ADVISOR BIO

Marian Cassidy is a financial advisor with over 20 years of experience in the industry. Marian is registered with the state of Oklahoma as an investment advisor representative. She is also a registered representative with FINRA and a member of the United Planners' Financial Services Of America A Limited Partner. Marian provides financial planning, portfolio management, and selection of other advisors for individuals and businesses. Cassidy's firm manages over $9 billion in assets for more than 43,000 clients. They serve a wide range of clients including high-net-worth individuals, corporations, individuals other than high-net-worth, and charitable organizations. Marian Cassidy and her firm offer a variety of advisory services to meet the needs of their clients.

SPECIALIZATIONS

ADVISOR BIO

Marie Camacho is a financial advisor at Ameriprise Financial Services, LLC, where Marie has been working since November 2023. Marie has been working in the financial services industry since September 2011. Marie has a wide range of experience in the financial services industry, with previous roles at UBS Financial Services Inc., RBC Capital Markets, LLC, and Citigroup Global Markets Inc. Marie has expertise in asset allocation services, financial planning, and portfolio management. Marie Camacho is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 9, Series 66, and SIE licenses. Marie Camacho is also registered as an Investment Advisor Representative in several states, including Texas, Arkansas, and Arizona.

SPECIALIZATIONS

ADVISOR BIO

Marilee Alice Stephens is a financial advisor with over 29 years of experience in the industry. She is currently registered with United Planners' Financial Services of America A Limited Partner and has held previous positions with several other firms. Marilee is a Series 63, Series 65, and Series 7 licensed professional and is actively registered in 16 states. Marilee specializes in providing financial planning, portfolio management, and other advisory services for individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Mario Leonard Gradillas is a financial advisor with Wells Fargo Clearing Services, LLC. Mario has been in the industry since July 1997 and has worked with a number of firms throughout his career. Mario holds the Series 6, 7, 63, and 66 licenses and is registered in over 30 states. Mario specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients.

SPECIALIZATIONS

ADVISOR BIO

Mario Savoie is a financial advisor who has been in the industry since 2006. Mario is currently registered with Thrivent Investment Management Inc. in Arizona, Oklahoma and Texas. Mario was previously registered with LPL Financial LLC, BMO Harris Financial Advisors, Inc., Fidelity Brokerage Services LLC, TD Ameritrade, Inc., MML Investors Services, LLC, NYLIFE Securities LLC, ProEquities, Inc., UVEST Financial Services Group, Inc., and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Mario Divenere is a wealth advisor who specializes in providing financial planning, portfolio management, and selection of other advisors. Mario has been in the industry for over 7 years. Mario is registered with Blackhawk Capital Partners, LLC, a registered investment advisor. Mario has a Series 7, Series 66, and SIE licenses. He has a strong track record of providing excellent service to clients. Mario works with high-net-worth individuals, corporations, and pension and profit-sharing plans. His clients appreciate his personalized approach and his commitment to helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Mario Aguilera is a registered representative with Vanguard Advisers, Inc. Mario is registered to provide investment advice in Arizona and Texas. Mario has been in the financial services industry since February 2018. Mario specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Mario has a Series 7TO and Series 66 license. Mario is also registered with FINRA as a Registered Representative.

SPECIALIZATIONS

ADVISOR BIO

Marion Felix is an investment advisor representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Marion has been in the industry since 2012 and holds the Series 99 and SIE licenses. Marion has extensive experience in providing financial planning and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Mark Frederick Shultz is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the financial services industry since June 21, 1983. Mark is registered with the state of Arizona, and is a Certified Financial Planner. Mark has previously worked with UBS Financial Services Inc and Citigroup Global Markets Inc. Mark has a wide range of experience, including working with individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Mark Alan Flanagan is a registered investment advisor representative with CSP Financial Group LLC, located in Scottsdale, Arizona. Mark is a Certified Public Accountant with over 20 years of experience in financial services. Mark has a strong understanding of financial planning, portfolio management, and tax preparation. Mark is committed to providing clients with personalized financial advice and guidance. Mark is also a licensed insurance agent with Lifetime Financial Group, LLC. Mark has a broad knowledge of insurance products and can help clients find the right coverage to meet their needs.

SPECIALIZATIONS