ADVISOR BIO

Anthony Damiano is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and is also licensed to provide insurance services through a separate company. Anthony is a licensed investment advisor representative and has passed the Series 6, 7, 63, and 65 exams. He has a deep understanding of the financial markets and is committed to providing his clients with personalized financial planning and investment advice. He has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. His previous experience includes working for Hornor, Townsend & Kent, Inc., Janney Montgomery Scott LLC, Dean Witter Reynolds Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Anthony is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Cory Lee Fritz is a financial advisor currently registered with Osaic Wealth, Inc. Cory has been in the financial services industry since 2005. Cory has a strong background in financial planning, portfolio management, and investment advising. Cory holds the Series 6, Series 7, and Series 63 licenses. In addition to these licenses, Cory has also passed the SIE exam. Cory has extensive experience working with individuals, businesses, and institutions. Cory is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Matthew Edmonds is a financial advisor with Edward Jones, a firm headquartered in St. Louis, Missouri. Matthew has been in the industry since January 2016 and is registered in Pennsylvania and Texas. He has passed the Series 66, Series 7 and SIE examinations. Matthew specializes in helping individual investors, businesses, and retirement plans. He is licensed to provide investment advice in 17 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Megan Marie Smith is a financial advisor with Avantax Planning Partners, Inc. in Tamaqua, Pennsylvania. Megan has been in the financial services industry since 2017. Megan has a Series 63 and Series 65 license and offers a variety of financial planning services. Megan specializes in retirement planning, investment planning and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Michael Runk is a registered representative with Osaic Wealth, Inc. Michael has been in the industry since July 2008. Michael holds the Series 7, Series 63, and SIE licenses. Michael works in the Tamaqua, Pennsylvania area. Osaic Wealth, Inc. is a Registered Investment Advisor headquartered in Scottsdale, Arizona. Osaic Wealth, Inc. has approximately 437,201 accounts under management, with approximately 94.6 billion in total assets under management.

SPECIALIZATIONS

ADVISOR BIO

Russell Thomas Stellfox is a financial advisor with Iams Wealth Management, LLC, a registered investment advisor headquartered in Omaha, Nebraska. Russell has over 18 years of experience in the financial services industry. Russell holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam. Russell is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Stanley B. Warner is a financial advisor with Avantax Advisory Services and Avantax Planning Partners, Inc. located in Tamaqua, PA. Stanley has been in the financial services industry since 2004 and holds a Series 66 license as well as several product licenses. Stanley has extensive experience in providing financial planning and portfolio management services to individuals and businesses. Stanley is also a Certified Public Accountant (CPA). In addition to providing financial advisory services, Stanley is a part owner of a CrossFit gym and a silent partner in several other businesses.

SPECIALIZATIONS

ADVISOR BIO

Stephen Matthew Zuber is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Tamaqua, Pennsylvania. Stephen has been in the financial services industry since June 20, 1989, and holds the Series 7, 24, 63 and 65 licenses. Stephen works with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Stephen specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Terry Lee Fritz is a financial advisor with over 35 years of experience in the financial services industry. Terry is a registered representative of Osaic Wealth, Inc. and is licensed to provide financial advice in 24 states. Terry holds Series 6, 7, and 63 licenses and specializes in financial planning, portfolio management, and pension consulting. Terry has a long history of providing financial guidance to individuals, businesses, and charitable organizations. Terry previously worked with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., ISFA CORPORATION, and PRUCO SECURITIES CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Todd Edward Lengel is a financial advisor with LPL Enterprise, LLC. Todd has been in the financial services industry for 29 years, and is registered with the Financial Industry Regulatory Authority (FINRA). He holds the Series 6, Series 63, and Series 65 licenses. Todd also has a securities industry essentials (SIE) certification. He specializes in providing consulting and other non-discretionary advisory services, financial planning, portfolio management for businesses and individuals, and educational seminars. In addition to his role at LPL Enterprise, LLC, Todd also owns Schuylkill Ins & Fin'l Services, which provides insurance sales.

SPECIALIZATIONS