Cresap, Inc.

Richard Cobb is a financial advisor at Cresap, Inc. in Radnor, PA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2009. Prior to Cresap, he worked at BMT Asset Management for 13 years. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and collaboration with clients on security selection.

Jason Walsh is a financial advisor at Cresap, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2000. Walsh also acts as an agent on some insurance policy sales outside of the broker/dealer's books and records. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm provides both fee-based and transaction-based portfolio management and advisory services, with a focus on non-discretionary client relationships and an affiliated clearing relationship with Wells Fargo.

Kevin Paine is a financial advisor at Cresap, Inc. in Radnor, PA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cresap since 2004. In addition to his advisory role, Kevin is a licensed real estate broker. Cresap, Inc. is a five-advisor team managing approximately $339 million in client assets, primarily serving individual retail investors. The firm offers portfolio management and advisory services through fee-based and transaction-based formats, with a focus on non-discretionary account management and collaboration with clients on security selection.

Frank Campbell III is a financial advisor at Cresap, Inc. with 32 years of industry experience. He has held roles at Cresap since 2010 and previously worked at Bryn Mawr Asset Management and The Bryn Mawr Trust Co. He serves on the Pennsylvania Bankers Association Securities & Brokerage Advisory Committee and volunteers as a baseball and lacrosse coach, as well as a swimming official in Chester County. Cresap, Inc. is a five-advisor firm managing approximately $339 million, primarily serving individual retail investors. The firm offers portfolio management and advisory services through both fee-based and transaction-based formats, with a focus on non-discretionary accounts and a dual registration model that integrates broker-dealer activities and a clearing relationship with Wells Fargo.

John Ulrich III is a financial advisor at Cresap, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BMT Asset Management since 2015. Cresap, Inc. is a five-advisor team serving primarily individual retail investors and managing approximately $339 million in client assets. The firm offers portfolio management and advisory services in both fee-based and transaction-based formats, with a focus on non-discretionary account management and an affiliated clearing relationship with Wells Fargo.