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Hanna M

Series 66

West Chester, PA

Edward Jones

Hanna McCarthy is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Johnson & Johnson for three years and was self-employed for five years. Outside of her advisory role, Hanna teaches yoga classes weekly at local fitness centers and is a co-owner of a print advertising business in West Chester, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services.

Wealth management Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Professional Athlete LGBTQIA Women Professionals
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Joseph K

ChFC®, Series 66

West Chester, PA

Edward Jones

Joseph Kicinski Jr. is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in West Chester, PA, and has six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Infiniti of West Chester from 2011 to 2019. Outside of his advisory role, he serves as Vice President of the Malvern, PA chapter of Business Networking International (BNI). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brendan M

CFP®, Series 66

West Chester, PA

Edward Jones

Brendan Murphy is a CFP® professional with nine years of industry experience currently advising clients at Edward Jones in West Chester, PA. Prior to joining Edward Jones in 2017, he served in the US Navy for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard across its extensive national network.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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Emily L

Series 66

West Chester, PA

Edward Jones

Emily Lanning is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2001. Outside of her advisory role, she works part-time in customer service for KT Communications Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Max H

Series 66

West Chester, PA

Edward Jones

Max Honig is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. His prior roles include work with Honig Conte Porrino Insurance Agency and Fairfield University’s Office of Conference and Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Richard G

CFP®, Series 66

West Chester, PA

Edward Jones

Richard Gostkowski is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in West Chester, PA, with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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