ADVISOR BIO

Alfred Boyd Crooks is a registered Investment Advisor Representative. Alfred Crooks is currently employed with Osaic Wealth, Inc. Osaic Wealth, Inc. is a firm that provides financial planning, pension consulting, and educational seminars. Alfred Crooks has been in the industry since February 2018. Alfred is registered in California.

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ADVISOR BIO

Alfred Cameron Hunt is a financial advisor who has been in the industry since 2011. Alfred holds the Series 66, Series 7 and SIE exams. Alfred is a Certified Financial Planner and a Chartered Financial Analyst. Alfred is currently registered with Corepath Wealth Partners LLC. Alfred has also worked with Edward Jones, City National Securities, Inc., and RIM Securities LLC. Alfred's specializations include asset allocation, investment strategies, retirement planning, and estate planning. Alfred's areas of expertise include portfolio management, financial planning, and insurance. Alfred has a history of working with high net worth individuals and corporations. Alfred is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Alfredo Santos-suarez rodriguez is a registered representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Alfredo has been in the financial services industry since January 5, 2020, and holds Series 63, SIE, and Series 7 licenses. Alfredo has prior experience with NYLIFE SECURITIES LLC, MAXIM GROUP LLC, and SPARTAN CAPITAL SECURITIES, LLC. Alfredo's specializations include various investment strategies and financial planning services.

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ADVISOR BIO

Alfredo Fragoso is an investment advisor representative registered with Edward Jones in Tempe, Arizona. Alfredo has been in the financial services industry since August 2016 and holds Series 7, 52 and 66 licenses. Alfredo has also passed the Securities Industry Essentials Exam (SIE).

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ADVISOR BIO

Alice Nagy is a financial advisor with over 20 years of experience in the industry. Alice is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Alice has held previous positions with several other firms including Triad Advisors LLC, Securities America, Inc., and Woodbury Financial Services, Inc., among others. Alice is a Series 7, Series 24, Series 63, and Series 99 licensed financial advisor.

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ADVISOR BIO

Alicia Shepherd is a financial advisor with Edward Jones, a firm with offices in Scottsdale, Arizona and other locations. Alicia has been in the industry since 2014 and is registered with the state of Arizona and Texas. Alicia has a Series 66, Series 7 and a SIE license. Her current focus is on retirement planning, college savings and estate planning for her clients. Alicia has experience working with individuals, families, businesses and charitable organizations.

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ADVISOR BIO

Alison Rodriguez is a registered representative with Osaic Wealth, Inc. Alison has been in the financial services industry since 2009. Alison has a broad range of experience, including working with individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Alison holds the Series 4, 7, 24, 52TO, 53, and 66 licenses. Alison is also a registered investment advisor representative in Minnesota. Alison has worked at Woodbury Financial Services, Inc. and FSC Securities Corporation in the past. Alison specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.

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Alison Smith is a registered representative of Morgan Stanley and has been in the industry since 2022. She holds the Series 7TO, SIE and Series 66 licenses. Alison is registered in 39 states and has a combined 4 years of experience in financial services, including positions with Morgan Stanley, Orangetheory Fitness, Grand Canyon University and Grand Canyon Education. She provides financial planning, pension consulting, educational seminars, asset allocation advice, and selection of other advisors.

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ADVISOR BIO

Alison Gilbert is a financial professional with over 7 years of experience in the financial services industry. Alison is currently registered with Vanguard Advisers, Inc. as an investment advisor representative. Alison holds the Series 66, Series 7 and SIE licenses and is also a Certified Financial Planner. Prior to joining Vanguard Advisers, Inc. Alison held positions at E*TRADE SECURITIES LLC and Fidelity Brokerage Services LLC. Alison specializes in working with individuals, businesses, high-net-worth clients, charitable organizations, and pooled investment vehicles. Alison offers investment advisory services, portfolio management, financial planning, and selection of other advisers.

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ADVISOR BIO

Alison Nicole Stine is a financial professional with over six years of experience in the financial services industry. Alison has a Series 63, 66, and 7 licenses, as well as a Series 24. Alison is also a Certified Financial Planner and is a member of the Boys & Girls Clubs of Greater Scottsdale Associate Board. Alison works with individuals and families to help them achieve their financial goals. Alison's experience at Equitable Advisors, LLC and currently at GWN Securities Inc. gives her a broad range of knowledge and skills to help clients with a variety of financial needs, including retirement planning, investment management, and insurance.

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