ADVISOR BIO

Joseph Frederick is an Investment Advisor Representative with Sequoia Financial Group, LLC. Joseph has been in the financial services industry since December 2015. Joseph holds the Series 63, Series 65, Series 7 and SIE licenses. Joseph is also registered as an Investment Advisor Representative in Pennsylvania. Prior to joining Sequoia Financial Group, LLC, Joseph was employed by VANGUARD MARKETING CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Joseph Anthony Pancerella is a financial advisor with Ameriprise Financial Services, LLC. Joseph has been in the financial industry since January 12, 2004. Joseph is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of Pennsylvania. Joseph is also a Certified Financial Planner (CFP). Ameriprise Financial Services, LLC is a large financial services company with offices across the United States. Ameriprise offers a wide range of financial products and services, including investment management, retirement planning, insurance, and financial planning.

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ADVISOR BIO

Joseph John Matusz is a financial advisor with Prosperity Wealth Management, Inc. Joseph is a licensed investment advisor in Pennsylvania. Joseph has been in the financial services industry for over 30 years. Joseph has a wide range of experience in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Joseph is also a registered representative with a number of firms, including Fortune Financial Services, Inc. and MetLife Securities Inc. Joseph is committed to providing his clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Joseph Bodalski is a financial advisor with over 40 years of experience in the financial services industry. Joseph has worked at Wells Fargo Clearing Services, LLC since 2012, and prior to that, worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is registered as a broker-dealer and an investment advisor representative in Pennsylvania. Joseph also offers services in a number of other states, including Colorado, Delaware, Florida, Maryland, Massachusetts, New Jersey, South Carolina, Utah, and Virginia. Joseph offers a variety of financial services to individuals and businesses, including investment consulting services, financial planning, and portfolio management.

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ADVISOR BIO

Joseph Ayers is a registered representative and investment advisor representative with MML Investors Services, LLC. He has been in the financial services industry since August 2013. Joseph holds a Series 6, Series 63, and Series 65 license. He provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Joseph also holds an outside life and health insurance agent position.

SPECIALIZATIONS

ADVISOR BIO

Joseph Rogina is a financial advisor at Rockwood Wealth Management, LLC. Joseph has been in the financial industry for over 30 years. Joseph specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Joseph holds a Series 65 license. Joseph is registered to provide investment advisory services in Pennsylvania.

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ADVISOR BIO

Joseph Randall Miller is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Joseph has over 35 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative with Series 7, 24, 51, 63, and 65 licenses. Joseph holds a variety of licenses and certifications, including the Series 3, 5, and SIE exams. He is also a registered investment advisor in Pennsylvania and Texas. Joseph is passionate about helping individuals and families achieve their financial goals. He provides a wide range of financial services, including retirement planning, investment management, and insurance. Joseph has extensive experience working with individuals, families, corporations, and other business entities. He is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Joseph John Dimaio is a financial advisor at Wick Capital Partners, LLC in Wayne, Pennsylvania. Joseph has been in the financial industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals and families. Joseph is a Certified Financial Planner™ and holds several industry licenses. Joseph is also a Registered Investment Advisor and specializes in financial planning, investment management, and portfolio management.

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ADVISOR BIO

Joseph Michael Maker is a financial advisor with Raymond James Financial Services Advisors, Inc. Joseph has been in the financial services industry since 2004, and is licensed to offer investment advice in Pennsylvania. Joseph also holds the Series 7, Series 6, and Series 63 securities licenses. Joseph specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. Joseph is a Certified Financial Planner and has a long history of working with individuals and businesses to help them achieve their financial goals.

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ADVISOR BIO

Joseph Elmer Ford is a financial advisor with Edward Jones. Joseph has been in the industry since 2016. Joseph has a Series 7 and 66 license as well as the SIE. Joseph is registered in 14 states. Joseph has experience working in the industry, and is registered to provide financial advice for individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and trusts.

SPECIALIZATIONS