ADVISOR BIO

Brian Koble is a financial advisor who has been in the industry since March 2003. Brian is a Chartered Financial Analyst and is currently registered with Robert W. Baird & Co. Inc.. Previously, Brian was registered with HEFREN-TILLOTSON, INC. Brian is licensed in 35 states including Florida, Pennsylvania and Texas. Brian offers financial planning, portfolio management and educational seminars to individuals, businesses, trusts and estates, charitable organizations, insurance companies, investment companies, banking institutions, and pension/profit sharing plans.

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ADVISOR BIO

Brian Arthur Badgley is a financial advisor at Pathstone. Brian has been in the financial services industry since 2001 and has a strong track record of success. He is a Chartered Financial Analyst and holds the Series 7, Series 55, and Series 63 licenses. Brian specializes in providing financial planning, portfolio management, and family office services. He has experience working with high-net-worth individuals, families, and institutions. Brian is committed to providing his clients with personalized financial advice and solutions that meet their unique needs.

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ADVISOR BIO

Brian Scott Wubbe is a registered investment advisor representative in Pennsylvania. Brian has been in the securities industry since 2006 and has experience with a variety of firms including Brinker Capital Securities, LLC, Northern Lights Distributors, LLC, and Financial Telesis Inc. Brian currently works at SEI Investments Management Corp. in Oaks, Pennsylvania.

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ADVISOR BIO

Brian Kilar is a registered investment advisor representative with Macquarie Investment Management Business Trust, offering investment advice and services across a wide range of states. Brian has been in the financial services industry since 2004. Brian's career includes previous roles with firms such as TortoiseEcofin Securities, LLC, Putnam Retail Management Limited Partnership, Pioneer Funds Distributor, Inc., Managers Distributors, Inc. and ABN AMRO Distribution Services (USA), Inc.. Brian holds several industry certifications, including the Series 6, 7, 63, 65 and SIE licenses. Brian specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

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ADVISOR BIO

Brina M. McCarthy is an investment advisor representative with Morgan Stanley. Brina is registered with the state of Pennsylvania, Texas, and Illinois. Brina has been in the industry for 10 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Brina has a Series 7 and Series 66 license. Brina is located in the Camp Hill office.

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ADVISOR BIO

Britney Hollick is a financial advisor with State Farm Investment Management Corp. Britney has been in the industry for over 10 years and holds a Series 6, Series 63 and Series 65 license. Britney is registered as a broker-dealer in Maryland, Ohio, Pennsylvania and West Virginia. Britney Hollick also is an insurance agent and a board member for the Bethel Park Public Library.

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ADVISOR BIO

Brittany Arentz is a financial advisor with Morgan Stanley. Brittany is registered to provide investment advice in 41 states. Brittany has been in the financial services industry since December 2019. Brittany is active with both Series 66 and Series 7 registrations and has passed the SIE exam. Brittany provides investment advice to individuals, corporations, insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Brittany’s areas of expertise include asset allocation advice, financial planning, and portfolio management.

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ADVISOR BIO

Brodie Dalton is a financial advisor who is registered in 42 states and the District of Columbia. Dalton is licensed to provide both securities and investment advisory services. He has been working in the financial services industry since 2011. Currently, Dalton works for Morgan Stanley. Prior to that, he worked for Morgan Stanley Private Bank, National Association. Dalton has a series of designations, including Series 7, Series 66, and SIE. In addition to their financial advisory practice, Dalton is also an officer in Getty's Ridge Rod and Gun Club.

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ADVISOR BIO

Brody J Gregory is a financial advisor registered with Morgan Stanley. Brody is based in Berwyn, Pennsylvania and is licensed to provide investment advice in Pennsylvania and Texas. Brody has been active in the financial industry since November 2022 and has a Series 7TO, SIE, and Series 66. Brody has an active Securities Industry Essentials (SIE) registration. Brody has been registered with Morgan Stanley since November 2022. Brody has experience providing financial advice to individuals, businesses, investment companies, pension and profit-sharing plans, charitable organizations, insurance companies, and high-net-worth individuals.

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ADVISOR BIO

Bronwyn Dewey is an investment advisor representative with Conestoga Capital Advisors, LLC. Bronwyn is also registered as an investment advisor in the states of Pennsylvania and Texas. Prior to joining Conestoga Capital Advisors, Bronwyn was a registered representative with LPL Financial LLC. Bronwyn has been in the industry for over 4 years, having started in 2018. Bronwyn holds Series 7 and Series 66 licenses.

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