ADVISOR BIO

Alyssa Benyaminy is a financial advisor with over 1 years of experience in the industry. Alyssa is currently registered with Houlihan Lokey Capital, Inc.. Alyssa has previously been registered with a variety of firms over their career. Alyssa has passed the Series 63, Series 79TO, SIE exams. Alyssa also holds the no known designation. Alyssa specializes in brokerage services, assisting clients with investment strategies and market analysis.

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Lissette Resnick is a financial advisor who has been in the industry since July 13, 1999. Lissette Resnick is currently registered with UBS Asset Management (us) Inc. in New York, New York. Lissette Resnick is also licensed in New York. Lissette Resnick was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in New York, New York, JPMORGAN DISTRIBUTION SERVICES, INC. in Jersey City, New Jersey, JULIUS BAER SECURITIES INC. in New York, New York, J.P. MORGAN SECURITIES INC. in New York, New York, J.P. MORGAN SECURITIES INC. in New York, New York, SUNAMERICA CAPITAL SERVICES, INC. in Jersey City, New Jersey and YAMATANE SECURITIES (AMERICA) INC. in New York, New York.

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Thomas Michael Hippner is a financial advisor currently registered with Charles Schwab & CO., Inc.. Thomas has been in the industry since August 5, 2018. Prior to joining Charles Schwab, Thomas worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Thomas holds FINRA Series 7 and Series 66 licenses and the SIE exam. Thomas is also a Certified Financial Planner.

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William Oleson is an investment advisor representative, licensed in 39 states and the District of Columbia. William has been in the securities industry since 2002 and currently works for J.P. Morgan Securities LLC. William Oleson can provide a wide range of services, including financial planning, portfolio management, pension consulting and selection of other advisors for individuals, businesses and investment companies.

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William Gavin Phelan is an active investment advisor representative at Flagstar Advisors. William has over 25 years of experience in the financial services industry. William has a Series 7, 9, 10, 24, 25, 63 and 65 licenses. William is registered to provide investment advisory services in Florida and New York. William is also a registered representative of Flagstar Advisors. William's previous employers include Citigroup Global Markets Inc., Citicorp Investment Services, Labranche Financial Services, Inc., Henderson Brothers, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company and Waterhouse Securities, Inc. William specializes in retirement planning, portfolio management, mutual funds, variable annuities, fixed annuities, and insurance. William holds a bachelor's degree in economics from the University of Pennsylvania. William is also the President and sole owner of WGPhelan Fine Art Photography LLC.

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Denise Monteforte is a financial professional with over 20 years of experience in the industry. Denise is currently registered with Ceros Financial Services, Inc. Denise holds the Series 11 - Assistant Representative-Order Processing Qualification Exam. In the past, Denise has worked at National Securities Corporation and Joseph Gunnar & Co. LLC.

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Jodie Helene Resnick is a financial advisor with Morgan Stanley. Jodie has been in the financial industry since September 2008 and has held licenses with both Morgan Stanley and Morgan Stanley & Co. LLC. Jodie has earned the Series 3, 7 and 63 licenses, and the SIE exam. Jodie has worked for Morgan Stanley since January 2016, and prior to that, Jodie worked for Morgan Stanley & Co. LLC. Jodie specializes in various areas of financial services including asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors. Jodie is registered in New York.

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Adam Spies is a registered representative with Newmark Securities, LLC. Adam has been in the securities industry since May 28, 2009 and holds the Series 7, Series 63, and Series 79TO licenses. Adam has experience with Wells Fargo Securities, LLC and Cushman & Wakefield Securities, Inc. Adam is registered in New York.

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Craig Reilly is a financial professional with over 25 years of experience in the industry. Craig is currently registered with BTIG, LLC and holds Series 7 and Series 63 licenses. Previously, Craig was employed at Execution Noble, LLC, Bear, Stearns & Co. Inc., Crosby Securities Inc., Prudential Securities Incorporated, and Drexel Burnham Lambert Incorporated. Craig has a broad range of experience in the financial services industry. Craig holds registrations in California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, and Texas.

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