ADVISOR BIO

Jerome McHale is an investment advisor representative with Osaic Wealth, Inc. and has been in the securities industry since November 28, 2007. Jerome also holds a position as President with Asco Financial Group Inc. Jerome has been with Asco Financial Group since September 1997. Jerome is registered with FINRA and the state of Pennsylvania. Jerome holds the Series 7 and Series 66 licenses.

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ADVISOR BIO

Jerome Robert Graham has been in the securities industry for over 30 years. Graham is currently registered as a broker with Syndicated Capital, Inc. He is also registered as an Investment Advisor Representative in New Jersey and Pennsylvania. Graham has a wide range of experience in the financial services industry, including experience as a President of Graham Financial Services. Graham has been involved in financial planning, portfolio management, and other advisory services. He has worked with both high-net-worth individuals and other clients. Graham is a well-respected professional in the financial services industry with a strong commitment to providing his clients with the best possible service.

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ADVISOR BIO

Jeromia Burger is a financial professional with over 15 years of experience in the industry. Jeromia is a registered representative with MML Investors Services, LLC and has been with the firm since July 2009. Jeromia is also registered as an investment advisor representative in Texas and Pennsylvania. Jeromia has a strong background in financial planning, portfolio management, and asset allocation. Jeromia holds the Series 7, Series 66, and SIE licenses. Jeromia is also a Chartered Financial Consultant. Jeromia has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Jerrod Miles Smith is a financial advisor with over 14 years of experience in the industry. Jerrod is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since August 2014. Jerrod has been registered as an investment advisor representative in Pennsylvania since September 2014. Previously, Jerrod was registered with Raymond James Financial Services, Inc. in Altoona, Pennsylvania, from March 2010 to August 2014. Jerrod is also registered with the following states: California, Connecticut, Delaware, Florida, Indiana, Kansas, Maine, Maryland, Massachusetts, Minnesota, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wyoming. Jerrod holds the Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Jerrold Eliason Beck is an active investment advisor representative with GWN Securities Inc., based in Lancaster, PA. Jerrold has been in the industry since 2002 and holds a variety of licenses, including Series 6, 7, 63, and 65. He is registered in multiple states and offers financial planning, market timing services, and portfolio management for individuals. In addition to his investment advisory work, Jerrold also offers various insurance products through a separate business.

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ADVISOR BIO

Jerry Karalis is an investment advisor representative with Vanguard Advisers, Inc., a firm based in Malvern, PA. Jerry specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jerry is registered with the state of Pennsylvania and Texas. Jerry has been in the industry since 2021 and holds the Series 63, 66, 7TO, and SIE licenses.

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ADVISOR BIO

Jerry Edward Rawls is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jerry has been in the industry since 2023 and is licensed to provide financial advice and sell securities in Pennsylvania. Jerry specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management for businesses and individuals.

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ADVISOR BIO

Jerry Russell Starr is a registered investment advisor with Janney Montgomery Scott LLC. Starr has been in the financial services industry since September 11, 1995. Starr is registered to provide investment advisory services in 7 states and broker-dealer services in 33 states. Starr holds FINRA Series 63, 65, and 7 licenses as well as the SIE. Starr is also registered with the Financial Industry Regulatory Authority (FINRA) and is a registered representative with Janney Montgomery Scott LLC.

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ADVISOR BIO

Jerry Arch Bell is an investment advisor representative with Elm Partners Management LLC. Jerry has been in the industry since 2012. Jerry holds the Series 7, Series 63, and Series 65 licenses. Jerry's previous experience includes J.P. Morgan Securities LLC. Jerry focuses on portfolio management for individuals, pooled investment vehicles, and financial planning.

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ADVISOR BIO

Jerry Schapira is a registered investment advisor representative of Stifel, Nicolaus & Company, Inc., with over 39 years of experience in the financial services industry. Jerry is a highly experienced advisor specializing in investment strategies for individuals and businesses. In addition to his series 7 and 63 licenses, he holds Series 31 and SIE licenses. Jerry has held prior registrations with Ryan Beck & Co., Gruntal & Co., L.L.C., and Prudential-Bache Securities Inc.

SPECIALIZATIONS