ADVISOR BIO

Caleb Cymbalak is an investment advisor representative associated with Trek Financial. Caleb is registered to provide investment advisory services in Wisconsin. Caleb has been in the financial services industry since May 2016 and is Series 65 licensed. Caleb's specialties include retirement planning, investment advisory services, and college savings plans.

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ADVISOR BIO

Caleb Gideon Rutter is an Investment Advisor Representative at TFO Family Office Partners, located in Phoenix, Arizona. Caleb Rutter has been in the industry since May 2022. Caleb Rutter is registered with the state of Arizona. Caleb Rutter holds a Series 65 license, and a SIE license. Caleb Rutter has experience working with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth clients. TFO Family Office Partners provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and other services.

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ADVISOR BIO

Caleb Kamm is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Caleb is licensed to provide investment advice in Arizona. Caleb is also registered to provide investment advice in Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

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ADVISOR BIO

Caleb Krupp is a financial advisor registered with Morgan Stanley. Caleb is licensed to provide financial services in 53 states and the District of Columbia. Caleb holds a Series 7, 63, and SIE. Caleb has been in the financial industry since March 2024 and is located at the Gilbert, Arizona branch office of Morgan Stanley.

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ADVISOR BIO

Caleb Kamalani Santos is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Caleb has been in the industry for 2 years and is currently registered in 25 states and the District of Columbia. Caleb is also a Series 7TO, Series 66, and SIE licensed professional. Caleb provides financial planning services, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Caleb Thompson is an Investment Advisor Representative registered with Foundations Investment Advisors LLC. Caleb Thompson is also registered as an Investment Advisor in South Carolina and Virginia. Caleb Thompson is a Certified Financial Planner and has passed the Series 65 Uniform Investment Adviser Law Examination. Caleb Thompson has experience with Cove Financial Solutions and Sigma Planning Corporation. Caleb Thompson has been with Foundations Investment Advisors LLC since July 2023.

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ADVISOR BIO

Callie Hodge is a financial advisor with over a year of experience in the industry. Callie is currently registered with Osaic Wealth, Inc. and has worked with SAGEPOINT FINANCIAL, INC. and ROBINHOOD FINANCIAL, LLC. Callie is a Series 7TO, Series 63, and SIE licensed representative. Callie Hodge is a financial advisor with a focus on offering financial planning services to individuals, corporations and businesses, charitable organizations, and pension and profit sharing plans. Callie is also registered to provide financial planning services in Iowa.

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ADVISOR BIO

Callie Jones is a financial advisor at Stifel, Nicolaus & Company, Inc. Callie has been in the financial services industry since July 2022. Callie is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 7TO, Series 63, and SIE licensed individual. Callie is also registered in 51 states, including Alabama, Alaska, Arizona, and many more. Callie specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Calvin James Vanness is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Calvin has been in the securities industry since May 24, 2020. Calvin currently holds a Series 7TO, Series 66 and SIE license and is registered in 53 states as a broker. Calvin is also registered in two states as an investment advisor. Calvin is located in Chandler, Arizona and has worked in the financial services industry for over 10 years. Calvin has a strong track record of providing exceptional service to clients and helping them achieve their financial goals. Calvin is committed to providing personalized financial advice and strategies to help clients build a brighter future.

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ADVISOR BIO

Calvin Thomas Robinson is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Calvin has over 8 years of experience in the financial services industry and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Calvin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS