Our Professionals

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Dean P. McDermott, Ph.D, Managing Member CEO

Licenses: Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance LicenseArea of Specialization: Firm's Chief Executive Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210

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Andrew "Andy" Aigner, JDMIA

Licenses: Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania BarArea of Specialization: Financial Planning, Portfolio Management

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

Ryan T. AustinMIS/MIA

Licenses: Series 7 (General Securities Representative),Series 31 (Managed Futures Examination),Series 66 (Uniform Combined Law Examination)Area of Specialization: Research,Investment and Portfolio Construction, Portfolio Management.

Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210

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Adam Bryan

Licenses: Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties

Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020

Debra A. BowersMIA/MIS

Licenses: Series 6 (Investment Company Products/Variable Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), Life and Variable Annuity Insurance LicenseArea of Specialization: Retirement Planning

Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072

Charles "Chuck" Bowers, CSA, CEPMIA/MIS

Licenses: Series 1 (General Securities Representative), Series 26 Life and Variable Annuity Insurance LicenseArea of Specialization: Tax Planning, Oil & Gas Participation Programs, Insurance and Annuities

Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072

Riley Buehler

Area of Specialization: Client Services

Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020

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Alanna Carnahan, OperationsMIS

Area of Specialization: Operations, Real Estate Operations

Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756

Dennis Cordoba, OperationsMIS

Licenses: Series 99 (Registered Operations Professional)Area of Specialization: Operations and Bookeeping, Brokerage Operations

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

John P. Cito, CDFA, Managing DirectorMIA/MIS

Licenses: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity InsuranceArea of Specialization: Asset Management, Divorce Financial Planning

Location: 354 State Street Suite 204 Hackensack, New Jersey 07601Phone: (201) 498-0072

D

Kathryn Darrah, OperationsMIA/MIS

Area of Specialization: Brokerage Operations, Investment Advisory Operations

Location: 925 Main Street, Waterboro, ME 04087, United StatesPhone: (855) 754-6730

Bruce Downing, Director of OperationsMIA/MIS

Licenses: Series 11 (Order Processing), Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Brokerage Operations, Investment Advisory Operations

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

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Jill Edwards, JDMIS

Licenses: Member of Pennsylvania BarArea of Specialization: Research, Due Diligence

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

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Janis Gunsburg, OperationsMIS

Area of Specialization: Brokerage Operations, Investment Advisory Operations

Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072

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Bob Horning

Licenses: Series 7 (General Securities Representative), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination), Series 66 (Uniform Combined Law Examination), Insurance Licensed for Accident and Health, Life, and Variable ContractsArea of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts, Retirement Planning, 401K Plans, Annuities, Long Term Care

Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020

Elliott V. HillMIA/MIS

Licenses: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 66 (Uniform Combined Law Examination)Area of Specialization: Financial Management, Non-Correlated Assets

Location: 925 Main Street, Waterboro, ME 04087, United StatesPhone: (855) 754-6730

Jeffrey "Jeff" Harpel, CPA Chief Financial OfficerMIS

Licenses: CPA, Series 27 (Financial and Operations Principal), Series 99 (Operations Professional)Area of Specialization: Accounting, Finance, Financial Regulations

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

Hill, GregoryMIA/MIS

Licenses: Series 7 (General Securities Representative), Series 63 (State Blue Sky License), Series 65 (Uniform Combined Law Examination)Area of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts, Direct Participation and Alternative Investments

Location: 2156 Reis Run Road, Pittsburgh, Pennsylvania 15237, United StatesPhone: (412) 779-3878

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George Kurtz, Jr, CTFA, DirectorMIA

Licenses: Series 65 (Uniform Investment Advisor Law Examination), Certified Trust Financial Advisor (CTFA)Area of Specialization: Financial Planning, Estate Planning, Trust Planning

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

M

David W. McDermott

Area of Specialization: Research and Due Diligence Support, Information Technology

Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210

Kathleen K. McDermottMIA

Licenses: Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Investment Analysis and Research

Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210

N

Daniel E. NemethMIA/MIS

Licenses: Series 7 (General Securities Representative), Series 24 (Registered Securities Professional), Series 66 (Uniform Combined Law Examination)Area of Specialization: Investment Analysis and Research, Real Estate, Portfolio Management

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

O

Orsborn, GordonMIS

Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), California Real Estate LicenseArea of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts

Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756

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Jim PockrossMIS

Licenses: Series 22 (Direct Participation Programs) Series 63 (Uniform Securities Act) Licensed as a Life Accident and Health ProducerArea of Specialization: Real Estate; Health Insurance

Location: 201 Heather Lane, Wilmette, IL 60091, United StatesPhone: 847-256-4975

S

Jeramie Saoud, Research AssociateMIS/MIA

Area of Specialization: Investment, Research and due diligence

Location: 26 West Broad Street, Bethlehem, Pennsylvania 18018, United StatesPhone: (610) 882-1460

Debra SchleiningMIS

Licenses: Investment Company Representative (Series 6), General Securities Representative (Series 7), General Securities Principal (Series 24), State Law Examination (Series 63), Licensed Real Estate Broker. Areas of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research.Area of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research.

Location: 13530 Parker Street, Omaha, NE 68154, United StatesPhone: (866) 545-1031

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Karen TempletonMIS

Licenses: Series 22 Direct Participation ProgramsĀ  Series 63 Uniform Securities Agent State Law ExaminationArea of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts

Location: 2050 Binns Ct, San Luis Obispo, CA 93401, United StatesPhone: 877-743-1031

Troy Thomas, JDMIA/MIS

Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Member California State BarArea of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts

Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756

Corbin "Cory" Thomas, JDMIS

Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination)Area of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts

Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756

Z

Naomi Zahavi

Area of Specialization: Operations

Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020