ADVISOR BIO

Adam Jorgensen is a financial advisor with Capital Markets IQ, LLC. Adam has been a registered investment advisor since 2008. Adam holds Series 6, 7, 63 and 66 licenses and is licensed in Arizona, Colorado, Florida, and Texas. Adam has prior experience with Commonwealth Financial Network, Invest Financial Corporation and Metlife Securities. Adam also owns Veracity Financial Services and Veracity Advisers LLC.

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Adam Gurien is an investment professional with over 28 years of experience in the financial services industry. Adam has held principal roles at Merrill Lynch, Pierce, Fenner & Smith Inc., WELLS FARGO ADVISORS, LLC, ZACHARY JACKSON SECURITIES, LP, PRUDENTIAL SECURITIES INCORPORATED, SMITH BARNEY INC., and LEHMAN BROTHERS INC. Adam is currently registered as a broker and investment advisor in Florida, New Jersey, and Texas. Adam is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and specializes in providing portfolio management for individuals and businesses, pension consulting, and educational seminars.

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Adrian Davis De Montluzin is an investment advisor representative with Ameriprise Financial Services, LLC. Adrian has been in the industry since 1993 and has experience with a variety of firms including UBS Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adrian is registered with the state of Texas and holds the Series 63, 65, 7 and SIE exams. Adrian specializes in providing a variety of financial planning and investment services to individuals, businesses, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and state or municipal government entities.

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Alan Gladstone is a financial advisor with Morgan Stanley. Alan has been in the financial industry since 1976 and has held various roles at several firms, including Lehman Brothers, Merrill Lynch, and Morgan Stanley. Alan is a registered representative in Connecticut, Florida, New Jersey, New York, and Texas. Alan is also a registered Investment Advisor in Connecticut, Florida, New Jersey, New York, and Texas. Alan specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. He is committed to helping clients achieve their financial goals and objectives.

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Albert Leonard Blakes is an investment advisor with over 30 years of experience. Albert is registered in 51 states and is currently employed by RBC Capital Markets, LLC, in Palm Beach Gardens, FL. Albert has previously worked for several other firms including J. B. Hanauer & Co., SWS Financial Services, Gruntal & Co., L.L.C., Josephthal Lyon & Ross Incorporated, International Assets Advisory Corporation, Corporate Securities Group, Inc., The Stuart-James Company, Incorporated and Blinder, Robinson & Co., Inc.. Albert holds Series 7, 63 and 65 licenses and is a Registered Representative.

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Alexander McKendry is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexander holds the Series 7TO, Series 66, and SIE licenses and has been in the industry since 2023. He has prior experience with Equitable Advisors, LLC. Alexander specializes in working with individuals, high-net-worth individuals, businesses, corporations, investment companies, insurance companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and banking or thrift institutions.

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Alfred Lobo is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Alfred has over 45 years of experience in the financial industry. Alfred specializes in providing a variety of financial services to individuals, businesses, and charitable organizations. Alfred is a Registered Representative and Investment Advisor Representative. Alfred holds multiple FINRA series licenses and has successfully completed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Prior to joining UBS Financial Services Inc., Alfred was a financial advisor at Morgan Stanley and Merrill Lynch.

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Ali Goethel is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Ali has been in the financial industry for over 12 years and is licensed to provide investment advice in multiple states.

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Alyssa Morgan Marazzi is a financial advisor with Fidelity Personal and Workplace Advisors. Alyssa is registered as a securities representative in Florida and Texas. Alyssa has been working in the securities industry since December 2020. Alyssa's professional background includes experience with Fidelity Investments, Planet Fitness, and The Woods, Jupiter. Alyssa is an active investment advisor representative and has been approved by FINRA and several state securities regulators. Alyssa is registered to provide securities services in Florida and Texas.

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Alyssa Liples is a financial advisor registered with Fidelity Personal and Workplace Advisors. Alyssa has been in the industry since June 2018, providing financial advice to a wide range of clients, including individuals, businesses, and charitable organizations. Alyssa holds Series 66, Series 7, and SIE licenses.

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