ADVISOR BIO

Rebecca Verr is a financial advisor with The Colony Group, LLC. Rebecca has been in the industry since 2000 and holds Series 6, 7, 63, 66 and SIE licenses. Rebecca has experience working with individual clients and has worked at multiple financial firms throughout her career, including J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and M. S. HOWELLS & CO.. Rebecca is currently licensed in Arizona.

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ADVISOR BIO

Rebecca Flint is a financial professional with over 27 years of experience in the industry. Rebecca is a Registered Representative and Investment Advisor Representative, and currently works with Osaic Wealth, Inc. Rebecca has a strong background in providing financial advice, including financial planning, portfolio management and retirement planning. Rebecca is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Rebecca Sanchez is a financial advisor with Fidelity Personal And Workplace Advisors. Rebecca has been in the industry since 2018. Rebecca is a registered representative with FINRA and holds the Series 7, Series 66 and SIE licenses. Rebecca is also registered as an investment advisor representative in Arizona and Texas. Rebecca has worked with clients in a variety of capacities, including high-net-worth individuals, corporations, charitable organizations, and pension plans.

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ADVISOR BIO

Rebekah Elizabeth Brooks is a financial advisor with over 14 years of experience in the financial services industry. Rebekah is currently registered with Osaic Wealth, Inc. in Colorado and New Jersey. Rebekah has a wide range of experience in the financial services industry, including investment banking and securities trading. Rebekah holds the Series 7, Series 63, Series 66, and Series 79TO licenses. Rebekah is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Reece Ziomek is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Reece has been in the industry since 2013 and has a wide range of experience in financial planning, portfolio management, and investment services. Reece holds Series 63, 6TO, SIE and 99 licenses and is registered in Georgia and New Jersey.

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ADVISOR BIO

Reese Hinton is a financial advisor with over seven years of experience in the financial services industry. Reese has a strong background in both accounting and financial advising. Reese holds the Series 7, Series 63, and Series 66 securities licenses, and is also a Certified Financial Planner (CFP®). Reese works with clients to develop personalized financial plans that address their unique needs and goals. Reese currently works at Integrated Wealth LLC based in Scottsdale, Arizona. Reese focuses on providing financial planning and portfolio management services to individuals and businesses. Reese is committed to helping clients achieve their financial goals through a combination of financial planning, investment management, and tax planning.

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ADVISOR BIO

Regina Roesener is a financial professional with over 30 years of experience in the industry. Regina is a registered representative with Momentum Independent Network Inc. and holds licenses in Arizona, California, Colorado, and Nevada. Regina has a diverse background, having worked in various roles including investment banking, operations, and securities. Regina's expertise covers a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars. Regina is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Reid Simpson is a financial advisor at Iams Wealth Management, LLC. Reid has over 8 years of experience in the financial services industry and has passed the Series 66, Series 7 and SIE exams. In addition to his experience as a financial advisor, Reid also has experience as a real estate salesperson and insurance agent. Reid has worked for other firms in the past including NEXT FINANCIAL GROUP, INC. and Personalized Financial. Reid specializes in providing financial planning services, pension consulting, and selection of other advisors to individuals, businesses, and high-net-worth clients.

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ADVISOR BIO

Renae Watkins is a financial advisor with over 15 years of experience in the financial services industry. Renae has a strong track record of providing investment advice and financial planning services to a wide range of clients. She is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo, Renae was an advisor at BBVA Securities Inc., Wells Fargo Advisors, LLC, BMO Harris Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Renae has a Series 6, 7, 63, and 66 licenses. She has also earned the Securities Industry Essentials Examination (SIE) certification.

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Rene' Tapia Espinoza is a financial advisor with Ameriprise Financial Services, LLC in Scottsdale, AZ. Rene' has been in the industry since 1999. Prior to joining Ameriprise Financial Services, LLC, Rene' worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and AMERIPRISE FINANCIAL SERVICES, INC.. Rene' is licensed to sell securities in Alabama, Arizona, California, Colorado, Florida, Idaho and North Carolina. Ameriprise Financial Services, LLC is a large financial services company with over $479 billion in assets under management. The firm offers a variety of financial planning and investment services to individuals, businesses, and institutions.

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