ADVISOR BIO

Joan Frances Lally is a financial advisor with Morgan Stanley. Joan has been in the financial industry since January 18, 2001. Joan is a Registered Representative of Morgan Stanley Smith Barney LLC in Florida and Texas. Joan's experience includes providing asset allocation advice, financial planning, pension consulting and educational seminars. Joan provides services to a variety of clients including individuals, businesses, investment companies and charitable organizations. Joan has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Joann Franklin has been in the financial industry since April 19, 2015. Joann Franklin is a registered representative of Stifel, Nicolaus & Company, Inc. and is licensed in 51 states and the District of Columbia. Joann Franklin is also an investment advisor representative and is registered in Florida and Texas. Joann Franklin has passed the Series 66, Series 7, and the Securities Industry Essentials Examination exams. Joann Franklin specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting.

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ADVISOR BIO

Joel Lansat is an investment professional with over 35 years of experience in the financial industry. Joel has a strong track record of success in providing financial advice to individuals and businesses. Joel is currently registered with RBC Capital Markets, LLC and is also a registered investment advisor. Joel has a wide range of experience in various financial areas, including portfolio management, financial planning and retirement planning. Joel is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Joel Kamphuis is a financial advisor at Cetera Investment Advisers LLC. Joel has over 35 years of experience in the financial services industry, working with a wide range of clients, including individuals, families, businesses, and institutions. Joel specializes in financial planning, retirement planning, investment management, and insurance planning. Joel is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

John Edward Coleman is a financial advisor with Ameriprise Financial Services, LLC. John has been working in the financial industry since November 1988 and has extensive experience in helping clients reach their financial goals. John is registered with the state of Florida. John provides portfolio management, financial planning, and asset allocation services to a variety of clients, including individuals, corporations, and charitable organizations. John is committed to providing personalized financial advice and guidance to help his clients achieve their investment objectives.

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John Michael Murphy is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. John has been in the industry since 1993 and holds the Series 6, 7, 31, and SIE licenses, along with the Series 63 state exam. John is also a Certified Financial Planner. Prior to joining Stifel, Nicolaus & Company, Inc., John was registered with UBS Financial Services Inc. and Morgan Stanley. John specializes in providing portfolio management, financial planning, and pension consulting services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

John Marvin is a financial advisor with UBS Financial Services Inc. John has over 35 years of experience in the financial services industry. John has been with UBS Financial Services Inc. since February 2007. Prior to that, John worked at MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ROSENKRANTZ LYON & ROSS INCORPORATED. John is registered to provide securities services in 40 states. John also holds the Series 7 and Series 63 licenses and the SIE exam.

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ADVISOR BIO

John A. Walsh is a financial advisor with Stifel, Nicolaus & Company, Inc. John has been in the financial services industry since December 2010. John has licenses and registrations in several states including Florida, Texas, California, Colorado, Georgia, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, and Wisconsin. John is a Series 66, Series 7, and SIE licensed holder. John also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

John Carl Nelson is a financial advisor with over 20 years of experience in the industry. John Carl has been registered with Raymond James Financial Services Advisors, Inc. since August 2021. John Carl's previous experience includes positions at Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Questar Capital Corporation and Krieger Financial Services, Inc. John Carl is a registered representative of Raymond James Financial Services Advisors, Inc. and an investment advisor representative of Raymond James Financial Services, Inc. John Carl is licensed to provide financial and investment advice in the state of Florida. John Carl's specializations include retirement planning, investment management, insurance, estate planning and college savings.

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ADVISOR BIO

John Ernest Flagg is a financial professional with over 20 years of experience in the industry. John is currently registered with MMA Securities LLC and is located in Palm Beach Gardens, Florida. John is a Series 6 and Series 63 licensed representative and holds the SIE designation. John has been with MMA Securities LLC since November 2016. Prior to that, John worked at M HOLDINGS SECURITIES, INC., NFP SECURITIES, INC., VALMARK SECURITIES, INC., and ASCEND FINANCIAL SERVICES, INC. John's expertise is in Retirement Plan Participants, Financial Planning and Pension Consulting.

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