ADVISOR BIO

Alfred John Salvino is a financial advisor with Performance Wealth. Alfred has over 30 years of experience in the industry, and is registered to provide investment advisory services in Florida and Illinois. Alfred is a Registered Principal and has passed the Series 63, Series 65, Series 7, and Series 24 exams. Alfred's firm, Performance Wealth, is a Registered Investment Advisor with over 3.3 billion dollars in assets under management. The firm specializes in providing financial planning, pension consulting, and portfolio management services for high-net-worth individuals and businesses.

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ADVISOR BIO

Ana Tereza Munro is a financial advisor with Morgan Stanley. Ana is a CERTIFIED FINANCIAL PLANNER™ professional with over 13 years of experience in the financial services industry. Ana is registered with the Securities and Exchange Commission (SEC) and has been a registered representative since 2010. Ana's areas of expertise include asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Prior to joining Morgan Stanley, Ana was employed by Fifth Third Securities.

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ADVISOR BIO

Anna Gionet is a registered representative with Wells Fargo Clearing Services, LLC. Anna has been in the industry since September 10, 2012. Anna holds Series 7, 31, and 66 licenses and has a SIE designation. Anna is registered in Florida, Georgia, Indiana, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Wisconsin and Wyoming. Anna is also registered in Texas as an Investment Advisor Representative. Previously, Anna worked at MORGAN STANLEY SMITH BARNEY.

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ADVISOR BIO

Austin M Elliott is a registered representative with Fifth Third Securities, Inc. Austin is licensed to provide investment advisory services and securities brokerage services. Austin has been active in the financial industry since July 2018. Austin has a broad range of experience, including investment advisory, securities brokerage, and financial planning.

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ADVISOR BIO

Bob Weigel is a financial advisor associated with Edward Jones. Bob has been in the financial services industry for over 15 years and has worked with clients across various states. Bob is a Certified Financial Planner and has a strong understanding of financial planning, portfolio management and pension consulting. Bob's main office is located in Marco Island, FL.

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ADVISOR BIO

Brad Bersh is a financial advisor with over 20 years of experience in the industry. Brad is a Registered Representative and Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Brad holds Series 7, 9, 10, 63 and 65 licenses and is registered in 28 states. Brad is a highly experienced and qualified professional dedicated to providing personalized financial advice and guidance to clients.

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ADVISOR BIO

Brian Mazgaj is a financial advisor at LPL Financial LLC, with over 20 years of experience in the financial services industry. Brian has a broad range of experience, having worked at firms such as BMO Harris Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds Series 3, 7, 63 and 65 licenses and the SIE exam. Brian specializes in providing a variety of services to individuals, families, businesses, and institutions. This includes financial planning, portfolio management, and investment consulting. Brian is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Carol Afanador Brown is a financial advisor with Truist Advisory Services, Inc. She has been in the industry since July 5, 2018. Carol has a Series 6, Series 63, Series 65 and SIE license and is registered in Florida and Georgia. Carol specializes in providing financial advice to individuals and businesses, including portfolio management, financial planning and publication of periodicals.

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ADVISOR BIO

Coleen Marie Hodsdon is an investment advisor representative with Ameriprise Financial Services, LLC. Coleen has been in the industry since December 2015 and has a Series 66, Series 7 and SIE license. Coleen is registered in 33 states, and is currently registered in Florida and Texas. Coleen has previously been employed by Morgan Stanley.

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ADVISOR BIO

Craig John Couture is a financial advisor at Avantax Advisory Services. Craig has been in the financial industry since 1998 and is licensed to provide advisory services in several states, including Florida, Maryland, and Texas. Craig holds several securities licenses, including Series 6, 7, and 63, and has extensive experience in financial planning, portfolio management, and investment advisory services. In addition to working with Avantax, Craig also provides tax preparation and accounting services to individual clients.

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