ADVISOR BIO

Mark Elliott Backes is a financial advisor with Cetera Investment Advisers LLC. Mark has been in the securities industry for 23 years. He is registered with the Securities and Exchange Commission and holds licenses for several states. Mark has experience working with individuals, corporations, and charitable organizations. He offers financial planning, pension consulting, portfolio management, and educational seminars to his clients. Mark has previously worked with OBS Brokerage Services, Inc., CUNA Brokerage Services, Inc., First Clearing, LLC, Southtrust Securities, LLC, and Fifth Third Securities, Inc.

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ADVISOR BIO

Mark Mahon is a financial advisor at UBS Financial Services Inc., with more than 19 years of experience in the industry. Mark has held registrations with various firms, including WADDELL & REED, JBS LIBERTY SECURITIES, INC., and IVY DISTRIBUTORS, INC. He is registered in multiple states and has a wide range of licenses including Series 6, 7, 9, 10, 24, 63, and 65. Mark is a Certified Financial Planner and specializes in investment management for individuals, businesses, and charitable organizations.

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ADVISOR BIO

Marlene McCracken is a financial advisor at Wells Fargo Clearing Services, LLC. Marlene has been in the financial industry since June 24, 2009, and is registered with the Financial Industry Regulatory Authority (FINRA). Marlene is licensed to sell securities in 44 states and is a Series 7 and Series 63 licensed professional. Marlene's primary office is located at 12140 Carissa Commerce Ct, Ste 100, Fort Myers, Florida. Marlene is a licensed representative of Wells Fargo Clearing Services, LLC and offers a variety of financial services including portfolio management, financial planning, and investment consulting services to institutional clients.

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ADVISOR BIO

Martin Shapiro is a financial advisor with Osaic Wealth, Inc., a registered investment advisor. Martin has been in the industry since 1994. Martin has a Series 63, 53, 24, 7, and SIE license. Martin also holds a Certified Financial Planner designation. Martin offers a wide range of services, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Martin Bernal is a financial advisor at Fifth Third Securities, Inc. Martin has been in the industry since 2015 and is registered with both FINRA and the state of Florida. Martin specializes in retirement planning, insurance, mutual funds, and fixed income. Martin has a strong commitment to providing personalized financial advice to help clients achieve their goals.

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ADVISOR BIO

Mathew Verrengia is a financial advisor with Hightower Advisors, LLC in Fort Myers, FL. Mathew has been working in the financial services industry since February 13, 2000. Mathew is registered with the state of Florida as an Investment Advisor Representative (IAR).

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ADVISOR BIO

Matthew Edwin Miller is a financial advisor with over 27 years of experience in the financial services industry. Matthew has been with Morgan Stanley since 2007, previously working for Morgan Stanley DW Inc. and First Montauk Securities Corp. Matthew holds licenses in a variety of states, including Florida, Texas, California and New York. Matthew specializes in providing asset allocation advice, financial planning, and portfolio management services to individuals, businesses, and institutions.

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ADVISOR BIO

Matthew Stratton is a financial advisor with over 20 years of experience in the industry. Matthew has worked with Girard Advisory Services, LLC since 2016. Prior to joining Girard Advisory Services, LLC Matthew was with LPL FINANCIAL LLC and Charles Schwab & Co., Inc.. Matthew's expertise is in financial planning, portfolio management for individuals and businesses, and pension consulting. Matthew is a registered Investment Advisor Representative and has a Series 7, Series 10, Series 9, Series 31, and Series 63 license. Matthew is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Matthew Forrest Welborn is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Fort Myers, Florida. Matthew Welborn has been in the financial industry since March 20, 1996. Matthew Welborn holds FINRA registrations for Series 3, 7, 9, 10, 31, 63, and 65 as well as licenses in multiple states. Matthew Welborn also holds the Certified Financial Planner designation.

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ADVISOR BIO

Melanie Rose Woods is a registered representative with UBS Financial Services Inc. based in Fort Myers, FL. Melanie has been active in the financial industry since November 2022 and holds a Series 66, Series 7TO and a SIE license. Melanie is a registered investment advisor in Florida and has been registered in 33 states. Melanie specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS