, LLC, Coastal Trade Securities, LLC, WTS Proprietary Trading Group LLC, Dimension Trading Group, LLC, Lighthouse Financial Group, LLC, Bear, Stearns & Co. Inc., and Institutional Direct Inc. in the past. David works with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

David McGinley is a financial professional with over 13 years of experience in the industry. David is currently registered with Wesbanco Securities, Inc. David is licensed to provide investment advice in Kentucky, Ohio, Pennsylvania, and Texas. David has a strong background in providing financial planning and portfolio management services to both individuals and high-net-worth clients.

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ADVISOR BIO

David Coult is a financial advisor with Commonwealth Financial Network, located in Macungie, Pennsylvania. David has been in the industry since 1997 and has a wide range of experience in financial planning, portfolio management, and insurance. He holds the Series 6, 7, and 66 licenses as well as the SIE exam. David has worked with several firms in the past including Hornor, Townsend & Kent, Inc., NYLIFE Securities Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. He is also a Certified Financial Planner and a Chartered Financial Consultant. David is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Neumann is a financial advisor with over 10 years of experience in the industry. David has been registered with Cambridge Investment Research Advisors, Inc. since January 2016. David is also registered as an investment advisor representative with Neumann Financial LLC, which is a firm that David is also a managing member of. Previously, David was employed with Morgan Stanley and Morgan Stanley Private Bank, National Association. David holds the Series 66, Series 7 and SIE exams. David is licensed and registered to sell securities in multiple states, including Pennsylvania, Texas, Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Vermont, Virginia, and West Virginia. David has experience providing financial planning, pension consulting, educational seminars, and market timing services. David works with a wide range of clients, including individuals, families, businesses, and charitable organizations. David is committed to providing his clients with personalized financial advice and investment strategies that are designed to help them achieve their financial goals.

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ADVISOR BIO

David Morais is a financial advisor at RKL Private Wealth. David is a certified financial planner and has been in the financial industry for over 20 years. David has experience providing financial advice to individuals, families, and businesses. David specializes in helping clients with retirement planning, investment management, and estate planning. David is a member of the Investment Committee of the Rotary Club of York, Pennsylvania.

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ADVISOR BIO

David Meschel is a financial advisor with Meschel Wealth Management LLC. David has been in the industry since 2013. David is licensed to provide investment advisory services in New Jersey and Pennsylvania. David has experience working with high-net-worth individuals, charitable organizations, and corporations or other businesses. David offers financial planning, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

David Lafferty is an investment advisor representative, currently registered in Pennsylvania. He has a background in finance and holds Series 6, 7, 22, and 63 licenses. David is a Certified Financial Planner and has experience in a variety of financial services. His current firm, Wescott Financial Advisory Group LLC, has a wide range of clients, including individuals, corporations, and charitable organizations. He has been with Wescott Financial Advisory Group LLC since 2000.

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ADVISOR BIO

David George Faith is a financial advisor with Allegheny Investments, Ltd. David has been in the financial services industry since September 27, 1995. David is registered with the state of Pennsylvania as both a Broker Dealer and an Investment Advisor. The firm's main office is located in Pittsburgh, Pennsylvania. David holds the following licenses: Series 7, Series 63, and Series 65. David has also earned the Certified Financial Planner designation. David has worked with Allegheny Investments, Ltd. since November of 2001.

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ADVISOR BIO

David Erickson is a financial advisor with First Heartland Consultants, Inc. David has been in the financial services industry since 1992. David is licensed in 22 states, including Pennsylvania, Maryland, Minnesota, and Virginia. David holds a Series 6, 7 and 66 licenses, David is a CERTIFIED FINANCIAL PLANNER™ professional and has over 30 years of experience working with individuals, families, and businesses. David's firm, First Heartland Consultants, Inc., is a Registered Investment Advisor that offers a variety of financial services, including financial planning, investment management, and retirement planning. The firm manages approximately $1.7 billion in assets under management.

SPECIALIZATIONS