ADVISOR BIO

Ahmed Iqbal is a registered representative with Citizens Securities, Inc. Ahmed has been working in the financial industry since 2018. Ahmed has passed the Series 7TO, SIE, and Series 66 exams. Ahmed specializes in fixed income securities, equity securities, and mutual funds. Ahmed has a long history of experience in the financial industry and is dedicated to providing clients with personalized service and sound financial advice. Ahmed is registered to provide investment advisory services in Connecticut and New York.

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ADVISOR BIO

Aidan M. Rodgers is a financial professional with over five years of experience in the financial services industry. Aidan currently holds a Series 6 and Series 63 license and is registered with AMG Distributors, Inc. Aidan's prior experience includes roles at J.P. Morgan Securities LLC, Citizens Securities, Inc., and Lincoln Investment.

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ADVISOR BIO

Aidan Cassidy is a registered representative and investment advisor representative with J.p. Morgan Securities LLC, based in Greenwich, CT. Aidan has been in the industry for over 2 years and is licensed to provide financial and investment advice to individuals, businesses, and institutions. Aidan holds the Series 66, Series 7TO, and SIE licenses.

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ADVISOR BIO

Aj Taucher is a financial professional with over 8 years of experience in the financial services industry. Aj is registered with Northwestern Mutual Investment Services, LLC and has a Series 6, SIE and Series 63 license. Aj specializes in providing investment advice and financial planning services to clients in Westport, CT.

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ADVISOR BIO

Akira Sato is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors across the United States and Canada. Akira has a strong background in financial services, with experience in various industries. Akira is dedicated to providing personalized financial guidance to help clients reach their financial goals. Akira is registered with FINRA and holds the Series 7TO, SIE and Series 66 licenses.

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ADVISOR BIO

Akshat Piprottar is an investment advisor representative registered in Connecticut. Akshat is currently employed by Night Owl Capital Management, LLC, and is associated with its Greenwich, CT office. Akshat is licensed to provide investment advice to individuals, businesses, pooled investment vehicles and charitable organizations. Akshat has been in the industry for 1 year.

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ADVISOR BIO

Al Henry Peralta is a registered representative with Wells Fargo Clearing Services, LLC. Al has been in the industry since 2005, working previously at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Al is registered in 27 states for both Broker-Dealer and Investment Advisor services. Al is also licensed in Series 7, Series 66, and SIE examinations. Al has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, and institutional clients. Al specializes in providing financial planning, portfolio management, and investment consulting services.

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ADVISOR BIO

Alain Menendez is a registered representative with Natwest Markets Securities Inc. Alain has been in the industry since September 7, 2023, and has a Series 7TO, SIE and Series 63 license. Alain is registered in 49 states, District of Columbia and Puerto Rico. Alain has a strong background in the financial services industry and is committed to providing clients with personalized advice and exceptional service.

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ADVISOR BIO

Alan D. Weber is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with 19 years of experience in the securities industry. Alan is registered in 28 states and holds the Series 7 and 66 licenses as well as the SIE exam. Alan is a seasoned financial advisor with a broad scope of expertise.

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ADVISOR BIO

Alan Kotlarski is an Investment Advisor Representative at Knights Of Columbus Asset Advisors LLC. Alan Kotlarski is registered with the state of Florida as an Investment Advisor Representative. Alan Kotlarski has been in the industry since February 2012. Alan Kotlarski specializes in providing investment advice and portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. Alan Kotlarski also specializes in providing pension consulting and selection of other advisers services. Alan Kotlarski also works for Knights of Columbus Insurance as a Field Agent selling life insurance, long term care, disability income and annuities.

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