ADVISOR BIO

Alysia Battaglia is a financial advisor with Oppenheimer & Co. Inc. in North Palm Beach, FL. Alysia has been working in the financial services industry since May 4, 2001, and has experience at a number of firms, including Fieldpoint Private Securities, LLC, Morgan Stanley, and Stifel, Nicolaus & Company, Incorporated. Alysia holds the Series 7 and SIE licenses.

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ADVISOR BIO

Amanda Courtney is a registered Investment Advisor Representative. Amanda has been in the industry since 2009. Amanda is registered with Certuity, LLC in North Palm Beach, Florida. Amanda's specializations include Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Angelo Peter Schiralli has been a registered representative since 1975 and has been in the industry for over 46 years. Angelo is currently registered with MML Investors Services, LLC and has branch office locations in North Palm Beach, FL. Angelo has experience with a variety of firms, including MSI Financial Services, Inc., New England Securities, Signator Investors, Inc., John Hancock Mutual Life Insurance Company, Sun Investment Services Company, and Mutual Benefit Financial Service Company. Angelo has a broad range of experience and is licensed in several states. Angelo has been an independent insurance agent since 1970, a partner in S and C Brokerage since 1987, and is the owner of South Florida Financial Services since 1985. Angelo provides financial planning and portfolio management services to a variety of clients including individuals, corporations, and retirement plans.

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ADVISOR BIO

Branden Cameron Schiralli is a financial advisor currently registered with MML Investors Services, LLC, where Branden has been employed since March 2017. Branden previously worked at MSI Financial Services, Inc. from January 2015 to March 2017 and New England Securities from October 2005 to January 2015. Branden holds multiple licenses and registrations, including Series 6, 7, 63, and 66. Branden has been in the industry since January 29, 2005.

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ADVISOR BIO

Brandon Tola Hinson is a financial advisor who has been in the industry since 2023. Brandon is a registered representative with Edward Jones. They currently hold licenses to sell securities in Florida and Texas. Brandon provides a variety of advisory services to individual and business clients.

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ADVISOR BIO

Brent Jason Greninger is a financial advisor currently associated with Buckman Advisory Group LLC in North Palm Beach, FL. Brent has been in the financial services industry since 2010 and has experience with Raymond James & Associates, Inc., Morgan Stanley and Wells Fargo Advisors, LLC. Brent has worked as a financial advisor for over 10 years. Brent holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. He is registered to provide advisory services in California, Florida, New Jersey and Virginia. Brent specializes in working with individuals, corporations or other businesses, charitable organizations and profit sharing 401(k) clients.

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ADVISOR BIO

Bruce Andrew Evans is a financial advisor with Oppenheimer & Co. Inc. based in North Palm Beach, Florida. Bruce has been in the financial industry since 2017 and has prior experience at Morgan Stanley. Bruce is registered to provide investment advice in Florida and Texas and offers a wide range of financial services including financial planning, portfolio management, pension consulting, and selection of other advisors. Bruce is a Series 7 and Series 66 licensed professional.

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ADVISOR BIO

Cameron Victor Doty is an Investment Advisor Representative registered with Certuity, LLC. Cameron Doty has been in the industry since 2014 and has held positions at Camden Capital, Aramark, Tequesta Insurance Agency, and Florida State University. Cameron Doty has passed the Series 65 examination. Cameron Doty is registered in California and Florida. Certuity, LLC is a registered investment advisor with the SEC.

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ADVISOR BIO

Charles Dominic Farrar is a financial advisor with over 20 years of experience. Charles has a Series 3, 7, 31, 63 and 65. Charles is currently registered with Farrar Wealth Management, LLC in North Palm Beach, FL. Charles has previously been employed by STIFEL, NICOLAUS & COMPANY, INCORPORATED, RYAN BECK & CO., MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and REICH & CO., INC.. Farrar Wealth Management, LLC provides financial planning and portfolio management services to individuals. The firm has approximately $13,850,774 in assets under management.

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ADVISOR BIO

Chloe Sandler is an Investment Advisor Representative at Certuity, LLC in NORTH PALM BEACH, FL. Chloe has been in the financial services industry since 2014. Chloe has a Series 65 license. Chloe is registered to provide investment advice in Florida. Chloe focuses on providing financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Chloe's firm manages approximately $3.96 billion in assets.

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