ADVISOR BIO

Joel Randy Freedman is a financial advisor who has been in the industry since October 9, 1984. Joel is currently registered with Sanctuary Advisors, LLC and holds the following licenses: Series 7, 9, 10, 22, 24, 27, 31, 39, 52TO, 53, 63, 65, 99TO, and SIE. Joel has previously worked with firms such as MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., WACHOVIA SECURITIES, LLC, INVESTEC INC., SONIC TECHNOLOGIES LLC, GENESIS ADVISORS, INC., and GEMSTONE MERCHANT PARTNERS, INC. Joel is a Certified Financial Planner (CFP) and specializes in providing financial planning services.

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ADVISOR BIO

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 Robert Schaule is a registered representative with Wells Fargo Clearing Services, LLC. John has over 20 years of experience in the financial industry, having worked for various firms such as Citizens Securities, Inc. and Wells Fargo Advisors, LLC. John holds a Series 6, 7, 63, and 66 licenses and the SIE. John specializes in providing investment consulting services to institutional clients as well as providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. John is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

John Robert Dimonda is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and holds Series 7, 9, 10, 24, 26, 63, and 65 licenses. John has previously worked at Lincoln Financial Advisors Corp., Lincoln National Life Ins. Co., and Lincoln Financial Securities Corporation. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.

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ADVISOR BIO

John Cameron Klaessig is a financial advisor registered with Wells Fargo Clearing Services, LLC. John has been working in the financial services industry since May 2018 and holds the Series 6, 7, 63, and 66 licenses. John specializes in investment consulting for individuals, businesses, institutional clients, and charitable organizations.

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ADVISOR BIO

John Battista is a financial advisor with Janney Montgomery Scott LLC, a firm with over 100 years of experience in the industry. John has been a registered representative since 1973 and has a long history of experience in the industry. John has a wide range of certifications, including Series 7, 63, and 65 licenses, as well as the Certified Financial Planner designation. John is dedicated to providing personalized financial advice and guidance to his clients, and he is committed to helping them achieve their financial goals. John is currently registered to provide investment advisory services in Florida, Pennsylvania, and Texas. John has a strong track record of success, and he is committed to providing his clients with the highest level of service.

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ADVISOR BIO

John Patrick Caven is a financial advisor with Wells Fargo Clearing Services, LLC and has over 30 years of experience in the industry. John has a strong track record of providing financial advice and investment management services to a diverse clientele. John is dedicated to helping individuals and families achieve their financial goals.

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ADVISOR BIO

John Alan Hanhauser is a registered representative and investment advisor representative. John has been in the industry since 1986 and is currently employed by Oppenheimer & Co. Inc. John has been associated with this firm since August 2006. John has passed both Series 63 and Series 66 exams. John also passed the Series 7 and SIE exams. John has a wide range of investment experience, including portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

John Edward Shetterly is an experienced financial advisor with over 27 years of experience in the industry. John has a strong background in securities, investments, and financial planning. Currently, John is registered with Osaic Wealth, Inc. and holds Series 7, 9, 10, 24, 3, 31, and 65 licenses. Previously, John has worked with T. Rowe Price Investment Services, Inc., Edward Jones, J.J.B Hilliard, W.L. Lyons, LLC, Legg Mason Wood Walker, Incorporated, and Alex. Brown & Sons Incorporated. John is committed to providing personalized financial advice to help individuals and families achieve their financial goals.

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ADVISOR BIO

John Derderian is a registered investment advisor representative with Haverford Financial Services, Inc. He is a Registered Representative with over 27 years of experience in the securities industry. John has worked in the securities industry since 1995 and has been with Haverford Financial Services, Inc. since 2007. He holds Series 7, 24, 53, 63 and 65 licenses, and has taken the SIE and Operations Professional Exam. John has been a NASD Arbitrator since July 2000.

SPECIALIZATIONS