ADVISOR BIO

Stephen Schott is a financial advisor with over 10 years of experience. Stephen is currently registered with Cambridge Investment Research Advisors, Inc. Stephen is a licensed and registered investment advisor. Stephen also holds the Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Stephen Pessagno is a financial advisor currently registered with Morgan Stanley. Stephen has been in the financial services industry since 2017 and holds Series 7 and 66 licenses as well as the SIE. Stephen is a licensed financial advisor in 55 states and jurisdictions. Prior to working for Morgan Stanley, Stephen was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, and charitable organizations. Stephen offers a range of financial services, including financial planning, asset allocation advice, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Stephen Sample is a financial advisor at Raymond James Financial Services Advisors, Inc. in Queen Creek, Arizona. Stephen has been in the industry since 2020 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. MORGAN SECURITIES LLC. Stephen is registered with the state of Arizona and holds Series 7TO, Series 63, and Series 66 licenses. Stephen specializes in providing financial planning and portfolio management services to individuals and businesses. Stephen also works with insurance companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Stephen Caruso is a financial professional with over 20 years of experience in the financial services industry. Stephen has worked for several prominent firms, including Ameriprise Financial Services, Inc. and Wachovia Securities, LLC. Stephen is currently registered with Brookwood Investment Group, a firm that offers a variety of financial services including financial planning, pension consulting, and portfolio management. Stephen is also licensed as an insurance producer. Stephen has a strong background in serving high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

ADVISOR BIO

Steve Howard Nelson is a financial advisor with over 30 years of experience in the industry. Steve is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in Arizona, California, and Texas. Prior to joining Ameriprise, Steve worked at FSC Securities Corporation, Walnut Street Securities, Inc., Waddell & Reed, Inc., and NYLIFE Securities Inc. Steve holds several industry certifications, including the Series 6, 7, 22, 24, 63, and 65 exams.

SPECIALIZATIONS

ADVISOR BIO

Steve Allen James has been a financial advisor for over 20 years. Steve currently works with Cambridge Investment Research Advisors, Inc. Steve is also a registered representative in Arizona and Texas. Steve's previous work experience includes roles at Legend Equities Corporation, American General Financial Advisors, Inc., and The Variable Annuity Marketing Company. Steve has a wide range of experience and is well-equipped to provide financial advice to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Steve Lusietto is a financial advisor affiliated with Fidelity Personal and Workplace Advisors. Steve is registered with the state of Arizona and Texas as an investment advisor representative. Steve has been a part of the financial industry since 2021 and has worked for Fidelity Personal and Workplace Advisors since 2022. Previously, Steve was employed by Robinhood Financial, LLC and TD Ameritrade, Inc.

SPECIALIZATIONS

ADVISOR BIO

Steve Smith is an active Registered Representative and Investment Advisor Representative with Centaurus Financial, Inc. Steve is licensed to offer investment advice and securities products in Arizona and California. Steve has been in the financial services industry since 1993, with previous experience at Wall Street Financial Group, Inc., California Financial Network, Inc., Financial Network Investment Corporation, and Jackson National Financial Services, Inc. Steve is also affiliated with Estate Planning Team, providing investment vehicles for trustees of clients that participate in the trust. Steve has earned several industry designations, including the Series 6, Series 63, Series 26, and Series 65 securities licenses, as well as the SIE exam. Steve offers a range of services to individuals, including financial planning, pension consulting, educational seminars, market timing services, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Steven Fullerton is a financial advisor with Kingdom Financial Group, LLC. Steven is registered in Arizona and Texas. Steven has been in the industry since 2010 and is associated with Fullerton Financial Planning. Steven is a financial planner providing financial strategies for individuals and businesses.

SPECIALIZATIONS