ADVISOR BIO

James Allen Fenstermacher is an Investment Advisor Representative at 360 Ira, a firm located in Collegeville, PA. James has been in the financial services industry for over 20 years. James is also an insurance agent. James specializes in providing financial planning, education seminars, and selection of other advisors. James is also a registered Investment Advisor Representative in Pennsylvania.

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ADVISOR BIO

James Harrison Robbins is a financial advisor with over 30 years of experience in the industry. James is currently registered as an Investment Advisor Representative with Robbins Wealth Management. James is also a Certified Financial Planner. Prior to joining Robbins Wealth Management, James was a registered representative with Tower Square Securities, Inc., Advantage Capital Corporation and Travelers Equities Sales, Inc. James holds Series 6, 7, 22, and 63 licenses as well as a Series 65 license for investment advisors. James has worked in the Erie, Pennsylvania area since 1988 and provides financial planning and investment advice to both individual and high-net-worth clients.

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ADVISOR BIO

James Edward Fisher is an investment advisor representative at Bryn Mawr Capital Management, LLC. James has been in the financial services industry since 1997 and has a strong background in investment advisory services, particularly in portfolio management for individuals and financial planning. James holds Series 6, 7, 63 and 65 licenses. James has previously worked at M&T Securities, Inc., UNIVEST INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and VANGUARD MARKETING CORPORATION.

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ADVISOR BIO

James William Oconnor is a registered investment advisor with over 35 years of experience in the financial services industry. James currently holds registration as a registered representative of LPL Financial LLC and as a registered investment advisor representative of Bestvest Investments, Ltd.. James also has previous registrations with several other firms. James is active in the industry in several states including Connecticut, Delaware, Florida, Michigan, New Hampshire, New Jersey, New York and Pennsylvania. James William Oconnor is a veteran of the financial industry having held various positions with a number of firms and completed several exams and certifications. James William Oconnor's registration with Bestvest Investments, Ltd. dates back to 2013 and with LPL Financial LLC, dates back to 2025.

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ADVISOR BIO

James Gregory Wahlberg is an investment advisor representative with Bare Wealth Advisors. James has been in the industry since August 2006. James holds a Series 66 license and is registered in Pennsylvania. Before joining Bare Wealth Advisors, James worked at Securities America, Inc. James is a dedicated advisor who is committed to providing comprehensive financial planning and investment advisory advice. James also offers insurance sales, including Medicare, life, and long-term care insurance.

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ADVISOR BIO

James Benton Stambaugh is an investment advisor representative at Stifel, Nicolaus & Company, Inc. James has over 39 years of experience in the financial services industry. James is registered with the state of Pennsylvania and is also registered as a resident investment adviser in Texas. James is registered with the Financial Industry Regulatory Authority (FINRA). James has a wide range of experience in various financial services products, including investments, retirement planning, insurance and financial planning. James has a commitment to providing personalized financial advice to help clients meet their goals.

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ADVISOR BIO

James Russell Broadnix is a financial professional with over 15 years of experience in the financial services industry. James is a Certified Financial Planner™ and is registered with the state of Pennsylvania and Texas. James is associated with Vanguard Advisers, Inc.. The firm is based in Malvern, PA and has offices in many states. James is also registered with FINRA.

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ADVISOR BIO

James Joseph George is a registered representative with Hornor, Townsend & Kent, LLC. James has been in the financial services industry since 2001. James has a Series 7, Series 63 and Series 65 licenses. James is also a Certified Public Accountant (CPA) and provides tax services in addition to financial services. James has been associated with Hornor, Townsend & Kent since June of 2004. In addition to being a CPA, James has experience in insurance sales and services as an agent for multiple carriers including Penn Mutual Life Insurance Company. James has worked with a number of clients including high-net-worth individuals, corporations, and pension plans. James specializes in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

James E. Oakes is a financial advisor with over 20 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and has a Series 66 license. James is also a registered investment advisor in several states, including Ohio, Pennsylvania, and Texas. In addition to his work with Osaic Wealth, Inc., James is also the owner of Oakes Financial, a sole proprietorship that provides tax preparation and accounting services.

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ADVISOR BIO

James Heaney is a financial professional with over 15 years of experience in the industry. James is registered with J.P. Morgan Securities LLC, which has offices in Philadelphia and Flourtown. James has experience in investment advising and has a variety of licenses and certifications including the Series 65, 63, 6, 57, 3, 55 and 7. James can provide a variety of financial services, including financial planning, pension consulting, and portfolio management.

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