ADVISOR BIO

Brandon John Abe is a financial advisor with Planning Capital Management Corp., a firm with offices in PAOLI, PA. Brandon has been working in the industry since 2011. Brandon is registered as an Investment Advisor Representative in New Jersey and Pennsylvania. He has also earned the Certified Financial Planner designation. Planning Capital Management Corp specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's clients include high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth.

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ADVISOR BIO

Cadence Morgan is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Cadence is licensed in 15 states and has been in the industry since August 2019. Cadence focuses on financial planning and portfolio management for individuals and businesses. Cadence has a Series 7, Series 63, and Series 66.

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ADVISOR BIO

Daniel Scott Swinehart is a financial professional with over 25 years of experience in the industry. Daniel is a Certified Financial Planner™ and holds Series 6, 7, 63 and 65 licenses. Daniel is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Daniel has a strong background in financial planning, portfolio management, and insurance products. Daniel is committed to providing personalized financial advice to individuals, families, and businesses. Daniel previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Distributors, Inc., and Delaware Distributors, L.P.

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ADVISOR BIO

Daniel Brady is a Certified Financial Planner® with over 10 years of experience in the financial services industry. Daniel has been registered as an Investment Advisor Representative with Planning Capital Management Corp. since August 2013. Daniel specializes in providing financial planning, portfolio management, and selection of other advisors. Daniel provides services to individuals, businesses, and pension plans.

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ADVISOR BIO

David Emery is a financial advisor with Planning Capital Management Corp. David has been in the financial services industry since 2002 and is registered to provide investment advice in Pennsylvania. David's practice focuses on providing financial planning and portfolio management services to individuals and families. David's experience includes working with clients at Cambridge Investment Research, Inc. and Univest Investments, Inc. David is a Certified Financial Planner and has a Master's degree in Business Administration from Temple University.

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ADVISOR BIO

Douglas Steven Beck is a financial advisor registered with Wells Fargo Clearing Services, LLC. Douglas has been in the financial services industry since 2011. Douglas has a Series 6, Series 63, and SIE licenses. Douglas Steven Beck is registered in Pennsylvania.

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ADVISOR BIO

Eric J Bleiler is an investment advisor representative at Northeast Advisers, Inc. Eric J Bleiler is registered with the state of Pennsylvania and has been in the industry since September 2003. Eric J Bleiler's firm provides financial planning, selection of other advisers, and portfolio management for individuals and businesses.

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ADVISOR BIO

James Wright is a registered Investment Advisor Representative with Harvest Financial Partners, LLC. James has been with the firm since March 2008. He has a Series 65 license and a Series 2 license. James is a Chartered Financial Analyst. The firm has a main office in Paoli, Pennsylvania. Harvest Financial Partners, LLC provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Jared Joseph Merlie is a financial advisor with Wells Fargo Clearing Services, LLC. Jared has been in the financial services industry since 2007 and is registered to sell securities in Delaware, New Jersey, and Pennsylvania. Jared holds the Series 6, Series 63, and SIE licenses.

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ADVISOR BIO

Jeremy Barr is a financial advisor with LPL Financial LLC. Jeremy has been working in the financial industry since 2022 and has a variety of experience in both financial services and other industries. Jeremy is registered to provide investment advice in a number of states, including Delaware, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, Pennsylvania, and Virginia. Prior to joining LPL Financial LLC, Jeremy worked for Vanguard Marketing Corporation and NYLIFE Securities LLC.

SPECIALIZATIONS