The Aranda Group Advisors, LLC

Brailyn Robertson is a financial advisor at The Aranda Group Advisors, LLC with a Series 65 designation and six years of experience at the firm. Prior to joining The Aranda Group, Robertson worked in roles outside the financial industry, including positions at TerraVida Holistic Center and Bright MLS. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profit organizations, pensions, and businesses with asset management and in-house financial planning. The firm emphasizes client-specific financial plans with diversified asset allocation, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management along with access to third-party sub-managers and securities-based lending.

Steven Rosenberg is a financial advisor with The Aranda Group Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining The Aranda Group in 2019, he worked for Raymond James & Associates from 2006 to 2019. Outside of his advisory work, Rosenberg is treasurer and a director of the Philadelphia Region Sports Car Club of America and owns a local business unrelated to investments. The Aranda Group Advisors, LLC is a registered investment adviser with four advisors serving individuals, high-net-worth families, trusts, non-profits, pensions, and businesses. The firm provides asset management and financial planning with an emphasis on client-specific plans, long-term diversified asset allocation, and tax efficiency, utilizing both discretionary and non-discretionary portfolio management approaches.

Joanne Keller is a financial advisor with The Aranda Group Advisors, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining The Aranda Group in 2019, she worked at Raymond James & Associates for 12 years. Outside of her advisory role, she has worked part-time providing cleaning services since 2013. The Aranda Group Advisors is a four-advisor registered investment adviser that serves individuals, high-net-worth families, trusts, nonprofits, pensions, and businesses with asset management and financial planning. The firm emphasizes client-specific financial plans with diversified, tax-efficient portfolios and offers both discretionary and non-discretionary management, utilizing third-party sub-managers and Unified Managed Accounts.

James Fisher is a financial advisor at The Aranda Group Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and as an independent contractor. Fisher is a co-chair of Tire Rack Street Survival through the Philadelphia Region Sports Car Club of America and serves on the boards of Nancy's House and the Eastern Montgomery County Chamber of Commerce. The Aranda Group Advisors, LLC serves individuals, high-net-worth families, trusts, non-profits, pensions, and businesses with asset management and financial planning. The firm emphasizes long-term, diversified asset allocation and tax efficiency, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and a securities-based lending program.