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William P

Series 66

Dunmore, PA

LPL Financial

William Portanova III is a Series 66-licensed financial advisor with LPL Financial, based in Dunmore, PA, and has one year of industry experience. Before joining LPL Financial in 2025, he worked at Cadaret Grant and Assured Partners. He previously operated Electric City Axe Throwing from 2021 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dana W

Series 63, Series 65

Dunmore, PA

LPL Financial

Dana Ward is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Bednarz Financial Group from 2014 and Cadaret, Grant & Co., Inc. from 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting investment advisers with research, operational tools, and a broad spectrum of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ron B

Series 63, Series 65

Dunmore, PA

LPL Financial

Ron Bednarz is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including twelve years managing Bednarz Financial Group and over two decades at Cadaretgrant. Bednarz operates out of Dunmore, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio models and third-party subadvisors, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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