ADVISOR BIO

Ashley Alexander O'Kurley is an investment advisor representative at Osaic Wealth, Inc. Ashley has been in the financial services industry since September 2005. Ashley is a Certified Financial Planner and holds the Series 6, Series 63, and Series 65 licenses. Ashley also has extensive experience in insurance sales and marketing, and is a licensed insurance broker. Ashley specializes in providing financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Ashley also provides investment advisory services to individuals, families, and businesses. Ashley's firm provides financial planning and investment advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations. Osaic Wealth, Inc. has over 43,000 clients and over $94 billion in assets under management.

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ADVISOR BIO

Brett Fingerhut is a financial advisor registered with Wealth Enhancement Advisory Services, LLC and has been in the industry since 2006. Brett works with individuals, high net worth individuals, corporations, trusts, and charitable organizations. Brett's designations include Certified Financial Planner. Wealth Enhancement Advisory Services, LLC is a registered investment advisor with offices in Plymouth, MN and Coconut Grove, FL. The firm offers a variety of investment management services, including financial planning, retirement planning, and portfolio management.

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ADVISOR BIO

Donald Allan Brown is a financial professional with over 30 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. in Florida. Donald is a Series 6 and Series 63 licensed representative. Prior to Osaic Wealth, Inc., Donald was registered with Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and John Hancock Distributors, Inc.

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Eduardo Escobar is a financial advisor at Osaic Wealth, Inc. with over a decade of experience in the industry. Eduardo is a Certified Financial Planner™ professional and holds a Series 6, 7, 63, and 66 securities licenses. Eduardo is also a registered investment advisor in Arizona, California, Colorado, Connecticut, Delaware, Florida, Michigan, Nevada, New York, and North Carolina. Eduardo has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Eduardo specializes in financial planning, retirement planning, investment management, and insurance. Eduardo is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Emilio A. Vazquez is a financial advisor with over 20 years of experience in the industry. Emilio has a Series 7, Series 63, and Series 24 license. Emilio is currently registered with Osaic Institutions, Inc. He is also a board member of the Yes Institute, a non-profit educational organization. Emilio's experience includes working with individuals, businesses, charitable organizations and high-net-worth individuals. Emilio provides financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Erik Sylvan Sherman is a financial advisor with over 20 years of experience in the industry. Erik is registered with Osaic Wealth, Inc. and is licensed to offer investment advisory services in Florida and Texas. Erik also holds licenses to sell insurance products. Erik is a well-rounded advisor with experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Erik is committed to helping clients achieve their financial goals through personalized financial planning and portfolio management services.

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Favio Javier Taborda is a financial advisor who has been working in the industry since March 29, 2008. Favio is currently registered as a broker and an investment advisor representative with Osaic Wealth, Inc. Favio holds a Certified Financial Planner designation. Favio has been with Osaic Wealth, Inc. since November 2018, and has held previous positions with Signator Investors, Inc., MML Investors Services, LLC, and New England Securities. Favio's current registrations include Florida, Georgia, and Texas. Favio specializes in providing financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

John Joseph Pitlosh is a financial advisor with Wealth Enhancement Advisory Services, LLC. John Joseph Pitlosh has been a registered investment advisor since 2001 and has experience in the financial services industry since 1999. John Joseph Pitlosh has a wide range of experience with clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. John Joseph Pitlosh is a Certified Financial Planner and has passed the Series 7, 31, 52, and 63 examinations. John Joseph Pitlosh is also registered as an investment advisor representative in Florida and Texas.

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Kenneth Rozwodowski is a financial advisor with Osaic Wealth, Inc. in Coconut Grove, FL. Kenneth has over 20 years of experience in the financial services industry. Kenneth holds the Series 6 and Series 63 licenses. Kenneth's areas of expertise include financial planning, portfolio management, and retirement planning. Kenneth has a proven track record of helping individuals and families achieve their financial goals.

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ADVISOR BIO

Marcel Pelegrin is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Marcel has been in the industry since 2019 and has a Series 66, Series 7TO and SIE license. Marcel works out of the Coconut Grove office in Florida. Marcel Pelegrin has been a registered representative since 2021. Marcel's specialties include: financial planning, portfolio management for individuals and businesses, pension consulting, and providing research reports and services.

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