ADVISOR BIO

Patrick Neal Strader is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Patrick is a registered representative and investment advisor representative. Patrick has been in the industry since October 25, 2007. Before joining Wells Fargo Advisors Financial Network, LLC, Patrick was employed by MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Patrick holds the Series 66, SIE and Series 7 licenses. Patrick is registered to conduct business in Alabama, California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Mississippi, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas and Wisconsin. Patrick provides investment advisory services to individuals, businesses and institutions.

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ADVISOR BIO

Patrick Michael Feeney is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Fort Lauderdale, Florida. Patrick has been in the financial industry for over 6 years, with prior experience at SunTrust Investment Services, Inc. and The Northern Trust Company. Patrick's expertise includes a wide range of financial services, with a focus on investments, portfolio management, and financial planning.

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ADVISOR BIO

Paul Eric Rosen is an Investment Advisor Representative with Valmark Advisers, Inc. based in Fort Lauderdale, FL. Paul has been working in the financial services industry for over 14 years, with experience in investment advising, insurance sales and corporate benefits consulting. Paul has offices in both Fort Lauderdale, Florida and Boca Raton, Florida. Paul is registered to conduct business in 20 states across the US. Paul has passed the Series 6, 7 and 66 exams, as well as the SIE.

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ADVISOR BIO

Paul Yates is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Lauderdale, Florida. Paul has been in the industry since November 23, 2015. Paul holds the Series 7, SIE and Series 66 licenses. Paul has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 26, 2016.

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ADVISOR BIO

Paul Tanner is an investment advisor representative registered with Las Olas Capital Advisors, LLC. Paul has over 38 years of experience in the industry, specializing in corporate advising, investment banking advice, financial planning, portfolio management, and selection of other advisors. Paul has worked for several firms, including UBS Financial Services Inc., Lehman Brothers Inc., and Morgan Stanley DW Inc. Paul holds Series 7, 8, 31, 53, 63, and 65 securities licenses and is currently registered in Florida and Texas.

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ADVISOR BIO

Paul David Sjogren is an investment advisor representative with Wells Fargo Clearing Services, LLC, with over 20 years of experience in the financial services industry. Paul specializes in providing investment advisory services to individuals, families, and businesses. Paul holds Series 7, 6, 24, 63, and 65 licenses and has a background in financial planning and portfolio management. Previously, Paul held positions at J.P. Morgan Securities LLC, Chase Investment Services Corp, Princor Financial Services Corporation and MetLife Securities Inc. Paul's experience, knowledge and commitment to serving clients make him a valuable asset to his clients and their financial goals.

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ADVISOR BIO

Paul Harding is a registered investment advisor representative with Morgan Stanley. Paul has been in the financial services industry since 2018 and holds both Series 7 and Series 66 licenses. He is registered in Florida, Texas, Alabama, Arizona, California, Colorado, Connecticut, Delaware, Georgia, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, Washington, and the Virgin Islands. Paul's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Penelope Blair is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Lauderdale, Florida. Penelope has been in the securities industry since February 14, 2006, and has a Series 7, Series 66, and SIE licenses. Penelope specializes in investment advisory services, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Peter Mottek is a financial advisor at TD Private Client Wealth LLC, a firm with $1 billion - $10 billion in assets under management. Peter has been in the industry since December 2014 and is registered with FINRA and the state of Florida. Peter holds the Series 7 and SIE licenses.

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ADVISOR BIO

Peter Eric Weitz is a financial advisor with over 20 years of experience in the industry. Peter has a strong background in securities and investment management, having held various roles at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prime Capital Services, Inc. and Fusion Analytics Securities LLC. Peter holds the Series 7, Series 31, and Series 66 licenses. Peter currently works at Axxcess Wealth Management, LLC and Route 20 Private Wealth Inc., focusing on providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Peter is committed to helping clients achieve their financial goals through personalized investment strategies.

SPECIALIZATIONS