ADVISOR BIO

Peter Rogers is a registered representative with Park Avenue Securities LLC and has been in the industry since November 17, 2001. Rogers holds a Series 6, 7 and 63 license and is registered in 35 states. Rogers also has a Series 65 license and is registered as an Investment Advisor Representative in 32 states. In addition to working at Park Avenue Securities LLC, Rogers is the President of JAZRO, a sub-S corporation, and a 2% owner of Wild Barrel Brewing Company LLC. Rogers is also a board member of JetHead Development Inc.

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ADVISOR BIO

Peter Glen Mondero is an investment advisor representative associated with Morgan Stanley, with over 25 years of experience in the industry. Peter Glen Mondero has also previously been associated with firms such as UBS Financial Services Inc., Olde Discount Corporation and Morgan Stanley & Co. Incorporated. Peter Glen Mondero is registered with the state of California for both broker-dealer and investment advisor services, and is also registered as an investment advisor in Texas.

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ADVISOR BIO

Peter Susic is a financial advisor with Edward Jones. Peter has been in the financial industry since 2008. Peter holds the Series 63, Series 7 and SIE licenses. Peter's experience includes previous roles with Dunham & Associates Investment Counsel, Inc. and Aspen Investment Alliance, Inc. Peter has also been a registered advisor in California, Colorado, Florida, Iowa, Kansas, Michigan, Minnesota, Missouri, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia and Washington. Peter specializes in working with individuals, families, businesses and retirement plans.

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ADVISOR BIO

Philip Hecker is a Registered Investment Advisor (IA) and Registered Representative (BC) with Global Retirement Partners LLC. Philip has over 8 years of experience in the financial services industry. Philip has passed the Series 7, Series 63, Series 6TO and Series 65 exams. Philip has worked for T. Rowe Price Investment Services, Inc., MML Distributors, LLC, GWFS Equities, Inc., and LPL Financial, LLC. Philip specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Philip is committed to providing his clients with personalized financial advice and guidance. Philip is also a member of the Financial Planning Association (FPA).

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ADVISOR BIO

Philip Michael Spencer is a financial advisor with over 30 years of experience in the financial services industry. Philip has worked at a variety of firms, including Merrill Lynch, Lehman Brothers, and UBS Financial Services. Philip has a strong background in providing financial planning and portfolio management services to individuals and families. Philip holds Series 3, 7, 9, 10, 53, 63 and 65 licenses. Currently, Philip is registered with Family Investment Management LP as a Registered Investment Advisor.

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ADVISOR BIO

Philip Drew Davis is a registered investment advisor representative with Harnett Investment Advisers LLC. Philip has been in the industry since 2009 and is registered in California. Philip has specialized in providing financial consulting services, financial planning, and portfolio management for individuals.

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ADVISOR BIO

Rachel Teresa Ivanovich is an investment advisor representative with WWM Financial. Rachel is a registered investment advisor with a Series 65 license and a Series 66 license. Rachel is also a Series 7 licensee. Rachel has been in the financial services industry since 2003. Rachel provides investment advice to individuals and families. Rachel's specialties include financial planning, portfolio management, and selection of other advisors. Rachel also is president/owner/Enrolled Agent of Easy Life Management, which focuses on tax and accounting.

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ADVISOR BIO

Raymond Hurt is a financial advisor with over 4 years of experience in the industry. Raymond is currently registered with Osaic Wealth, Inc. and holds Series 7TO, SIE and Series 66 licenses. Raymond has previously been registered with SECURITIES AMERICA, INC. and SECURITIES SERVICE NETWORK, LLC. Raymond works with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. Raymond provides financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Raymond Christopher Corney has been in the financial industry since 1994. Raymond is currently registered with Morgan Stanley and has been with them since 2009. Previously, Raymond has worked with CITIGROUP GLOBAL MARKETS INC., TD AMERITRADE, INC., KENNEDY, CABOT & CO., WHALE SECURITIES CO., L.P., and PAINEWEBBER INCORPORATED. Raymond has experience in a number of areas, including portfolio management for individuals, portfolio management for investment companies, portfolio management for businesses, and financial planning. Raymond holds a number of licenses and certifications, including Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 63, and Series 65. Raymond is registered in 53 states and the District of Columbia.

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ADVISOR BIO

Reza Taraz has been a registered representative in the financial industry since 2000. Reza has a Series 66 license, a Series 7 license, and a Securities Industry Essentials Examination. Reza is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2000. Reza is also a member of the board of directors for Taraz. Reza has been registered in 10 states for both broker-dealer and investment advisory activities. Reza also has experience with IDS LIFE INSURANCE COMPANY.

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