ADVISOR BIO

Scott Randall Nelson is an investment advisor representative with Global Retirement Partners LLC. Scott has been in the financial industry for more than 20 years and is registered with the Securities and Exchange Commission (SEC) and the state of Wyoming. Scott also has a Series 65 license, which allows him to provide investment advice to individuals and families. Scott provides investment advice through Global Retirement Partners LLC, an independent investment advisor firm. Scott started working with this firm in May 2021 and expects to spend approximately 175 hours per month on this activity. Scott's areas of expertise include financial planning, retirement planning, and investment management. Scott is committed to providing clients with personalized financial advice that helps them achieve their financial goals.

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ADVISOR BIO

Scott Edward Bishop is a financial advisor with over 25 years of experience in the financial services industry. Scott has been with LPL Financial LLC since 2018, providing investment advice and financial planning services to individuals and families. Prior to LPL, Scott worked with Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Scott is registered with the state of California and several other states. Scott holds Series 6, 7, 24, 63 and 65 licenses and the SIE designation. Scott's areas of expertise include: financial planning, retirement planning, college savings, and estate planning. Scott is committed to providing clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Scott Davis Paul is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has been in the financial services industry since 1996. Scott is registered to provide investment advice in California and Texas. Scott holds Series 63, 65 and 7 licenses.

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ADVISOR BIO

Scott Wu is an investment advisor representative with Morgan Stanley. Scott has been in the financial services industry since 2014. Scott holds a Series 66, Series 7TO, and SIE. Scott is registered with FINRA and is also registered as an investment advisor representative in multiple states.

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ADVISOR BIO

Scott Franklin groves Stout is a financial advisor at Raymond James & Associates, Inc.. Scott has been in the industry since 2011 and has experience with Wells Fargo Clearing Services, LLC and Morgan Stanley. Scott Stout is registered in California and specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.

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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 Davis is an investment advisor representative at Mariner Wealth. Scott has been in the industry since March 2011. Scott has passed the Uniform Investment Adviser Law Examination and is registered to provide investment advice in California. Scott has experience working at Convergent Wealth Advisors and AdvicePeriod, LLC. Scott provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Scott Ondek is an investment advisor representative at Sageview Advisory Group, LLC, a firm that has been providing financial services for over 20 years. Scott's investment experience dates back to 2009 and includes time at firms like LPL Financial LLC, Pensionmark Securities, LLC and Cetera Advisor Networks LLC. Scott is registered with the state of California and holds a Series 63 license and a Series 65 license. Scott focuses on providing financial planning and investment advice to individuals, corporations, charitable organizations, and pension plans. He also provides consulting services to institutional clients related to their retirement plans.

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ADVISOR BIO

Scott Christopher Butera is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with LPL Financial LLC and holds Series 7, 9, 10, 63, and 65 securities licenses. Scott is also a Certified Financial Planner™. Previously, Scott has been a financial advisor with Edelman Financial Services, Sanders Morris Harris Inc., Financial Engines Advisors L.L.C., EF Legacy Securities, LLC and Sanders Morris Harris LLC.

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