ADVISOR BIO

Stephen Becker is an investment advisor representative at Vanguard Advisers, Inc. Stephen has been in the financial services industry since 2012. Stephen holds Series 63, 65 and 66 securities licenses. Stephen is registered to offer securities and investment advisory services in Arizona and Texas. Stephen is also registered with the Financial Industry Regulatory Authority (FINRA) and has a background in insurance and financial services.

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ADVISOR BIO

Stephen Civille is a financial advisor with over 20 years of experience in the industry. He has worked with Vanguard Advisers, Inc. since 2011 and has a strong track record of providing financial advice to individuals and families. Stephen holds the Series 6, 7, 24, and 63 securities licenses and is a Certified Financial Planner. He is also registered with the states of Arizona and Texas.

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ADVISOR BIO

Stephen Francis Shelvey is a financial advisor with Trajan Wealth, LLC. Stephen has been in the financial services industry since 1992 and has experience in providing financial planning, portfolio management, and educational seminars to individuals and families. Stephen is also a Certified Financial Planner. Stephen previously worked at Pruco Securities, LLC., NFP Securities, Inc., Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Brokers Transaction Services, Inc. and Equico Securities, Inc. Stephen holds the Series 7, Series 6, Series 63 and Series 66 licenses. Stephen specializes in working with high net worth individuals, individuals other than high net worth, and investment companies.

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ADVISOR BIO

Stephen Clarke is an active investment advisor registered with the state of Virginia. Stephen has been in the industry since August 1999 and is currently employed by United Planners' Financial Services of America A Limited Partner, a firm registered with the Securities and Exchange Commission. Stephen has a proven track record of success in the financial services industry, and is committed to providing his clients with personalized advice and guidance. Stephen's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He has specialized in providing financial planning, pension consulting, and portfolio management services to his clients. Stephen is also a registered representative of the firm, and is licensed to sell a variety of investment products, including variable annuities, mutual funds, and exchange-traded funds.

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ADVISOR BIO

Stephen Mandracchia is an investment advisor representative with Dew Wealth Management. Stephen has been in the financial services industry since 2018 and has experience working with Ameriprise Financial Services, Inc., Morgan Stanley, and Charles Schwab & Co., Inc. Stephen is a Certified Financial Planner and holds Series 7, Series 63, and Series 66 licenses. Stephen's specialties include retirement planning, estate planning, college savings, and insurance planning. Stephen is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Stephen Gaustad is an investment advisor representative at Galvin, Gaustad & Stein, LLC, a firm based in Scottsdale, Arizona. Stephen Gaustad has over 20 years of experience in the financial services industry. Stephen Gaustad specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephen Gaustad is registered with the state of Arizona as well as New York and Pennsylvania. Stephen Gaustad's previous employment includes Foothill Securities, Inc., FSC Securities Corporation, Financial Network Investment Corporation, ING Financial Advisers, LLC, Aetna Financial Services, Inc. and Aetna Life Insurance and Annuity Company.

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ADVISOR BIO

Stephen Edwin Widmer is a registered investment advisor with Osaic Wealth, Inc. in Scottsdale, Arizona. Stephen has been in the securities industry since May 2000. Stephen is a licensed principal in the state of Arizona and is registered in both Arizona and California. Stephen has held previous positions at several firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., SunAmerica Securities, Inc., Sentra Securities Corporation, Spelman & Co., Inc., and Charles Schwab & Co., Inc.

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ADVISOR BIO

Stephen Robert Hatcher is a financial advisor with Robert W. Baird & Co. Inc. Stephen has been working in the financial industry since 1993 and has been registered with the Securities and Exchange Commission since 1999. He specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Stephen is registered in 29 states and has a total of 30 years of experience in the financial industry.

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ADVISOR BIO

Stephen Whiteman is a financial advisor currently registered with Osaic Wealth, Inc. based in Scottsdale, AZ. Stephen has been working in the financial industry since 2017. Stephen's previous experience includes time at TRIAD ADVISORS LLC in Atlanta, GA, SECURITIES AMERICA, INC. in Omaha, NE and WOODBURY FINANCIAL SERVICES, INC. in Oakdale, MN. Stephen holds Series 66, Series 24, SIE and Series 7 licenses and is registered in Nebraska. Stephen specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Stephen is also able to provide services to various client types including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.

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ADVISOR BIO

Stephen Byrd Horrell is a registered representative and investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Stephen has been in the securities industry since 2018. Prior to joining Wells Fargo Advisors, Stephen was a financial advisor with MML Investors Services, LLC. Stephen is registered in Arizona and holds the Series 7, Series 66, and SIE licenses. Stephen has worked with various clients, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Stephen specializes in financial planning, investment consulting services, and portfolio management for businesses and individuals.

SPECIALIZATIONS