ADVISOR BIO

Robert Stein is a financial advisor who has been in the industry since 1996. Robert is currently registered with International Assets Investment Management, LLC and is licensed to provide investment advice in Oregon. Robert has previously been registered with Cabot Lodge Securities LLC, IFS Securities, and Lincoln Financial Advisors Corporation. Robert is a registered representative and investment advisor representative with International Assets Investment Management, LLC.

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ADVISOR BIO

Angela Mae Paul is a financial professional with over 12 years of experience in the industry. Currently, Angela is registered with Charles Schwab & CO., Inc. in Orlando, Florida. Angela holds licenses for Series 7, 9, 10, 63 and SIE and is a registered representative in both California and Florida. Angela is a financial professional that specializes in various types of advisory services including financial planning, security ratings and portfolio management for investment companies.

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ADVISOR BIO

Andrew Somers Broughman is a financial advisor at Cuso Financial Services, Lp based in Orlando, FL. Andrew is registered as a Registered Representative in the state of Florida and an Investment Advisor Representative in the state of Florida. Andrew has been in the securities industry for over 10 years and has passed the Series 66, Series 7, and the SIE exams. Andrew is specialized in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Cuso Financial Services, Lp offers services for high net worth individuals, corporations, and other businesses, individuals, pension plans, and charitable organizations.

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ADVISOR BIO

Narado Powell is a financial advisor with over 8 years of experience in the industry. Narado is currently registered with Charles Schwab & CO., Inc.. Narado has previously been registered with a variety of firms over their career. Narado has passed the Series 10, Series 4, Series 63, Series 7, Series 9, SIE exams. Narado also holds the Series 10, Series 4, Series 9 designation. Narado specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

Orlando Lescano is a financial advisor who has been in the industry since September 15, 2006. Currently, Orlando is registered with Wealthpenn.comllc in Florida and Texas, and has a history of working with firms such as BB&T Investment Services, Inc., VectorGlobal WMG and Stanchart Securities International, Inc. Orlando holds Series 3, 7, 79TO, SIE and 66 licenses. Orlando specializes in providing financial advice to individuals, businesses, charitable organizations, investment companies, insurance companies, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.

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ADVISOR BIO

David Peters is a financial advisor with Charles Schwab & Co., Inc. located in Orlando, Florida. David has been in the industry since 2022 and holds Series 7TO and Series 66 licenses. He is registered with the states of Florida and Texas. David's previous employer was TD Ameritrade, Inc. David is a specialist in portfolio management and financial planning.

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ADVISOR BIO

Fozia Andarge is a registered representative with Cetera Financial Specialists LLC, a firm headquartered in Orlando, FL. Fozia has been active in the securities industry since 1993. Fozia holds the Series 7, Series 63, and SIE licenses. Fozia Andarge is licensed in Florida and has been with Cetera Financial Specialists LLC since 10/24/2005. Fozia Andarge has worked for 11 different firms over the course of her career, and has a strong background in financial services.

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ADVISOR BIO

Brady Alan Keller is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Brady has been working in the financial services industry since 2019. Brady specializes in providing financial planning, asset allocation services, and portfolio management services to individuals, businesses, and trusts/estates. Brady has a Series 7TO, Series 63, Series 65, and SIE licenses.

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ADVISOR BIO

John Verano is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since July 23, 2000. John is registered in 18 states. John was previously employed with TD Ameritrade, Inc. and Dean Witter Reynolds Inc. John is registered with FINRA as a Series 7 General Securities Representative and a Series 66 Uniform Combined State Law Examination and has passed the Securities Industry Essentials Examination.

SPECIALIZATIONS