ADVISOR BIO

Aaron Lawson Brooks is a registered investment advisor representative with Realta Investment Advisors, Inc.. Aaron Brooks has been in the financial industry since 2011 and is registered in Arizona and California. Prior to joining Realta Investment Advisors, Inc., Aaron Brooks was associated with Center Street Securities, Inc., and Newbridge Securities Corporation.

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ADVISOR BIO

Aaron Brandt is a financial advisor at Great Valley Advisor Group, Inc. Aaron is a registered representative in Minnesota, Texas and Wisconsin and has been in the industry since January 18, 2017. Aaron offers a range of financial services including financial planning, portfolio management for individuals and businesses and consulting services. Aaron has an extensive background in the financial services industry, having previously worked with Northwestern Mutual and Exeter Wealth Management.

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ADVISOR BIO

Abigail Wiss is a financial professional with over five years of experience in the financial services industry. Abigail is a Certified Financial Planner and holds the Series 7, Series 66, and Series 63 licenses. She is a Regional Vice President at Madison 1031 Exchange, LLC and an Investment Advisor Representative at Realta Investment Advisors, Inc.. Realta Investment Advisors, Inc. is a registered investment advisor with offices in Charlotte, NC and Wilmington, DE. Abigail's areas of expertise include financial planning, portfolio management, and 1031 exchange services.

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ADVISOR BIO

Adam Dorosky is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc.. Adam has been in the financial industry for over 17 years and is licensed to operate in Delaware. Adam has earned both Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Adam has been associated with Raymond James Financial Services Advisors, Inc. since January 2022 and has previous experience with Berkshire Hathaway. Adam's firm, Raymond James Financial Services Advisors, Inc. is a large financial services company with over 5300 licensed agents and 5700 investment advisor representatives nationwide. Adam's practice offers financial planning, pension consulting, educational seminars, and portfolio management services for both individuals and businesses.

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ADVISOR BIO

Adam Werner is a financial advisor with Great Valley Advisor Group, Inc. He has been in the financial services industry since 2007 and holds the Series 66, Series 7 and SIE licenses. Adam also has the Certified Financial Planner designation. Adam has been a registered representative at LPL Financial LLC for several years prior to joining Great Valley Advisor Group, Inc. Adam provides financial planning and portfolio management services to individuals and businesses. He also offers educational seminars and consulting services.

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ADVISOR BIO

Adriane Camille Russo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Wilmington, DE. Adriane Russo has been in the financial services industry since 2006. She has a Series 7, Series 66, Series 24 and Series 10 licenses. Adriane Russo is also registered as an Investment Advisor Representative in Delaware. Adriane Russo's previous experience includes roles at Morgan Stanley and Citigroup Global Markets Inc. Adriane Russo provides financial advice and services to a wide range of clients, including individuals, businesses, and institutions.

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Aidan Thomas Boyle is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Aidan has been in the industry since October 2022 and has experience working with various clients including individuals, businesses, and corporations. Aidan holds several licenses and certifications including Series 7, 66, and SIE. Aidan is registered in several states including Delaware, New Jersey, Pennsylvania, and Texas.

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ADVISOR BIO

Aj Chase Lopez is an active financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Aj has been in the industry since September 2020 and holds the Series 7TO, Series 66, and SIE exams. Aj is currently registered with the following states: Connecticut, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Ohio, Pennsylvania, Texas, and Virginia. Aj specializes in providing financial advice to individuals, corporations, and high-net-worth clients. Aj's experience with Merrill Lynch, Pierce, Fenner & Smith Inc. includes the following services: portfolio management for individuals, pension consulting, portfolio management for businesses, and selection of other advisors.

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ADVISOR BIO

Albert James Minutola is an investment advisor representative and has been in the industry since February 6, 1987. Albert J Minutola is currently registered with Cetera Investment Advisers LLC and has been with them since December 2016. Cetera Investment Advisers LLC has offices in Wilmington, Delaware and Schaumburg, Illinois. Previously, Albert J Minutola has been with several other firms including Questar Capital Corporation, USALLIANZ Securities, Inc., Hornor, Townsend & Kent, Inc., and Chubb Securities Corporation. Albert J Minutola has been serving clients in Delaware, Texas, Arizona, California, Florida, Illinois, Maryland, Nevada, New Mexico, New York, Pennsylvania, and Virginia.

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ADVISOR BIO

Alexandria Halstead is a financial advisor with LPL Financial LLC. Alexandria has been in the financial industry since 2017. Alexandria is registered to provide investment advice in Delaware and Texas. Alexandria's main office is located in Wilmington, Delaware. Alexandria has a wide range of experience, including providing financial planning, portfolio management for individuals and businesses, and consulting. Alexandria is also a registered representative of LPL Financial LLC.

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