ADVISOR BIO

Mark Walter Wells is a financial advisor with over 24 years of experience in the industry. Mark is currently registered with Morgan Stanley and holds Series 6, 7 and 66 licenses. Previously, Mark was employed with NATIONAL SECURITIES CORPORATION, PRIME CAPITAL SERVICES, INC. and SIGNATOR INVESTORS, INC. In addition to being a registered representative, Mark is also an Investment Advisor Representative. Mark has worked with a variety of clients, including individuals, corporations, high-net-worth individuals, insurance companies, and pension and profit-sharing plans.

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Marleny Eulalia Duran is a financial professional with over 20 years of experience in the financial services industry. Marleny holds multiple licenses and certifications and works with clients at Wells Fargo Clearing Services, LLC in Boca Raton, Florida. Marleny can help you with a variety of financial services including financial planning and portfolio management.

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ADVISOR BIO

Marlon Donovan Munroe is a financial advisor in Boca Raton, Florida. Marlon has been working in the securities industry since 2012 and has a strong background in financial services. Marlon is currently registered with Alliance Global Partners and has previously worked at First Investors Corporation. Marlon is Series 6, 7, 63 and 65 licensed and holds the SIE certification. Marlon offers financial planning, portfolio management, selection of other advisors and portfolio management for businesses and individuals.

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Marti M. Latour is a financial advisor with over a decade of experience in the industry. Marti is currently registered with A.G.P. / Alliance Global Partners and holds registrations in Florida for both securities and investment advisory services. Marti has previously worked with LPL Financial LLC, Invest Financial Corporation, BMO Harris Financial Advisors, Inc., and Sanford C. Bernstein & Co., LLC. Marti offers a variety of financial planning services including portfolio management for businesses, individuals and pooled investment vehicles.

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Martin Lewis Waldman is a registered investment advisor representative with Oppenheimer & Co. Inc. Martin has been in the financial services industry since 2003. Prior to joining Oppenheimer & Co. Inc., Martin worked at Raymond James & Associates, Inc. Martin holds the Series 7, Series 66, and SIE licenses. Martin is registered in 22 states and has a total of 9 approved SRO registrations. Martin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Martin also provides financial planning and selection of other advisors.

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Martin Weiss is a financial advisor with A.g.p. / Alliance Global Partners. Martin has over 25 years of experience in the financial services industry. Martin is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities agent in multiple states. Martin's areas of specialization include portfolio management for individuals, businesses and pooled investment vehicles, financial planning and selection of other advisors.

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ADVISOR BIO

Martin Rico-ortega is a financial advisor at Fidelity Personal AND Workplace Advisors. Martin has been working in the financial industry since 2018, specializing in retirement planning, investment advisory services, and financial planning. Martin is registered with both FINRA and the Securities and Exchange Commission. Martin holds the Series 6, 7TO, 63 and 65 licenses. Martin is currently licensed in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia, and Washington. Martin's previous employers include Wells Fargo Clearing Services, LLC.

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Maryanne Elizabeth Sarfati is a financial advisor with Morgan Stanley in Boca Raton, FL. Maryanne has been in the financial services industry since 1987, and she is registered as an Investment Advisor Representative (IAR). Maryanne has a wealth of experience working with clients in a variety of industries, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, and pension and profit-sharing plans.

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ADVISOR BIO

Mary Susan Van Bergen is an investment advisor representative with The Colony Group, LLC. Mary Susan Van Bergen has been in the industry since February 1995. Mary Susan Van Bergen has experience in a variety of financial services, including portfolio management, financial planning, and tax preparation services. Mary Susan Van Bergen is registered with the state of Florida as an investment advisor representative. Mary Susan Van Bergen has a Series 7, Series 63, and Series 65 license. Mary Susan Van Bergen is located in Boca Raton, Florida. Mary Susan Van Bergen has worked at The Colony Group, LLC since May 2019. Mary Susan Van Bergen specializes in providing financial advice to high net worth individuals, families, and institutions.

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Mason Xian wang Liu is a registered investment advisor representative with Rockefeller Financial LLC and Rockefeller Capital Management. Mason has been in the industry for over four years, previously working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mason has a strong background in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Mason's expertise lies in helping clients achieve their financial goals through tailored investment strategies.

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