ADVISOR BIO

Aaron William Kassler is a financial advisor at Morgan Stanley. Aaron has been in the financial industry since June 6, 2012. Aaron holds both Series 7 and Series 66 licenses and the SIE exam. Aaron has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Berthel, Fisher & Company Financial Services, Inc.. Aaron is registered with 22 state regulatory authorities for both securities and investment advisory services. The states include Alabama, Arizona, California, Colorado, Florida, Georgia, Kansas, Kentucky, Minnesota, Mississippi, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah and Virginia. Aaron is also a member of the Alliance of M&A Advisors.

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ADVISOR BIO

Aaron Knoll is a registered investment advisor representative with International Assets Investment Management, LLC in Orlando, FL. Aaron has been in the industry since 2003 and holds a Series 7, 24, and 66. Aaron specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Adad Bauger is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Adad Bauger has been in the securities industry for over 1 year. Adad Bauger is registered with FINRA, and has a Series 7TO and SIE license, as well as Series 63 and Series 66 licenses. Adad Bauger has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2024. Prior to that, Adad Bauger was affiliated with Regal Securities, Inc. in Orlando, Florida. Adad Bauger specializes in providing investment advice to individuals and businesses. Adad Bauger is also a registered investment advisor in Florida.

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ADVISOR BIO

Adam Spencer Carey is an Investment Advisor Representative registered with International Assets Investment Management, LLC. Adam Spencer Carey is located in Orlando, FL and has been in the industry since August 2000. Adam Spencer Carey has a Series 65 registration and is licensed in North Carolina. Adam Spencer Carey specializes in providing investment advice to individuals and businesses and has approximately 50 clients. Adam Spencer Carey also owns and operates The Dantas Advisory Group, an independent insurance agency offering health, life, disability, long-term care, Medicare and annuity insurance.

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ADVISOR BIO

Adam Babb is a financial advisor with Florida Financial Advisors, LLC. Adam Babb has been working in the industry since March 1, 2022, and has Series 63, 65, 6TO, and SIE licenses. Adam Babb works in the Winter Park, FL office of Florida Financial Advisors, LLC. The firm has a total of 1371 client accounts with $199,000,000 in assets under management.

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ADVISOR BIO

Adam Friedman is a financial advisor who has been in the industry since January 27, 2015. Adam is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous registrations with VALIC Financial Advisors, Inc. and Edward Jones. Adam has passed the Series 66, Series 10, Series 9, SIE, and Series 7 exams. Adam is currently registered in 53 states and has a total of 7 approved SRO registrations, 1 approved FINRA registration, and 2 approved IA state registrations. Adam specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Adrian Rafael Schmidt is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since June 2023. Adrian is registered with FINRA as a Registered Representative (RA) in Florida and Texas. Adrian has passed the Series 7TO and SIE exams and holds the Uniform Combined State Law Examination. Adrian specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Adrian's office is located in Winter Park, FL.

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ADVISOR BIO

Aedan Thomas Walsh is a financial advisor with Florida Financial Advisors, LLC. Aedan is registered with FINRA and holds the Series 65, Series 6TO, and SIE exams. Aedan has been in the financial industry for over 5 years and provides financial planning, portfolio management, and selection of other advisors. Aedan is based in Orlando, FL and serves a range of clients.

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ADVISOR BIO

Ahmed Stephens is a financial advisor with over 16 years of experience in the industry. Ahmed Stephens is currently registered with NBC Securities, Inc. and has a Series 66, Series 7 and SIE license. Ahmed Stephens has previous experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ahmed Stephens is registered to provide investment advice in 11 states, including Alabama, California, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, North Carolina, and South Carolina.

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ADVISOR BIO

Aida Puerto cubillos is a registered representative with J.p. Morgan Securities LLC and is based in Orlando, Florida. Aida has been in the industry for over a year and has Series 6TO and SIE licenses. Aida specializes in providing financial planning, pension consulting, and selection of other advisers. Aida is also registered with the state of Florida.

SPECIALIZATIONS