ADVISOR BIO

Scott J. Kockos is a financial advisor with J.P. Morgan Securities LLC. Scott has over 30 years of experience in the financial services industry. Scott is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Scott has Series 6, 7, 63, and 65 licenses. Scott also holds the SIE license. Scott is a registered representative in multiple states. Scott has experience in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Scott Ryland MacHen is a financial advisor with Independent Financial Group, LLC. Scott has been in the industry since March 2, 2009 and is licensed in multiple states. Scott provides financial planning, portfolio management, and pension consulting services for individuals, corporations, and businesses. Scott is committed to providing his clients with personalized advice and strategies to help them reach their financial goals.

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ADVISOR BIO

Scott Carmack Thomas is a financial advisor currently affiliated with Captrust. Scott Carmack Thomas has been in the financial services industry since June 1997. Scott Carmack Thomas has a Series 7, Series 63, Series 31, and Series 65 license. Scott Carmack Thomas holds the Certified Financial Planner designation. Prior to joining Captrust, Scott Carmack Thomas was affiliated with Royal Alliance Associates, Inc. and LPL Financial LLC.

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ADVISOR BIO

Scott Robert Hemerick is an investment advisor representative with LPL Financial LLC. Scott has been in the financial industry since 1997. Scott holds the Series 7, Series 24, Series 63 and Series 65 licenses and the SIE exam. Scott has been registered with LPL Financial LLC since April 2009 and was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Citigroup Global Markets Inc., and Everen Securities, Inc.. Scott is registered to provide investment advisory services in Alabama, Arizona, California, Colorado, Florida, Idaho, Indiana, Louisiana, Maryland, Montana, Nevada, North Carolina, Oregon, Tennessee, Texas, Virginia, and Washington.

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ADVISOR BIO

Scott Jones has been in the financial industry since 1998. Scott is currently registered with LPL Financial LLC and has been associated with this firm since 2010. Scott holds Series 6, 7, 63 and 66 licenses and is registered in 28 states. Scott's prior industry experience includes time spent with Chase Investment Services Corp. and WAMU Investments, Inc. Scott's specialization includes providing financial planning, consulting and other non-discretionary advisory services. Scott is part of the LPL Financial LLC team which has over $463 billion in assets under management.

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ADVISOR BIO

Scott Hagopian is a financial advisor who has been in the industry since 1981. Scott is currently registered with LPL Financial LLC. Scott has held several previous positions with firms like Cambridge Investment Research, Inc. and Protected Investors of America. Scott has also been registered with firms like WM Financial Services, Inc., Great Western Financial Securities Corporation, ASB Financial Services, Charles Schwab & Co., Inc., MONY Securities Corp., The Mutual Life Insurance Company of New York, Bloodstock Brokerage Inc., FSC Securities Corporation, American Pacific Securities Corporation, and PaineWebber Incorporated. Scott is licensed to provide financial advice in California, Ohio, and Pennsylvania. Scott's specializations include: investment advisory services, portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Scott Michael Pollak is an investment advisor representative with Ameriprise Financial Services, LLC. Scott has been in the financial services industry for over 20 years. Scott has passed both the Series 7 and Series 66 examinations. Scott specializes in providing investment advice for individuals, families, and businesses. Scott also provides financial planning services, including retirement planning, college savings planning, and estate planning. Ameriprise Financial Services, LLC is a large financial services company that provides a wide range of financial products and services to individuals, families, and businesses. Ameriprise Financial Services, LLC has over $479 billion in assets under management and serves over 140,000 clients.

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ADVISOR BIO

Scott Tucker is an active investment advisor representative with Morgan Stanley. Scott has been in the industry for 2 years. Scott has passed the Series 66, Series 7TO, and SIE exams. Scott has active registrations in 12 states, including Arizona, California, Colorado, Idaho, Illinois, Nevada, North Carolina, Ohio, Oregon, Utah, and Washington. Scott also works as an Adjunct professor at De Anza College in Cupertino, California.

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ADVISOR BIO

Scott Assali is a financial advisor at Edward Jones. Scott has been in the industry since October 17, 2019. Scott has a Series 7, Series 66 and SIE licenses. Scott is registered in 16 states: Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Kentucky, Nevada, New Mexico, New York, Tennessee, Texas, and Virginia. Scott is also registered with FINRA. Scott's current branch office is located in Dobson, North Carolina.

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ADVISOR BIO

Scott Christopher Planer is a financial advisor with over 16 years of experience in the industry. Scott is currently registered with Ameritas Advisory Services, LLC and holds Series 6, Series 63, and Series 65 licenses. Scott has previously worked with Signator Investors, Inc. and H.D. Vest Investment Services. Scott specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Scott is committed to helping clients achieve their financial goals.

SPECIALIZATIONS