ADVISOR BIO

Joseph Michael Gallagher is a financial advisor with Sage Financial Group Inc. located in WEST CONSHOHOCKEN, PA. Joseph Michael Gallagher has been a registered representative since 2013 and has a Series 7, Series 99, Series 63 and SIE license. Joseph Michael Gallagher specializes in providing financial planning, portfolio management, and selection of other advisors. Joseph Michael Gallagher has previously worked at J.P. MORGAN SECURITIES LLC and J.P. MORGAN CHASE BANK, NA.

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ADVISOR BIO

Joseph Michael Matranga is a financial advisor at Vanguard Advisers, Inc. Joseph has been in the industry for over 8 years. Joseph has a Series 6, 7, 63, and 65 license and is also a Certified Financial Planner. Joseph has a variety of experience in the financial industry, and specializes in investments, financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Joseph Howard is an investment advisor representative at Captrust, a financial advisory firm based in Raleigh, NC. Joseph has been in the financial services industry for over 7 years. Joseph holds the Series 66, Series 7 and SIE exams. Joseph specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Joseph has previously worked at Axiall Corporation, St. Vincent College, and Lincoln Investment.

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ADVISOR BIO

Joseph William O'Connell is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Joseph has been in the industry since 1987 and has worked for several firms including Citigroup Global Markets Inc., Lehman Brothers Inc., and Prudential-Bache Securities Inc. Joseph is a licensed Investment Advisor Representative (IAR) in New Jersey, Pennsylvania and Texas, and holds several licenses including Series 3, 7, 9, 10, 63, and 65. Joseph specializes in providing portfolio management, financial planning, and investment consulting services to individuals and businesses.

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ADVISOR BIO

Joseph Salmen is an investment advisor representative at JFS Wealth Advisors, LLC. Joseph Salmen is a Certified Financial Planner and has been in the industry since 2017. Joseph Salmen has provided financial planning and portfolio management for individuals, businesses, and pension plans. Joseph Salmen works out of the Hermitage, Pennsylvania office of JFS Wealth Advisors, LLC.

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ADVISOR BIO

Joseph Edmund Bockus is an investment advisor representative with Vanguard Advisers, Inc. He is registered in Pennsylvania, Texas, and 51 other states, and has been in the industry for over 2 years. His experience includes providing financial planning, portfolio management for individuals and businesses, and selecting other advisors. He has a Series 7TO, Series 63, Series 66 and SIE licenses, and has been employed by The Vanguard Group, Inc. since January 2021.

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ADVISOR BIO

Joseph Lux is a financial advisor with Gradient Advisors, LLC. Joseph has been in the financial services industry for over 20 years. Joseph is a Certified Financial Planner and holds Series 6, 7, and 63 securities licenses and a Series 65 investment advisor license. Joseph specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Joseph is committed to helping clients achieve their financial goals. Joseph has experience working with clients at Lutheran Brotherhood Securities Corp., Thrivent Investment Management Inc., and PRUCO SECURITIES, LLC.

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ADVISOR BIO

Joseph Demuro is an Investment Advisor Representative at Invariant Investment Management. Joseph has been in the financial services industry since 1989 and has a strong background in providing financial planning and portfolio management services. Joseph is also a Certified Financial Planner and has experience providing tax preparation services through Invariant Tax Services. Joseph currently works with 250 individuals, including high-net-worth clients, and manages approximately $101 million in assets.

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ADVISOR BIO

Joseph J Braut is a financial advisor at LPL Enterprise, LLC. Joseph has been working in the financial industry since 1996, holding several roles at prominent firms like Merrill Lynch, Citizens Securities, and Prudential Insurance Company of America. Joseph holds both Series 7 and Series 63 licenses. Joseph also holds the Certified Financial Planner designation.

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ADVISOR BIO

Joseph Michael Dorrycott is a financial advisor who has been in the industry for over 30 years. Joseph is a registered representative with LPL Financial LLC, a registered investment advisor, and has been with the firm since December 2017. Previously, Joseph worked at Oppenheimer & Co. Inc. from January 2009 to December 2017 and Janney Montgomery Scott LLC from January 2001 to January 2009. Joseph is licensed in multiple states and holds the Series 7, Series 63, and Series 65 licenses. Joseph has a strong track record of providing financial planning and portfolio management services to individuals, businesses, and institutions.

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