ADVISOR BIO

Patrick Baird is a financial advisor with B. Riley Wealth Advisors, Inc., based in Boca Raton, Florida. Patrick has been in the financial services industry since 2004 and has a wide range of experience in financial planning, investment management, and retirement planning. Patrick is a registered representative with FINRA and a licensed investment advisor with the state of Florida.

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ADVISOR BIO

Patrick Stevenson Gaines is a financial advisor who has been in the industry since 1996. He is currently registered with Great Valley Advisor Group, Inc. and LPL Financial LLC. Gaines has a wide range of experience and expertise, including investment advisory services, financial planning, and educational seminars. Gaines is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Patrick John Rodriguez is a financial advisor at Fidelity Personal and Workplace Advisors. Patrick is based in BOCA RATON, Florida and has been in the industry since 2015. Patrick holds Series 7, 9, 10, 63, and 65 licenses and is registered with the state of Florida. Patrick focuses on providing financial planning and portfolio management services for individuals and businesses.

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ADVISOR BIO

Pau Delgado rodriguez is an Investment Advisor Representative at CS Advisors Inc. located in Boca Raton, FL. Pau has been in the industry since August 2017. Pau is registered with the state of Florida. Pau offers financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers. Pau is also qualified to provide investment advice to corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth individuals, and high-net-worth individuals.

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ADVISOR BIO

Paul Fordham is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Paul has been in the industry for over 16 years and has a Series 7 and Series 66 license. He is registered in multiple states including Florida, Texas, California, Arizona, and New York. Paul has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He specializes in investment consulting services, financial planning, and portfolio management. Paul is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Paul J. Abbott is a financial professional with over 10 years of experience in the industry. Paul is currently registered with Equity Services, Inc. in Florida as a Registered Representative and Investment Advisor Representative. Previously, Paul was registered with MML Investors Services, LLC and Pruco Securities, LLC. Paul has a strong background in providing financial advice to individuals, families, and businesses.

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ADVISOR BIO

Paul Bomwell is a financial advisor with over 30 years of experience in the industry. He is currently registered with Morgan Stanley in Boca Raton, Florida. Paul previously worked with UBS Financial Services Inc. and J. B. Hanauer & Co. Paul is a Series 63, Series 7, Series 8, Series 9, Series 10, and SIE licensed advisor. He specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and investment companies. Paul's services include asset allocation, financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Paul Robert Dipietro is a financial advisor who has been in the industry since April 2001. Paul is currently registered with Pinnacle Investments, LLC and is licensed to provide investment advice in Florida and Missouri. Previously, Paul was registered with Dawson James Securities, Inc. and Investors Capital Corp. Paul is a Certified Financial Planner and holds licenses for Series 7, 62, 63, 65, and 66 exams, as well as the SIE and Series 24. Paul has worked with a variety of clients, including individuals, corporations, and trusts. Paul specializes in providing financial planning services, including retirement planning, college savings, and estate planning. Paul also provides investment management services for individuals and businesses.

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ADVISOR BIO

Paul Babij is an investment advisor representative with Sundial Wealth LLC. Paul Babij is also a licensed real estate agent and has previously been employed by companies such as Norfolk Markets, LLC and Deutsche Bank Securities Inc. He has over 20 years of experience in the financial industry. His firm, Sundial Wealth LLC, provides financial planning and portfolio management services to individuals and families. The firm has approximately $41 million in regulatory assets under management. Paul Babij is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Paul Michael Lawless is an active investment advisor representative and broker. Paul has been in the securities industry since 1985, working with Ameritas Advisory Services, LLC, The Advisors Group, Inc., Summit Equities, Inc. and Cigna Financial Advisors, Inc. Paul is registered in 27 states and has the Series 6, 7, 22, 63, and 65 securities licenses, as well as the SIE exam. Paul specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Paul is also an independent agent for Harris-Hersh Financial Services, LTD, a partner in Lawless, Edwards and Warren-Wealth Management, and manager for AJD MPP,LP and DJD MPP,LP.

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