ADVISOR BIO

Joel Vincent Grant is a financial advisor with Wells Fargo Clearing Services, LLC. Joel is licensed to offer securities and investment advice in Florida and Georgia. Joel has been in the industry since October 2022. Joel has a Series 63, Series 7TO, Series 9, and Series 10 license. Previously, Joel worked at CHARLES SCHWAB & CO., INC. Joel specializes in a variety of financial products and services, including insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.

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ADVISOR BIO

Joel Bonilla is a registered representative with J.P. Morgan Securities LLC. Joel has been in the financial industry since June 24, 2019. Joel specializes in investment company products and variable contracts. The advisor has passed the Series 6TO and SIE exams, and is registered in Florida. Joel's current employment with J.P. Morgan Securities LLC began on June 25, 2019. The advisor's firm is a large firm with over $50 Billion in assets under management. The firm has a wide range of clients, including individuals, corporations, and institutions. J.P. Morgan Securities LLC provides a variety of financial services, including investment advisory, brokerage, and financial planning.

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ADVISOR BIO

Joellene Rae Aylor is an Investment Advisor Representative with Hightower Advisors, LLC. Joellene is a Certified Financial Planner™ professional, and has been in the financial industry since September 2007. Joellene is registered with the state of Florida. Joellene has been with Hightower Advisors since January 2024 and previously worked at Resource Consulting Group in Orlando, FL.

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ADVISOR BIO

John Elmo Thorsen is a financial advisor at Wells Fargo Advisors Financial Network, LLC. John has been in the financial industry since 1983. John has experience in providing financial advice to individuals, families, and businesses. John is also a Certified Financial Planner.

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ADVISOR BIO

John Patrick Miller is an investment advisor representative with International Assets Investment Management, LLC. John has been in the industry since 2011. John has a Series 66, Series 7, and SIE license. John is also a Certified Financial Planner. John has experience with International Assets Advisory, LLC and Morgan Stanley. John works with individuals and businesses. John has a special interest in financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

John Anthony Desantis is a financial advisor with LPL Financial LLC, based in Orlando, Florida. John has been working in the financial industry since June 20, 1982 and holds a variety of licenses and registrations, including Series 7, 6, 22, 24, 63, and SIE. John has previously worked for MML INVESTORS SERVICES, INC. in Springfield, Massachusetts, and for MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. John's primary practice areas include financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

John Carlin Beavers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since 1998 and is registered in 28 states. John's specializations include: securities, commodities, mutual funds, investment advisory services and variable contracts.

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ADVISOR BIO

John MacClary is a financial advisor at Raymond James Financial Services Advisors, Inc. He is registered in 50 states and has over 16 years of experience in the financial services industry. John specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. He has a strong commitment to understanding his clients' needs and goals, and he works diligently to provide them with personalized and tailored solutions. John also provides hourly and fixed-rate consultations.

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ADVISOR BIO

John Enochs Pinkley is a financial advisor with over 29 years of experience in the industry. John is currently registered with Raymond James & Associates, Inc. and is licensed to provide financial advice in Florida and Texas. John has a wide range of experience and knowledge in the financial services industry.

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ADVISOR BIO

John Henry Musick is a financial advisor with Equitable Advisors, LLC in Orlando, Florida. John has been a licensed financial advisor for over 10 years and holds the Series 6 and Securities Industry Essentials Exam licenses. John’s expertise includes providing financial planning, investment management, and pension consulting. John specializes in working with individuals, corporations, and charitable organizations.

SPECIALIZATIONS