ADVISOR BIO

Adam Skonicki is a financial advisor with Ameriprise Financial Services, LLC in Clearwater, Florida. Adam has been in the financial services industry for over 8 years, and holds licenses in 33 states. Adam has a strong commitment to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Adam is a Registered Representative and Investment Advisor Representative of Ameriprise Financial Services, Inc.

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ADVISOR BIO

Adam Tottle is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been in the financial industry since June 4, 2017, and has experience providing financial advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Adam is a registered representative with FINRA and holds Series 6, 7, 63, and 65 licenses. Adam is also registered with the Securities and Exchange Commission (SEC) as an investment adviser representative. Adam can provide a range of financial services, including financial planning, portfolio management, and investment advice.

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ADVISOR BIO

Adam James Pace is a financial advisor with over 30 years of experience in the industry. Adam has been registered with Wells Fargo Clearing Services, LLC since 2003. Prior to that, Adam has worked at firms such as AmSouth Investment Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Securities Management & Research, Inc. Adam specializes in providing financial planning, investment consulting, portfolio management, and pension consulting services to individual and institutional clients. Adam holds Series 6, 7, 63 and 65 licenses as well as the Securities Industry Essentials (SIE) exam. Adam also has a background in music and performs as a part-time musician.

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ADVISOR BIO

Adam Parks is a financial advisor with over 13 years of experience in the industry. Adam has a Series 7, Series 66, and SIE licenses and is registered in Florida and Texas. Adam is affiliated with Cambridge Investment Research Advisors, Inc. Adam has previously been affiliated with First Command Financial Planning, Inc., Wells Fargo Advisors, LLC, and Cambridge Investment Research, Inc.

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ADVISOR BIO

Adham Makki is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in Florida and Texas. Adham has been in the industry since 2018 and holds the Series 7, Series 66 and SIE licenses. Adham is also registered as an Investment Advisor Representative in Florida and Texas. Adham's client base includes high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Adham specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses.

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ADVISOR BIO

Aiden Wells Pierce is a financial advisor with Csenge Advisory Group, LLC, with a focus on Wealth Strategies. Aiden has been working in the industry since 2022 and is registered as a Registered Representative (RR) in Alabama. Aiden specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, and corporations. They have extensive experience in the financial services industry and is committed to providing clients with personalized investment strategies that meet their individual needs. Aiden is also an active member of the community and is involved in several charitable organizations.

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ADVISOR BIO

Akemi Bove is a registered investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Akemi has been in the industry since November 6, 2017. Akemi is licensed in Florida and Texas. Akemi has passed the Series 66, Series 7 and SIE exams. Akemi is registered with FINRA and has 24 approved state registrations. Akemi has a strong track record of providing investment advice to a wide range of clients, including individuals, corporations, and institutions. Akemi provides financial planning, portfolio management, and pension consulting services. Akemi is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Alan Douglass is a financial advisor with over 35 years of experience in the industry. Alan currently works at Osaic Wealth, Inc. in Clearwater, Florida. Previously, Alan worked for Securities America, Inc., Investcorp, Inc., and other firms. Alan is registered in Florida, Georgia, and North Carolina.

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ADVISOR BIO

Albert F. Schreck is a financial advisor with over 40 years of experience in the industry. Albert has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1980. Albert has a wide range of experience, specializing in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Albert holds a Series 7, Series 63, and Series 65 license.

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ADVISOR BIO

Alberta McEuen is a financial advisor with over 40 years of experience in the financial services industry. Alberta has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1984 and is currently licensed in Florida and Texas. Alberta holds several licenses including Series 63, 65, and 7, as well as the SIE exam. Prior to joining Merrill Lynch, Alberta worked with PRUDENTIAL-BACHE SECURITIES INC. Alberta is a member of the Watson Center for Visually Impaired, Pinellas County, FL. investment committee.

SPECIALIZATIONS