ADVISOR BIO

Elizabeth Allison Beanner is an active investment advisor representative and broker-dealer representative registered with Morgan Stanley. Elizabeth has been in the securities industry since November 2001. Elizabeth holds multiple industry licenses and designations, including the Series 3, 7, 9, 10, 31, 63 and 65. Elizabeth is also registered with the states of Texas, Pennsylvania, and in 51 other states and jurisdictions. Elizabeth has worked for Morgan Stanley and its predecessor firms since 2007. Elizabeth is also an independent contractor for Bridging SUCCES, LLC.

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ADVISOR BIO

Elizabeth Kline is a financial advisor with over 4 years of experience in the financial services industry. Elizabeth Kline is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania. Previously, Elizabeth Kline was employed by Federated Securities Corp. in Pennsylvania. Elizabeth Kline holds the Series 66, Series 7TO and SIE licenses. Elizabeth Kline is also a registered investment advisor representative. Elizabeth Kline's primary focus is providing financial planning, portfolio management and educational seminars to individuals, high-net-worth individuals, pension and profit-sharing plans and state or municipal government entities.

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ADVISOR BIO

Elizabeth Connolly is an investment advisor representative for Hornor, Townsend & Kent, LLC. Elizabeth has been in the industry since October 2010 and holds both a Series 66 and Series 7 license. Elizabeth's other business activities include operating a CPA firm, a commercial rental property, and an insurance brokerage. Elizabeth is registered with the state of Pennsylvania and with FINRA.

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ADVISOR BIO

Emily Marie Marzina is an Investment Advisor Representative at Bill FEW Associates, Inc.. Emily Marzina has worked as an investment advisor for over 3 years and holds a Series 66 license and a Series 7TO license. She has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Emily Marzina also works with businesses, helping them with their portfolio management needs. Bill FEW Associates, Inc. specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Emily Franco is an investment advisor representative at Kovitz Investment Group Partners, LLC. Emily is registered with the state of Pennsylvania. Emily's office is located in Pittsburgh, PA. Emily is also a Certified Financial Planner. Emily has 11 years of experience in the financial services industry.

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ADVISOR BIO

Emily Sellers is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Emily has been in the industry since November 18, 2021 and is currently registered with FINRA. Emily is Series 7TO and SIE licensed. Emily is located in Pittsburgh, Pennsylvania.

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ADVISOR BIO

Emily Sippel is an Investment Advisor Representative associated with Fort Pitt Capital Group, LLC. Emily is a registered Investment Advisor Representative in Pennsylvania. Emily has been in the industry since September 2013. Emily is a Series 65 licensed professional.

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ADVISOR BIO

Emma Nicole Sarnese is a financial advisor with Osaic Wealth, Inc. located in Pittsburgh, Pennsylvania. Emma has been in the financial services industry since 2018 and has a Series 7, Series 63, and Series 65 license. She holds a Certified Financial Planner designation. Emma's previous experience includes working with Northwestern Mutual Investment Services, LLC. Her focus areas include financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Eric Michael Theoret is a financial advisor with Morgan Stanley. Eric has been in the industry since 1985. Eric is registered with FINRA and the state of Pennsylvania. Eric has been with Morgan Stanley since 2009. Eric previously worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Eric holds a Series 7, Series 3, Series 63, and Series 65 license. Eric is a financial professional with extensive experience in the financial services industry.

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ADVISOR BIO

Eric Martin is an active investment advisor representative with Ameriprise Financial Services, LLC, who has been in the industry since April 29, 2001. He holds Series 7, 9, 10, 24, and 66 licenses. Eric has experience with Ameriprise Financial Services, Inc., IDS LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Eric works with clients in several states including Pennsylvania, Texas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and West Virginia. Eric Martin specializes in working with individuals, high-net-worth individuals, corporations, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans.

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