ADVISOR BIO

Paul P. Fox is a financial advisor with Vanguard Advisers, Inc. Paul has been working in the financial services industry since 2007. Paul is licensed in Arizona and Texas to provide investment advice. Paul specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pooled investment vehicles and pension and profit sharing plans. Paul also provides financial planning services and selects other advisors for clients. Paul's experience and expertise can help you achieve your financial goals.

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ADVISOR BIO

Paul Marsillo is a registered investment advisor representative with Morgan Stanley. Paul has been in the financial industry since 1987. He is a Series 7, Series 3, Series 63, and Series 65 licensed professional and holds active licenses in 29 states. Paul's previous experience includes roles with Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Paul currently focuses on working with individuals and families to provide financial planning and investment advice.

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ADVISOR BIO

Paul Frederic Arutt has been a financial advisor for over 36 years. Paul is currently registered with Osaic Wealth, Inc. and is located in Scottsdale, Arizona. Previously, Paul worked at SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, ARIZONA CAPITAL GROUP, INC., HERITAGE WEST SECURITIES, INC., SAL FINANCIAL SERVICES, CAPITAL WEST INVESTMENT GROUP, INC., GUARDIAN INVESTOR SERVICES CORPORATION, FFP SECURITIES, INC., LEHMAN BROTHERS INC., KEMPER SECURITIES GROUP, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED and DREXEL BURNHAM LAMBERT INCORPORATED. Paul holds licenses in 17 states and is a registered investment advisor in Texas.

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ADVISOR BIO

Paul Ohanian is a Certified Financial Planner™ with over 20 years of experience in the financial services industry. Paul is registered with Scottsdale Wealth Planning, Inc., a Registered Investment Advisor. Previously, Paul has held positions at BMA Securities, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Prudential Securities Incorporated, The Lincoln National Life Insurance Company, WestAmerica Investment Group, Lincoln Financial Advisors Corporation, PML Securities Company, Sun Investment Services Company, and IDS Marketing Corporation. Paul has a wide range of experience in various financial services fields, including investment advisory and insurance services. Paul is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Paul Wagnild Jackson is a financial advisor with over 19 years of experience in the industry. Paul is currently registered with Osaic Wealth, Inc. and has held previous positions at Woodbury Financial Services, Inc., Scottrade, Inc., and Northwestern Mutual Investment Services, LLC. Paul's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Paul is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Paulette Renee Smith is a financial advisor with LPL Financial LLC located in Scottsdale, Arizona. Paulette has been in the industry since 2015 and holds Series 6, Series 63 and SIE licenses. Paulette specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, and pension plans.

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Pedro Benavides is an investment advisor representative with Osaic Wealth, Inc. Pedro has been in the industry for over 10 years. Pedro is licensed to provide advisory services in New York. Pedro is a graduate of SUNY Albany and the US Army. Pedro is a Series 7, Series 66, and SIE licensed representative. Pedro offers financial planning, pension consulting and portfolio management services for individuals and businesses.

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ADVISOR BIO

Penelope Karp Abad is a registered investment advisor representative with Vanguard Advisers, Inc., based in Scottsdale, Arizona. Penelope has been in the financial services industry since 2008. She holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Penelope offers a range of investment advisory services, including financial planning, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Perry Buckman is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Perry has been in the financial services industry since 1999 and holds the Series 66, Series 31, and Series 7 licenses. Perry has experience with investment consulting services to institutional clients and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Perry has held previous positions at Wells Fargo Clearing Services, LLC, UBS Financial Services Inc. and Morgan Stanley DW Inc. Perry is licensed in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Pete Joseph Zimmerman is a financial advisor at Osaic Wealth, Inc., with over 14 years of experience in the industry. Pete is a registered representative and investment advisor representative with licenses in Iowa and Nebraska. Pete's experience includes providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Pete has a strong track record of helping clients achieve their financial goals. In addition to his financial services experience, Pete also owns a website providing information on personal finances.

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