ADVISOR BIO

Richard Tomo Selzler is a financial advisor with Morgan Stanley. Richard has been in the financial services industry since 2014. Richard holds the Series 7TO, Series 56, and Series 66 securities licenses. Richard also holds an Investment Advisor Representative license in Arizona and Texas. Richard has a background in education and is also an instructor for Chess Emporium. Richard is a licensed financial advisor in 53 states and the District of Columbia. Richard's firm has an approximate asset amount of $10 billion to $50 billion. Richard's firm is registered with the Securities and Exchange Commission (SEC). Richard's firm manages assets for a wide range of clients, including individuals, businesses, institutions, and investment companies. Richard's firm offers a variety of financial planning services, including retirement planning, college savings planning, and estate planning. Richard and Morgan Stanley have worked with various financial institutions, including banks, insurance companies, and investment companies. Richard's firm offers a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Richard's firm also offers a variety of advisory services, including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Richard Layne Clark is a financial advisor with Ameriprise Financial Services, LLC, based in Mesa, Arizona. Richard Clark has been in the financial services industry since 1997, serving clients in a number of states. Ameriprise Financial Services, LLC is a large financial firm that provides a range of financial services, including financial planning, investment management, and insurance.

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ADVISOR BIO

Richard Junior Penick is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the securities industry since April 2023 and has a wide range of experience in the financial services industry, including roles at Black Diamond Networks, Yelp, ZipRecruiter, Randstad, UpRecruit, Cenlar FSB, and Arizona State University. Richard holds Series 66, Series 7TO, and SIE licenses. Richard's areas of specialization include financial planning, portfolio management, pension consulting, and educational seminars. Richard serves clients in several states.

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ADVISOR BIO

Richard Einziger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the financial services industry since 1969. Richard holds Series 3, 7, 8, 9, 10, 63, and 65 licenses. Richard is registered with FINRA and 34 states. Richard has experience working with a wide range of clients including corporations, individuals, investment companies, pension plans, and charitable organizations.

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ADVISOR BIO

Richard White Chase is a financial advisor with over 10 years of experience in the industry. Richard has a strong track record of success in providing financial advice to individuals, families, and businesses. Richard is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in California and Massachusetts.

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ADVISOR BIO

Richard Johnson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the industry since 1986 and is registered with the Financial Industry Regulatory Authority (FINRA). Richard specializes in providing investment advisory services to individuals, corporations, and other businesses. Richard also provides financial planning services to individuals, including retirement planning, college savings planning, and estate planning.

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ADVISOR BIO

Richard Boehm is a financial advisor with Winthrop Wealth. Richard is based in Scottsdale, Arizona, and has been working in the financial industry since 1993. Richard holds various licenses and designations, including Series 7, 63, 65, 24, and 51, as well as the Certified Financial Planner designation. Richard is a Registered Representative with LPL Financial, LLC and a Registered Investment Advisor Representative for Winthrop Advisory Group LLC.

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ADVISOR BIO

Richard Fromdahl is a financial advisor at Morgan Stanley. Richard has been in the industry since November 26, 2019 and has been registered with Morgan Stanley since April 2022. Prior to joining Morgan Stanley, Richard was employed by Equitable Advisors, LLC. Richard is licensed to sell securities in 53 states and the District of Columbia. Richard is also registered as an Investment Advisor Representative in Arizona and Texas. Richard has passed the Series 7TO, SIE and Series 66 exams.

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ADVISOR BIO

Richard Roethel is an investment advisor representative at Foundations Investment Advisors LLC. Richard has been in the industry since June 2006. Richard is registered with the state of Utah and holds a Series 65 license. Richard specializes in retirement planning, college savings, financial planning and estate planning. In addition to his work at Foundations Investment Advisors LLC, Richard is also an independent insurance agent.

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ADVISOR BIO

Richard Jablonsky is a financial advisor with over 20 years of experience in the industry. Richard currently works with Osaic Wealth, Inc. Richard is a highly qualified advisor, having passed several exams, including Series 7, Series 9, Series 10, and the SIE. Richard is also a registered principal with FINRA and is registered in Arizona. Richard is committed to providing his clients with personalized financial advice and guidance. Richard specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Richard has experience working with clients of all ages and income levels.

SPECIALIZATIONS