ADVISOR BIO

Adam Beers is an investment advisor representative with Captrust. Adam Beers is a registered investment advisor with the state of Pennsylvania. Adam Beers has 10 years of experience in the financial services industry. Adam Beers's career began in 2013. Adam Beers has experience working for a number of firms, including Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Adam Beers specializes in Retirement Planning, College Savings Plans, and other financial planning services.

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ADVISOR BIO

Alaina Burbank is a financial advisor with Janney Montgomery Scott LLC and has been in the industry since 2023. Alaina is a registered representative in 53 states and the District of Columbia. Alaina holds the Series 7, Series 63 and SIE licenses. Alaina specializes in providing financial planning services for individuals, corporations, and pension plans.

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ADVISOR BIO

Alexander Price is a financial advisor with Equitable Advisors, LLC in Bethlehem, PA. Alexander has been working in the financial services industry since 2015 and is licensed to offer investment advice in California, Connecticut, Delaware, District of Columbia, Illinois, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Alexander earned Series 63, 65, 7 and SIE licenses. The Rockland Group - Wealth Management, LLC is a DBA for Alexander. Alexander is also a member of the Rotary Club of the Pocono Mountains and a Club Representative for the Boy Scout Troop 89.

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ADVISOR BIO

Alyssa Colonna Young is a financial professional with MTM Financial Group, LLC in BETHLEHEM, PA. Alyssa Colonna Young is a registered investment advisor representative, with a series 7TO, Series 66 and SIE. Alyssa Colonna Young has been in the industry since 2021. Alyssa Colonna Young's professional experience includes work at The Strategic Financial Alliance, Inc., KickCharge Creative and Lehigh Valley Health Network. The firm's assets under management are over $620 million.

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ADVISOR BIO

Ana Gisselly Nina is a financial professional with J.P. Morgan Securities LLC. Ana has been in the industry since April 15, 2021, and is registered with the states of Connecticut, New Jersey, New York, and Pennsylvania.

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Andrew G. Polony is a financial advisor registered with Equitable Advisors, LLC. Andrew Polony has been in the financial services industry since August 2013. Andrew Polony is licensed to provide financial advice in Delaware, Florida, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and West Virginia.

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ADVISOR BIO

Andrew Warner is a financial professional with over 30 years of experience in the financial services industry. Andrew has a broad background in investments and is registered with MML Investors Services, LLC. Andrew has worked with clients of all types including individuals, businesses, corporations, trusts, foundations, and endowments. Andrew is licensed to conduct business in 16 states.

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ADVISOR BIO

Angela Oste is a financial advisor with Cornerstone Advisors Asset Management, LLC in Bethlehem, PA. Angela has been a registered representative since 2012. Angela specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Angela also provides selection of other advisors services to her clients.

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ADVISOR BIO

Anne Volk is a financial advisor who has been in the industry since 2023. Anne is registered with the states of Pennsylvania and New Jersey and with Vicus Capital, Inc.. Anne holds the Series 7, 63, and 65 licenses, and the SIE certification. Anne’s firm, Vicus Capital, Inc., is a Registered Investment Advisor headquartered in State College, Pennsylvania. Vicus Capital, Inc. provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Anne provides investment advice and financial planning services to individuals, families, and businesses. Anne’s approach to financial planning is to help clients understand their financial goals and develop a plan to achieve them.

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ADVISOR BIO

Annmarie Slavick is a financial advisor who has been in the industry since 2013. Annmarie is currently registered with Ameriprise Financial Services, LLC. Annmarie is also registered to provide investment advice in Pennsylvania. Prior to joining Ameriprise, Annmarie worked as a financial advisor at Janney Montgomery Scott LLC. Annmarie offers various financial services including financial planning, portfolio management for individuals and businesses, and educational seminars.

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