ADVISOR BIO

Brian Uhlinger is a financial advisor who has been in the industry since December 2009. Brian is currently registered with Wells Fargo Advisors Financial Network, LLC in Pennsylvania and Texas. Brian has experience working with high-net-worth individuals, corporations, and institutional clients. Brian also has a strong understanding of financial planning and investment management. In addition to the services offered through Wells Fargo Advisors Financial Network, LLC, Brian also provides investment related services through Fair Winds Wealth Strategies, LLC.

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ADVISOR BIO

Carly Seneca is a financial advisor with Cambridge Investment Research Advisors, Inc. Carly is a Certified Financial Planner® professional and has been in the industry since 2018. Carly has been registered with the state of Pennsylvania since 2022. Previous to joining Cambridge, Carly was an Investment Advisor Representative with Pensionmark Securities, LLC and Harvest Financial Corporation.

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ADVISOR BIO

Chris Deandrea is a financial advisor with Cambridge Investment Research Advisors, Inc. Chris has been in the financial industry since August 2014. Chris is registered to offer investment advice in Pennsylvania, Texas, and Colorado. Chris also has a Series 7, Series 66 and SIE license. Chris is a registered representative of Cambridge Investment Research, Inc. and an investment advisor representative of Cambridge Investment Research Advisors, Inc. Chris also provides independent insurance services for various independent insurance agencies and works with other investment advisor firms.

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ADVISOR BIO

Elizabeth Johns is a financial professional with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Wells Fargo Advisors Financial Network, LLC and is a Registered Representative (RA) in Pennsylvania. Elizabeth is a strong advocate for her clients and helps individuals and families achieve their financial goals. Elizabeth provides a wide range of financial services including investment consulting, financial planning and portfolio management.

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Kimberly Gildea is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Kimberly is a Certified Financial Planner and has been in the industry since 1984. Kimberly has been with Wells Fargo Advisors Financial Network, LLC since 2021. Kimberly has held previous positions at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated and Anchor National Financial Services, Inc.. Kimberly specializes in providing financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisers.

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ADVISOR BIO

Mary Ann Bolt is a financial advisor with over 20 years of experience. Mary Ann holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation. She is currently registered with Avantax Advisory Services in Pennsylvania and Texas. Mary Ann provides financial planning services, including retirement planning, investment management, and insurance. Mary Ann specializes in working with individuals, high-net-worth individuals, and small businesses. She is also a Certified Financial Consultant. Mary Ann is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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Max M Crownover is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Max has been in the financial services industry since 2021 and holds Series 63 and 65 securities licenses as well as Series 6TO and SIE licenses. Max has experience working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

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Michelle Evans Day is a registered representative with MML Investors Services, LLC. Michelle has been in the financial services industry since 1993. Michelle is currently registered in Maryland, Ohio, Pennsylvania and Virginia. Michelle is also registered as an investment advisor representative in Pennsylvania. Michelle has been with MML Investors Services, LLC since 2013. Before joining MML Investors Services, LLC, Michelle was a registered representative with FINANCIAL TELESIS INC. and RAYMOND JAMES FINANCIAL SERVICES, INC. Michelle is a dedicated professional with a passion for helping her clients achieve their financial goals.

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ADVISOR BIO

Nicholas Sefchok is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Duncansville, PA. Nicholas has been in the financial services industry since 2016 and has held previous registrations with Pensionmark Securities, LLC and Harvest Financial Corporation. Nicholas holds the Series 7, Series 63, and SIE exams and is also a CFA charter holder. Nicholas is also registered with the states of Pennsylvania and Texas as an investment advisor representative.

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ADVISOR BIO

Richard Keith is a financial advisor in Duncansville, Pennsylvania with over 39 years of experience in the financial services industry. Richard Keith is currently registered with Creative Financial Designs, Inc. and has been associated with the firm since May 2024. Richard Keith has also been associated with FIRST HEARTLAND CAPITAL, INC., INVEST FINANCIAL CORPORATION, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. and PRUCO SECURITIES CORPORATION. Richard Keith holds a Series 6, 62, 63 and 65 licenses as well as the SIE exam. Richard Keith is a Chartered Financial Consultant.

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