John Moore is a financial advisor at Oakbourne Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McKean Defense Group. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios primarily composed of mutual funds, ETFs, stocks, preferred stock, and cash equivalents.

Ross Danzig is a financial advisor with Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at SEI Investments Distribution Co from 2016 to 2022 and has been with Oakbourne Advisors and Northstar Asset Management LLC since 2022. Oakbourne Advisors provides investment advisory services and financial planning to individuals, high-net-worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios using a combination of fundamental, technical, charting, and cyclical analysis, with a multi-office platform serving clients through five locations.

Corey Mac Dougall is a financial advisor at Oakbourne Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakbourne Advisors since 2021, following a six-year tenure at SEI Investments Distribution Co. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage client portfolios, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Matthew Ryba is a financial advisor at Oakbourne Advisors in West Chester, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior work includes seven years at Hartford Funds and five years at Northstar Asset Management. Oakbourne Advisors serves individuals, high-net-worth households, retirement plans, trusts, and business clients by managing discretionary portfolios and providing financial planning and retirement plan consulting. The firm uses a multi-office platform and a blend of fundamental, technical, charting, and cyclical analysis in its investment approach.