ADVISOR BIO

James John Garcia is a registered representative and investment adviser representative with over 40 years of experience in the financial services industry. Currently, James John Garcia is associated with Stifel, Nicolaus & Company, Inc. and has been with them since March of 2009. Previously, James John Garcia was employed with CITIGROUP GLOBAL MARKETS INC., Legg Mason Wood Walker, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James John Garcia holds a Series 63, 65, 7, and SIE license and has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, and General Securities Representative Examination.

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ADVISOR BIO

James Alexander Muir is a financial advisor with Osaic Institutions, Inc. in Hollidaysburg, PA. James Muir has been a financial advisor since July 14, 2015. James Muir is registered with the following securities authorities: Pennsylvania. James Muir has passed the following exams: Series 6, Series 7, Series 63, Series 65 and SIE. James Muir is a registered Investment Advisor Representative in Pennsylvania. James Muir specializes in financial planning, pension consulting, and portfolio management for individuals. James Muir also provides educational seminars and selection of other advisors.

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ADVISOR BIO

James A Gillin is an investment advisor representative with RBC Capital Markets, LLC, located in Conshohocken, PA. James has over 15 years of experience in the financial industry, having previously worked at Morgan Stanley and Merrill Lynch. James is registered to provide investment advice in 32 states. James' specializations include Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles. James has a strong background in financial planning and specializes in serving the needs of high-net-worth individuals, pension and profit sharing plans, corporations, and other businesses. James is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

James Donald Lewers is an investment advisor representative at Brick & Kyle Associates Inc., where he has been with the firm since December 2013. James has been in the industry since May 1998. James is a Certified Financial Planner and a Chartered Financial Consultant. James's specialties include providing financial planning and portfolio management services for individuals and high-net-worth individuals. James has previously worked at Coastal Equities, Inc., Moors & Cabot, Inc., Moors & Cabot Financial Advisors, LLC, Melhado, Flynn & Associates, Inc., and A. G. Edwards & Sons, Inc.

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ADVISOR BIO

James Vincent Cipriotti is a financial advisor with Retire Ready Wealth Management, located in Radnor, Pennsylvania. James has been working in the financial services industry for over 20 years, and has experience working with clients in a variety of capacities. James is registered as an investment advisor representative in New Jersey and Pennsylvania. In addition to his financial advisory practice, James also works as an insurance agent, selling a variety of insurance products. James holds the Series 7 and Series 63 licenses, as well as the Series 65 license. James is committed to providing clients with personalized financial advice that helps them meet their financial goals.

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ADVISOR BIO

James Piotrowski is an investment advisor representative with LPL Enterprise, LLC. James Piotrowski has been in the financial services industry since 1992. James is registered with the state of Pennsylvania and is currently active in the state. James Piotrowski holds the Series 6, Series 63, Series 65, and SIE licenses. James offers investment advisory services, including financial planning and portfolio management. James is also a registered representative with LPL Enterprise, LLC.

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ADVISOR BIO

James Egan is a financial advisor currently working at Janney Montgomery Scott LLC. James has experience in the industry since 2022. James is also a registered investment advisor representative in Pennsylvania and Texas.

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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 Matthew Farrell is a financial advisor registered with Janney Montgomery Scott LLC and Lincoln Investment. James Matthew Farrell is licensed in 23 states and has 25 years of experience in the financial services industry. James Matthew Farrell specializes in providing financial advice to individuals, businesses, and institutions. He is also a registered investment advisor in Pennsylvania. James Matthew Farrell is committed to providing his clients with personalized financial advice and services that meet their individual needs.

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ADVISOR BIO

James Love is a financial professional with over 19 years of experience in the financial services industry. James is registered with Pruco Securities, LLC and holds licenses in multiple states including Pennsylvania, Texas, Florida, Georgia, North Carolina, Ohio, Virginia, and Colorado. James specializes in providing financial advice to individuals, businesses, and trusts and estates.

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