THE ADVISORS - Key Persons
Job Titles:
- Founder, and President of the Advisors LLC
- OSJ Branch Manager
Bryan Davis, Founder, and President of The Advisors LLC has around 30 years of experience as a registered representative. Bryan first joined American Express Financial Advisors in 1993. He was a member of the Advanced Planning Group while employed at American Express. In 1999, he joined Polaris Financial Services, an independent financial services firm located in New Haven, CT. Bryan finished as one of the Top 25 Advisors with Polaris based on annual production. In 2000, Jefferson Pilot Securities Corporation acquired Polaris Financial Services. In 2001, Bryan founded The Advisors LLC, which is the firm that he still successfully operates.
Bryan earned his Bachelor of Science degree in Finance from Gannon University in 1993. He holds the following FINRA certifications: Series 7, 24, 63, and 65. In addition, Bryan holds Life, Accident & Health Insurance Licenses. Bryan Earned the Graduate Estate Planning Consultant designation from the National Institute of Estate Planners and is enrolled in the Certified Financial Planner Program with the College of Financial Planning in Denver, CO.
Bryan enjoys spending his time with his wife, Linda, and their three children, Evelyn, Carter, and Skylar.
Job Titles:
- Registered Administrative Assistant
- Schwab Employee
Darlene Lewon joined The Advisors LLC in May 2012. As a former 11-year Schwab employee, Darlene brought a wealth of financial knowledge with her and has provided enthusiastic and exemplary support for our clients. Darlene maintains a Series 7 Registration and is also a Notary. When she is not working, she enjoys the outdoors with her boyfriend.
Job Titles:
- Registered Representative
Prior to joining The Advisors LLC, Jim worked as a financial representative with Phoenix Group and W.S. Griffith.
He earned a Bachelor of Science degree in Business Administration from Clarion State College with a major in Management and a minor in Accounting.
Jim has over 25 years of experience in Business Management, from small / mid-sized corporations to a successful family-owned business.
His wonderful sense of humor is an added asset to our firm.
He provides his clients with a practical approach to offering financial services and advice all while keeping a smile on their faces.
Jim is as family-oriented as he is a devoted husband, father, and grandfather.
Joe Horency is a native of the Latrobe, PA area and holds Series 6, 63, 65, and 7 securities licenses.Prior to joining The Advisors LLC in 2006, Joe worked as a Participant Service Center Representative with T. Rowe Price and as a...
Lynette Buehner has been with The Advisors LLC since February 2008.
She graduated from Edinboro University, Cum Laude, with a Bachelor of Science Degree in Business Administration and a minor in Mathematics.
She has five years of experience with BNY Mellon in their Global Securities Services Pension Department, working with numerous corporations all over the United States.
Her pleasant demeanor and knowledge in the financial field have provided an asset to our daily operations.
On her days off, Lynette spends her time with her husband and three children.
Rich has been a Financial Advisor since the fall of 2015. He began his career with AXA Advisors and became an independent financial advisor in January 2019. Prior to that, had a career in banking that lasted 10 years.He prides himself...
Ron Geisler graduated in 1989 from Robert Morris College where he earned a B.S.B.A. in Finance with a minor in Quantitative Business Analysis.
From there he began his career with a brokerage firm where he initially earned his registration to offer access to a variety of securities which included stocks, bonds, and mutual funds.
Ron then joined American Express Financial Advisors in 1993 where he began his long-term career and passion as a comprehensive financial advisor.
In late 2003, after 10 years of experience with American Express Financial Advisors, he then joined his present firm, The Advisors LLC, and became an independent Financial Advisor.