ADVISOR BIO

Aaron Cosmo Montez is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since January 16, 2000. Prior to joining LPL Financial LLC, Aaron worked at LINCOLN FINANCIAL ADVISORS CORPORATION and AXA ADVISORS, LLC. Aaron is registered with FINRA and holds the following licenses: Series 6, Series 7, Series 24, Series 63, Series 66, and SIE. Aaron is also a Certified Financial Planner. Aaron is dedicated to providing his clients with personalized financial advice and guidance. He specializes in a variety of financial planning areas, including retirement planning, investment planning, and college savings.

SPECIALIZATIONS

ADVISOR BIO

Aaron Driscoll is a financial advisor with Park Avenue Securities LLC. He specializes in the areas of investment advisory, investment management, retirement planning, and financial planning. Aaron has over 15 years of experience in the financial services industry. He is a Series 6, 7, 24, and 63 licensed representative with a strong track record of success in helping individuals and families reach their financial goals. His previous work experience includes employment with MML Investors Services, LLC and Park Avenue Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

Aaron Berger is a financial advisor who has been in the industry since 1994. Currently, Aaron is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with them since 2009. Before that, Aaron was with BANC of AMERICA INVESTMENT SERVICES, INC. Aaron is registered to offer investment advice in several states including Arizona, California, Colorado, Texas, and others.

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ADVISOR BIO

Aaron Johnson is a financial advisor with over 20 years of experience in the industry. Aaron is currently registered with Wealth Enhancement Advisory Services, LLC, and holds several professional designations including Certified Financial Planner and Chartered Financial Analyst. Aaron has a strong background in providing financial advice to individuals, corporations, and charitable organizations. He also has experience working with pension and profit-sharing plans. Aaron specializes in providing financial planning, retirement planning, and investment management services to clients. Prior to joining Wealth Enhancement Advisory Services, LLC, Aaron held positions with QA3 FINANCIAL CORP., CAMBRIDGE INVESTMENT RESEARCH, INC., SUNAMERICA SECURITIES, INC., RETIREMENT WEALTH ADVISORS, INC, and AARON L. JOHNSON & COMPANY.

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ADVISOR BIO

Aaron Hail is an investment advisor representative for Brookstone Wealth Advisors, LLC. Aaron is licensed in Arizona and Texas. Aaron has been an advisor in the industry for at least 16 years. Aaron is a Certified Financial Planner and also works as the owner/president of Hail Financial Group. Aaron offers financial planning, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Aaron Wood is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2018. Aaron is registered in 51 states and holds Series 7, Series 6, Series 66 and SIE licenses. Previously, Aaron was associated with PARK AVENUE SECURITIES LLC and NYLIFE SECURITIES LLC. The firm has offices in Scottsdale, AZ.

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ADVISOR BIO

Aaron Bolden is a financial advisor with Morgan Stanley in Gilbert, Arizona. Aaron has been in the financial services industry since 2018. Aaron specializes in financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Aaron has a Series 6, Series 7, and Series 66 license. Aaron also holds the Securities Industry Essentials Examination (SIE). Aaron is registered to provide investment advisory services in 53 states and is also registered as a Registered Representative (RA) in Arizona and Texas.

SPECIALIZATIONS

ADVISOR BIO

Aaron Wesley Howard is a financial advisor with LPL Enterprise, LLC. Aaron holds a Series 7TO, Series 63 and Series 65 license. Aaron has been in the financial industry since 2021. Aaron specializes in providing financial advice to individuals, families, and businesses. Aaron also offers educational seminars and other non-discretionary advisory services.

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ADVISOR BIO

Aaron Jay Spahr is a financial advisor at Osaic Wealth, Inc. Aaron has been in the securities industry since May 27, 1997. Aaron holds FINRA Series 7, Series 24, Series 66, Series 99TO, and SIE licenses. Aaron is registered in Nebraska. The firm, Osaic Wealth, Inc., is based in Scottsdale, Arizona, and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Osaic Wealth, Inc. has 437201 total accounts, 397196 of those are discretionary and 40005 are non-discretionary. The firm's total assets under management are 94557613744.

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ADVISOR BIO

Aaron Clark is an investment advisor representative and associated person at Mariner Wealth Advisors. Aaron is registered with the Securities and Exchange Commission and has been in the industry since 2008. The individual specializes in a variety of services, including investment planning, retirement planning, and portfolio management. Aaron is a Chartered Financial Analyst and has earned numerous certifications in the financial services industry. He is dedicated to providing clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS