ADVISOR BIO

Kenneth Michael Dawson is a financial professional with over 10 years of experience in the securities industry. Kenneth is currently registered as a Registered Representative with M Holdings Securities, Inc. and LRI Investments. Kenneth has a Series 7, Series 66 and SIE license. Kenneth is based in Newtown, Pennsylvania and provides financial services to individuals, high net worth individuals, corporations and other businesses, as well as pension and profit-sharing plans.

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ADVISOR BIO

Kevin Anthony Young is a financial advisor with UBS Financial Services Inc. Kevin has been in the financial services industry since 1991. Kevin is a registered representative of UBS Financial Services Inc. in Pennsylvania, New York, and Texas. Kevin is also a registered investment advisor in Pennsylvania, New York, and Texas.

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ADVISOR BIO

Kiera Lynn Hennessy is a registered representative with UBS Financial Services Inc. in Newtown, PA. Kiera Lynn Hennessy has been in the financial services industry since 2024. Kiera Lynn Hennessy has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Kiera Lynn Hennessy is specialized in providing financial advice and services to individuals, businesses, and high-net-worth clients.

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ADVISOR BIO

Kristian Lehner is an Investment Advisor Representative at Kestra Advisory Services, LLC. Kristian has been in the financial services industry since 1994. Kristian is registered with the Securities and Exchange Commission and several states. Kristian specializes in providing financial planning, investment advisory, and portfolio management services to individuals, businesses, pension plans, and insurance companies.

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ADVISOR BIO

Kurt Folcher is a financial advisor at Andrew Garrett Inc. Kurt Folcher is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Kurt Folcher holds Series 7 and Series 63 licenses. Kurt Folcher also holds a Series 65 license. Kurt Folcher has been with Andrew Garrett Inc. since 2007. Prior to that, Kurt Folcher was registered with several firms, including Princeton Securities Corporation, Kirlin Securities Inc., and Thomas James Associates, Inc. Kurt Folcher specializes in portfolio management for individuals and providing financial planning services. Kurt Folcher is registered with the Securities and Exchange Commission (SEC) and several state regulators.

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ADVISOR BIO

L Connor Robert MacAulay is an Investment Advisor Representative with Jmac Enterprises LLC. L has experience as a Financial Advisor and has a Series 7TO and SIE, as well as a Series 65. L previously worked for Wells Fargo Advisors Financial Network, LLC.

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ADVISOR BIO

Lauren Jirele is a registered representative with Osaic Wealth, Inc., a firm that specializes in providing financial planning, pension consulting, and portfolio management services. Lauren has been in the financial services industry since June 2019 and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Lauren is based in Newtown, PA.

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ADVISOR BIO

Linda Kennedy Pyles is an Investment Advisor Representative with Main Street Financial Solutions, LLC. Linda has been in the financial industry since 2006. Linda is registered with the state of New Jersey as an Investment Advisor Representative. Linda's office is located at 503 E. WASHINGTON AVENUE, SUITE 1C, NEWTON, PA 18940.

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ADVISOR BIO

Lori Hoppmann is an active investment advisor representative with Edward Jones. Lori has been in the industry since June 25, 2010 and is registered in 22 states and territories. Lori's firm manages over $800 billion in client assets and has a team of over 22,000 financial professionals.

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ADVISOR BIO

Louis Clay Fancher is a financial advisor with 46 Peaks Investment Advisory Group. Louis Clay Fancher has been in the financial industry for over 20 years. Louis Clay Fancher is registered with the state of Pennsylvania and Texas. Louis Clay Fancher's primary office is located at 760 Newtown Yardley Road, Suite 114, Newtown, PA 18940. Louis Clay Fancher is also a member of M HOLDINGS SECURITIES, INC. and AXA ADVISORS, LLC.

SPECIALIZATIONS