ADVISOR BIO

Kyle Stevenson is a financial advisor with over 8 years of experience in the industry. Kyle is registered with Morgan Stanley and is licensed to conduct business in 47 states. Kyle specializes in providing financial planning, portfolio management, and asset allocation advice. Kyle has a strong track record of success in helping clients achieve their financial goals.

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Kyle Richard Stewart is a financial advisor at Wells Fargo Clearing Services, LLC. Kyle has over 15 years of experience in the financial services industry. Kyle is registered with the state of Florida and Texas as a registered representative and investment advisor. Kyle has earned the Series 7, Series 9, Series 10, Series 66, and the SIE licenses. Kyle has previously worked at Morgan Stanley and Citigroup Global Markets Inc.

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Kyle Grannan Jones is a registered representative with A.g.p. / Alliance Global Partners in BOCA RATON, Florida. Kyle Grannan Jones has been in the securities industry since 2014 and has experience with a wide range of financial services including portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and selection of other advisors. Kyle Grannan Jones holds Series 66, SIE, and Series 7 licenses. Kyle Grannan Jones is also registered in California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Louisiana, Michigan, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.

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Kyle Corgan is a financial advisor who has been in the industry since 2001. Kyle holds Series 7, 63, 65, and 66 licenses and the SIE certification. Kyle is currently registered with Newbridge Financial Services Group, Inc. in North Carolina as an Investment Advisor Representative. Before joining Newbridge Financial Services Group, Inc., Kyle worked at Fidelity Brokerage Services LLC and David Lerner Associates, Inc. Kyle also has insurance licenses and provides financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kyle offers financial advice to clients with a focus on investments, retirement planning, and estate planning. Kyle is committed to providing personalized financial guidance to his clients, helping them achieve their financial goals.

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Kyle Faro is a financial advisor with over 13 years of experience in the industry. Kyle has been registered with the state of Florida since 2008, and is currently employed by Rockefeller Financial LLC. Kyle provides a variety of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kyle has passed several exams and holds the Certified Financial Planner designation.

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ADVISOR BIO

Lance Kluger is a registered representative with A.g.p. / Alliance Global Partners. Lance has been in the financial services industry since 1997. Lance is a registered investment advisor representative in Florida, New Jersey, New York and South Carolina. Lance is also a registered representative with FINRA. Prior to joining A.g.p. / Alliance Global Partners, Lance was a registered representative with SUMMIT BROKERAGE SERVICES, INC. from 2003 to 2019, and WACHOVIA SECURITIES FINANCIAL NETWORK, INC. from 2001 to 2003. Lance specializes in providing financial services to individuals, corporations, businesses, charitable organizations, and pension plans. Lance's firm A.g.p. / Alliance Global Partners is a registered investment advisor that provides a range of financial services, including investment management, financial planning, and portfolio management.

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Lance Anthony Steinke is a financial advisor with over 24 years of experience in the industry. Lance is currently registered with Wells Fargo Advisors Financial Network, LLC in both Minnesota and Texas. He has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Piper Jaffray & Co., and Financial Network Investment Corporation. Lance holds the Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner.

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ADVISOR BIO

Lance Moody is a financial advisor currently registered with Cetera Investment Advisers LLC. Lance has been in the financial industry for almost 30 years. Lance has been registered with Cetera since March of 2020, previously working with AEGIS CAPITAL CORP. and NATIONAL SECURITIES CORPORATION, among others. Lance holds Series 3, 7, 9, 10, 63, and 65 licenses and has a total of 7 approved state registrations.

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Lanny Marks is a financial advisor with over 30 years of experience in the financial services industry. Lanny is a Certified Financial Planner™ professional. Lanny is currently registered with Osaic Wealth, Inc. and is licensed in Florida and Texas. Previously, Lanny was registered with Securities America, Inc. and Newbridge Securities Corporation. Lanny has a wide range of experience in financial planning, portfolio management, and wealth management. Lanny is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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Larry Wachtel is an investment advisor representative registered with Morgan Stanley, and has been in the securities industry since August 1987. Larry has held previous positions at firms including Citigroup Global Markets Inc., Wachovia Securities, LLC, Wachovia Securities, Inc., Wachovia Brokerage Service, Island Investment Services, Inc., Invest Financial Corporation and F.D. Roberts Securities, Inc.. Larry holds a Series 63, Series 65, Series 7, and Series 24 securities license. Larry is currently registered with the state of Florida and Texas. Larry specializes in investment management for individuals, families, businesses and institutions.

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