ADVISOR BIO

Tyler Hamilton is a financial advisor with Janney Montgomery Scott LLC. Tyler is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since November 2014. Tyler is currently registered with the state of Pennsylvania. Previously, Tyler worked at Stanley Laman Group Securities, LLC in Berwyn, PA. Tyler has passed the Series 66, Series 7, and SIE exams. Tyler specializes in providing financial advice to individuals, corporations, and charitable organizations. Tyler offers a range of financial services including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Victor Kurtz is an active investment advisor representative registered with Morgan Stanley and has been in the industry since June 21, 1979. Victor holds Series 63, 65, 7, 8, 9, 10, 31, and SIE licenses and is registered with the states of Florida, Pennsylvania, and Texas. Victor has a strong background in financial services, having previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wheat, First Securities, Inc., Butcher & Singer Inc., and First Jersey Securities, Inc. Victor is dedicated to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Vito V Depalo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Vito is a veteran financial professional with over 20 years of experience in the financial services industry. Vito has a strong understanding of the investment markets and is dedicated to providing personalized financial advice to clients. Vito holds a Series 7 and Series 66 license.

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ADVISOR BIO

Walter Zinych is a registered representative with First Trust Advisors LP. Walter has been in the securities industry since 2003. Walter has passed the Series 7, Series 63, and Series 66 exams. Walter is registered with the state of Delaware, Illinois, New Jersey, and Pennsylvania. Walter is also registered with the FINRA. Walter previously worked at Pacific Select Distributors, LLC and Legg Mason Investor Services, LLC.

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ADVISOR BIO

Warren Spencer Davis is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Yardley, PA. Warren has been in the financial industry since March 23, 1991. Warren holds Series 7, Series 63, and SIE licenses and is registered in 28 states. Prior to joining Stifel, Nicolaus & Company, Inc. Warren held positions with STERNE, AGEE & LEACH, INC., ABERDEEN FUND DISTRIBUTORS, LLC, FORESIDE FUND SERVICES, LLC, SCUDDER INVESTOR SERVICES, INC., DEUTSCHE BANK SECURITIES INC., ICC DISTRIBUTORS, INC., SEI INVESTMENTS DISTRIBUTION CO., PAINEWEBBER INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Warren specializes in Fixed income securities, Mutual funds, Exchange traded funds, Variable annuities, Annuities, and Retirement planning.

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ADVISOR BIO

Wendy Citrenbaum Tovsky is a financial advisor with Osaic Wealth, Inc. in YARDLEY, PA. Wendy has been in the financial services industry since 2016. Wendy is registered with the state of Pennsylvania and holds the Series 6, Series 63 and SIE licenses. Wendy's specializations include financial planning, portfolio management for individuals, portfolio management for businesses, and pension consulting. Wendy is also licensed to offer educational seminars. Before joining Osaic Wealth, Inc., Wendy worked at GROVE POINT INVESTMENTS, LLC in FEASTERVILLE, PA.

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ADVISOR BIO

Wilford Lawrence is a financial professional with over 15 years of experience in the financial services industry. Wilford is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 7 and Series 66 license. Wilford has a strong background in providing investment advice to individuals, corporations, and institutional clients.

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ADVISOR BIO

William M. Palisca is a financial advisor with over 20 years of experience in the financial services industry. William is currently registered with Osaic Wealth, Inc. in Pennsylvania. Prior to joining Osaic Wealth, Inc., William worked at FSC Securities Corporation. William is also a registered investment advisor and has passed the Series 6, 7, 63, and 66 examinations. William provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers.

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ADVISOR BIO

William Napier is a financial advisor at Morgan Stanley with over 30 years of experience in the financial services industry. William has a broad range of experience working with individuals, corporations, and institutions. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 27, 63 and 65 licenses. William is dedicated to helping clients achieve their financial goals through a comprehensive approach to financial planning.

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ADVISOR BIO

William Leonard is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over $1 trillion in assets under management. William has been active in the industry since 2004. William provides financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles. William holds Series 7, Series 63, and SIE licenses. William is registered with FINRA and is currently licensed in 45 states.

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