ADVISOR BIO

Sharon R. Shear is a financial advisor with over 15 years of experience in the industry. Sharon currently works at J.P. Morgan Securities LLC. Sharon has worked at several firms including Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sharon is registered in Florida and Texas. Sharon specializes in investment management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Shaun Tarzy is an investment advisor representative with Alphastar Capital Management, a firm headquartered in Cornelius, NC. Shaun has been in the financial services industry since 2009. Shaun is registered with the state of California, Florida and Texas and has Series 7, 66 and SIE licenses. Shaun provides investment advisory services to individuals, businesses and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Shawn Flynn is a registered representative with Equitable Advisors, LLC. Shawn has been in the industry since 2011 and holds both Series 6 and SIE licenses. Shawn is located in BOCA RATON, Florida. Equitable Advisors, LLC is a full-service financial firm offering financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Shawn Andrew Glick is a financial advisor at Stifel, Nicolaus & Company, Inc. located in BOCA RATON, FL. Shawn has been in the financial industry since 1994 and has experience providing financial advice to a variety of clients, including individuals, corporations, and investment companies. Shawn is registered with the following state securities regulators: California, Connecticut, Delaware, Florida, Illinois, Iowa, Massachusetts, Minnesota, Missouri, New Jersey, New York, Texas and Virginia.

SPECIALIZATIONS

ADVISOR BIO

Sheila Nicastro is a financial advisor with A.g.p. / Alliance Global Partners. Sheila has been in the financial industry since 2001. Previously, Sheila worked at STOEVER, GLASS & COMPANY INC., AEGIS CAPITAL CORP., LPL FINANCIAL LLC, HERBERT J. SIMS & CO. INC., RAYMOND JAMES FINANCIAL SERVICES, INC., RYAN BECK & CO., and GRUNTAL & CO., L.L.C.. Sheila holds FINRA Series 7 and SIE licenses. Sheila is registered to provide investment advice in the state of Florida. Sheila specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Shelby Geree Miller is a Certified Financial Planner with Team Hewins, LLC. Shelby has over 7 years of experience in the financial services industry. Shelby provides financial planning services to individuals and businesses. The services provided include portfolio management, financial planning, and educational seminars. Shelby has a strong track record of success in helping clients achieve their financial goals. Shelby is licensed to provide investment advice in California and Florida.

SPECIALIZATIONS

ADVISOR BIO

Shelby Beth tatz Shelby is a financial advisor with Fiduciary Family Office, LLC. Shelby has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Shelby is a Certified Financial Planner and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors. Shelby has worked with Goldman Sachs & Co. and Farther Finance Advisors, LLC in the past.

SPECIALIZATIONS

ADVISOR BIO

Sheri Ann Granaroli is a financial advisor at Ameriprise Financial Services, LLC. Sheri has been in the financial services industry since 2000. Sheri has a strong background in investment advisory services, including financial planning, pension consulting, and asset allocation. Sheri is also registered with the state of Texas as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Sherrie Stalzer is a financial advisor with Newbridge Financial Services Group, Inc. located in Boca Raton, Florida. Sherrie has been in the financial industry since March 1997 and has a wide range of experience. Sherrie works with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sherrie is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

SPECIALIZATIONS

ADVISOR BIO

Sherry Klein is a financial advisor with Valic Financial Advisors, Inc., a firm that provides financial planning and portfolio management for individuals. Sherry has been in the industry since 1988 and is licensed to provide securities and investment advisory services in Florida and California. She has a Series 6, 7TO, 63, and 65 license. Sherry is currently based in Boca Raton, Florida, where she has been working with Valic Financial Advisors, Inc. since 1998.

SPECIALIZATIONS