ADVISOR BIO

James Daniel Ault is a financial advisor with Trustmont Advisory Group, Inc.. James has been in the industry since 1985. James has a Series 6, Series 26, and Series 63 license. James's office is located in Beaver Falls, Pennsylvania. James also has a branch office in Greensburg, Pennsylvania.

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ADVISOR BIO

James Sporrer is an investment advisor representative with RBC Capital Markets, LLC in Sewickley, Pennsylvania. James has been in the financial services industry for over 27 years, with experience working for various firms. James has a strong track record of providing investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

James John Scureman is a financial advisor who has been in the industry since 1982. James is currently registered with MML Investors Services, LLC and has been with the firm since 2017. James has previously worked at MSI Financial Services, Inc., New England Securities, EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. James holds Series 6, SIE, and Series 63 licenses. James specializes in retirement planning, college savings, estate planning, insurance, and investments. James also provides financial planning services for individuals, businesses, and trusts. James is dedicated to helping clients reach their financial goals.

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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.

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ADVISOR BIO

James Vanwert is a financial advisor registered with LPL Financial LLC since May 2022. James has been active in the financial industry since May 28, 2010. James holds the Series 6, 7, 63, and 66 licenses. James's professional experience includes roles with CUNA Brokerage Services, Inc. and CUNA Mutual Group. James's specializations include financial planning, investment management, and insurance. James is licensed in 22 states, including Pennsylvania, Delaware, Florida, New York, and Texas. LPL Financial LLC has been providing financial services to individuals, businesses, and institutions since 1989. LPL Financial LLC is one of the largest independent broker-dealers in the United States, with over 17,000 financial advisors.

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ADVISOR BIO

James G. Williams is a financial advisor with Planmember Securities Corp. James Williams has been in the industry since August 1, 2000. James Williams has a Series 7 and 66 license as well as a SIE. James Williams has worked for multiple firms including The Investment Center, Inc., Invest Financial Corporation, Lincoln Financial Advisors Corporation, Spire Securities, LLC and Cambridge Investment Research, Inc. James Williams currently works for Planmember Securities Corp. in the Lancaster, PA and Carpinteria, CA branch locations.

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ADVISOR BIO

James Craig Stretch is a financial advisor with Wells Fargo Clearing Services, LLC. James is a registered representative with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, 7, and 66 license. James has been in the financial services industry since August 24, 2009. James has experience with Prudential Insurance Company of America, Pruco Securities, LLC, and Nationwide Investment Services Corp. James is also registered with the state of Pennsylvania and New Jersey. James has a specializations in retirement planning, college savings, estate planning, insurance and investment planning. James is located at 150 N Radnor Chester Rd Ste A-100 in Radnor, Pennsylvania.

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ADVISOR BIO

James Dunn is a financial advisor currently registered with LPL Financial LLC in Stroudsburg, Pennsylvania. James has been in the financial services industry since June 1999 and has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. James has held licenses and registrations in multiple states and has a strong track record of success in helping his clients achieve their financial goals.

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ADVISOR BIO

James McAndrew is a financial professional with experience in the securities industry. James is currently registered with M Holdings Securities, Inc. in Moosic, PA. James has been in the industry since 2022 and holds the Series 63, Series 6TO, and SIE licenses. James is also registered in Pennsylvania. Before joining M Holdings Securities, Inc. James worked at GWFS EQUITIES, INC. in Greenwood Village, CO and Prudential Investment Management Services LLC in Newark, NJ.

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ADVISOR BIO

James Dunn is a financial advisor with Lincoln Investment, a firm with a history of providing financial services to individuals, families, and businesses. James is licensed in multiple states and specializes in providing financial planning, investment management and selection of other advisors for individuals and businesses. His expertise and experience combined with the resources of Lincoln Investment can provide comprehensive financial solutions to help individuals and businesses reach their financial goals.

SPECIALIZATIONS