ADVISOR BIO

Adam John Fletcher is an investment advisor representative at T. Rowe Price Associates, Inc. located in Wayne, Pennsylvania. Adam has been in the financial services industry since November 2, 2006. Previously, Adam worked at BLACKROCK INVESTMENTS, LLC. and BLACKROCK FUND DISTRIBUTION COMPANY. Adam is licensed in multiple states, including Maryland, New Jersey, and Pennsylvania. Adam also holds Series 3, 7, and 63 licenses. Adam specializes in financial planning, portfolio management, and investment advising.

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ADVISOR BIO

Adam Schreiber is a financial advisor with Hartford Funds. Adam has been in the financial services industry since 2014. Adam is registered in 52 states and is a registered investment advisor in Pennsylvania. Adam has experience with investment companies and pooled investment vehicles. Adam provides investment advice to states in connection with 529 plans and model recommendations.

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ADVISOR BIO

Alexandria Wachtel is an investment advisor representative at Hartford Funds. Alexandria has been in the financial services industry since January 26, 2017 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. Alexandria holds Series 63, 65 and 7 licenses, and the SIE designation. Alexandria also offers investment advice to states in connection with 529 plans and model recommendations.

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ADVISOR BIO

Alyssa Marie Heron is an Investment Advisor Representative associated with Corient. Alyssa is registered with the state of Pennsylvania. Alyssa obtained her Series 65 license by passing the Uniform Investment Adviser Law Examination on October 23, 2020. Prior to joining Corient, Alyssa worked at Radnor Financial Advisors and Penn Mutual Asset Management. Alyssa has experience in providing financial planning, portfolio management and educational seminars to clients.

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ADVISOR BIO

Andrew Wilson Tornetta is a financial professional with over 15 years of experience in the financial services industry. Andrew has held various roles at several firms, including InCapital LLC, Protective Life, Citizens Securities, Inc., and Franklin Distributors, LLC. Andrew is currently registered with Hartford Funds as a Registered Representative and Investment Adviser Representative.

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ADVISOR BIO

Andrew Matusik is an investment advisor representative at Corient. Andrew is currently registered with the state of Pennsylvania. Andrew holds a Series 65 license and has been working in the financial services industry since 2012. Andrew's previous employers include Valley Forge Financial Group, SEI INVESTMENTS, and Creative Financial Group. Andrew's specialties include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting.

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ADVISOR BIO

Anthony R. Monterosso is a registered investment advisor representative with Hartford Funds, located in WAYNE, PA. Anthony Monterosso has been in the securities industry since 2004. Anthony Monterosso is also registered with the following state securities authorities: California, Colorado, Connecticut, Hawaii, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin. Anthony Monterosso has passed the following securities exams: Series 6, Series 7, Series 63, Series 65, and SIE. Anthony Monterosso has been associated with Hartford Funds since 2015. Previously, Anthony Monterosso was associated with HARTFORD LIFE DISTRIBUTORS, LLC from 2004 to 2012.

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ADVISOR BIO

Ashley Nimon is a financial advisor with Corient. Ashley has been in the financial services industry since 2014 and holds the Series 65 license. Ashley is a Certified Financial Planner™ professional. Corient is a firm located in Miami, Florida that specializes in financial planning, portfolio management, and pension consulting. Corient has over 450 employees and manages over $118 billion in assets. Ashley is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Athanasios Tsirukis is an Investment Advisor Representative at Almanack Investment Partners, LLC, located in Wayne, PA. Athanasios has been with Almanack Investment Partners since July 2022. Athanasios Tsirukis is also the owner and managing member of Dialectic Wealth, LLC, located in Bethlehem, PA. Athanasios Tsirukis holds a Series 65 license and has been in the industry since September 2011. Athanasios Tsirukis' areas of expertise include portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Austin Dodge Hoggan is a financial advisor at Corient, a firm based in Miami, Florida. Austin is registered to provide investment advice in Pennsylvania and Texas. They have been in the financial services industry since 2008 and have previously worked at Janney Montgomery Scott LLC and Citigroup Global Markets Inc. Austin has earned the Series 63, Series 65, Series 7 and Series 55 licenses and is also a Certified Financial Planner. Corient provides financial advisory services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $118 billion in assets.

SPECIALIZATIONS