ADVISOR BIO

Robin J. Lane is a financial advisor with over 25 years of experience in the industry. Robin has a strong background in investment management, having worked with a variety of firms, including Smith Barney Inc., Lockwood Financial Services, Inc., Pershing LLC, Northern Lights Distributors, LLC, and currently with Copeland Capital Management, LLC. Robin is a Chartered Financial Analyst (CFA) and holds the Series 7, 24, 63, and 65 licenses. Robin specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Rocco Vernisi is an investment advisor representative with Morgan Stanley. Rocco has been working in the financial services industry since 1994 and has a broad range of experience with a focus on portfolio management. Rocco is registered in 27 states including Pennsylvania, Texas, Arizona, California, and New York. Rocco's experience spans multiple firms including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Olde Discount Corporation.

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ADVISOR BIO

Rodd Jackson Melzer is a financial advisor who has been in the industry since 1997. Rodd is currently registered with Morgan Stanley and is licensed in a number of states. Previously, Rodd worked at CITIGROUP GLOBAL MARKETS INC. Rodd is a Series 63 and 65 licensed advisor and also holds the Series 7 and SIE designations.

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Roderick Poore is a financial advisor with Morgan Stanley. Roderick has been in the industry since December 11, 2000. He has a Series 66 license and has been registered with FINRA since February 15, 2011. Roderick also holds a Series 7, Series 9, Series 10 and Series 31 license. He is registered in 47 states and the District of Columbia. Roderick specializes in providing financial advice to individuals, businesses, investment companies and other entities.

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ADVISOR BIO

Roman William Day is a financial advisor at Kovitz Investment Group Partners, LLC. Roman is a Registered Investment Advisor (RIA) in Pennsylvania and holds a Series 66, Series 7TO and SIE licenses. Roman has been in the financial services industry since August 2020. Roman has a long history of working with individuals, corporations, and other investment companies. Roman is a specialist in providing investment advice, financial planning, pension consulting and portfolio management services.

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Ron Mentel is an investment advisor representative at Morgan Stanley. Ron has been in the securities industry since July 13, 2017. Ron is registered with the state of Pennsylvania. Ron has passed the Series 6, Series 7, Series 63, and Series 66 exams. In addition to Ron's current employment at Morgan Stanley, Ron has previously worked for MUTUAL OF AMERICA SECURITIES LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, HAMILTON LANE SECURITIES LLC, and MML INVESTORS SERVICES, LLC.

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ADVISOR BIO

Ronald R Wetzel Jr. is a financial advisor with over 36 years of experience in the financial services industry. Ronald has been with Morgan Stanley since 2009 and has served as a financial advisor at a number of firms including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Cunningham, Schmert & Co., Inc. Ronald currently holds registrations in Delaware, Florida, and Pennsylvania and is Series 66, Series 7, and SIE licensed. Ronald has experience in investment management and financial planning. He is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Ronald Muhlenkamp is a registered Investment Advisor Representative with Muhlenkamp & Co. Inc. in Wexford, PA. Ronald is a seasoned professional with over 40 years of experience in the financial services industry. Ronald has a proven track record of providing sound financial advice to a wide range of clients, including individuals, families, and corporations.

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ADVISOR BIO

Ronald Gregory Snyder is a financial professional with over 35 years of experience in the financial services industry. Ronald is a Registered Representative of State Farm Investment Management Corp. and has a strong background in investment advisory services, particularly in portfolio management. Ronald is a highly skilled financial professional with a track record of success in helping clients reach their financial goals.

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ADVISOR BIO

Ronald Boller is a financial professional with over 20 years of experience in the financial services industry. Ronald is a Registered Representative with State Farm Investment Management Corp. and has held this position since August of 2018. Ronald is also a Registered Investment Advisor, with registration dating back to August of 2018. He has a Series 6, 26 and 63 license and holds the designation of Chartered Financial Consultant. Ronald is a resident of Pittsburgh, PA and is licensed to practice in Pennsylvania.

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