ADVISOR BIO

Jacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors, Inc. Jacqueline is also registered with the state of Pennsylvania. Jacqueline has been in the financial industry since July 19, 2000. Jacqueline was previously with Commonwealth Financial Network and LPL Financial LLC. Jacqueline provides financial planning and investment advice to individuals and families.

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ADVISOR BIO

Jacqueline Thacik is a registered representative with Allegheny Investments, Ltd. Jacqueline is licensed to conduct business in Pennsylvania. Jacqueline is a principal with Series 24 qualification. Jacqueline has passed the Series 7, Series 99 and the SIE exams. Jacqueline specializes in portfolio management for businesses and individuals.

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ADVISOR BIO

Jake Anthony Gleba is a registered representative and investment advisor representative at Fidelity Personal and Workplace Advisors. Jake has been working in the financial services industry since August 2022. Jake is licensed in multiple states, including Pennsylvania, Texas, and many others. Jake holds the Series 66, Series 7TO, and SIE exams. Jake's specializations include retirement planning, insurance, financial planning, and college savings.

SPECIALIZATIONS

ADVISOR BIO

James David Snyder is a financial advisor with Mariner Wealth based in Pittsburgh, Pennsylvania. James has been in the industry since 2013. James holds the Series 7, 66 and SIE licenses. James is registered as an Investment Advisor Representative in the state of Pennsylvania. Prior to joining Mariner Wealth, James was a Financial Representative at Luttner Financial Group, and was also employed by Executive Wealth Counselors. James has experience working with individuals, families, businesses, trusts, and charitable organizations.

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ADVISOR BIO

James Mckay Armstrong is an investment advisor representative at Henry H. Armstrong Associates, Inc., a firm based in Pittsburgh, Pennsylvania. James has been in the industry since 1992. The firm specializes in providing financial planning, portfolio management for businesses and individuals, as well as other investment advisory services.

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ADVISOR BIO

James Stewart has been in the financial services industry since 1980. James has worked as an investment advisor representative at Equitable Advisors, LLC since 1999, which is a firm that provides financial planning, portfolio management, and other services. James has a wide range of experience and licenses, which include holding Series 1, 7, 22TO, 26, 63, 65, and 6TO licenses. James currently works in Equitable Advisors' Pittsburgh, Pennsylvania branch office.

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ADVISOR BIO

James Robert Wallisch is a financial advisor at LPL Financial LLC in Pittsburgh, PA. James has been in the financial services industry since August 1986. James has a wide range of experience and holds a number of licenses and certifications, including Series 7, 3, 24, 51, 63 and 65. James also provides financial planning and portfolio management services.

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ADVISOR BIO

James Stephen Lee is an investment advisor representative with JFS Wealth Advisors, LLC based in Pittsburgh, Pennsylvania. James has been in the industry since 1994 and holds Series 7, Series 24 and Series 63 licenses. JFS Wealth Advisors, LLC, is a financial firm that provides wealth management services to individuals, businesses, and institutions. James and JFS Wealth Advisors specialize in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

James McGovern is a financial professional with over 20 years of experience in the securities industry. James is a Registered Representative and Investment Advisor Representative with Park Avenue Securities LLC. James has a broad range of experience in helping clients with their financial planning needs and is dedicated to providing personalized service to each individual client.

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ADVISOR BIO

James Jacob Bartoszewicz is an investment advisor representative with Global Retirement Partners LLC. James is a registered Investment Advisor in Pennsylvania. James has over 20 years of experience in the financial services industry. James has worked for several firms including Financial Telesis Inc., Invesmart Securities, LLC, Pruco Securities Corporation and LifeMark Securities Corp. James has passed several industry exams including the Series 6, Series 7, Series 24 and Series 63. James is also a principal of C&J Enterprises, LLC and is a Senior Vice President, Retirement Plan Consulting Advisor for HUB International.

SPECIALIZATIONS