ADVISOR BIO

Eric Waszolek is a financial advisor with Raymond James & Associates, Inc. Eric has been in the financial services industry since 2008. Eric holds both Series 7 and Series 66 licenses as well as the SIE exam. Eric has previously worked at UBS Financial Services Inc, Morgan Stanley & Co. Incorporated, and Morgan Stanley Smith Barney. Eric is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, and Wisconsin. Eric also owns and manages a rental property in Phoenix, Arizona.

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ADVISOR BIO

Eric Tanita is an investment advisor representative registered with Edelman Financial Engines. Eric has been in the industry since 1991. Eric holds Series 6, 7, 63, and 65 securities licenses. Eric has experience working for Vanguard Marketing Corporation and PFS Investments Inc. Eric specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Eric Paul Cook is a registered representative with LPL Financial LLC. Eric has been in the financial services industry since January 2002. Eric holds the Series 66, Series 7, and SIE licenses. Eric is registered in 18 states and the District of Columbia for securities and investment advisory services. Eric is also a registered representative for LPL Financial LLC in Texas. Eric is a member of the National Planning Corporation and has been with the firm since 2017. Eric's areas of expertise include retirement planning, investment management, and insurance.

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ADVISOR BIO

Eric Bearup is a financial advisor with over 10 years of experience in the industry. Eric has a diverse background, having worked in a variety of roles at different firms. Currently, Eric is a registered representative with Morgan Stanley. Eric holds the Series 66, Series 7TO, Series 9, Series 10, and SIE licenses. Eric is registered in 53 states and districts, including Arizona, Texas, California and Florida. Eric is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Eric Martin Peters is a financial advisor with over 17 years of experience in the financial services industry. Eric is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Eric has held several other positions with firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., and TD Ameritrade, Inc. Eric holds several licenses and certifications including Series 66, Series 4, Series 24, Series 7 and SIE. Eric specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Eric Mooney is a registered Investment Advisor Representative with Foundations Investment Advisors LLC. Eric is licensed in California and has been working in the financial industry since 2009. Eric specializes in portfolio management for individuals and provides financial planning, educational seminars, and selection of other advisors.

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ADVISOR BIO

Eric Willis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Gilbert, Arizona. Eric has been in the financial services industry since November 2008. Eric holds the Series 6, 7, 63 and 66 licenses, and the SIE. Eric was previously registered with Chase Investment Services Corp. in Chandler, Arizona. Eric specializes in providing financial advice to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities, and banking or thrift institutions.

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ADVISOR BIO

Eric Burns is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Scottsdale, Arizona. Eric has been in the industry for 8 years. Eric's past affiliations include Morgan Stanley, J.P. Morgan Securities LLC, and Hornor, Townsend & Kent, Inc. Eric holds Series 66, SIE, and Series 7 licenses and specializes in providing financial advice to high net worth individuals, corporations, and other businesses.

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ADVISOR BIO

Eric Sanger is a financial advisor with over 15 years of experience in the financial services industry. Eric has a Series 7, Series 9, Series 10, and Series 66 securities licenses and is currently registered with Osaic Wealth, Inc. Eric has previously held positions at SagePoint Financial, Inc., Northwestern Mutual Investment Services, LLC, and Lincoln Financial Advisors Corporation. Eric specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Eric Ruben Porath is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Eric has been in the industry for over two decades. Eric has a wide range of experience in financial planning and investment management. Eric is licensed in Minnesota and provides financial services to a variety of clients, including individuals, families, corporations and businesses. Eric is also a Registered Principal with Osaic Wealth, Inc. and holds the Series 7, Series 24, Series 52TO and Series 66 licenses.

SPECIALIZATIONS