ADVISOR BIO

Jonathan Adams is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan is a Series 66 licensed advisor who has been in the securities industry since 2014. Jonathan has experience providing financial advice to individuals, corporations, and pension plans. Jonathan is also registered with the state of Pennsylvania as an investment advisor representative. Jonathan offers investment advice and portfolio management services to clients.

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ADVISOR BIO

Jonathan Sweet is a financial advisor with Ameriprise Financial Services, LLC, with over 4 years of experience in the industry. Jonathan specializes in providing financial advice and planning services to a wide range of clients, including individuals, businesses, and trusts. Jonathan is registered to provide advisory services in Pennsylvania and Texas and holds a Series 7TO and Series 66 license. Jonathan is also a board member for Sweet, a non-investment-related organization, and a volunteer trustee for the Zerubbabel Duquesne Chapter No.162 Royal Arch Masons.

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ADVISOR BIO

Jonathan D'antonio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jonathan is active in the financial industry since January 30, 2001. Jonathan is registered in 34 states and the District of Columbia and specializes in providing financial advice to a wide range of clients, including individuals, corporations, and institutions. Jonathan has a strong track record of success and is committed to helping his clients achieve their financial goals. Jonathan is also a member of the FINRA.

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ADVISOR BIO

Jonathan David Martin is an investment advisor representative at Ameriprise Financial Services, LLC. Jonathan has been in the financial services industry since March 2011. Jonathan holds the Series 66, SIE, and Series 7 licenses. Jonathan is registered in 18 states and is currently registered in Pennsylvania and Texas. Jonathan has a strong background in financial planning and portfolio management. Jonathan specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Jonathan Gregory Heller is a financial advisor in Pittsburgh, Pennsylvania, with over 38 years of experience in the financial industry. Jonathan is a registered representative of Cambridge Investment Research Advisors, Inc. and provides investment advisory services to individuals and businesses. Jonathan's areas of expertise include financial planning, portfolio management, pension consulting, and investment advisory services.

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ADVISOR BIO

Jonathan Dieckmann is a financial advisor with Stifel, Nicolaus & Company, Inc. Jonathan has been in the financial services industry for over 12 years. Jonathan has experience working with a variety of clients, including individuals, families, and businesses. Jonathan is dedicated to providing personalized financial advice to help clients reach their financial goals. Jonathan holds the Series 6, 7, 63, and 66 licenses.

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ADVISOR BIO

Jonathan Manos is an investment advisor at Equitable Advisors, LLC, registered in Pennsylvania. He is a registered representative and has been in the industry since May 1986. Jonathan has passed the Series 6, Series 63 and SIE exams and holds licenses in 14 states. Jonathan specializes in providing investment advice to individuals and businesses, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Jonathan Aaron Isaacson is a financial advisor at Wells Fargo Clearing Services, LLC with over 30 years of experience in the industry. He specializes in working with individuals, corporations, and charitable organizations to create customized financial plans and manage their investments. Jonathan has worked previously at A. G. EDWARDS & SONS, INC. and HEFREN-TILLOTSON, INC. His credentials include holding both Series 7 and Series 63 licenses. Jonathan holds both a Broker-Dealer and Investment Advisor Representative registrations in multiple states. He is committed to providing clients with a personalized approach to financial planning and investment management.

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ADVISOR BIO

Jonathan Lohman is an Investment Advisor Representative with Mariner Wealth, a financial advisory firm. Jonathan has been in the industry since June 2011. Jonathan is registered in Pennsylvania and Texas.

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ADVISOR BIO

Jonathan F. Smith is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Pittsburgh, Pennsylvania. Jonathan Smith is also registered as an investment advisor representative. Jonathan F. Smith has over 15 years of experience in the financial services industry and has worked at several firms including AXA Advisors, LLC, PNC Investments, and Morgan Stanley DW Inc. Jonathan F. Smith holds a Series 7, Series 31, and Series 66 license. Jonathan F. Smith is dedicated to providing clients with personalized financial advice and solutions. Jonathan F. Smith is committed to helping clients achieve their financial goals.

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