ADVISOR BIO

Jonathan Greenway is an investment advisor representative associated with Vanguard Advisers, Inc., a firm with a strong presence in the financial services industry. Jonathan has a range of licenses and certifications, including the Series 63, 66, and 7TO licenses. He is also a registered investment advisor in Arizona and Texas, and has been active in the industry since August 2021. Jonathan's experience includes a strong understanding of financial markets, a track record of success in the industry, and dedication to providing clients with tailored financial advice.

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ADVISOR BIO

Jonathan E Kirkham is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Jonathan has been in the industry since 2008, and is currently registered with the state of Arizona as an Investment Advisor Representative and in Texas as a Registered Investment Advisor. Jonathan has obtained his Series 6, Series 7, Series 24, Series 63, and Series 66 licenses. Jonathan holds certifications as a Registered Representative, and General Securities Principal. Jonathan's firm, Vanguard Advisers, Inc., is a large firm, and manages over $333 billion in assets for their clients.

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ADVISOR BIO

Jonathan Akley is an investment advisor representative with Vanguard Advisers, Inc. located in Scottsdale, AZ. Jonathan has been in the financial industry since October 5, 2016. Jonathan is registered with the state of Arizona and Texas as an investment advisor representative. Jonathan specializes in providing financial planning, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.

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ADVISOR BIO

Jonathan Fichter is a financial advisor with over 14 years of experience in the industry. Jonathan is currently registered with Osaic Wealth, Inc. and is located in Scottsdale, Arizona. Jonathan holds the Series 66 and Series 7 licenses as well as the SIE exam. Jonathan is also a Certified Financial Planner. Jonathan's previous experience includes Securities America, Inc. and Securities America Advisors, Inc. Jonathan provides financial planning services, pension consulting, and portfolio management to individuals and businesses. Jonathan is committed to helping clients reach their financial goals.

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ADVISOR BIO

Jonathan Loeffler is an Investment Advisor Representative at Ascent Capital Partners, LLC. Jonathan holds a Series 65 license. Jonathan is a Registered Investment Advisor with the state of Arizona and Texas. Jonathan has been in the industry since May 2014. Jonathan specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Jonathan is also a Managing Member of Loeffler Consolidated, LLC, an Advisory Board Member of Platform Technology Group, Inc, and a Partner at Ascent Capital Partners.

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ADVISOR BIO

Jonathan Samuel Perry is a financial professional with over 15 years of experience in the industry. Jonathan is registered with MML Investors Services, LLC. Jonathan has experience in the securities industry since 2007. Jonathan earned the Series 6, 7, and 63 licenses in addition to the SIE exam. Jonathan has experience working with individuals, high-net-worth individuals, corporations, and retirement plans.

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Jonathan Michael Melde is a financial advisor with Wells Fargo Clearing Services, LLC. Jonathan has been a registered representative in the securities industry since July 31, 2007. Jonathan holds FINRA Series 7, 9, 10, 66 and SIE licenses. Jonathan is registered with 27 states and has a FINRA approved registration with Wells Fargo Clearing Services, LLC and a FINRA approved resident registration in Texas. Jonathan is also registered as an investment advisor representative in Arizona and Texas. Jonathan has experience working with clients in various sectors including high net worth individuals, corporations, and charitable organizations. Jonathan has been with Wells Fargo Clearing Services, LLC since November 2016, and has been a financial advisor with Wells Fargo Advisors LLC since January 2011.

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ADVISOR BIO

Jonathan Gannon is a financial advisor with Vanguard Advisers, Inc. Jonathan is registered to provide investment advisory services in 53 states and two territories, as well as both Broker Dealer and Investment Advisory services in Arizona and Texas. Jonathan is a Series 6, 7, 63 and 66 licensed financial advisor with over 5 years of experience in the financial services industry. Jonathan began his career at State Farm VP Management Corp. in 2016 and joined Vanguard Advisers, Inc. in 2017. Jonathan specializes in providing financial planning services, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Jonathan also provides selection of other advisors for clients.

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ADVISOR BIO

Jonathan Belair is an investment advisor representative associated with Osaic Wealth, Inc. located in Scottsdale, Arizona. Jonathan has over 7 years of experience in the financial services industry. Jonathan is registered to provide investment advisory services in Arizona and Minnesota. Jonathan has a Series 66, Series 7 and SIE license. Jonathan's previous employers include Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Ameriprise Financial Services, Inc., American Enterprise Investment Services Inc., and Edward Jones. Jonathan's specialties include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Jonathan D Kipp is a financial advisor with Morgan Stanley. Jonathan has been in the securities industry since June 17, 2019. Jonathan is registered with the state of Arizona. Jonathan also has experience with J.P. Morgan Securities LLC.

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