ADVISOR BIO

Steven Austin Schnoke is a financial advisor with Fidelity Personal and Workplace Advisors. Steven has been in the financial services industry for over 5 years. Steven is licensed in 53 states and territories and holds Series 66, Series 7, and SIE licenses. Prior to joining Fidelity Personal and Workplace Advisors, Steven worked at First Allied Securities, Inc. Steven offers portfolio management services for individuals and businesses, as well as financial planning and educational seminars.

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ADVISOR BIO

Steven Lloyd Holland is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with The Holland Group, Retirement Wealth Advisors, LLC in Clearwater, FL. Steven has a wide range of experience in providing financial advice to both individuals and small businesses. Steven specializes in financial planning, retirement planning, and investment management. Steven holds the Series 6, 7, 65 and 66 licenses and has earned the distinction of being a Registered Investment Advisor (RIA) with the state of Florida. Steven is committed to providing his clients with personalized and comprehensive financial advice.

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ADVISOR BIO

Steven Kim is a financial advisor with J.P. Morgan Securities LLC. Steven has been in the financial services industry since December 2011. Steven is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Steven is also registered with the state of Texas as an investment advisor representative. Steven has experience working with clients of all types, including individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Steven specializes in providing financial planning, portfolio management, and retirement planning services. Prior to joining J.P. Morgan Securities LLC, Steven worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Steven Paul Saunders is a financial advisor at Fisher Investments. Steven has been working in the financial services industry since December 22, 2006. Steven holds the Series 6, 7, 63, and 66 licenses. Steven also has the SIE license and the Certified Financial Planner designation. Steven is registered to offer investment advice in Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Steven was previously employed at T. Rowe Price Investment Services, Inc., Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., and Intersecurities, Inc.

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ADVISOR BIO

Susan M. Schiano is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. Susan has been in the securities industry for over 23 years and has experience in financial planning, portfolio management, and retirement planning. Susan is licensed to provide investment advice in Florida and Connecticut. She is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Susan Elizabeth Ramsey is a financial advisor with Stifel, Nicolaus & Company, Inc., with an active registration in Florida and Texas. Susan Ramsey has been in the financial services industry since 2001, and prior to joining Stifel, Nicolaus & Company, Inc., Susan Ramsey worked at WELLS FARGO ADVISORS and WELLS FARGO CLEARING SERVICES, LLC. Susan Elizabeth Ramsey offers a variety of financial planning and portfolio management services, including financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Susan Washburn is a financial advisor with Provise Management Group, LLC, in Clearwater, Florida. Susan has been in the industry since January 2007 and is registered as an Investment Adviser Representative in Florida. Susan holds the Series 65 license and is a Certified Financial Planner. Susan has experience working with individual clients, high-net-worth individuals, corporations, and pension and profit-sharing plans. Susan offers various financial planning services, including portfolio management, financial planning, and selection of other advisors.

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ADVISOR BIO

Susan Bentkowski is a financial advisor with Ameriprise Financial Services, LLC. Susan has been in the financial services industry since 1997. Susan has a Series 7, Series 63 and Series 65. Susan is registered with FINRA and the state of Florida. Susan is also registered as an investment advisor representative in the state of Texas. Susan provides financial planning, asset allocation services, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Susan is a member of Ameriprise Financial Services, LLC and its branch office locations are in Clearwater, Florida and Safety Harbor, Florida.

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ADVISOR BIO

Susan Brandley is a financial advisor associated with Csenge Advisory Group, LLC. Susan has been in the financial services industry since 2008. Susan holds a Series 7, Series 31 and Series 66 license. Susan has also earned the Certified Financial Planner designation. Susan has experience working with individuals, corporations, high net worth individuals, and charitable organizations.

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ADVISOR BIO

Sydney Elizabeth Niewierski is a financial advisor with over 20 years of experience in the financial services industry. Sydney is currently registered with Raymond James Financial Services Advisors, Inc. and is a Certified Financial Planner. Sydney has been in the financial services industry since 2001, previously working with Wells Fargo Advisors Financial Network, LLC. Sydney is passionate about helping clients achieve their financial goals, and she has a proven track record of success in providing personalized financial planning and investment management services. Sydney is committed to providing her clients with the highest level of service and expertise, and she is dedicated to helping them make informed financial decisions.

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