ADVISOR BIO

Scott Christopher Benson is a financial advisor with over 17 years of experience in the industry. Currently, Scott is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Scott has a proven track record of success in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Prior to joining Concurrent Investment Advisors, LLC, Scott was affiliated with several other firms including Raymond James Financial Services, Inc., LPL Financial LLC, Hornor, Townsend & Kent, LLC, and NFP Securities, Inc. Scott is dedicated to providing his clients with personalized financial advice that helps them achieve their financial goals.

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ADVISOR BIO

Scott Geller is a financial advisor at Wells Fargo Clearing Services, LLC. Scott has been in the industry since 2008 and has experience in a number of different financial services firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC. Scott is licensed in several states including California and Texas. Scott has a diverse range of certifications, including Series 7 and Series 6, demonstrating a strong understanding of investment products and strategies. His experience and qualifications enable him to provide comprehensive financial advice and guidance to a wide range of clients.

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ADVISOR BIO

Scott Barrett Hoxie is an investment advisor representative at Cetera Investment Advisers LLC. Scott has over 15 years of experience in the financial services industry. Scott is licensed to provide investment advisory services in California and Texas. Scott is a registered representative of Cetera Advisor Networks LLC, and a registered investment advisor representative of Cetera Investment Advisers LLC. Scott provides investment advisory services to individuals, families, and businesses. Scott is committed to helping clients reach their financial goals. Scott is also a board member of Pacific Psychology Center, a non-profit organization.

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ADVISOR BIO

Scott Legrand Slade is a financial advisor with over 17 years of experience in the financial services industry. Scott has a strong background in investment management and financial planning, and he is dedicated to helping clients achieve their financial goals. Scott is currently registered with LaSalle St. Investment Advisors, LLC and has previously been registered with firms such as Raymond James Financial Services, Inc., Edward Jones, MFS Fund Distributors, Inc., and USAA Investment Management Company. Scott holds Series 63, Series 65, Series 7, and SIE licenses. Scott is a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Scott Daniel Delity is a financial advisor who has been in the industry since April 2015. Scott is currently registered with Wells Fargo Clearing Services, LLC in California and Texas. Scott has been with Wells Fargo Clearing Services, LLC since August 2019, but has also worked for Charles Schwab & Co., Inc. and Wells Fargo Advisors, LLC in the past. Scott offers a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Scott provides investment consulting services to institutional clients.

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ADVISOR BIO

Scott P. Gevertz is a financial professional with over 10 years of experience in the industry. Scott is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Prior to joining LPL Financial LLC, Scott was affiliated with Wescom Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott is licensed in multiple states and offers a variety of services, including investment advisory, financial planning, and portfolio management for individuals and businesses. Scott also holds the Series 66, Series 7 and SIE securities licenses.

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ADVISOR BIO

Scott Toshio Nishimura is a registered investment advisor representative with Continuum Advisory, LLC. Scott has been in the financial services industry since December 1994. Scott has experience with both individual and institutional clients. Scott is also a registered principal with TRIAD ADVISORS LLC. Scott has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.

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ADVISOR BIO

Scott Wernecke is a financial advisor with MMA Securities LLC, located in San Diego, California. Scott has been in the financial industry since 2007 and holds Series 6, 7, and 63 licenses. He is also a Certified Financial Planner. Prior to joining MMA Securities LLC, Scott was a financial advisor at Commonwealth Financial Network, Lincoln Investment, and Mutual of America Life Insurance Company.

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ADVISOR BIO

Scott Caston is a registered representative with Morgan Stanley. Scott has been in the industry since June 2005 and has experience working at firms including Citigroup Global Markets Inc. and Charles Schwab & Co., Inc. Scott has a Series 7, 63, and 66 securities license and specializes in helping individuals, high-net-worth individuals, corporations, and charitable organizations with their financial needs. Scott is currently registered to offer financial advice in 43 states and the District of Columbia.

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ADVISOR BIO

Scott Kramling is a financial advisor with Ameriprise Financial Services, LLC. Scott has been working in the financial industry since 2000. Scott has a Series 7, Series 31, and Series 66 license and holds the SIE certification. Scott is registered with the state of California. Scott has previous experience with CUSO FINANCIAL SERVICES, L.P., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY & CO. INCORPORATED. Scott's firm, Ameriprise Financial Services, LLC is a large firm based in Minneapolis, Minnesota. The firm manages more than $479.7 billion in client assets. Scott specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Scott also specializes in portfolio management for businesses and individuals.

SPECIALIZATIONS