ADVISOR BIO

John D Oakes is an investment advisor representative registered with Morgan Stanley. John D Oakes has been in the industry since 2008 and is licensed in multiple states including Pennsylvania and Texas. John D Oakes has extensive experience in financial planning and portfolio management. Prior to joining Morgan Stanley, John D Oakes was employed at Cambridge Investment Research, Inc. and Morgan Stanley & Co., Incorporated. John D Oakes provides advisory services to individuals, businesses, and investment companies.

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ADVISOR BIO

John Richard Jolls is a financial advisor with Morgan Stanley. John has been in the financial services industry since 2008 and has a Series 7, 9, and 63 license. John specializes in providing investment advice and financial planning services to individuals, businesses, and institutions. John is registered to provide investment advice in 31 states and is also licensed to provide investment advisory services in Texas and Pennsylvania.

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ADVISOR BIO

John Kirstien is a financial advisor with Morgan Stanley, a leading global financial services firm. John has been in the financial services industry since 2006 and holds licenses to conduct business in multiple states. John has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. John can provide guidance on a variety of financial planning needs, including retirement planning, investment management, and college savings.

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ADVISOR BIO

John Grodin is a financial advisor with Morgan Stanley, a leading global financial services firm. John has been in the financial services industry since 1997 and has extensive experience in helping clients with their financial needs. John is registered as a Registered Representative and Investment Advisor Representative in multiple states. John is committed to providing personalized advice and working with clients to develop long-term financial plans.

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John Robert Logan is a registered Investment Advisor Representative with Macquarie Investment Management Business Trust and has been in the financial services industry since July 27, 1995. John Logan is registered with the state of Pennsylvania and has previously been associated with Lincoln Financial Distributors, Inc. and Delaware Distributors, L.P.. John Logan has been a registered representative in Delaware, Maryland, New Jersey, and Pennsylvania.

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John Donaldson is an Investment Advisor Representative with Haverford Financial Services, Inc.. John has been with the firm since August 2008. John is also a Chartered Financial Analyst. John has been registered with the Securities and Exchange Commission since 2008. Prior to joining Haverford Financial Services, Inc., John worked at Drexel Burnham Lambert Incorporated. John has passed the Series 65, Series 63, Series 5 and Series 7 exams. John is registered in Pennsylvania.

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ADVISOR BIO

John Russell Kautz is a financial advisor with Robert W. Baird & Co. Inc. located in Pittsburgh - Wexford, PA. John has been in the financial services industry since December 17, 2020. John has a Series 7TO, Series 66, and SIE license and is registered with FINRA. John is also registered in 28 states. John is a financial advisor with over 6 years of experience in the financial services industry. John specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. John also provides financial planning, pension consulting, educational seminars, and publication of periodicals.

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John Gdula is an investment advisor representative registered with State Farm Investment Management Corp. in Irwin, Pennsylvania. John Gdula is active in the state of Pennsylvania, holding both a Series 63 and a Series 65 license. John Gdula has been in the securities industry since 2008. John Gdula has experience in both the insurance and investment industries.

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John Stagg Hamblett is a registered investment advisor representative with Cooke & Bieler, LP. John has been in the industry since 1985 and holds licenses for Series 3, 5, 63 and 65 exams. John has been with Cooke & Bieler, LP since October 2009. Prior to that, John was a registered representative with Foreside Fund Services, LLC, Nuveen Investments, LLC, Starboard Capital Markets, Inc., and CS First Boston Corporation.

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ADVISOR BIO

John Edward Schipper,iv is an investment advisor representative with Conestoga Capital Advisors, LLC. John Edward Schipper,iv is based in WAYNE, PA and has been in the industry since July 2013. John Edward Schipper,iv is registered with the state of Pennsylvania. John Edward Schipper,iv has passed the Uniform Investment Adviser Law Examination (Series 65). John Edward Schipper,iv specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Conestoga Capital Advisors, LLC manages over $8.75 billion in assets for a variety of clients, including individuals, families, businesses, trusts, foundations, and endowments.

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