ADVISOR BIO

Kelley Reilly Wolfington is an Investment Advisor Representative at SEI Investments Management Corp. Kelley is registered with the state of Pennsylvania and is also licensed in New York and Washington. Kelley has been in the industry since 2012, previously working with Wells Fargo Private Bank and PNC Hawthorn. Kelley specializes in providing financial planning, portfolio management, and investment management services to a variety of clients, including individuals, families, businesses, trusts, and foundations.

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ADVISOR BIO

Kelley Rebecca Taylor is an Investment Advisor Representative at The Fairman Group, LLC in Chesterbrook, PA. Kelley is registered with the state of Pennsylvania. Kelley has been in the industry since July 2006. Kelley specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. The Fairman Group, LLC is a Registered Investment Advisor headquartered in Chesterbrook, Pennsylvania. They provide financial planning, investment management and other services to a wide range of clients, including individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Kelley Meagher is a registered investment advisor representative with Osaic Wealth, Inc. Kelley has been active in the industry since September 13, 2020. Kelley is licensed in Pennsylvania and has earned the Series 7, SIE, 63, and 66 licenses. Kelley holds the designation of Notary Public, and works with a wide variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. In addition to providing financial planning and portfolio management, Kelley also offers educational seminars and selection of other advisors.

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ADVISOR BIO

Kelley Danielle Smith is a registered representative with Morgan Stanley. Kelley Danielle Smith has been in the securities industry since October 4, 2019. Kelley Danielle Smith is registered with the following regulatory organizations: FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kelley Danielle Smith is also registered as an investment advisor representative in the states of New Jersey, Pennsylvania, and Texas. Kelley Danielle Smith is currently employed at the Morgan Stanley branch office located in Yardley, Pennsylvania.

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ADVISOR BIO

Kelley Mahoney is an investment advisor representative with Allegheny Investments, Ltd. Kelley is based in Pittsburgh, PA. Kelley holds the Series 11 license. Kelley specializes in providing investment advice for individuals, families, and businesses. Kelley focuses on portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Kelli Ann Millin is an investment advisor representative at Equitable Advisors, LLC, a large financial services firm headquartered in New York, NY. Kelli has been in the financial services industry since June 15, 2015. Prior to joining Equitable Advisors, LLC, Kelli worked for CETERA INVESTMENT SERVICES LLC in Meadville, PA and First National Bank Investment Services in Meadville, PA. Kelli is registered with the following states: Minnesota, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and Washington.

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ADVISOR BIO

Kelli Armstrong is a financial advisor at Kestra Private Wealth Services, LLC. Kelli is a registered representative with the firm and has been in the industry since January 1, 2016. Kelli holds a Series 66 and Series 7 license, and specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Kelli also has experience in providing portfolio management for businesses, and selection of other advisors. Prior to joining Kestra Private Wealth Services, LLC, Kelli was a financial advisor at Morgan Stanley. Kelli has a passion for helping clients achieve their financial goals.

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ADVISOR BIO

Kelli M. Cerra is a financial advisor who has been in the industry since May 2021. Kelli is currently registered with LPL Financial LLC in Wexford, PA. Kelli has previously worked with OSAIC FS, INC. and Lincoln Financial Securities. Kelli is licensed to provide investment advice in Pennsylvania. Kelli offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, consulting and other non-discretionary advisory services.

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ADVISOR BIO

Kellie Gillespie is an Investment Advisor Representative registered with Vicus Capital, Inc., based in Sewickley, PA. Kellie has been in the securities industry since 2014 and has been registered with the state of Pennsylvania since 2016. Kellie offers financial planning, pension consulting, educational seminars, and portfolio management for individuals.

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ADVISOR BIO

Kellie Chandler is an investment advisor representative with Synergy Asset Management, LLC. Kellie has been in the industry since 2009 and has experience in financial planning, portfolio management, and pension consulting. Kellie is registered with the state of Pennsylvania and holds the Series 65 license. Kellie is also a graduate of Messiah University and has a strong commitment to providing clients with personalized advice. Kellie is located in Palmyra, PA and has worked for Synergy Asset Management since 2022.

SPECIALIZATIONS