ADVISOR BIO

Steven Kurta is a financial advisor with over 6 years of experience in the financial services industry. Steven is registered with Raymond James Financial Services Advisors, Inc. Steven provides portfolio management, financial planning and other services to individuals and corporations. Prior to joining Raymond James, Steven was a financial advisor at AXA Advisors, LLC and Wachovia Securities, LLC. Steven holds the Series 66, SIE and Series 7 licenses. Steven is registered in 52 states and the District of Columbia. Steven is also a registered Investment Advisor Representative in the state of California.

SPECIALIZATIONS

ADVISOR BIO

Steven A. Rosso is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the industry since February 22, 2016. Steven is registered with the state of California and Texas to offer securities and investment advisory services. Steven is also licensed with the state of Arizona, California, Florida, Nevada, Oregon, Texas and Washington to offer securities services. Steven's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Educational Seminars and Pension Consulting.

SPECIALIZATIONS

ADVISOR BIO

Steven John Lucadamo is a registered Investment Advisor Representative with Capital Group Private Client Services, Inc. Steven is a highly experienced professional with a strong track record of success in the financial services industry. Steven specializes in providing investment advice to individuals, high-net-worth clients, businesses, charitable organizations, and pooled investment vehicles. Steven has a comprehensive understanding of the financial markets and a commitment to providing personalized financial solutions that meet the unique needs of each client.

SPECIALIZATIONS

ADVISOR BIO

Steven Rosner is an investment advisor representative currently registered with F/m Investments LLC. Steven has been in the industry since 1987 and holds Series 6, 7, 63, and 65 licenses. Steven is a specialized investment advisor with experience in areas such as Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Prior to joining F/m Investments LLC, Steven worked for a number of firms including FSIC, Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven also provides operational support and trading expertise to other registered investment advisors through F/m Acceleration, LLC.

SPECIALIZATIONS

ADVISOR BIO

Steven Michael Degrave is a financial advisor with over 25 years of experience in the industry. Steven is currently registered with LPL Financial LLC in MURRIETA, CA. Steven has a strong background in financial planning and portfolio management, with experience serving clients ranging from individuals and families to corporations and institutions. He holds a Series 7, Series 6, and Series 63 license as well as the SIE exam and the Uniform Investment Adviser Law Examination. Steven is passionate about helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.

SPECIALIZATIONS

ADVISOR BIO

Steven Nartker is a financial advisor with Avantax Advisory Services, a firm with offices in Dallas, Texas. Steven has been in the industry since 2006 and has a range of experience in financial planning, portfolio management, and tax planning. He has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Steven is registered with the state of California and Texas, and is a member of the Financial Industry Regulatory Authority (FINRA). Avantax Advisory Services provides a variety of services to individuals, families, and businesses, including financial planning, investment management, retirement planning, and tax planning.

SPECIALIZATIONS

ADVISOR BIO

Steven Karmazin has been a financial professional since 1993. Steven currently works with LPL Financial LLC. Steven has held previous positions with UBS Financial Services Inc., Stone & Youngberg LLC, RBC Dain Rauscher Inc., Sutro & Co. Incorporated, Nomura Securities International, Inc., and Smith Barney Shearson Inc.. Steven holds Series 65, Series 63, Series 53, Series 24, Series 10, Series 9, Series 99TO, Series 57TO, SIE, Series 55, and Series 7 licenses. Steven is registered in California, North Carolina, and South Carolina and provides services to a variety of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, investment clubs, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Steven Wesley Kapsimalis is an investment advisor representative associated with Centaurus Financial, Inc. Steven is a registered investment advisor in Alaska, Arizona, California, Hawaii, Idaho, Oregon, Texas, Utah, and Washington. Steven has been in the financial services industry since 1982. Steven has also been a licensed insurance agent with Crump Insurance Agency.

SPECIALIZATIONS

ADVISOR BIO

Steven Wolff is a registered Investment Advisor Representative with WWM Financial. Steven Wolff has been in the financial services industry for over 30 years and has worked with several prominent financial institutions. Steven Wolff is also registered as an Investment Advisor Representative in California and Louisiana. Steven Wolff specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Steven Wolff is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Steven Zeller is a financial advisor with over 25 years of experience in the industry. Steven is registered with Commonwealth Financial Network and Zeller Kern Wealth Advisors. Steven is also a Certified Financial Planner. Steven provides financial planning and consulting services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals. Steven is dedicated to providing personalized financial advice and guidance to his clients. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

SPECIALIZATIONS