ADVISOR BIO

Joseph Cervinka is an investment advisor representative registered with Kingsguard Capital LLC. Joseph has been working in the financial services industry since 2014. Joseph holds a Series 65 license and is registered to provide investment advisory services in Florida and Virginia. Joseph provides portfolio management for individuals and is also available as a co-advisor to other firms. Joseph also conducts educational seminars and can help clients with selecting other advisors.

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ADVISOR BIO

Joseph Lamoglia is an Investment Advisor Representative with Commonwealth Financial Network in Reston, Virginia. Joseph has been in the industry since June 2005. Joseph is licensed in 34 states and holds the Series 66, Series 7, and SIE licenses. Joseph has been with Commonwealth Financial Network since April 2012. Joseph also owns Potomac Financial Private Client Group, LLC.

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ADVISOR BIO

Joseph Dawkins is a financial advisor in Tyson's Corner, VA with over 15 years of experience in the industry. Joseph has held positions at Seia, OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Joseph is registered with FINRA and the state of Virginia.

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ADVISOR BIO

Joseph Rabil is an Investment Advisor Representative at Carver Capital, LLC. Joseph is registered in Virginia and has been in the industry since 2016. Joseph holds a Series 65 license and specializes in portfolio management for individuals. Joseph is also the Owner and President of Rabil Stock Research, LLC.

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ADVISOR BIO

Joseph Cantanucci is a financial advisor with over 20 years of experience in the financial services industry. Joseph is currently registered with LPL Financial LLC as a Registered Representative and an Investment Advisor Representative. Joseph holds a Series 6, 7, 24, 63 and 66 licenses. Joseph has previously held positions at MML Investors Services, LLC, MONY Securities Corporation, and NYLIFE Securities Inc. Joseph is a specialist in providing financial advice and services to individuals, families, and businesses. Joseph is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Anthony Moore is an investment advisor representative, registered with Keel Point, LLC. Joseph has been in the industry since June 2011 and is registered to provide investment advice in Missouri, New Hampshire, Texas, and Virginia. Joseph is a Certified Financial Planner and specializes in various areas including Financial Planning, Portfolio Management for Individuals and Businesses, as well as Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Joseph Carter is a registered representative with Osaic Wealth, Inc. with 4 years of experience in the industry. Joseph is registered to conduct business in Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington and West Virginia. Joseph holds the Series 63, Series 6TO and SIE licenses. The firm provides advisory services in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Osaic Wealth, Inc. manages assets for individuals, corporations, other businesses, charitable organizations, pension and profit sharing plans and pooled investment vehicles.

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ADVISOR BIO

Joseph Connor is a financial advisor with Connor Capital Management, LLC in Vienna, Virginia. Joseph has been in the financial industry since 1995 and has a wide range of experience working with both high-net-worth individuals and other individuals. Joseph is registered in the state of Virginia as a Registered Investment Advisor (RIA) and is also registered in the state of Virginia as a Broker-Dealer. Joseph specializes in providing financial planning and portfolio management services to clients.

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ADVISOR BIO

Joseph Altschuler is an investment advisor representative with Fidelity Personal And Workplace Advisors in Ashburn, VA. Joseph has been in the industry since 2018 and is registered with FINRA and the states of Florida, Maryland, Massachusetts, North Carolina, Virginia and West Virginia. Joseph has passed the Series 7 and 66 exams, and holds the SIE designation. Joseph provides financial planning, educational seminars and selection of other advisors. Prior to joining Fidelity, Joseph worked at Morgan Stanley, E*TRADE Securities LLC, T. Rowe Price Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Lively is an investment advisor representative who is registered in Virginia. Joseph Lively has been in the industry for a little over a year. Joseph Lively is affiliated with Ameriprise Financial Services, LLC in Midlothian, VA. Joseph Lively holds Series 7TO and Series 63 licenses as well as the SIE exam. Joseph Lively also holds the Certified Financial Planner designation.

SPECIALIZATIONS