ADVISOR BIO

Grant Hartman Ulrick is a financial advisor with Stratos Wealth Partners, Ltd. Grant has been in the financial industry since March 1997 and has experience in both investment advisory and brokerage services. Grant is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 6, 7, 9, 10, 26, 63 and 65. Grant is also registered to offer investment advisory services in multiple states. Grant previously worked at Wells Fargo Clearing Services, LLC. Grant has a wide range of experience in helping clients with their financial needs.

SPECIALIZATIONS

ADVISOR BIO

Gray Huffard is a financial advisor with Bessemer Investor Services, Inc. Gray has been in the industry for less than a year and holds Series 7TO and SIE licenses. Gray is registered with FINRA.

SPECIALIZATIONS

ADVISOR BIO

Gray Stangler is an investment advisor representative at GYL Financial Synergies, LLC, a firm based in West Hartford, Connecticut. Gray has been in the financial industry since 2014. Gray holds Series 63, 65, and 7 licenses, and the SIE. GYL Financial Synergies, LLC provides financial planning, pension consulting, and portfolio management for individuals, businesses, and state and municipal government entities. GYL also offers insurance solutions, credit and cash management, and publication of periodicals.

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ADVISOR BIO

Gray Peckham is a financial professional with over 10 years of experience in the industry. Gray is currently registered with Osaic Institutions, Inc. in Connecticut. Gray's previous experience includes positions with FIDELITY BROKERAGE SERVICES LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, ODEON CAPITAL GROUP LLC, SUSQUEHANNA FINANCIAL GROUP, LLLP, and CRT CAPITAL GROUP LLC. Gray holds several licenses and certifications including Series 7, Series 86, Series 87, Series 63, and Series 65. Gray specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Gray is also a registered Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Greg Re is a registered Investment Advisor Representative associated with Trivium Point Advisory, LLC. Greg's primary registration is in Connecticut. Greg has been in the industry since January 2005 and has worked for Martin, Decruz and Company, LLP, Altium Wealth Management LLC, and Paradigm Financial Partners, LLC. Greg holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The majority of Greg's time will be spent working with Martin, Decruz and Company, LLP as an accountant in Stamford, Connecticut. Greg's firm, Trivium Point Advisory, LLC, has a total of 15 licensed agents, 14 investment advisor representatives, and 17 registered representatives. The firm primarily provides financial planning and portfolio management for individuals and pension consulting services.

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ADVISOR BIO

Greg Fitzgerald Mendoza is an investment advisor representative with UBS Financial Services Inc., registered in multiple states including Connecticut and Texas. Greg has been in the industry since September 2000 and holds the Series 7, Series 31, Series 63 and Series 65 licenses. In addition to his experience at UBS, Greg previously worked at CITIGROUP GLOBAL MARKETS INC. from 2000 to 2009. Greg also serves on the Professional Advisory Committee for the Hartford Foundation for Public Giving. Greg is a specialist in various investment services, including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Greg Adam Diamond is an investment advisor representative at Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. Greg is registered to provide investment advice in Connecticut, Florida, Minnesota, and New York. Greg holds Series 6, 63, and 65 securities licenses as well as the SIE exam. Greg's background includes experience in tax and financial consulting, portfolio management for businesses and individuals, and financial planning. Greg is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Gregg Mitchell Karal is a financial advisor with over 30 years of experience in the financial services industry. Gregg is currently registered with Cambridge Investment Research Advisors, Inc. in Connecticut and has been with the firm since 2006. Gregg has a broad range of experience in financial planning, investment management, and insurance.

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ADVISOR BIO

Gregg Philip Desmarais is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc.. Gregg has been working in the financial services industry since April 14, 2016. Gregg has passed the Series 7, Series 66, and SIE exams. Gregg specializes in investment advice for individuals, businesses, and retirement plans. Gregg also has experience with pension consulting and educational seminars. Gregg is currently registered with the state of Connecticut, Massachusetts, Florida, New York, Rhode Island, Vermont, and Wisconsin.

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ADVISOR BIO

Gregg Thomas Maleri is a financial advisor who has been in the industry since 2001. Gregg is currently registered with Ameriprise Financial Services, LLC and has been with them since November of 2017. Prior to Ameriprise, Gregg worked for MML Investors Services, LLC, MSI Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc, American Express Financial Advisors Inc, and IDS Life Insurance Company. Gregg is licensed to provide investment advice in 23 states including Arizona, California, Colorado, Connecticut, Florida, Illinois, Kentucky, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, and Wisconsin. Gregg holds a Certified Financial Planner designation. Gregg’s firm, Ameriprise Financial Services, LLC, offers a variety of financial products and services to individuals, families, and businesses.

SPECIALIZATIONS