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Fidelity Wealthscape

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EnvestNet

David M. Drake
Principal

Kris H. Lehner, CLU, ChFC
Principal

Philip S. Morgan Jr.
Principal

P.O. Box 368
Burlington, NJ 08016

Phone: 609-747-1901
Fax: 609-747-1976

41 University Drive
Suite 400
Newtown, PA 18940

Phone: 267-757-8759
Fax: 267-757-8701

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Drake, Lehner & Morgan, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Fidelity Investments and Fidelity InstitutionalSM (together "Fidelity") is an independent company, unaffiliated with Kestra Financial or Drake, Lehner & Morgan, LLC. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Drake, Lehner & Morgan, LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 993979.1.0

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