Dean P. McDermott
Managing Member CEO, Chief Investment Officer
Bethlehem, Pennsylvania – Ft. Myers, Florida
DMcdermott@mcdermottadvisors.com
Licenses: Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 14 (Compliance Officer Examination), 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 License
Retired Professor and Program Director – Department of Business and Economics – Cedar Crest College, Allentown, PA
Lecturer – Iacocca Institute – Lehigh University, Bethlehem, PA
Area of Specialization: Firm’s Chief Investment Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis
John P. Cito, CDFA
Managing Director
Bethlehem, Pennsylvania – Hackensack, New Jersey
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 Insurance
Area of Specialization: Asset Management, Divorce Financial Planning
Robert Bosch, Jr.
Director
Naples, Florida
Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Life and Variable Annuity Insurance License, Series 52 (Registered Municipal Securities Representative), Series 53 (Registered Municipal Securities Principal), Series 24 (Registered Securities Principal)
Area of Specialization: Portfolio Management, Real Estate 1031 Exchange Strategies, DST Properties
Andrew “Andy” Aigner, JD
Financial Advisor
Bethlehem, Pennsylvania
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania Bar
Area of Specialization: Financial Planning, Portfolio Management
Mark R. Baran
Financial Advisor
Greenwich, Connecticut
Licenses: Series 5 (Interest Rate Options Exam) Series 7 (General Securities Representative Exam) Series 66 (Investment Advisors Combines State Law Exam) Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam)
Area of Specialization: Direct Participation Program, Real Estate, 1031 Exchanges
Luann Basista
Operations Specialist
Bethlehem, Pennsylvania
LBasista@mcdermottadvisors.com
Area of Specialization: Operations
Adam Bryan
Financial Advisor
North Hills, California
Licenses: Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)
Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties
Nancy Bryan
Client Services
Los Angeles, California
Area of Specialization: Client Services
Ciro Calvanese
Research Intern
Naples, Florida
CCalvanese@mcdermottadvisors.com
Area of Specialization: Research
Lee Ann Canaday
Financial Advisor
Huntington Beach, California
LCanaday@mcdermottadvisors.com
Area of Specialization: 1031 Exchange, Real Estate Investments
Alanna Carnahan
Operations
Huntington Beach, California
ACarnahan@mcdermottadvisors.com
Licenses: Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Exam)
Area of Specialization: Operations, Real Estate Operations
Biho Cha
Financial Advisor
North Hills, California
Licenses: Series 65 (Investment Advisor Law Exam) Series 63 (State Law Exam) Series 7 (General Securities Representative Exam) Series 22 (Direct Participation Program Exam) Series 31 (Managed Futures Exam)
Area of Specialization: 1031 Exchange, Real Estate Investments, Direct Participation Programs
Don Cooley
Financial Advisor
Denver, Colorado
Licenses: Series 6 (Investment Company Products/ Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), RICP (Retirement Income Certified Professional, CDFA (Certified Divorce Financial Analyst), Life and Variable Annuity Insurance, Long Term Care Certified, Mortgage Loan Officer
Area of Specialization: Financial Planning, Retirement Planning, 401K/IRA Rollover Strategies, Annuities, Life Insurance and Long Term Care Strategies
Kathryn Darrah
Director of Operations
Waterboro, Maine
Area of Specialization: Brokerage Operations, Investment Advisory Operations
Craig E Fernsler, CCIM, GRI, SRES
Financial Advisor
Dresher, Pennsylvania
CFernsler@mcdermottadvisors.com
Licenses: Series 63 (Uniform Securities Agent State Law Exam) Series 22 (Direct Participation Programs
Area of Specialization: Real Estate, 1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties, NNN Properties, Cost Segregation, Installment Sales
Kevin Fura
Research Coordinator
Bethlehem, Pennsylvania
Area of Specialization: Research
Jeffrey “Jeff” Harpel, CPA
Chief Financial Officer
Bethlehem, Pennsylvania
Licenses: CPA, Series 27 (Financial and Operations Principal), Series 99 (Operations Professional)
Area of Specialization: Accounting, Finance, Financial Regulations
Bob Horning
Financial Advisor
BHorning@mcdermottadvisors.com
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 Contracts
Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts, Retirement Planning, 401K Plans, Annuities, Long Term Care
Mark Kachmarsky
Operations Coordinator
Bethlehem, Pennsylvania
MKachmarsky@mcdermottadvisors.com
Area of Specialization: Operations
David McDermott
Financial Advisor | Research
Naples, Florida
DWMcdermott@mcdermottadvisors.com
Licenses: Series 65 (Uniform Investment Advisor Law Examination)
Area of Specialization: Research
Charles Garrett Morgan
Financial Advisor
Lubbock, Texas
Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam)
Area of Specialization: 1031 Exchange, Real Estate Investments, Direct Participation Programs
Suchir Mukherjee
Research Intern
Naples, Florida
SMukherjee@mcdermottadvisors.com
Area of Specialization: Research
Daniel E. Nemeth
Financial Advisor
Bethlehem, Pennsylvania
Licenses: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 66 (Uniform Combined Law Examination)
Area of Specialization: Investment Analysis and Research, Real Estate & 1031 Exchanges, Portfolio Management
Gordon Orsborn
Financial Advisor
Huntington Beach, California
GOrsborn@mcdermottadvisors.com
Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), California Real Estate License
Area of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Jim Pockross
Financial Advisor
Wilmette, Illinois
JPockross@mcdermottadvisors.com
Licenses: Series 22 (Direct Participation Programs) Series 63 (Uniform Securities Act) Licensed as a Life Accident and Health Producer
Area of Specialization: Real Estate; Health Insurance
James (Jim) M. Poindexter CFP, AEP
Financial Advisor
Prescott, Arizona
JPoindexter@mcdermottadvisors.com
Licenses: Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent.
Area of Specialization: Investment Management, Wealth Management, 1031 Exchanges, Estate Protection Strategies, Retirement Income Solutions.
Debra Schleining
Financial Advisor
Omaha, Nebraska
DSchleining@mcdermottadvisors.com
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.
Corbin “Cory” Thomas, JD
Financial Advisor
Huntington Beach, California
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
Troy Thomas, JD
Financial Advisor
Huntington Beach, California
Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Member California State Bar, Series 24 (Registered Securities Principal)
Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts
Greg Trotter
Financial Advisor
Sherman Oaks, California
GTrotter@mcdermottadvisors.com
Licenses: Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)
Area of Specialization: 1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties, NNN Properties
Sharon Thompson
Financial Advisor
Indianapolis, Indiana
SThompson@mcdermottadvisors.com
Licenses: Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)
Area of Specialization: 1031 Exchange Strategies, Commercial Real Estate, DST Properties
Kathleen Williams-Price
Financial Advisor
Lubbock, Texas
KWilliams@mcdermottadvisors.com
Licenses: Series 6 (Investment Company Products/ Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 66 (Uniform Combined State Law)
Area of Specialization: 1031 Exchange, Real Estate Investments, Direct Participation Programs, Mutual Funds
Sarah Woodruff
Operations Specialist
Bethlehem, Pennsylvania
SWoodruff@mcdermottadvisors.com
Area of Specialization: Operations
Naomi Zahavi
Operations
Los Angeles, California
Area of Specialization: Operations
Sheila R. Zaput
Operations
Prescott, Arizona
Area of Specialization: Client Care Specialist, Operations
