ADVISOR BIO

Joel Hurwitz is a financial professional with over 6 years of experience in the industry. Joel is currently registered with Dowling & Partners Securities LLC and is licensed in Connecticut. He is also licensed as a General Securities Principal. Joel has held previous roles at Credit Suisse Securities (USA) LLC and Dowling & Partners Securities LLC. He specializes in a range of financial services, including securities trading and investment advising.

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ADVISOR BIO

Joel Thomas Kabel is a registered representative with iCapital Markets LLC. Joel has been in the securities industry since August 2023. Joel holds the Series 7TO, Series 63, and SIE licenses. Joel is registered to sell securities in 51 states and the District of Columbia. Prior to joining iCapital Markets LLC, Joel worked for ICAPITAL SECURITIES, LLC in Greenwich, CT.

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ADVISOR BIO

Joel Beck is a financial advisor with over 29 years of experience in the financial industry. Joel has held various roles at several financial institutions, including UBS Securities LLC, AXA Advisors, LLC, and Weeden & Co. L.P. Joel is currently a Registered Representative with Piper Sandler & Co. Joel has a strong background in the financial markets and a commitment to providing clients with personalized advice and guidance. Joel is also a Series 24, Series 10, Series 9, Series 7 and Series 63 licensed representative.

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ADVISOR BIO

Joel Ira Bernstein is a registered representative with MML Investors Services, LLC. Joel has been in the financial services industry since January 7, 2005. Joel is registered in Connecticut and Texas and holds the Series 66, Series 7 and SIE securities licenses. Joel also holds insurance licenses. Joel's primary business address is located in Shelton, Connecticut. Joel has experience working with individuals, high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Joel's practice focuses on providing financial planning, asset allocation programs, and educational seminars.

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ADVISOR BIO

Joel Miller is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joel has been in the securities industry since 2014 and has been registered with the state of Minnesota since December 2014. Joel has a variety of experience in the financial services industry, including experience in investment banking.

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ADVISOR BIO

Joel Mark Kosovsky is a financial advisor currently registered with Horizon Financial Advisors, LLC. Joel has been in the financial services industry since January 3, 1999. He holds a Series 7, 24, and 66 license. Joel is also a Certified Financial Planner and a Personal Financial Specialist. Joel has a history of working with clients, including high-net-worth individuals and pension and profit-sharing plans. Joel provides financial planning services, educational seminars, and portfolio management services to individuals.

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ADVISOR BIO

Joey Lee is a financial professional with over 10 years of experience in the industry. Joey currently works at AQR Investments, LLC. Prior to that, Joey worked at ALPS DISTRIBUTORS, INC. in Santa Monica, CA. Joey has a strong track record of success in the financial services industry, and is dedicated to providing clients with the highest level of service. Joey is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, and 63 licenses as well as the SIE. Joey is also registered in 11 states, including Alaska, Arizona, California, Connecticut, Hawaii, Illinois, Nevada, New Mexico, New York, Texas, and Washington.

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ADVISOR BIO

Johann Medina Jaramillo has been in the financial services industry since 2005. Johann is currently registered with Franklin Distributors, LLC. Johann's previous employers include MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, DEUTSCHE BANK SECURITIES INC., and OLDE DISCOUNT CORPORATION. Johann holds licenses for Series 63, Series 65, Series 24, SIE, Series 7, and Series 52. Johann is registered in 52 states and the District of Columbia.

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ADVISOR BIO

Johanna Maria Cefaretti is a financial professional registered in Connecticut, New Jersey and New York. Johanna Maria is a Series 63, 6TO and SIE licensed professional. Johanna Maria is currently affiliated with J.P. Morgan Securities LLC. Johanna Maria has been in the industry since 2022.

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ADVISOR BIO

Johathan Micheal Williams is a registered representative with Prudential Annuities Distributors, Inc., and has been in the securities industry since May 3, 2017. Williams holds the Series 6, Series 63 and SIE licenses. Williams is registered in 5 states: California, Florida, Illinois, North Dakota and South Dakota. Williams's office is located in Shelton, CT at 1 CORPORATE DRIVE.

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