ADVISOR BIO

Debra Sood is a financial advisor registered with Fidelity Personal and Workplace Advisors. Debra has been working in the financial services industry since November 7, 2016 and has held registrations with Vanguard Marketing Corporation and Fidelity Investments. Debra provides financial planning, portfolio management for individuals and businesses, and educational seminars. Debra is licensed in 53 states, plus Puerto Rico and the Virgin Islands.

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ADVISOR BIO

Debra Dragich is a financial professional with over 25 years of experience in the industry. Debra is currently registered with Raymond James & Associates, Inc. and has previously been registered with Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Bill Few Associates, and Walnut Street Securities, Inc. Debra holds the Series 7, Series 63, Series 65, and SIE licenses and is also a Certified Financial Planner. Debra's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Debra has a history of working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Deepak Kotwal is a financial professional with over 30 years of experience in the industry. Deepak is currently registered with Cetera Investment Advisers LLC, where they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Deepak is also a Certified Financial Planner. Previously, Deepak worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Deepak has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Delaney Jean is a financial advisor with Merit Financial Advisors, based in Williamsport, Pennsylvania. Delaney has been working in the financial industry since January 7, 2019, and has experience with both Cambridge Investment Research, Inc. and Voya Financial Advisors, Inc.. Delaney holds a Series 66 license and Series 7TO and SIE certifications. Delaney specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Delaney Heenan is a Registered Representative of Trustmont Advisory Group, Inc. Delaney has been in the financial industry since 2015. Delaney is registered in New Jersey and Pennsylvania. Delaney offers securities and investment advisory services to individuals and high-net-worth individuals. Delaney's firm also provides financial planning and pension consulting services.

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ADVISOR BIO

Delonte Jamal Harrell is an investment advisor representative associated with McAdam LLC. Delonte is registered with the state of Texas and has been in the industry since 2018. Delonte offers investment advisory services for both businesses and individuals, as well as financial planning and selection of other advisors. Delonte has a Series 65 license. In addition to McAdam LLC, Delonte is also associated with McAdam Institutional Brokerage.

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ADVISOR BIO

Delores Brockington is an investment advisor representative with Wells Fargo Clearing Services, LLC. Delores has been in the securities industry since June 3, 1998. Delores is registered with the state of Pennsylvania as an Investment Advisor Representative. Delores has passed the Series 63, Series 65, Series 7 and SIE exams. Delores has previous experience with First Union Brokerage Services, Inc. and First Clearing Corporation.

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ADVISOR BIO

Demetrios Lowry is an Investment Advisor Representative registered with Equitable Advisors, LLC. Demetrios is also a Registered Representative and has been active in the financial services industry for 2 years. Demetrios has passed the Series 7TO, SIE, and Series 66 exams. Demetrios's current employment is with Equitable Advisors, LLC in Conshohocken, Pennsylvania.

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ADVISOR BIO

Demetrius Alexander Kokales is a financial advisor at Schneider Downs Wealth Management Advisors, LP. Demetrius has been a registered investment advisor for over four years, and has been in the financial services industry for over 10 years. Demetrius is a Certified Financial Planner, and has experience working with individuals, families, and businesses. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Dena Karsin is a financial advisor with Raymond James Financial Services Advisors, Inc. located in PITTSBURGH, PA. Dena Karsin has been in the financial services industry since 1990. Dena Karsin is registered with FINRA and the state of PA. Dena Karsin offers investment advisory services to individuals, businesses, and retirement plans.

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