ADVISOR BIO

Jesus Manuel Amador is a financial advisor who has been in the industry since August 2017. Jesus is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and has worked for the firm since June 2017. Jesus is registered with the Securities and Exchange Commission as a broker-dealer. Jesus specializes in providing financial services to a wide range of clients, including individuals, corporations, and institutions. Jesus provides a variety of services, including portfolio management, financial planning, and investment research.

SPECIALIZATIONS

ADVISOR BIO

Jesus Gonzalez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in Arizona, California, Colorado, Florida, Nevada, New Mexico, North Dakota, Texas, Utah, and Washington. Jesus Gonzalez has been in the industry since 2019 and has been with Merrill Lynch since 2019. Jesus Gonzalez has passed the SIE, Series 7TO, and Series 66 exams.

SPECIALIZATIONS

ADVISOR BIO

Jesus Manuel Vazquez marti is a financial advisor who is currently employed by Osaic Wealth, Inc. Jesus Manuel Vazquez marti has over 20 years of experience in the financial industry and is registered with the state of Georgia and the District of Columbia. Jesus Manuel Vazquez marti specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals and businesses. Prior to joining Osaic Wealth, Inc. Jesus Manuel Vazquez marti worked for FSC Securities Corporation, Robinhood Financial, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, CUNA Brokerage Services, Inc., Oriental Financial Services Corp., and Investors Capital Corp. Jesus Manuel Vazquez marti has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

Jesus Pineda is a financial advisor with over 11 years of experience in the industry. Jesus Pineda is currently registered with MML Investors Services, LLC and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jesus Pineda has previously been registered with NYLIFE Securities LLC. Jesus Pineda is a dedicated financial advisor with a strong track record of providing clients with personalized financial solutions. Jesus Pineda is committed to helping clients achieve their financial goals and has expertise in areas such as financial planning, retirement planning, investment management, and insurance.

SPECIALIZATIONS

ADVISOR BIO

Jesus Antonio Ramirez is a financial advisor who has been working in the financial industry since 2020. Jesus is a registered representative with Equitable Advisors, LLC and has been employed with them since 2020. Jesus is also registered as an investment advisor representative in Arizona, California, Nevada, Oregon, Utah, and Washington. Jesus has a Series 66, Series 7, and Series 24 license. Jesus is a registered representative with Equitable Advisors, LLC. Equitable Advisors, LLC is a subsidiary of Equitable Holdings, Inc. They offer a wide range of financial products and services, including retirement planning, investment management, and insurance. Equitable Advisors, LLC has been in business for over 100 years and has a strong reputation for providing high-quality financial advice.

SPECIALIZATIONS

ADVISOR BIO

Jian Boldi is a financial advisor registered with LPL Financial LLC. Jian has been in the financial services industry since 2007 and holds Series 63, Series 65, Series 7, and SIE licenses. Jian provides financial planning and consulting services. Jian has a diverse clientele, including individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jill Anne Herbert is a registered Investment Advisor Representative with TFO Family Office Partners in Phoenix, Arizona. Jill has been in the financial services industry since 2002. Jill holds a Series 7 and Series 65 licenses and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Jill previously worked at Phoenix Equity Planning Corporation in Hartford, Connecticut.

SPECIALIZATIONS

ADVISOR BIO

Jill Rolfe is a financial advisor with over 18 years of experience in the industry. Jill is registered as a Registered Representative and Investment Advisor Representative. Jill is currently employed by Osaic Wealth, Inc. and has been registered with Osaic Wealth, Inc. since 2024. Jill has previously worked at several other firms including Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., TD Ameritrade, Inc., and Ameritrade, Inc. Jill specializes in a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jill Sadler is a financial advisor with Osaic Wealth, Inc. Jill has been in the financial industry since 2000 and has held a variety of positions at several firms. Jill currently holds securities licenses Series 7, Series 6, Series 63, Series 65, Series 66 and Series 24. Jill has a strong track record of providing financial advice to individual and institutional clients. Jill is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jill R. Fulmer is a financial advisor with Morgan Stanley. Jill has been in the industry since 1994 and holds multiple licenses, including Series 7, 63, 65, 24, 9, 10, 3, 31, and SIE. Jill has a history of working for firms like LPL FINANCIAL LLC, Merrill Lynch, J.P. Morgan Securities LLC, and UBS Financial Services Inc. Jill provides financial planning, pension consulting, educational seminars, and selection of other advisors to a wide range of clients, including individuals, businesses, investment companies, and charitable organizations.

SPECIALIZATIONS