ADVISOR BIO

John Andrew Mitsos is an investment advisor representative at MAI Capital Management, LLC. John has been in the industry since December 1998. John holds Series 6, 63, and 65 licenses, as well as the SIE. Prior to joining MAI Capital Management, LLC John was previously employed at WCG Wealth Advisors, LLC, MML Investors Services, LLC and Treloar & Heisel, LLC. John is registered with the state of Delaware, New Jersey, New York, and Pennsylvania.

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ADVISOR BIO

Jonathan Richard Battillo is a financial advisor with over 19 years of experience in the industry. Jonathan is registered with Rockefeller Financial LLC and holds Series 7, Series 66, and SIE licenses. Jonathan is also a Certified Financial Planner and is registered to provide investment advisory services in 39 states. Jonathan has experience working with a range of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension plans. Jonathan is a member of the Doane Academy Board of Trustees.

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ADVISOR BIO

Jonathan Farina is a financial advisor who has been working in the industry since August 2006. Jonathan is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since July 2007. Previously, Jonathan worked at RYAN BECK & CO.. Jonathan has a Series 66, Series 7, and SIE license and holds licenses in several states. Jonathan works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jonathan offers a range of services, including financial planning, portfolio management, and investment advisory.

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ADVISOR BIO

Joseph Michael Sullivan has been in the financial services industry since 1999 and is a registered representative with Commonwealth Financial Network. Joseph is a Certified Public Accountant with over 30 years of experience in providing financial and tax advice to individuals and families. Joseph has a strong understanding of investment strategies and is committed to providing personalized financial guidance to help clients achieve their financial goals. Joseph specializes in financial planning, retirement planning, and investment management. Joseph holds the Series 6, 7, 63, and 65 licenses and the SIE exam.

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ADVISOR BIO

Joseph John Haas is a financial advisor at LPL Financial LLC. Joseph is licensed to provide investment advice in Delaware, New Jersey, and Pennsylvania. He is also a registered principal with LPL Financial LLC. Joseph has been in the financial services industry since 1972.

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ADVISOR BIO

Joseph August Flotteron is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Joseph is a registered representative with the firm since February 2008 and has a wealth of experience in the financial industry, having started in January 1985. Joseph provides a range of services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Joseph is licensed to provide financial advice in numerous states, including Florida, Pennsylvania, and Texas.

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ADVISOR BIO

Joseph John Haas is an investment advisor representative with LPL Financial LLC, located in Yardley, PA. Joseph has been in the financial industry since August 1, 1996. Prior to joining LPL Financial LLC, Joseph was with OSAIC WEALTH, INC. and Signator Investors, Inc. Joseph is also a registered investment advisor in Pennsylvania and Texas.

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ADVISOR BIO

Justin Robert Nash is an investment advisor representative at Fidelity Personal and Workplace Advisors. Justin has been in the industry since 2021. Justin has a Series 7TO, Series 66, and SIE license. Justin is registered with FINRA. Justin has been registered with the state of Pennsylvania since 2022. Prior to joining Fidelity Personal and Workplace Advisors, Justin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Kathleen Zelenka is a registered representative with Janney Montgomery Scott LLC. Kathleen has been in the industry since 1994 and has a broad range of experience in the financial services industry. Prior to joining Janney Montgomery Scott, Kathleen was a financial advisor with Stifel, Nicolaus & Company, Incorporated. Kathleen specializes in providing financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Kelley Danielle Smith is a registered representative with Morgan Stanley. Kelley Danielle Smith has been in the securities industry since October 4, 2019. Kelley Danielle Smith is registered with the following regulatory organizations: FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kelley Danielle Smith is also registered as an investment advisor representative in the states of New Jersey, Pennsylvania, and Texas. Kelley Danielle Smith is currently employed at the Morgan Stanley branch office located in Yardley, Pennsylvania.

SPECIALIZATIONS