ADVISOR BIO

Daniel Paul Stephans is a financial advisor with over 34 years of experience in the industry. Daniel is currently registered with Osaic FA, Inc. in Pennsylvania. Daniel also holds licenses in 13 other states including Arizona, Colorado, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia. Daniel has a broad range of experience and specializes in financial planning, portfolio management for individuals and businesses, and retirement plan consulting.

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ADVISOR BIO

David John Estatico is a financial advisor with over 40 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and has a broad range of experience offering financial advice to individuals, corporations and other entities. David offers financial planning and portfolio management services and is licensed to offer securities and insurance products in multiple states.

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ADVISOR BIO

Donald McDade is a financial advisor with over 37 years of experience in the industry. Donald is registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. He is a Series 7, Series 24, Series 51, Series 63, and Series 65 licensed professional. Donald specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and corporations. He also offers educational seminars and selection of other advisors.

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ADVISOR BIO

Kelly Perney is a registered investment advisor representative with Osaic Wealth, Inc. Kelly has been in the industry since March 27, 2018 and has been registered with the state of Pennsylvania since July 20, 2018. Kelly offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Kelly also holds the Series 66, SIE and Series 7 licenses.

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ADVISOR BIO

Ronald Romeo is a financial advisor with over 30 years of experience in the financial services industry. Ronald is currently registered with Osaic Wealth, Inc. and holds licenses in multiple states including Pennsylvania, Texas, and West Virginia. Ronald has a comprehensive understanding of the financial markets and is committed to providing personalized financial advice to individuals, families, and businesses. Ronald's approach is focused on building long-term relationships with clients and helping them achieve their financial goals.

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ADVISOR BIO

Scott Andrew Lauer is a financial advisor with over 20 years of experience in the financial services industry. Scott is registered with Osaic Wealth, Inc., a financial firm with a focus on providing financial planning and investment management services. Scott has also been registered with other financial firms like MML Investors Services, LLC and MSI Financial Services, Inc., gaining experience in different aspects of the industry. Scott has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS