ADVISOR BIO

Leonardo Morales is a registered representative with Wells Fargo Clearing Services, LLC. Leonardo is based out of the Boyertown, PA office. Leonardo has been in the financial industry since 2023 and holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Les Eisel is a financial advisor with Thrivent Investment Management Inc. Les is registered with the state of Pennsylvania. Les has been in the financial services industry for over 10 years. Les's experience includes working with Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation and Northwestern Mutual Investment Services LLC. Les has been employed at Thrivent Investment Management Inc. since August of 2022. Les specializes in providing financial advice to individuals and families, and has expertise in retirement planning. Les is a graduate of the University of Wisconsin.

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ADVISOR BIO

Lesa Haas is a financial advisor with Cetera Investment Advisers LLC. Lesa has been in the financial services industry since September 17, 1995. Lesa is registered with the state of Maryland and Pennsylvania and offers financial planning services to individuals and businesses. Lesa is also a Certified Financial Planner.

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ADVISOR BIO

Leslie Anne Craven is a financial advisor with RBC Capital Markets, LLC and has over 25 years of experience in the industry. Leslie has a broad range of experience, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc prior to joining RBC Capital Markets, LLC. She is registered with the Securities and Exchange Commission as a Registered Representative and Investment Advisor Representative and holds Series 7, 63 and 65 licenses. Leslie is also registered to provide investment advice in 29 states. She specializes in providing financial planning and portfolio management services to individuals, corporations and charitable organizations.

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ADVISOR BIO

Leslie Crilley is a financial advisor with LPL Financial LLC. Leslie has been in the financial services industry since 1987. Leslie is licensed in multiple states to provide investment advice and has a Series 7 license. Leslie also holds a Series 66 license, which enables them to offer investment advice related to both securities and investment advisory services.

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ADVISOR BIO

Leslie Vandiviere Callahan is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since 2003. Leslie has been registered with Ameriprise Financial Services, LLC since 2011 and has offices in Plymouth Meeting, Pennsylvania. Leslie is registered to provide investment advice in New Jersey and Pennsylvania. Leslie has Series 66, Series 7 and SIE licenses and is also licensed to provide investment advice in Pennsylvania. Leslie has experience providing financial advice to a variety of clients, including individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Leslie Anne Weigand has been in the financial industry since November 11, 1987. Leslie is currently registered with Lincoln Investment as an Investment Advisor Representative (IAR) and a Registered Representative. Leslie is licensed in 13 states and has experience providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Leslie Chatty is an investment advisor representative with Vanguard Advisers, Inc. Leslie has been in the financial services industry since 2000. Leslie is a Certified Financial Planner and holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. Leslie has been with the Vanguard Group, Inc. since 2012 and is currently registered with the state of Pennsylvania and Texas. Leslie specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Leslie Hewitt is a financial advisor with over 23 years of experience in the financial services industry. Leslie is currently registered with Raymond James & Associates, Inc. Leslie has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Leslie is licensed to provide investment advice in Pennsylvania. Leslie specializes in financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars.

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ADVISOR BIO

Leslie Dawn Taylor-neumann is a Certified Financial Planner™ and a Chartered Financial Consultant with Dinuzzo Private Wealth, Inc. Leslie has been with Dinuzzo Private Wealth, Inc. since 2015, and has experience advising individuals, families, and businesses. Leslie is also registered as an Investment Advisor Representative in Maryland, Pennsylvania, and Texas. Leslie holds a Series 65 license, has been a Registered Representative since 2017, and has a background in education and finance. Leslie's specializations include financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS