ADVISOR BIO

Alexandra Marie Chiklakis is a financial advisor who is registered with LPL Financial LLC. Alexandra has been in the industry since 2018. Alexandra is registered with the state of Florida and has a Series 66, Series 7 and SIE license. Alexandra has experience in investment advisory, insurance, and notary public. Alexandra is also an ordained minister.

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ADVISOR BIO

Chuilin Lo is an investment advisor representative at MWA Financial Services Inc., located in Fort Myers, Florida. Chuilin Lo holds the Series 6TO and SIE licenses, indicating expertise in investment company products and variable contracts, and a fundamental understanding of the securities industry. Chuilin Lo is registered in Florida with a focus on portfolio management for individuals and businesses. The firm manages approximately 216 million dollars in assets under management, and serves clients of varying sizes and types, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

George Bokios is an active investment advisor representative with Regal Advisory Services, Inc. George has been in the industry since 1980. George holds the Series 4, 7, 24, 27, 63, 79, 99, and SIE licenses and is registered in California, Florida, Illinois, New Jersey, and New York.

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ADVISOR BIO

Ian Matheson is an Investment Advisor Representative at Carnegie Investment Counsel, a firm with offices in Ft. Myers, FL and PEPPER PIKE, OH. Ian is licensed in Florida and has been in the industry since January 2008. The firm provides advisory services to individuals, businesses, investment companies, insurance companies, charitable organizations, pension plans, and other investment advisors. They offer financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Jarrett Glosson is an investment advisor representative with MWA Financial Services Inc., headquartered in Rock Island, IL. Jarrett has been in the industry since October 2006 and is registered in multiple states, including Florida, Georgia, Indiana, Ohio, Oklahoma, Oregon, Pennsylvania, and Tennessee. He offers investment advisory services to individuals, corporations, and charitable organizations. Jarrett's specialties include financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Jeffrey Rush is an investment advisor representative associated with Ameriprise Financial Services, LLC. Jeffrey has been a registered representative for 39 years. He is a licensed investment advisor in Texas. Jeffrey also works as a Board of Directors and Treasurer for the Hillside HOA.

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ADVISOR BIO

Jeffrey Hedberg is an experienced financial professional with over 30 years in the industry. Jeffrey currently works at LPL Financial LLC in Newington, Connecticut and Ft. Myers, Florida. Previously, Jeffrey has held positions at SAGEPOINT FINANCIAL, INC., MORGAN STANLEY, ROYAL ALLIANCE ASSOCIATES, INC., NATIONAL PLANNING CORPORATION, ING FINANCIAL PARTNERS, INC., INVESTORS CAPITAL CORP. and METLIFE SECURITIES INC.. Jeffrey is registered in 27 states and holds the following licenses: Series 6, 7, 24, 26, 63, 65 and SIE.

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ADVISOR BIO

Keith Alan Veres is a financial professional with over 30 years of experience in the industry. Keith is currently affiliated with Hbks Wealth Advisors in Fort Myers, FL. Keith has a Series 63 and Series 65 licenses and has been active in the financial services field since 2014. Keith has extensive experience in providing a wide range of financial services, including financial planning, investment management, and retirement planning for individuals and businesses. Keith also has experience in M&A Advisory.

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ADVISOR BIO

Kenneth Alan Levin is a financial advisor registered with J. W. Cole Advisors, Inc. Kenneth is a registered representative with 26 years of experience in the financial services industry. Kenneth Levin works at the FT. MYERS, FL branch office of J. W. Cole Advisors, Inc. Kenneth has been a registered representative for 26 years and has provided financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Kerri Goldsmith is an investment advisor representative with Hbks Wealth Advisors. Kerri has been in the industry since 2011. Kerri is licensed in Florida and Louisiana. Kerri's primary office location is in Fort Myers, Florida. Kerri provides investment advice to individuals, corporations, and other businesses. Kerri also provides financial planning services. Kerri is dedicated to helping clients reach their financial goals.

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