About Us - Joseph A. Catanzaro, CFP®

About Usosdevelopment2025-07-23T14:30:36+00:00

MEET OUR TEAM

Our Oak & Stone Team | Ambler, PA

Joseph Catanzaro, CFP®

LPL Financial Advisor

Karen Lindsay

Client Services

Linda Cooper

Client Services

Aaron Landis, CLU, ChFC

LPL Financial Advisor

Jeffrey Landis

Branch Operation Manager

Seth Diener

Client Portfolio Manager

Jamie Taylor

Creative Director

Donovan Stuard

Research & Trading

Jamie-Caspr-Diener-Money-Management-1200×1200

Jamie Casper

Client Services

About CFP® Certification | FINRA BrokerCheck® | Client Relationship Summary | Consumer Privacy Notice | Form ADV Brochure

Contact Oak & Stone Today

Joseph A. Catanzaro, CFP | LPL Financial Advisor

215.643.6270

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA, SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.