ADVISOR BIO

Aaron McInerney is a registered investment advisor representative with SEI Investments Management Corp., based in Oaks, Pennsylvania. Aaron has over 20 years of experience in the financial services industry. Prior to joining SEI Investments Management Corp., Aaron worked at a variety of firms including Salient Capital L.P. and Forward Securities, LLC. Aaron specializes in providing financial planning, portfolio management, and educational seminars to individual investors, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Aaron McIntyre is a financial advisor registered with Morgan Stanley. Aaron has over 30 years of experience in the financial services industry. He is a Series 7 and Series 63 licensed professional. He is also a registered Investment Advisor. Aaron provides financial planning and investment advice to individuals, families, and businesses. He specializes in portfolio management and asset allocation. Aaron is also a Board Member of the Pennsbury Township, Commission Fire/Emergency Medical Services.

SPECIALIZATIONS

ADVISOR BIO

Aaron Xavier Holland is a financial advisor at Morgan Stanley. Aaron has been in the industry since July 2011. Aaron is registered with the state of Pennsylvania and holds Series 7, 9, 10, 66 and SIE licenses. Aaron has previously worked at WELLS FARGO ADVISORS, LLC, and EDWARD JONES.

SPECIALIZATIONS

ADVISOR BIO

Abigail Page Wick is a financial advisor with Morgan Stanley, licensed to provide advisory services in Pennsylvania and Texas. Abigail has been in the industry since 2020 and is registered with both FINRA and the state of Pennsylvania. Abigail holds the Series 66, Series 7TO, and SIE licenses. Abigail specializes in financial planning, portfolio management for individuals, investment companies and businesses, and providing asset allocation advice. Abigail has experience working with clients ranging from high-net-worth individuals to corporations and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Adam Benjamin Spector is an active investment advisor representative. Adam has been in the financial industry for 31 years and has a broad range of experience in financial markets. Adam has been registered with Brandywine Global Investment Management, LLC since May 2017. Prior to that, Adam was registered with Franklin Distributors, LLC. Adam is a Series 63, 65, 7, 24, 3, 34, 99TO, and SIE licensed representative. Adam has a strong track record of providing investment advice and wealth management services to a diverse clientele, including individuals, families, institutions, and corporations.

SPECIALIZATIONS

ADVISOR BIO

Adam Bielemeier has been in the financial services industry since 2006. He has worked at both Merrill Lynch and Morgan Stanley, where he is currently registered. Adam is licensed to provide investment advice in 53 states and has a combined total of 57 active registrations. He is a registered representative with Morgan Stanley, which manages over $1.4 trillion in assets.

SPECIALIZATIONS

ADVISOR BIO

Adam Steinhauser is a financial advisor with Morgan Stanley, where Adam has been employed since April 2010. Previously, Adam was a financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Adam has been in the financial industry since November 2003. Adam has a variety of licenses and registrations including Series 7, Series 9, Series 10, Series 31, Series 55, and Series 66. Adam is registered to provide financial advice in 53 states and has worked with a wide variety of clients, including individuals, corporations, investment companies, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Adam Hubert is a financial advisor with Robert W. Baird & Co. Inc., registered with the state of Pennsylvania. Adam has been in the industry since March 2021. Adam has passed the Series 7TO, Series 66, and SIE exams. Prior to joining Robert W. Baird & Co. Inc., Adam worked at Hefren-Tillotson, Inc. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Adam Booz is a registered investment advisor representative (IAR) for SEI Investments Management Corp. in Oaks, Pennsylvania. Adam has been in the industry since 2022 and holds the Series 65 license. Adam works with high-net-worth individuals, corporations, individuals, pooled investment vehicles, charitable organizations, and insurance companies. Adam specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, investment companies, and pooled investment vehicles. Adam also holds the SIE license.

SPECIALIZATIONS

ADVISOR BIO

Adam Innab is an investment advisor representative who has been in the industry since 2022. Adam holds a Series 66, Series 7TO, and SIE license. Adam is currently registered with alliancebernstein LP and previously worked at ameriprise financial services, llc. Adam specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Adam also provides financial planning and publication of periodicals as an advisor.

SPECIALIZATIONS