ADVISOR BIO

Gerald Cibik is a registered representative with Trustmont Advisory Group, Inc. and has over 30 years of experience in the financial services industry. Gerald has a Series 6, 26, 63, and 65 license and is registered to provide investment advice in Florida, North Carolina, Ohio, Pennsylvania, South Carolina and Texas. Gerald specializes in providing financial planning, investment management, and selection of other advisers. Gerald has also worked with a variety of firms throughout his career, including THE CODRICK FINANCIAL GROUP, INC., THE INVESTMENT CENTER, INC., MULTI-FINANCIAL SECURITIES CORPORATION, USLIFE EQUITY SALES CORP., FIRST AMERICAN NATIONAL SECURITIES, INC.

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ADVISOR BIO

Gerald Robert Rose is a financial advisor with Cadaret, Grant & Co., Inc. in Altoona, PA. Gerald has been in the financial services industry since 1991. He has a Series 6, Series 7, Series 26, Series 63 and Series 65 license. Gerald is also a Chartered Financial Consultant. He provides financial planning, portfolio management for individuals and businesses and pension consulting services to clients.

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ADVISOR BIO

Gerald Burhop has been in the financial services industry since 1997 and is currently a registered representative with Lincoln Investment and Capital Analysts. Gerald has a broad range of experience providing financial advice to individuals, families, and businesses. He is also a Certified Financial Analyst and is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Gerald Fiess is an Investment Advisor Representative with Ventura Wealth Management. Gerald has been in the industry since May 2011. Gerald holds a Series 65 license and has been registered with the state of Pennsylvania since June 2021.

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ADVISOR BIO

Gerald Lee Preschutti is a registered investment advisor representative at Wealth Advisory Group, Inc. Gerald has been in the financial services industry since 2009. Gerald specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, and charitable organizations. Gerald is a consultant at IQVIA, a health science data analytics solution provider.

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ADVISOR BIO

Gerald Barkley is an investment advisor representative registered with RBC Capital Markets, LLC. Gerald Barkley is based out of the Pittsburgh office of RBC Capital Markets, LLC. Gerald Barkley joined RBC Capital Markets, LLC in August of 2017. Prior to joining RBC Capital Markets, LLC, Gerald Barkley was an investment advisor representative with JANNEY MONTGOMERY SCOTT LLC. Gerald Barkley has been active in the financial services industry since February 2001.

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ADVISOR BIO

Gerald Barlow is a financial advisor with over 10 years of experience in the industry. Gerald is currently registered with Ameriprise Financial Services, LLC and holds Series 66, Series 7, and SIE licenses. Gerald provides a range of services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Gerald Kane is an investment advisor representative with Nordwand Advisors. Gerald Kane is a registered investment advisor in the state of Pennsylvania. He has been in the securities industry for more than 30 years and is a registered principal, holding a Series 4, Series 9, Series 10, Series 24, and Series 8. Gerald Kane has worked for several large financial institutions including JP Morgan Securities, Morgan Stanley, UBS Financial Services, Credit Suisse, and Banc of America.

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ADVISOR BIO

Gerald Joseph McCready is a financial advisor with LPL Financial LLC. Gerald has been in the industry since 1984 and is currently registered with the state of Pennsylvania. Gerald has a wealth of experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to financial planning, Gerald also provides portfolio management services for businesses and individuals.

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ADVISOR BIO

Gerald Klatz is a financial advisor with over 38 years of experience in the industry. Gerald Klatz has a Series 7, Series 63 and SIE licenses and has been registered with Ameriprise Financial Services, LLC since February 2016. Previously, Gerald Klatz was registered with Janney Montgomery Scott LLC from July 2000 to February 2016. Gerald Klatz specializes in working with individuals, high net worth individuals, corporations, trusts/estates, insurance companies, charitable organizations, and pension and profit sharing plans.

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