ADVISOR BIO

Amy Porado, a registered representative with Eagle Strategies LLC, has been in the financial services industry since 2019. Amy is a licensed investment advisor representative in Pennsylvania and holds Series 63, 65, and 7TO licenses, as well as the SIE exam. Amy provides financial planning and portfolio management services to individuals and corporations, and has experience working with charitable organizations as well.

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ADVISOR BIO

Anthony Shatley is a financial advisor with Commonwealth Financial Network, located in Oakmont, PA. Anthony has been in the industry since 2017. He is registered with the state of Pennsylvania as both a Registered Representative and an Investment Advisor Representative. Anthony's services include financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Daniel Kruper is a financial advisor who has been in the industry since 2014. Daniel is currently registered with Commonwealth Financial Network and is licensed to conduct business in several states including California, Florida, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Daniel has held previous positions with Citizens Securities, Inc., Key Investment Services LLC, and LPL Financial LLC. Daniel's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Danielle Christina Patterson is a financial advisor with Commonwealth Financial Network. Danielle has over 12 years of experience in the financial services industry, having held previous roles with Citizens Securities, Inc., PNC Investments, and Edward Jones. Danielle holds a Series 66 license and has passed the SIE and Series 7 exams. Danielle specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

David Bousquet is a financial advisor with Edward Jones. David has been in the financial services industry for over 20 years. David holds the Series 7, Series 66, and SIE securities licenses. David is registered in Florida, Kansas, Kentucky, Louisiana, New York, North Dakota, Ohio, Pennsylvania, and South Carolina. David specializes in working with individuals, families, businesses, and retirement plans. David is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Gina Marie Kovatch is an investment advisor representative with Oakmont Capital Management, LLC. Gina has been working in the securities industry since January 2002. Gina is registered with the state of Pennsylvania as an Investment Advisor Representative. Gina has a Series 6, 7, 63 and 65 licenses. Gina is also a Series SIE licensed professional. Gina has specialized experience in the areas of Financial Planning, Pension Consulting, Selection of other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Glenn Armocida is a financial advisor with Cetera Investment Advisers LLC. Glenn is a registered representative and investment advisor representative with over 30 years of experience in the financial industry. Glenn has a wide range of experience in financial services, including investment advising, fixed insurance, and writing. Glenn has worked for a number of firms over the years, including LPL Financial LLC, UVEST Financial Services Group, Inc., Atlas Brokerage Company, L.P., Hackett Associates, Inc., Securities America, Inc., Fahnestock & Co., Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Glenn is committed to providing his clients with personalized financial advice and strategies that are designed to help them reach their financial goals.

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ADVISOR BIO

Ian Balquist is a financial advisor registered with Osaic Wealth, Inc. and holds Series 63, 7TO and SIE licenses. Ian has experience providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars and selection of other advisers.

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ADVISOR BIO

James D. Fornof is a Registered Investment Advisor with Oakmont Capital Management, LLC, registered with the state of Pennsylvania. James has been with the firm since January 2014. James D. Fornof holds the Chartered Financial Analyst designation. James also runs a separate business, Dauntless Solutions, Incorporated. James's experience in this business may be helpful to his clients. James focuses his work on financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Jay J. Adams is a financial advisor currently registered with Osaic Wealth, Inc. and based in Oakmont, Pennsylvania. Jay has been working in the industry since 1996 and is licensed in multiple states. Jay has experience working in financial services at a variety of firms, including SAGEPOINT FINANCIAL, INC and SUNAMERICA SECURITIES, INC. Jay has a strong background in financial planning and portfolio management and specializes in providing investment advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS