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

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

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

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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ADVISOR BIO

Paul Weinstein has been working in the financial industry since July 18, 1983. Paul is currently registered with Raymond James Financial Services Advisors, Inc. and has a branch office in Fort Myers, Florida. Paul also has a history of working with UBS Financial Services Inc., Raymond James & Associates, Inc., Dean Witter Reynolds Inc., and Cowen & Co. Paul has also been involved in other businesses including Brewski Brothers LLC, PR Lending, Weinstein Wilkes Financial Group, and Weinstein/Falk. Paul Weinstein is committed to providing comprehensive financial planning and portfolio management services. Paul provides services such as portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars, selection of other advisers, and hourly & fixed rate consultations.

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ADVISOR BIO

Robert Schimmel is a financial advisor with Centaurus Financial, Inc. Robert has been in the financial services industry since 2003 and has experience with a wide range of financial products and services. Robert has held licenses and registrations in multiple states, including California, Delaware, Florida, Louisiana, Maine, Massachusetts, Michigan, New Jersey, Ohio, Pennsylvania, South Carolina, and Texas. Robert is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Samuel Henderson is a financial advisor with over 35 years of experience in the financial services industry. Samuel is currently registered with LPL Financial LLC and has been with the firm since 1995. Previously, Samuel worked at FSC Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samuel has a broad range of experience in providing financial advice to individuals and businesses, and he is licensed to offer securities and investment advisory services in a number of states.

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