ADVISOR BIO

James Arthur Bloomer is a financial advisor with Bloomer Financial Planning LLC based in Doylestown, PA. James has over 30 years of experience in the financial industry. James is a CERTIFIED FINANCIAL PLANNER™ professional. Bloomer Financial Planning LLC provides financial planning and portfolio management services for individuals.

SPECIALIZATIONS

ADVISOR BIO

James Beenders is a financial advisor with over 20 years of experience in the industry. James holds Series 6, 7, 9, 10, and 63 licenses. He is also a Certified Financial Planner. James is currently registered with Tiller Private Wealth, Inc. in Pennsylvania and Texas. James has previously been associated with Charles Schwab & Co., Inc., BNY Brokerage Inc., and C. J. M. Planning Corp. James specializes in financial planning, selection of other advisers, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

James Patrick Flanagan is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered with Avantax Advisory Services in Springfield, PA. James previously worked with 1st Global Capital Corp. in Havertown, PA. James is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. James works with individuals, corporations and businesses.

SPECIALIZATIONS

ADVISOR BIO

James David Stuncard is a financial professional based in Pittsburgh, PA. James has been in the financial services industry since 1999. He is currently registered with Osaic Institutions, Inc. where he is a registered representative. Prior to Osaic Institutions, Inc. he was also employed at INFINEX INVESTMENTS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, UVEST INVESTMENT SERVICES, PRUCO SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP. and NATIONWIDE ADVISORY SERVICES, INC.

SPECIALIZATIONS

ADVISOR BIO

James Alec Hartman is an investment advisor representative at McAdam LLC, an investment advisory firm based in Philadelphia, Pennsylvania. James has been with McAdam since June 2021 and has a Series 65 license. James has also worked as an investment advisor representative for other firms, including Covenant Capital LLC, Leedon Park Capital, and FMI Capital Advisors. James holds a degree from UNC Chapel Hill.

SPECIALIZATIONS

ADVISOR BIO

James Mashey is a financial advisor who has been in the industry since 1993. James is currently registered with LPL Enterprise, LLC. James provides financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. James also offers educational seminars. Before joining LPL Enterprise, LLC, James worked for Farmers Financial Solutions, LLC, LPL Financial LLC, Trustmont Financial Group, Inc., Tower Square Securities, Inc., NYLIFE Securities Inc., and Pruco Securities Corporation. James has a wide range of experience in the financial services industry.

SPECIALIZATIONS

ADVISOR BIO

James B Doherty is a financial advisor with Hornor, Townsend & Kent, LLC. James is a registered representative in Massachusetts and holds the Series 63, Series 6TO, and SIE licenses. James is also a specialist in providing financial advice and services related to the following areas: Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Investments.

SPECIALIZATIONS

ADVISOR BIO

James Stossel has been in the financial services industry since September 1989. James is currently registered with LPL Financial LLC. James is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Prior to joining LPL Financial LLC, James was affiliated with Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. James has a strong background in financial planning and portfolio management. James is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Patrick Leslie is a registered investment advisor representative with RBC Capital Markets, LLC. James has over 40 years of experience in the financial industry and is registered in multiple states. James has a wide range of experience and specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

James Allen is a financial advisor at Vanguard Advisers, Inc. James has been in the financial services industry since 2003 and has extensive experience in financial planning and portfolio management. James has a strong background in working with high-net-worth individuals, corporations, and other institutional clients. James is also a Certified Financial Planner. James's prior experience includes positions at Lincoln Financial Distributors, Inc., Lincoln Financial Securities Corporation, and Lincoln Financial Advisors Corporation. James holds a Series 7, 24, and 66 license.

SPECIALIZATIONS