ADVISOR BIO

Jacob R. Heisler is a Certified Financial Planner who has been in the financial services industry since 2014. Jacob has experience in the areas of financial planning, portfolio management, and insurance. Jacob currently works at Beacon Pointe Advisors, LLC and has been there since 2019. Jacob holds a Series 65 license and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Jacob Richard West is an Investment Advisor Representative at WT Wealth Management, LLC. Jacob holds the Series 65 license and is registered with the state of Arizona and Utah. Jacob specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Jacob has been in the financial services industry since 2013.

SPECIALIZATIONS

ADVISOR BIO

Jacob Christopher Somero is an investment advisor representative with LPL Financial LLC in Tempe, AZ. Jacob has been in the industry for over 6 years and is registered in 51 states and 4 jurisdictions as an investment advisor. Jacob has a strong background in financial services, having previously worked at BancWest Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob is a highly qualified advisor with a strong understanding of the financial markets and a commitment to providing his clients with the best possible service.

SPECIALIZATIONS

ADVISOR BIO

Jacob Ryan Fallon is an Investment Advisor Representative with Sageguard Financial Group, LLC. Jacob has been in the financial services industry since 2015. Jacob holds a Series 65 and Series 66 license. Jacob provides financial planning and portfolio management services to individuals and families.

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ADVISOR BIO

Jacob Biliack is a financial advisor who provides services through The Colony Group, LLC. Jacob Biliack is a CERTIFIED FINANCIAL PLANNER™ professional. Jacob Biliack has been working in the financial industry for over 10 years. Prior to joining The Colony Group, LLC, Jacob Biliack worked at AXA ADVISORS, LLC, WT Wealth Management, LLC, HoyleCohen, LLC, and Four Peaks Wealth Management, LLC. Jacob Biliack has a strong background in financial planning and portfolio management. Jacob Biliack specializes in working with high-net-worth individuals, families, and businesses. Jacob Biliack's areas of expertise include investment management, financial planning, retirement planning, and estate planning. Jacob Biliack is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jacob Laravie is a financial professional with over 2 years of experience in the industry. Jacob is currently registered with Morgan Stanley and is licensed to provide investment advice in all 50 states. Jacob has passed the Series 63, Series 7TO, Series 24, and SIE exams. Prior to joining Morgan Stanley, Jacob was a financial advisor with VANGUARD MARKETING CORPORATION. Jacob specializes in various investment strategies, including Asset Allocation Advice, Financial Planning, Pension Consulting and Educational Seminars.

SPECIALIZATIONS

ADVISOR BIO

Jacob C Golladay is an investment advisor representative at Morgan Stanley in Gilbert, Arizona. Jacob has been in the industry since June 3, 2020. He is registered with the state of Arizona and Texas as an investment advisor representative. Jacob has a Series 66, 7TO, SIE, 9 and 10 licenses.

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ADVISOR BIO

Jacob Eggett is a financial advisor with Copperwynd Financial, LLC. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry for over 10 years. Jacob has experience working with a variety of clients including high-net-worth individuals, corporations and pension plans. Jacob is licensed in Arizona and Utah, and has a Series 7, Series 63, and Series 66 license. Jacob is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jacob Andrew Duffy is a financial advisor at Robert W. Baird & Co. Inc. based in Scottsdale, Arizona. Jacob has been in the financial services industry since 2001. Prior to joining Robert W. Baird & Co. Inc., Jacob worked at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., EDWARD JONES, and FEDERATED SECURITIES CORP. Jacob holds Series 6, 7, 63, and 66 licenses and has been registered with FINRA since 2003.

SPECIALIZATIONS

ADVISOR BIO

Jacob Marten is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob has been working in the financial services industry since 2020 and has a proven track record of success. Jacob is registered with both FINRA and the state of Arizona. Jacob holds Series 7, Series 63, and Series 66 licenses. Jacob is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS