ADVISOR BIO

Abigail Page Wick is a financial advisor with Morgan Stanley, licensed to provide advisory services in Pennsylvania and Texas. Abigail has been in the industry since 2020 and is registered with both FINRA and the state of Pennsylvania. Abigail holds the Series 66, Series 7TO, and SIE licenses. Abigail specializes in financial planning, portfolio management for individuals, investment companies and businesses, and providing asset allocation advice. Abigail has experience working with clients ranging from high-net-worth individuals to corporations and charitable organizations.

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ADVISOR BIO

Adrianne Vickers is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Adrianne has been working in the financial services industry since 1982 and has a wide range of experience. Adrianne is licensed in a number of states and holds several securities licenses. Adrianne is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Akash Patel is a financial advisor with Wells Fargo Clearing Services, LLC. Akash has been in the financial services industry since October 2017. Akash holds Series 6, 7TO, 63, and 65 licenses. Akash is registered to provide investment advice in several states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wyoming. Akash's firm, Wells Fargo Clearing Services, LLC, is a large financial services firm with assets under management in excess of $10 billion.

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ADVISOR BIO

Alena Kerachsky is a financial professional registered with Santander Securities LLC in Yardley, Pennsylvania. Alena has been in the financial industry since 2017 and holds the Series 6, Series 63, and SIE licenses. Alena specializes in investment planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Alexander Pron is a financial advisor at Crossover Capital with over a decade of experience in the financial services industry. Alexander has a broad range of experience with individuals and corporations providing financial planning and consulting services. Alexander holds the Series 7, Series 66, and SIE licenses. Alexander is also a CERTIFIED FINANCIAL PLANNER™ professional.

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ADVISOR BIO

Alexander Salak is a financial professional with over 16 years of experience in the financial services industry. Alexander is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer and investment advisor. Alexander is currently registered to provide securities and advisory services in a number of states. Alexander is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and other services.

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ADVISOR BIO

Alicja Plonska is an investment advisor representative who has been in the industry since 2009. Alicja is currently registered with Morgan Stanley, where Alicja has been employed since 2017. Before working for Morgan Stanley, Alicja worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc.. Alicja has a wide range of experience in the financial services industry, including experience with various investment products and services. Alicja holds several licenses and certifications, including the Series 66, Series 7, Series 9, and Series 10 exams. Alicja is committed to providing clients with the highest level of personalized service and investment advice.

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ADVISOR BIO

Amber Lee Heary is a financial advisor with Janney Montgomery Scott LLC, a firm with a long history of serving clients and a reputation for excellent service. Amber has been in the industry since 2014, and has experience with Stifel, Nicolaus & Company, Incorporated. Amber holds a Series 63, Series 66, and Series 7 licenses, and is registered in 29 states. Amber specializes in providing financial planning, investment management, and other services to individuals and businesses.

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ADVISOR BIO

Andrea Leahy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrea has been in the financial industry since 2007 and has been registered with the state of Pennsylvania since 2017. Andrea is a registered representative and an investment advisor representative. Andrea has passed the Series 7, Series 63 and Series 66 exams, as well as the Securities Industry Essentials exam. Prior to joining Merrill Lynch, Andrea worked at Morgan Stanley Smith Barney and Janney Montgomery Scott LLC. Andrea's specializations include investment advisory services, and portfolio management for individuals and businesses.

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ADVISOR BIO

Andrew Arno is a financial advisor with Cetera Investment Advisers LLC. Andrew has been working in the financial services industry since 1997. Andrew has a Series 6, 7, and 63 license, along with a SIE designation. Andrew has experience working with clients in various fields, including high-net-worth individuals, corporations, and charitable organizations. Andrew is committed to providing personalized financial planning and investment advice to help his clients achieve their financial goals. Andrew has worked with LPL Financial LLC and WS Griffith Securities, Inc in the past.

SPECIALIZATIONS